State Street
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State Street’s Heartflow Inc HTFL Stock Holding History

State Street’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
Q3 		$86.2M Buy
1,733,396
+267,501
+18% +$10.1M ﹤0.01% 1536
2026
Q2 		$43.3M Buy
1,465,895
+1,015,345
+225% +$30.5M ﹤0.01% 1953
2026
Q1 		$11M Buy
450,550
+128,199
+40% +$3.48M ﹤0.01% 2566
2025
Q4 		$9.4M Buy
322,351
+247,871
+333% +$7.98M ﹤0.01% 2676
2025
Q3 		$2.51M Buy
+74,480
New +$2.39M ﹤0.01% 3255

Other funds holding HTFL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Champlain Investment Partners
Champlain Investment Partners Burlington, Vermont $2.9B AUM 23.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

State Street's HTFL Position: Q3 2026 in Review

State Street increased its Heartflow Inc (HTFL) stake by 18% in Q3 2026, buying an estimated $10.1M and bringing the position to 1,733,396 shares worth $86.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

State Street first reported a position in HTFL in Q3 2025 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold HTFL as of Q3 2026.

  • State Street held 1,733,396 shares of Heartflow Inc worth $86.2M as of Q3 2026.
  • State Street bought 267,501 Heartflow Inc shares in Q3 2026, an estimated $10.1M.
  • Heartflow Inc made up ﹤0.01% of State Street's portfolio in Q3 2026, its #1536 holding.
  • State Street first reported a position in Heartflow Inc in Q3 2025 and has held it in 5 quarters since.
  • 117 funds tracked by Wall St. Rank held Heartflow Inc as of Q3 2026.

Based on State Street's 13F filing for Q3 2026, filed 12 Nov 2026.