Stifel Financial
HTFL

Stifel Financial’s Heartflow Inc HTFL Stock Holding History

Stifel Financial’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
Q2 		$388K Sell
13,217
-82
-0.6% -$2.46K ﹤0.01% 3135
2026
Q1 		$324K Buy
13,299
+2,723
+26% +$73.9K ﹤0.01% 3136
2025
Q4 		$308K Buy
+10,576
New +$340K ﹤0.01% 3135

Other funds holding HTFL

BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Stifel Financial's HTFL Position: Q2 2026 in Review

Stifel Financial reduced its Heartflow Inc (HTFL) stake by 0.62% in Q2 2026, selling an estimated $2.46K and leaving 13,217 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #3135.

Stifel Financial first reported a position in HTFL in Q4 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

  • Stifel Financial held 13,217 shares of Heartflow Inc worth $388K as of Q2 2026.
  • Stifel Financial sold 82 Heartflow Inc shares in Q2 2026, an estimated $2.46K.
  • Heartflow Inc made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3135 holding.
  • Stifel Financial first reported a position in Heartflow Inc in Q4 2025 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.