Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Heartflow Inc (HTFL)

164 + Investors. Track Smart Money conviction in HTFL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +56
Streak
3Q ▲
Buyers last Q
75%

Smart Money Signals — HTFL

Based on 165 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added HTFL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
165 hedge funds hold HTFL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +16400% more funds vs a year ago

fund count last 6Q
+164 new funds entered over the past year (+16400% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 75% buying

123 buying42 selling
Last quarter: 123 funds were net buyers (73 opened a brand new position + 50 added to an existing one). Only 42 were sellers (25 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new HTFL position: 0 → 86 → 49 → 73. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 98% entered in last year

■ 1% conviction (2yr+) ■ 2% medium ■ 98% new
Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +23%, value +5%

Value
+4%
Shares
+23%
Last quarter: funds added +23% more shares while total portfolio value only changed +5%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

0 → 0 → 86 → 49 → 73 new funds/Q
New funds entering each quarter: 0 → 86 → 49 → 73. A growing number of institutions are discovering HTFL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 98% of holders entered in last year

■ 2% veterans ■ 0% 1-2yr ■ 98% new
Of 168 current holders: 164 (98%) entered in the past year, only 4 (2%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
38 of 165 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in HTFL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HTFL

In 2026 Q1, 123 hedge funds were net buyers of HTFL (73 opened a new position, 50 added to an existing one), while 42 reduced or exited (25 trimmed, 17 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in HTFL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +56 funds (more new holders than closures). Total institutional holders: 165.

Hedge Fund Ownership: HTFL

How many hedge funds hold HTFL — quarterly history vs. share price
Quarterly hedge fund ownership of HTFL vs. share price

Market Analysis: HTFL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HTFL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Heartflow Inc (HTFL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HTFL has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
HTFL
+35.0%
XLV
+2.8%

HTFL outperformed XLV by +32.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
HTFL
+16.0%
XLV
+3.9%

Since the filing became public, HTFL outperformed XLV by +12.1% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: HTFL
164 + Investors

Track Smart Money conviction in HTFL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 164 109 50.46%
13F Shares 65M 52M 23.41%
Total Value $1.57B $1.50B 4.51%
New Positions 72 49 +23
Increased Positions 50 37 +13
Closed Positions 17 27 -10
Reduced Positions 25 11 +14
Total Calls 0 0 -
Total Puts 3 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HTFL

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

164 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HTFL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HTFL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bain Capital Life Sciences Investors, LLC 22.93% 10,448,158 $254.2M
2 12 West Capital Management LP 2.63% 640,000 $15.6M
3 Intrepid Family Office LLC 2.16% 110,000 $2.7M
4 Catalio Capital Management, LP 2.05% 403,588 $9.8M
5 AlpInvest Partners B.V. 1.84% 37,655 $916K
6 Schusterman Interests, LLC 1.61% 259,666 $6.3M
7 XXEC, Inc. 1.42% 278,681 $8.1M
8 Next Century Growth Investors LLC 1.15% 652,969 $15.9M
9 Capricorn Investment Group LLC 1.08% 256,701 $6.5M
10 Rock Springs Capital Management LP 0.82% 572,500 $13.9M
11 Lisanti Capital Growth, LLC 0.76% 123,805 $3.0M
12 Summit Partners Public Asset Management, LLC 0.58% 892,093 $21.7M
13 VARCOV Co. 0.39% 42,732 $1.0M
14 Eventide Asset Management, LLC 0.30% 756,956 $18.4M
15 Bamco Inc /Ny/ 0.28% 3,827,531 $93.1M
16 Brandywine Managers, LLC 0.24% 16,774 $408K
17 NZS Capital, LLC 0.24% 290,133 $7.1M
18 nVerses Capital, LLC 0.23% 10,501 $255K
19 Bcwm, LLC 0.22% 31,310 $762K
20 Intellectus Partners, LLC 0.20% 41,159 $1.0M
21 Champlain Investment Partners, LLC 0.18% 567,424 $13.8M
22 Emerald Advisers, LLC 0.17% 221,302 $5.4M
23 TFC Financial Management, Inc. 0.17% 55,598 $1.4M
24 Emerald Mutual Fund Advisers Trust 0.15% 131,262 $3.2M
25 TrueMark Investments, LLC 0.13% 26,885 $654K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Heartflow Inc (HTFL)

What does the Smart Money Trend signal show for HTFL?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added HTFL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HTFL?

More buyers than sellers — 75% buying: Last quarter: 123 funds were net buyers (73 opened a brand new position + 50 added to an existing one). Only 42 were sellers (25 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HTFL holders?

Elite ownership — 50% AUM from top-100 funds: 38 of 165 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in HTFL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HTFL?

Mostly new holders — 98% entered in last year: Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Heartflow Inc (HTFL) following the 2026 Q1 hedge fund 13F filings?

As of today, HTFL has moved +16.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLV sector ETF — an outperformance of +12.1%. Since the quarter end (March 31, 2026), HTFL has gained +35.0% vs +2.8% for XLV. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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