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Heart Test Laboratories Inc

CUSIP: 42254E104 | 33 institutional holders

Quarters

Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GPress, Philip H
with North Rock Digital GP, LLC, North Rock Digital, LP, Positivo LLC, +1 more
299,2716.0%New 5%+ stakeOct 21, 2026No 13F filer matched
13D/AAndrew Simpson

Institutional Holders — Q1 2024

Vanguard Group Inc191,541
0.0% of portfolio›$22.4K
Tradition Wealth Management, LLC180,465
0.0% of portfolio›$21.1K
Northern Trust Corp165,373
0.0% of portfolio›$19.3K
Citadel Advisors LLC123,086
0.0% of portfolio›$14.4K
HRT Financial LP122,465
0.0% of portfolio›$14
HCR Wealth Advisors100,000
0.0% of portfolio›$11.7K
Astoria Strategic Wealth, Inc.81,995
0.0% of portfolio›$9.6K
First Western Trust Bank75,000
0.0% of portfolio›$8.8K
Oliver Lagore Vanvalin Investment Group70,358
0.0% of portfolio›$8.2K
Tower Research Capital LLC (TRC)62,489
0.0% of portfolio›$7.3K
Two Sigma Securities, LLC50,538
0.0% of portfolio›$5.9K
Cultivar Capital, Inc.50,000
0.0% of portfolio›$5.8K
Cantor Fitzgerald, L. P.50,000
0.0% of portfolio›$5.8K
Susquehanna International Group, LLP49,180
0.0% of portfolio›$5.7K
Goldman Sachs Group Inc45,822
0.0% of portfolio›$5.4K
Geode Capital Management, LLC42,316
0.0% of portfolio›$4.9K
XTX Topco Ltd24,307
0.0% of portfolio›$2.8K
Accurate Wealth Management, LLC20,400
0.0% of portfolio›$2.0K
AlphaStar Capital Management, LLC19,993
0.0% of portfolio›$2.3K
Chapin Davis, Inc.15,000
0.0% of portfolio›$1.8K
Cubist Systematic Strategies, LLC14,122
0.0% of portfolio›$1.7K
Wells Fargo & Company453
0.0% of portfolio›$53
JPMorgan Chase & Co10
0.0% of portfolio›$1
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Vanguard Group Inc
191,541$22.4K0.0%N/AN/AValley Forge, PA2024-05-10
Tradition Wealth Management, LLC
180,465$21.1K0.0%ETFLowEdina, MN2024-05-13
Northern Trust Corp
165,373$19.3K0.0%IndexVery LowChicago, IL2024-05-14
Citadel Advisors LLC
123,086$14.4K0.0%CoreVery HighMiami, FL2024-05-15
HRT Financial LP
122,465$140.0%GARPVery HighNew York, NY2024-05-13
HCR Wealth Advisors
100,000$11.7K0.0%GrowthLowLos Angeles, CA2024-05-10
Astoria Strategic Wealth, Inc.
81,995$9.6K0.0%ETFVery LowNew Braunfels, TX2024-05-07
First Western Trust Bank
75,000$8.8K0.0%CoreVery LowDenver, CO2024-05-16
Oliver Lagore Vanvalin Investment Group
70,358$8.2K0.0%N/AN/AFlint, MI2024-05-15
Tower Research Capital LLC (TRC)
62,489$7.3K0.0%GARPVery HighNew York, NY2024-05-15
Two Sigma Securities, LLC
50,538$5.9K0.0%ValueVery HighNew York, NY2024-05-15
Cultivar Capital, Inc.
50,000$5.8K0.0%YieldLowDenton, TX2024-04-26
Cantor Fitzgerald, L. P.
50,000$5.8K0.0%Agg GrowthHighNew York, NY2024-05-15
Susquehanna International Group, LLP
49,180$5.7K0.0%GrowthHighBala Cynwyd, PA2024-05-07
Goldman Sachs Group Inc
45,822$5.4K0.0%CoreMediumNew York, NY2024-05-15
Geode Capital Management, LLC
42,316$4.9K0.0%IndexVery LowBoston, MA2024-05-13
XTX Topco Ltd
24,307$2.8K0.0%ValueVery HighLondon, United Kingdom2024-05-13
Accurate Wealth Management, LLC
20,400$2.0K0.0%CoreMediumWesley Chapel, FL2024-04-23
AlphaStar Capital Management, LLC
19,993$2.3K0.0%ETFMediumCornelius, NC2024-05-08
Chapin Davis, Inc.
15,000$1.8K0.0%GrowthHighBaltimore, MD2024-04-18
Cubist Systematic Strategies, LLC
14,122$1.7K0.0%ValueHighStamford, CT2024-05-15
Wells Fargo & Company
453$530.0%CoreLowSan Francisco, CA2024-05-10
JPMorgan Chase & Co
10$10.0%GrowthMediumNew York, NY2024-12-26
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-05-01
403,739
7.5%
New 5%+ stake
Oct 5, 2026
No 13F filer matched
13DDigital Currency Group, Inc.411,5229.4%New 5%+ stakeAug 12, 2026No 13F filer matched
13GPress, Philip H299,271
6.0% of class · Oct 21, 2026New 5%+ stake
with North Rock Digital GP, LLC, North Rock Digital, LP, Positivo LLC, +1 more
No 13F filer matched
13D/AAndrew Simpson403,739
7.5% of class · Oct 5, 2026New 5%+ stake
No 13F filer matched
13DDigital Currency Group, Inc.411,522
9.4% of class · Aug 12, 2026New 5%+ stake
No 13F filer matched