Wellington Management Group
HTFL

Wellington Management Group’s Heartflow Inc HTFL Stock Holding History

Wellington Management Group’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 		$231M Sell
7,864,226
-4,118,057
-34% -$124M 0.04% 356
2026
Q1 		$292M Buy
11,982,283
+6,088,213
+103% +$165M 0.05% 294
2025
Q4 		$172M Buy
5,894,070
+1,014,006
+21% +$32.6M 0.03% 424
2025
Q3 		$164M Buy
+4,880,064
New +$157M 0.03% 432

Other funds holding HTFL

BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 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
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return

Wellington Management Group's HTFL Position: Q2 2026 in Review

Wellington Management Group reduced its Heartflow Inc (HTFL) stake by 34% in Q2 2026, selling an estimated $124M and leaving 7,864,226 shares worth $231M. The position accounts for 0.04% of the portfolio, ranked #356.

Wellington Management Group first reported a position in HTFL in Q3 2025 and has held it in 4 quarters since. The position peaked at $292M in Q1 2026. 193 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

  • Wellington Management Group held 7,864,226 shares of Heartflow Inc worth $231M as of Q2 2026.
  • Wellington Management Group sold 4,118,057 Heartflow Inc shares in Q2 2026, an estimated $124M.
  • Heartflow Inc made up 0.04% of Wellington Management Group's portfolio in Q2 2026, its #356 holding.
  • Wellington Management Group first reported a position in Heartflow Inc in Q3 2025 and has held it in 4 quarters since.
  • Wellington Management Group's Heartflow Inc position peaked at $292M in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.