Surgical & Medical Instruments & Apparatus · SIC 3841

Heartflow, Inc.

HTFL

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Latest revenue

$52.6M

as of 2026-03-31

Latest net income

$-27.4M

as of 2026-03-31

Net margin

-52.1%

as of 2026-03-31

Price · 5Y

+3.3% / yr 10.5 pts / yr vs S&P 500 2.6% total
Compare:

Live market

delayed ≤15 min
$29.49
0.99%
Market cap
$2.54B
Enterprise value
$2.54B
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$41.22
52-wk low
$20.13
Beta
Shares out
86.2M

5-year trend

What this company does

AI

Item 1. Business Overview We provide software and artificial intelligence (“AI”) designed to deliver a more accurate and clinically effective non-invasive solution for diagnosing and managing coronary artery disease (“CAD”), a leading cause of death worldwide. As of December 31, 2025, our Heartflow Platform has been used to assess CAD in more than 600,000 patients, including 219,000 in 2025 alone. We believe that we are the most widely adopted AI-powered test for CAD. Our novel platform leverages AI and advanced computational fluid dynamics to create a personalized 3D model of a patient’s heart from a single coronary computed tomography angiography (“CCTA”), a specialized type of scan that…

AI summary unavailable — showing raw filing excerpt

Generated from HTFL's filing dated 2026-03-18

Key risks

AI

27 Table of Contents Item 1A. Risk Factors Investing in our common stock involves a high degree of risk. You should carefully consider the risks and uncertainties described below, as well as the other information in this Annual Report, including our consolidated financial statements and the related notes and “Management’s Discussion and Analysis of Financial Condition and Results of Operations,” before deciding whether to invest in, hold or sell our common stock. The occurrence of any of the events or developments described below could have a material adverse effect on our business, financial condition, results of operations and prospects. In such an event, the market price of our common…

AI summary unavailable — showing raw filing excerpt

Generated from HTFL's filing dated 2026-03-18

Profitability

Gross margin

76.8%

2.3%

Operating margin

-36.4%

25.2%

Net margin

-66.3%

13.4%

Return on equity

-38.8%

446.3%

Return on assets

-32.5%

60.0%

Leverage

Debt / equity

0.20×

117.2%

Long-term debt / equity

-0.16×

Debt / assets

16.4%

98.0%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$52.6M+41.3%$-27.4M+15.4%-52.1%

Q4 2025

2025-12-31

$49.1M$-24.4M-49.7%

Q3 2025

2025-09-30

$46.3M+40.5%$-50.9M-165.7%-109.9%

Q2 2025

2025-06-30

$43.4M+39.8%$-9.2M+60.7%-21.2%

Q1 2025

2025-03-31

$37.2M$-32.3M-86.9%

Q3 2024

2024-09-30

$32.9M$-19.1M-58.1%

Q2 2024

2024-06-30

$31.1M$-23.4M-75.3%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Surgical & Medical Instruments & Apparatus · SIC 3841

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Insider activity

Insider buying

$1.1M

Insider selling

$123.0M

Net activity

−$121.9M

Distinct insiders

5

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-18

Campbell Rogers

Chief Medical Officer

Sale9,219$28.34$261.3K
2026-05-11

John C.M. Farquhar

Chief Executive Officer

Sale22,562$29.12$657.0K
2026-04-30

Bain Capital Life Sciences Investors, LLC / Bain Capital Life Sciences III General Partner, LLC / Bain Capital Life Sciences Fund III, L.P. / BCLS Fund III Investments GP, LLC / BCLS Fund III Investments, LP

10%+ owner

Sale892,533$29.18$26.0M
2026-04-30

Bain Capital Life Sciences Investors, LLC / Bain Capital Life Sciences III General Partner, LLC / Bain Capital Life Sciences Fund III, L.P. / BCLS Fund III Investments GP, LLC / BCLS Fund III Investments, LP

10%+ owner

Sale56,224$30.05$1.7M
2026-04-29

Bain Capital Life Sciences Investors, LLC / Bain Capital Life Sciences III General Partner, LLC / Bain Capital Life Sciences Fund III, L.P. / BCLS Fund III Investments GP, LLC / BCLS Fund III Investments, LP

10%+ owner

Sale797,133$29.37$23.4M
2026-04-28

Bain Capital Life Sciences Investors, LLC / Bain Capital Life Sciences III General Partner, LLC / Bain Capital Life Sciences Fund III, L.P. / BCLS Fund III Investments GP, LLC / BCLS Fund III Investments, LP

10%+ owner

Sale254,110$30.51$7.8M
2026-04-10

John C.M. Farquhar

Chief Executive Officer

Sale22,562$26.72$602.9K
2026-04-01

Campbell Rogers

Chief Medical Officer

Sale64,533$24.64$1.6M
2026-03-19

Campbell Rogers

Chief Medical Officer

Sale64,533$25.69$1.7M
2026-03-18

John C.M. Farquhar

Chief Executive Officer

Sale9,725$25.00$243.1K
2026-03-10

John C.M. Farquhar

Chief Executive Officer

Sale12,837$22.66$290.9K
2026-03-05

Julie A Cullivan

Director

Sale9,122$25.00$228.1K
2026-02-12

Campbell Rogers

Chief Medical Officer

Sale65,153$24.49$1.6M
2026-02-10

John C.M. Farquhar

Chief Executive Officer

Sale22,562$27.46$619.6K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns HTFL

Institutional value

$399.9M

Total shares held

16.4M

Distinct holders

88

-23 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1VANGUARD PORTFOLIO MANAGEMENT LLC2.0M$49.8MNew
2Invesco Ltd.1.9M$46.5M+1.3M (+231.3%)Added
3VANGUARD CAPITAL MANAGEMENT LLC1.9M$46.1MNew
4BlackRock, Inc.1.5M$35.6M+120.4K (+9.0%)Added
5UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1.4M$34.4M-16.2K (-1.1%)Trimmed
6BAILLIE GIFFORD & CO1.1M$26.4M-1.9M (-63.9%)Trimmed
7FRANKLIN RESOURCES INC793.7K$19.3M+108.6K (+15.8%)Added
8Voya Investment Management LLC727.7K$17.7M+499.1K (+218.3%)Added
9Ensign Peak Advisors, Inc690.5K$16.8M-10.3K (-1.5%)Trimmed
10XXEC, Inc.557.4K$16.3M+515.4K (+1229.6%)Added
11Champlain Investment Partners, LLC567.4K$13.8MNew
12JPMORGAN CHASE & CO447.0K$10.7M-139.3K (-23.8%)Trimmed
13UBS Group AG429.1K$10.4M-72.1K (-14.4%)Trimmed
14BNP PARIBAS FINANCIAL MARKETS342.8K$8.3M+334.2K (+3886.2%)Added
15EMERALD ADVISERS, LLC221.3K$5.4M-280 (-0.1%)Trimmed
16VANGUARD FIDUCIARY TRUST CO150.5K$3.7MNew
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC134.0K$3.3MNew
18EMERALD MUTUAL FUND ADVISERS TRUST131.3K$3.2M+0 (+0.0%)No change
19Lisanti Capital Growth, LLC123.8K$3.0M+80.0K (+182.7%)Added
20Quantbot Technologies LP120.8K$2.9MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once HTFL's latest filing finishes processing.