undamentalytics Newsletter

Heartflow, Inc.: which funds bought and sold

Institutions that bought and sold Heartflow 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, 138 institutions that filed 13F reports for both quarters added to or opened positions in Heartflow, and 60 cut or closed them. Together they added a net 9.5M shares, +15.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 3.4M shares (−10.9%); index fund managers were net buyers of 8.7M shares (+126.0%). 49 opened a new position and 23 sold out entirely.

Bought, Q2 2026 138 institutions, 49 of them new holders Sold, Q2 2026 60 institutions, 23 of them sold out
Net change, all compared +9.5M shares (+15.2%)
Net change, active managers −3.4M shares (−10.9%), 24 bought, 18 sold

Buyers versus sellers

institutions compared, 212
Active managers and hedge funds 24 bought · 18 sold · −3.4M
Index fund managers 10 bought · 0 sold · +8.7M
Other institutions 104 bought · 42 sold · +4.3M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +3.7M +255.4% 5.2M $153M
Vanguard Portfolio Management LLC Index funds +1.5M +75.2% 3.6M $105M
Nuveen, LLC +1.3M +5722.8% 1.4M $39.7M
Point72 Asset Management, L.P. Hedge fund +1.2M +219.7% 1.7M $50.5M
State Street Corp Index funds +1.0M +225.4% 1.5M $43.3M
BNP Paribas Asset Management Holding S.A. +931K New position 931K $27.3M
Vanguard Capital Management LLC Index funds +860K +45.4% 2.8M $80.8M
Geode Capital Management, LLC Index funds +819K +151.2% 1.4M $39.9M
Summit Partners Public Asset Management, LLC +803K +90.0% 1.7M $49.7M
Alliancebernstein L.P. Active manager +700K +57.2% 1.9M $46.8M
Bank Of New York Mellon Corp +590K +966.1% 651K $19.1M
UBS Group AG +546K +127.3% 976K $28.6M
Massachusetts Financial Services Co Active manager +499K New position 499K $14.6M
Bank Of America Corp +455K +407.6% 567K $16.6M
Goldman Sachs Group Inc +387K +175.4% 607K $17.8M
Invesco Ltd. +386K +20.2% 2.3M $67.4M
Renaissance Technologies LLC Hedge fund +383K New position 383K $11.2M
Northern Trust Corp Index funds +380K +239.7% 538K $15.8M
Nzs Capital, LLC Active manager +366K +126.1% 656K $19.2M
Xxec, Inc. +321K +115.0% 599K $18.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Wellington Management Group LLP Active manager −4.1M −34.4% 7.9M $231M
Bain Capital Life Sciences Investors, LLC −2.0M −19.1% 8.4M $248M
Baillie Gifford & Co Active manager −1.1M Sold out 0 —
Ensign Peak Advisors, Inc −626K −90.6% 65K $1.9M
BAMCO Inc Active manager −602K −15.7% 3.2M $94.6M
FMR LLC Active manager −577K −10.7% 4.8M $141M
Freestone Grove Partners LP Hedge fund −362K Sold out 0 —
Schusterman Interests, LLC −260K Sold out 0 —
Capricorn Investment Group LLC −257K Sold out 0 —
Lord, Abbett & Co. LLC −250K −55.5% 201K $5.9M
RTW Investments, LP Hedge fund −200K −40.4% 295K $8.7M
Millennium Management LLC Hedge fund −171K −15.6% 923K $27.1M
Voloridge Investment Management, LLC Hedge fund −167K −94.8% 9,209 $270,192
Eventide Asset Management, LLC −120K −15.9% 637K $18.7M
Jane Street Group, LLC −102K Sold out 0 —
Balyasny Asset Management L.P. Hedge fund −101K −68.5% 47K $1.4M
Fred Alger Management, LLC Active manager −99K −15.5% 539K $15.8M
Gilder Gagnon Howe & Co LLC Active manager −95K −51.8% 89K $2.6M
Quantbot Technologies LP Hedge fund −80K −66.0% 41K $1.2M
Emerald Advisers, LLC −67K −30.3% 154K $4.5M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Baillie Gifford & CoActive manager 1.1M $26.4M
Freestone Grove Partners LPHedge fund 362K $8.8M
Capricorn Investment Group LLC 257K $6.5M
Schusterman Interests, LLC 260K $6.3M
Jane Street Group, LLC 102K $2.5M
Holocene Advisors, LPHedge fund 45K $1.1M
Varcov Co. 43K $1M
LMR Partners LLPHedge fund 30K $729,900
Truemark Investments, LLC 27K $654,112
Hudson Bay Capital Management LPHedge fund 22K $544,262

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
191
Ten largest holders
56.9%
of 13F-reported shares
Index fund managers
20.8%
of 13F-reported shares
Active managers and hedge funds
37.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 24 18 10 6 −3.4M −10.9%
Index fund managers 10 0 1 0 +8.7M +126.0%
Other institutions 104 42 38 17 +4.3M +17.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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