Heartflow Inc

HTFL

Market cap $2.31B

HeartFlow's chief medical officer exercised 67,017 options and sold 64,533 Common Stock shares on March 19, 2026, generating proceeds of about $1.66 million at an average price around $25.69 per share. The sale represented 22.36% of Campbell's direct common stock holdings at the time of the transaction.

Capricorn Investment Group LLC bought 1,661,601 HeartFlow shares; estimated transaction value $48.18 million based on quarterly average price. The quarter-end position value increased by $48.18 million, reflecting the new share purchase.

HeartFlow delivered 40% sales growth in 2025, with revenue surpassing $176 million and strong Q4 momentum. 2026 guidance targets 25% revenue growth to $218–222 million, with gross margins rising to 80–81% and further mid-term upside to 85%. HearthFlow's AI-driven CAD diagnostic platform is gaining adoption, supported by FDA-cleared next-generation algorithms and a proprietary CT image database.

HeartFlow, Inc. (HTFL) Q4 2025 Earnings Call Transcript

Three presentations at ACC reinforce Heartflow's AI-powered technology predicts MACE, drives superior lipid outcomes and results in cost-effective care   First patient enrolled in p ioneering N AVIGATE - PCI Registry assessing impact of Heartflow PCI Navigator on clinical strategy, efficiency and physician confidence across 5,000 patients   MOUNTAIN VIEW, Calif., March 16, 2026 (GLOBE NEWSWIRE) -- Heartflow, Inc. (Heartflow) (Nasdaq: HTFL), the leader in AI technology for coronary artery disease (CAD), today announced new clinical evidence and a landmark registry launch that together advance the company's vision of transforming CAD management across every stage of the patient journey.

HeartFlow, Inc. (HTFL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

MOUNTAIN VIEW, Calif., Feb. 18, 2026 (GLOBE NEWSWIRE) -- Heartflow, Inc. (Heartflow) (Nasdaq: HTFL), the leader in AI technology for coronary artery disease (CAD), today announced that members of management will participate in a fireside chat at the upcoming Morgan Stanley Technology, Media & Telecom Conference. The presentation will take place in San Francisco, CA, on Tuesday, March 3, 2026, at 10:45 a.m. PT / 1:45 p.m. ET.

2025 US IPOs emerged out of a tumultuous April with strong price momentum going into the summer. US IPOs under $100 million in proceeds continued to perform poorly in 2025 after also struggling in 2024, with the less than $50 million issues declining 18.4% this year compared to a 17.1% decline last year. The strong performance of US technology IPOs during the first half of 2025 set the stage nicely for more issuers to go public during the second half of the year.

MOUNTAIN VIEW, Calif., Feb. 13, 2026 (GLOBE NEWSWIRE) -- Heartflow, Inc. (Heartflow) (Nasdaq: HTFL), the leader in AI technology for coronary artery disease (CAD), today announced it will release financial results for the fourth quarter and full year of 2025 after market close on Wednesday, March 18, 2026. Management will host a conference call to discuss financial results beginning at 1:30 p.m. PT / 4:30 p.m. ET on March 18, 2026.

We invest in secular growth and innovative businesses across all market capitalizations, with the bulk of the portfolio landing in the large-cap zone. We recently initiated a position in Axon Enterprise. We exited our successful investment in Exact Sciences Corporation after Abbott Laboratories announced it was acquiring the company for approximately $23 billion in cash.