RFP
HTFL

Root Financial Partners’s Heartflow Inc HTFL Stock Holding History

Root Financial Partners’s Portfolio HTFL Stock Details HTFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.58K Buy
+106
New +$2.88K ﹤0.01% 2208

Other funds holding HTFL

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BCLSI
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Root Financial Partners's HTFL Position: Q1 2026 in Review

Root Financial Partners opened a new position in Heartflow Inc (HTFL) in Q1 2026: 106 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #2208 among its holdings.

169 funds tracked by Wall St. Rank hold HTFL as of Q1 2026.

  • Root Financial Partners held 106 shares of Heartflow Inc worth $2.58K as of Q1 2026.
  • Heartflow Inc was a new Root Financial Partners position in Q1 2026.
  • Heartflow Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2208 holding.
  • 169 funds tracked by Wall St. Rank held Heartflow Inc as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.