Heartflow, Inc.
In the published model solve dated 2026-Q2, anchored at $27.19, Heartflow, Inc. (HTFL) is priced for today's economics sustained for ~16.0 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• Heartflow sells an AI-driven analysis of coronary CT scans that helps cardiologists assess heart-disease risk without an invasive procedure, a software-like business that grew revenue about 40% in 2025 to $176 million and guides to roughly 29% to 32% growth in 2026 [Source: company FY2025 results and FY2026 guidance, 2026]. • The defining risk is reimbursement: the business depends on insurers paying for its analyses, and the company lists ⟦"changes in reimbursement by current or potential pay
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162 institutional managers reported holding HTFL in 13F filings for the quarter ended 2026-03-31. Together they hold about 75% of the company; the top 10 hold 52%. 69 opened new positions that quarter. Held by Wellington Management, FMR (Fidelity), Vanguard Group, among others. On the short side, 4.2M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (3.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Open-market insider buys at HTFL over the trailing three years: 2025: 1 buy totaling $1.05M. 10 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
HTFL's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2025-11-13 | -9.4% | +16.6% |
| 2026-03-19 | +14.9% | +13.1% |
| 2026-05-15 | -9.3% | pending |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
HTFL's latest 8-K filings: 2026-06-18 (items 5.07); 2026-05-14 (items 2.02, 9.01); 2026-03-18 (items 2.02, 9.01); 2026-01-12 (items 7.01, 9.01); 2025-11-12 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.