Heartflow Ownership | Who Owns Heartflow?
Heartflow Ownership Summary
Heartflow is owned by 17.64% institutional investors, 5.16% insiders, and 77.21% retail investors. Wellington management group llp is the largest institutional shareholder, holding 3.25% of HTFL shares. Vanguard Health Care Inv is the top mutual fund, with 6.56% of its assets in Heartflow shares.
HTFL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Heartflow | 17.64% | 5.16% | 77.21% |
| Sector | Healthcare Stocks | 35.78% | 11.87% | 52.36% |
| Industry | Healthcare Information Services Stocks | 32.33% | 12.53% | 55.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wellington management group llp | 11.98M | 3.25% | $291.53M |
| Bain capital life sciences investors | 10.45M | 2.83% | $254.20M |
| Vanguard group | 1.58M | 1.96% | $46.07M |
| Fmr | 5.40M | 1.46% | $131.33M |
| Bamco inc /ny/ | 3.83M | 1.04% | $93.12M |
| Artisan partners limited partnership | 499.62K | 0.62% | $16.82M |
| Janus henderson group | 2.18M | 0.59% | $53.06M |
| Invesco | 1.91M | 0.52% | $46.55M |
| Blackrock funding, inc. /de | 1.46M | 0.40% | $35.58M |
| Ubs asset management americas | 1.41M | 0.38% | $34.42M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bain capital life sciences investors | 10.45M | 22.93% | $254.20M |
| 12 west capital management lp | 640.00K | 2.63% | $15.57M |
| Intrepid family office | 110.00K | 2.16% | $2.68M |
| Catalio capital management, lp | 403.59K | 2.05% | $9.82M |
| Alpinvest partners b.v. | 37.66K | 1.84% | $916.15K |
| Schusterman interests | 259.67K | 1.61% | $6.32M |
| Xxec | 278.68K | 1.42% | $8.13M |
| Next century growth investors | 652.97K | 1.15% | $15.89M |
| Capricorn investment group | 256.70K | 1.08% | $6.48M |
| Rock springs capital management lp | 572.50K | 0.82% | $13.93M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 11.98M | 0.05% | 6.09M |
| Bamco inc /ny/ | 3.83M | 0.28% | 1.52M |
| Invesco | 1.91M | 0.01% | 1.34M |
| Janus henderson group | 2.18M | 0.03% | 1.32M |
| Fmr | 5.40M | 0.01% | 1.27M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bain capital life sciences investors | 10.45M | 22.93% | -2.00M |
| Baillie gifford | 1.08M | 0.03% | -1.92M |
| Schusterman interests | 259.67K | 1.61% | -1.68M |
| Capricorn investment group | 256.70K | 1.08% | -1.40M |
| Price t rowe associates inc /md/ | 31.98K | 0.00% | -831.30K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Next century growth investors | 652.97K | 1.15% | 652.97K | $15.89M |
| 12 west capital management lp | 640.00K | 2.63% | 640.00K | $15.57M |
| Champlain investment partners | 567.42K | 0.18% | 567.42K | $13.81M |
| Artisan partners limited partnership | 499.62K | 0.02% | 499.62K | $16.82M |
| Aqr capital management | 208.81K | 0.00% | 208.81K | $5.08M |
Sold Out
| Holder | Change |
|---|---|
| Rockefeller capital management | -6.00 |
| Hughes financial services | -16.00 |
| Bare financial services | -16.00 |
| Wealthspire advisors | -50.00 |
| Avion wealth | -52.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 170 | 53.15% | 64,995,606 | 24.19% | 17 | 0.42% | 123 | 41.38% | 26 | 136.36% |
| Dec 31, 2025 | 66 | -13.16% | 14,595,249 | -59.33% | 18 | 0.91% | 55 | -27.63% | 5 | - |
| Sep 30, 2025 | 27 | - | 7,131,930 | - | 8 | - | 27 | - | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Health Care Inv | 5.65M | 6.56% | 4.43M |
| Vanguard Total Stock Mkt Idx Inv | 1.64M | 1.90% | 1.46K |
| Baron Discovery Institutional | 1.60M | 1.86% | 795.17K |
| Baron Discovery Strategy | 1.60M | 1.86% | 795.17K |
| Vanguard Small Cap Index | 1.17M | 1.36% | -4.02K |
| Invesco Discovery A | 1.12M | 1.29% | - |
| Invesco OFI Small Cap Growth | 1.12M | 1.29% | 1.12M |
| Scottish Mortgage Ord | 1.08M | 1.26% | -355.96K |
| Fidelity Select Health Care | 1.00M | 1.16% | -80.00K |
| Fidelity Select Medical Tech and Devcs | 1.00M | 1.16% | -128.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 24, 2026 | Farquhar John C.M. | Chief Executive Officer | Sell | $1.36M |
| Jun 10, 2026 | Farquhar John C.M. | Chief Executive Officer | Sell | $643.02K |
| May 18, 2026 | Rogers Campbell | Chief Medical Officer | Sell | $261.27K |
| May 11, 2026 | Farquhar John C.M. | Chief Executive Officer | Sell | $657.01K |
| Apr 29, 2026 | Bain Capital Life Sciences Investors, LLC | - | Sell | $23.41M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 10 |
| 2026 Q1 | - | 8 |
| 2025 Q4 | 1 | - |
HTFL Ownership FAQ
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