Heartbeam, Inc.: which funds bought and sold
Institutions that bought and sold Heartbeam shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 20 institutions that filed 13F reports for both quarters added to or opened positions in Heartbeam, and 12 cut or closed them. Together they added a net 3.0M shares, +57.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 22K shares (−9.0%); index fund managers were net buyers of 1.3M shares (+46.3%). 10 opened a new position and 6 sold out entirely.
Bought, Q2 2026 20 institutions, 10 of them new holders Sold, Q2 2026 12 institutions, 6 of them sold out
Net change, all compared +3.0M shares (+57.7%)
Net change, active managers −22K shares (−9.0%), 1 bought, 1 sold
Buyers versus sellers
20 bought 16 12 sold
Active managers and hedge funds 1 bought · 1 sold · −22K
Index fund managers 5 bought · 0 sold · +1.3M
Other institutions 14 bought · 11 sold · +1.7M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Vanguard Capital Management LLC Index funds | +940K +78.5% | 2.1M | $1.6M |
| Corsair Capital Management, L.P. | +913K New position | 913K | $684,375 |
| Bleichroeder LP | +625K New position | 625K | $468,750 |
| Vanguard Fiduciary Trust Co Index funds | +125K +83.1% | 275K | $206,114 |
| Sigma Planning Corp | +115K +86.9% | 248K | $185,775 |
| Geode Capital Management, LLC Index funds | +102K +27.1% | 479K | $359,585 |
| Blackrock, Inc. Index funds | +90K +10.0% | 988K | $740,878 |
| Northern Trust Corp Index funds | +43K +73.9% | 101K | $75,847 |
| Xtx Topco Ltd | +42K +355.5% | 54K | $40,706 |
| Raymond James Financial Inc | +28K +26.9% | 134K | $100,826 |
| Davidson Kahn Capital Management, LLC | +17K New position | 17K | $13,000 |
| Two Sigma Investments, LP Hedge fund | +13K New position | 13K | $9,695 |
| J.W. Cole Advisors, Inc. | +11K New position | 11K | $8,250 |
| Commonwealth Equity Services, LLC | +11K New position | 11K | $8,040 |
| CIBC Bancorp Usa Inc. | +10K +94.1% | 21K | $15,473 |
| Kestra Advisory Services, LLC | +10K New position | 10K | $7,500 |
| Farther Finance Advisors, LLC | +6,000 New position | 6,000 | $4,500 |
| Spectrum Asset Management, Inc. (Nb/Ca) | +6,000 +6.4% | 100K | $75,300 |
| Barclays PLC | +2,694 New position | 2,694 | $2,021 |
| Integrated Wealth Concepts LLC | +1,000 New position | 1,000 | $750 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Two Sigma Investments, LP Hedge fund | +13K New position | 13K | $9,695 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| UBS Group AG | −36K −10.8% | 299K | $224,189 |
| Centiva Capital, LP Hedge fund | −35K Sold out | 0 | — |
| Activest Wealth Management | −34K Sold out | 0 | — |
| Owls Nest Partners Ia, LLC | −25K Sold out | 0 | — |
| Tower Research Capital LLC (TRC) | −3,050 −41.4% | 4,309 | $3,232 |
| Royal Bank Of Canada | −3,000 Sold out | 0 | — |
| Ghp Investment Advisors, Inc. | −2,500 Sold out | 0 | — |
| Morgan Stanley | −1,554 −2.7% | 57K | $42,784 |
| Harbour Investments, Inc. | −500 −5.4% | 8,750 | $6,563 |
| Kestra Private Wealth Services, LLC | −500 −0.3% | 173K | $130,079 |
| Beacon Pointe Advisors, LLC | −400 −0.2% | 247K | $185,294 |
| Citigroup Inc | −232 Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Centiva Capital, LP Hedge fund | −35K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Corsair Capital Management, L.P. | 913K | $684,375 |
| Bleichroeder LP | 625K | $468,750 |
| Davidson Kahn Capital Management, LLC | 17K | $13,000 |
| Two Sigma Investments, LPHedge fund | 13K | $9,695 |
| J.W. Cole Advisors, Inc. | 11K | $8,250 |
| Commonwealth Equity Services, LLC | 11K | $8,040 |
| Kestra Advisory Services, LLC | 10K | $7,500 |
| Farther Finance Advisors, LLC | 6,000 | $4,500 |
| Barclays PLC | 2,694 | $2,021 |
| Integrated Wealth Concepts LLC | 1,000 | $750 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Centiva Capital, LPHedge fund | 35K | $42,341 |
| Activest Wealth Management | 34K | $41,675 |
| Owls Nest Partners Ia, LLC | 25K | $30,556 |
| Royal Bank Of Canada | 3,000 | $4,000 |
| Ghp Investment Advisors, Inc. | 2,500 | $3,050 |
| Citigroup Inc | 232 | $283 |
Who holds the shares
- Institutions reporting
- 42
- Ten largest holders
- 81.1% of 13F-reported shares
- Index fund managers
- 50.6% of 13F-reported shares
- Active managers and hedge funds
- 2.7% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 1 | 1 | 1 | 1 | −22K | −9.0% |
| Index fund managers | 5 | 0 | 0 | 0 | +1.3M | +46.3% |
| Other institutions | 14 | 11 | 9 | 5 | +1.7M | +80.7% |