Emerald Mutual Fund Advisers Trust’s Heartflow Inc HTFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.76M Sell
94,099
-37,163
-28% -$1.12M 0.1% 125
2026
Q1
$3.19M Hold
131,262
0.15% 121
2025
Q4
$3.83M Hold
131,262
0.19% 111
2025
Q3
$4.42M Buy
+131,262
New +$4.22M 0.23% 107

Other funds holding HTFL

Emerald Mutual Fund Advisers Trust's HTFL Position: Q2 2026 in Review

Emerald Mutual Fund Advisers Trust reduced its Heartflow Inc (HTFL) stake by 28% in Q2 2026, selling an estimated $1.12M and leaving 94,099 shares worth $2.76M. The position accounts for 0.1% of the portfolio, ranked #125.

Emerald Mutual Fund Advisers Trust first reported a position in HTFL in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.42M in Q3 2025. 194 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

  • Emerald Mutual Fund Advisers Trust held 94,099 shares of Heartflow Inc worth $2.76M as of Q2 2026.
  • Emerald Mutual Fund Advisers Trust sold 37,163 Heartflow Inc shares in Q2 2026, an estimated $1.12M.
  • Heartflow Inc made up 0.1% of Emerald Mutual Fund Advisers Trust's portfolio in Q2 2026, its #125 holding.
  • Emerald Mutual Fund Advisers Trust first reported a position in Heartflow Inc in Q3 2025 and has held it in 4 quarters since.
  • Emerald Mutual Fund Advisers Trust's Heartflow Inc position peaked at $4.42M in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2026, filed 5 Aug 2026.