greeksoup/ stock research

Heartflow, Inc. 13F holders

193 funds reported a position in Heartflow, Inc. in their 13F for the quarter ended 30 June 2026, together 74.8 million shares worth $2.19 billion. Against the quarter before, 49 opened a position, 91 added, 37 trimmed and 24 sold out; together they bought a net 9.6 million shares. The largest holders: Bain Capital Life Sciences Investors, LLC, Wellington Management Group LLP and BlackRock, Inc.

Funds holding193+24 on Q1 2026
Shares they held74.8Mworth $2.19 billion
Net bought on the quarter9.6M sharesabout $281.1 million at the funds' values
Funds buying to selling140 to 61opened or added, to cut or sold
Opened 49Added 91Held 15Trimmed 37Sold out 24
Opened: 49 fundsAdded: 91 fundsHeld: 15 fundsTrimmed: 37 fundsSold out: 24 funds

What each fund did in HTFL against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2025: 89 funds, 44.8 million shares89Q3 2025Q4 2025: 112 funds, 52.3 million shares112Q4 2025Q1 2026: 169 funds, 65.0 million shares169Q1 2026Q2 2026: 193 funds, 74.8 million shares193Q2 2026

Funds reporting a position in HTFL in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 33 reported a position in Heartflow, Inc.: 16 opened one, 6 added, 7 trimmed and 2 sold out, a net 45,973 shares bought.

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 8 reported a position in Heartflow, Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 4.8 million shares worth $141.4 million, 0.0% of its reported book. New this quarter: Renaissance Technologies, Two Sigma Investments. Sold out: Baillie Gifford. In the quarter, 6 funds added or opened a position and 3 trimmed or sold out; together they bought a net 727,730 shares, about $21.4 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
FMR LLC4,820,944$141.4 million0.0%-576,858trimmed30 June 202613F
Point72 Asset Management1,721,279$50.5 million0.1%+1,182,928added30 June 202613F
Geode Capital Management1,360,391$39.9 million0.0%+818,732added30 June 202613F
Millennium Management922,893$27.1 million0.0%-170,524trimmed30 June 202613F
Citadel Advisors799,883$23.5 million0.0%+43,278added30 June 202613F
Renaissance Technologies382,700$11.2 million0.0%+382,700new30 June 202613F
Alyeska350,000$10.3 million0.0%+125,000added30 June 202613F
Two Sigma Investments7,126$209,0770.0%+7,126new30 June 202613F
Baillie Gifford0$00.0%-1,084,652exited30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Bain Capital Life Sciences Investors, LLC8,448,15811.29%$247.9 million14.74%-2,000,00013F
Wellington Management Group LLP7,864,22610.51%$230.7 million0.04%-4,118,05713F
BlackRock, Inc.5,197,7476.95%$152.5 million0.00%+3,735,16313F
FMR LLC4,820,9446.44%$141.4 million0.01%-576,85813F
Vanguard Portfolio Management LLC3,584,4284.79%$105.2 million0.01%+1,538,49013F
Bamco Inc.3,225,1334.31%$94.6 million0.14%-602,39813F
Vanguard Capital Management LLC2,753,2063.68%$80.8 million0.00%+859,71113F
Jupiter Topco LLC2,419,3363.23%$71.0 million0.03%first 13F13F
Invesco Ltd.2,298,7183.07%$67.4 million0.01%+385,62813F
Point72 Asset Management, L.P.1,721,2792.30%$50.5 million0.08%+1,182,92813F
Summit Partners Public Asset Management, LLC1,694,6512.26%$49.7 million1.29%+802,55813F
AllianceBernstein L.P.1,924,2682.57%$46.8 million0.01%+699,94213F
State Street Corp.1,465,8951.96%$43.3 million0.00%+1,015,34513F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC1,465,6501.96%$43.0 million0.01%+50,82213F
Geode Capital Management, LLC1,360,3911.82%$39.9 million0.00%+818,73213F
Nuveen, LLC1,353,1681.81%$39.7 million0.01%+1,329,92913F
Morgan Stanley1,054,8891.41%$31.0 million0.00%+202,95713F
UBS Group AG975,5101.30%$28.6 million0.01%+546,42613F
BNP Paribas Asset Management Holding S.A.931,1601.24%$27.3 million0.03%new13F
Millennium Management LLC922,8931.23%$27.1 million0.02%-170,52413F
12 West Capital Management LP902,5001.21%$26.5 million4.95%+262,50013F
Franklin Resources Inc.817,7011.09%$24.0 million0.01%+23,98013F
Citadel Advisors LLC799,8831.07%$23.5 million0.01%+43,27813F
Champlain Investment Partners, LLC733,6070.98%$21.5 million0.55%+166,18313F
Voya Investment Management LLC733,1830.98%$21.5 million0.02%+5,51613F
Next Century Growth Investors LLC671,4040.90%$19.7 million1.04%+18,43513F
NZS Capital, LLC656,0140.88%$19.2 million0.50%+365,88113F
Bank of New York Mellon Corp650,8490.87%$19.1 million0.00%+589,80113F
Eventide Asset Management, LLC636,9420.85%$18.7 million0.25%-120,01413F
XXEC, Inc.599,1940.80%$18.4 million2.38%+320,51313F
Goldman Sachs Group Inc.607,3870.81%$17.8 million0.00%+386,84713F
Catalio Capital Management, LP583,0550.78%$17.1 million3.21%+179,46713F
Rock Springs Capital Management LP573,5000.77%$16.8 million0.82%+1,00013F
Bank of America Corp.567,0300.76%$16.6 million0.00%+455,32813F
Fred Alger Management, LLC539,1600.72%$15.8 million0.05%-99,14613F
Northern Trust Corp.537,9020.72%$15.8 million0.00%+379,56413F
JPMorgan Chase & Co.441,2370.59%$15.5 million0.00%-5,74813F
BNP Paribas Financial Markets511,5230.68%$15.0 million0.01%+168,71413F
Massachusetts Financial Services Co.498,8120.67%$14.6 million0.01%new13F
Renaissance Technologies LLC382,7000.51%$11.2 million0.01%new13F
Alyeska Investment Group, L.P.350,0000.47%$10.3 million0.03%+125,00013F
AQR Capital Management LLC303,2200.41%$8.9 million0.00%+94,40613F
Walleye Capital LLC298,5680.40%$8.8 million0.04%+279,10413F
Charles Schwab Investment Management Inc.297,2540.40%$8.7 million0.00%+148,14113F
RTW Investments, LP295,0000.39%$8.7 million0.07%-200,00013F
Price T Rowe Associates Inc.238,2680.32%$7.0 million0.00%+206,29313F
Vanguard Fiduciary Trust Co.235,8090.32%$6.9 million0.00%+85,35213F
Lord, Abbett & Co. LLC200,5360.27%$5.9 million0.02%-249,82813F
Lisanti Capital Growth, LLC189,6750.25%$5.6 million1.22%+65,87013F
Sei Investments Co.163,0090.22%$4.8 million0.00%+95,96113F
The 50 largest of the 193 funds that reported a position in HTFL in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on HTFL

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls36,000$1.1 million30 June 202613F
Citadel AdvisorsPuts10,200$299,26830 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
14 August 202613G/ABCLS Fund III Investments, LP and 1 other8.4 million9.8%30 June 2026passive, other (13d-1(d))EDGAR
13 August 202613G/AWellington Management Group LLP and 7 others7.9 million9.1%30 June 2026passive, institutional (13d-1(b))EDGAR
6 August 202613G/AWellington Management Group LLP and 7 others9.2 million10.7%31 July 2026passive, institutional (13d-1(b))EDGAR
28 July 202613GBlackRock, Inc. and 1 other4.9 million5.7%30 June 2026passive, institutional (13d-1(b))EDGAR
15 May 202613G/ABCLS Fund III Investments, LP and 1 other10.4 million12.2%31 March 2026passive, other (13d-1(d))EDGAR
11 May 202613G/AHayfin Management Holdings Limited and 51 others633,5050.7%6 February 2026passive, other (13d-1(d))EDGAR
31 March 202613GHealthCor Partners Management LP and 5 others2.1 million2.4%24 March 2026passive, institutional (13d-1(b))EDGAR
5 March 202613G/AWellington Management Group LLP and 7 others11.9 million14.0%27 February 2026passive, institutional (13d-1(b))EDGAR
10 February 202613G/AWellington Management Group LLP and 7 others5.9 million6.9%31 December 2025passive, institutional (13d-1(b))EDGAR
24 November 202513GHealthCor Partners Management LP and 7 others6.7 million7.9%11 August 2025passive, institutional (13d-1(b))EDGAR
14 November 202513GBCLS Fund III Investments, LP and 1 other12.4 million14.9%30 September 2025passive, other (13d-1(d))EDGAR
14 November 202513GHayfin Management Holdings Limited and 51 others5.3 million6.2%30 September 2025passive, other (13d-1(d))EDGAR
12 November 202513GWellington Management Group LLP and 7 others4.9 million5.9%30 September 2025passive, institutional (13d-1(b))EDGAR
5 November 202513GFMR LLC and 3 others4.7 million5.7%30 September 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
23 September 20267$50.17SEC
21 September 20266,000$50.75SEC
8 September 2026331$48.91SEC
2 September 2026134$50.43SEC
26 August 20262$49.89SEC
24 August 2026958$49.75SEC
21 August 2026102$46.80SEC
19 August 2026305$45.23SEC
18 August 2026193$41.94SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 6,000 on 21 September 2026. A fail is an operational fact about settlement, not a position.