STALEY CAPITAL ADVISERS INC HTFL β€” HEARTFLOW INC COM

Ownership history in STALEY CAPITAL ADVISERS INC  Β·  2 quarters on record

AI Ownership Summary

STALEY CAPITAL ADVISERS INC reported HEARTFLOW INC COM (HTFL) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows HTFL at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HTFL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STALEY CAPITAL ADVISERS INC's position in HEARTFLOW INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HTFL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STALEY CAPITAL ADVISERS INC held HTFL β€” position size vs. price
% of Fund (quarterly)    HTFL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 14,000 +7,000 +100.0% 0.01% $341K 2026-04-29 $29.53
2025 Q4 INITIATED β€” β€” β€” 7,000 β€” β€” 0.01% $204K 2026-02-05 $25.99

FAQ About STALEY CAPITAL ADVISERS INC and HTFL

These are the practical questions this page is built to answer before you even open the full history table.

How long has STALEY CAPITAL ADVISERS INC reported owning HTFL?

STALEY CAPITAL ADVISERS INC reported HTFL across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported HTFL position in STALEY CAPITAL ADVISERS INC's portfolio?

The largest reported portfolio weight for HTFL was 0.01% in 2026 Q1.

What is the latest reported HTFL position on this page?

The most recent filing on this page is 2026 Q1, when STALEY CAPITAL ADVISERS INC reported 14,000 shares, equal to 0.01% of portfolio, with an estimated market value of $341K.

What does the chart on this HTFL ownership page compare?

The chart compares STALEY CAPITAL ADVISERS INC's quarterly HTFL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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