HTFL at a glance
Heartflow, Inc. (HTFL, SEC CIK 1464521) filed its latest 10-K annual report on March 18, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on August 13, 2026 and Form 4 insider filings as recently as September 21, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Heartflow, Inc. (HTFL) reported revenue of $176.0 million (up 39.9% from FY2024) and a net loss of $116.8 million. Diluted EPS was -$3.17.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding Heartflow, Inc. (HTFL) shares worth $820.5 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Verghese Vikram on September 18, 2026 of 16,766 shares at $50.75 per share.
- In the last 90 days, HTFL insiders reported 0 open-market purchases ($0) and 18 open-market sales ($13.1M) on Form 4, a net sale of $13.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $176.0M
- +39.9% vs prior year
- Insiders · 90 days
- 0 buys · 18 sells
- Net −$13.1M
- 13F holders
- 28 funds
- $820.5M · +6 vs prior quarter
- Latest 8-K
- Aug 13, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No material changes to 10-K risk factors filed March 18, 2026
- Carried-forward risks could materially affect operations, financial condition, results, or common-stock price
- New compliance disclosure: CFO adopted Rule 10b5-1 plan covering up to 106,982 shares through December 31, 2026
- New compliance disclosure: Chief Medical Officer adopted Rule 10b5-1 plan covering up to 91,746 shares through December 18, 2026
- Corrective disclosure: prior Chief Medical Officer plan covering up to 27,657 shares was omitted from the 2025 10-K
AI summary of the HTFL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains the financial results
Item EX-99.1: Item EX-99.1
- Q2 revenue $64.1M, up 48% YoY, led by U.S. revenue growth of 51% to $59.6M
- Gross margin expanded to 83.0% from 75.5%, supported by higher case volumes and AI-driven production efficiency
Item 5.07: Submission of Matters to a Vote of Security Holders
- Julie A. Cullivan and John C.M. Farquhar elected as Class I directors through the 2029 annual meeting
- Director votes included 11,550,151 broker non-votes, limiting participation in board elections
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 results for quarter ended March 31, 2026
- Press release furnished as Exhibit 99.1 contains the financial results and investor-relevant details
AI summaries of HTFL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for HTFL
Don't miss the next HTFL filing
- Alerts as it files. A push when HTFL files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut HTFL, by share count.
- Ask anything. An AI agent that reads every HTFL filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Rogers Campbell | M | Sep 18, 2026 | 12,329 | $8.33 |
| Verghese Vikram | Sell | Sep 18, 2026 | 16,766 | $50.75 |
| Rogers Campbell | M | Sep 18, 2026 | 12,329 | - |
| Rogers Campbell | M | Sep 18, 2026 | 850 | $2.22 |
| Rogers Campbell | M | Sep 18, 2026 | 850 | - |
| Rogers Campbell | Sell | Sep 18, 2026 | 19,682 | $50.15 |
| Verghese Vikram | Sell | Sep 17, 2026 | 7,579 | $50.11 |
| Verghese Vikram | Sell | Sep 15, 2026 | 668 | $50.01 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $125.8M | $176.0M |
| Gross Profit | - | $94.4M | $135.2M |
| Operating Income | - | -$61.2M | -$64.1M |
| Net Income | - | -$96.4M | -$116.8M |
| Gross Margin | - | 75.1% | 76.8% |
| Op. Margin | - | -48.7% | -36.4% |
| Net Margin | - | -76.6% | -66.3% |
| Balance Sheet | |||
| Total Assets | - | $118.7M | $359.5M |
| Equity | -$777.6M | -$859.5M | $300.6M |
| ROE | - | 11.2% | -38.8% |
| Per Share | |||
| EPS | - | $-17.98 | $-3.17 |
| Cash Flow | |||
| Operating CF | - | -$69.0M | -$54.0M |
| CapEx | $6.1M | $4.4M | $5.0M |
Source: XBRL data in Heartflow, Inc. (HTFL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate HTFL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $820.5M |
| Q1 2026 | 22 | $439.3M |
| Q4 2025 | 18 | $350.5M |
| Q3 2025 | 17 | $357.1M |
- BlackRock+3.74M (+255%)
- Vanguard Portfolio Management LLC+1.54M (+75%)
- State Street Corp+1.02M (+225%)
- Vanguard Capital Management LLC+859.7K (+45%)
- BNY Mellon+589.8K (+966%)
- FMR LLC (Fidelity)−576.9K (-11%)
- Millennium Management−170.5K (-16%)
- JPMorgan Chase & Co−5.7K (-1%)
- Renaissance Technologies LLC+382.7K
- Prudential Financial+54.8K
- D.E. Shaw & Co+8.7K
- Blackstone Group+7.7K
- Two Sigma Investments+7.1K
- Carlyle Group−20.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 85 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
HTFL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| 10-Q | Aug 13, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Jul 31, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| SC 13G | Jul 28, 2026 | - | - | |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
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HTFL SEC filings: frequently asked questions
Are HTFL insiders buying or selling?
In the last 90 days, Heartflow, Inc. (HTFL) officers, directors and 10% owners reported no open-market purchases and 18 open-market sales worth $13.1 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold HTFL stock?
As of June 30, 2026, the largest Heartflow, Inc. (HTFL) holders among the 13F filers tracked by SignalX were BlackRock ($152.5 million), FMR LLC (Fidelity) ($141.4 million), Vanguard Portfolio Management LLC ($105.2 million), Vanguard Capital Management LLC ($80.8 million), Invesco Ltd ($67.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was HTFL's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Heartflow, Inc. (HTFL) reported revenue of $176.0 million (up 39.9% from FY2024) and a net loss of $116.8 million. Diluted EPS was -$3.17. The figures come from the XBRL data in the 10-K.
What did HTFL report in its latest 8-K?
Heartflow, Inc. (HTFL) filed an 8-K on August 13, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results covered quarter ended June 30, 2026.
What are the latest HTFL SEC filings?
Heartflow, Inc. (HTFL) filed its latest 10-K annual report on March 18, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on August 13, 2026 and a Form 4 insider filing on September 21, 2026.
What is HTFL's SEC CIK number?
Heartflow, Inc. (HTFL)'s SEC Central Index Key (CIK) is 1464521. EDGAR lists every HTFL filing under that number.
Ask anything about HTFL
The research agent reads HTFL's filings, financials, insider trades and 13F holders, then answers with sources.