Welcome to our dedicated page for Heartflow SEC filings (Ticker: HTFL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Heartflow, Inc. filings document a Nasdaq-listed Delaware medical technology company focused on AI software for coronary artery disease. Its recent 8-K reports furnish operating results, investor presentations and Regulation FD disclosures, while also recording capital-structure events tied to its completed initial public offering and repayment and termination of a credit agreement.
The company’s proxy materials cover annual meeting matters, director elections, auditor ratification and stockholder voting mechanics. As an emerging growth company, Heartflow’s filings also identify governance, exchange listing, financial reporting and public-company status disclosure areas relevant to a commercial-stage medical technology issuer.
BCLS Fund III Investments, LP, a Delaware limited partnership affiliated with Bain Capital Life Sciences, reports its beneficial ownership of Heartflow, Inc. common stock in this Amendment No. 2. As of the close of business on June 30, 2026, it held 8,448,158 shares of common stock.
These holdings represent approximately 9.8% of Heartflow’s outstanding common stock, based on 86,240,828 shares outstanding as of April 30, 2026 as reported by Heartflow. The Bain Capital Life Sciences entities have shared voting and dispositive power over all 8,448,158 shares and no sole voting or dispositive power.
Heartflow, Inc. reported strong top-line growth but continued losses for the quarter ended June 30, 2026. Revenue for the quarter rose to $64.1 million from $43.4 million a year earlier, driven primarily by U.S. customers, which contributed $60.3 million. Six‑month revenue increased to $116.7 million from $80.6 million.
Despite higher revenue, Heartflow posted a quarterly net loss of $15.7 million and a six‑month net loss of $43.1 million, reflecting heavy investment in research and development and selling, general and administrative activities. The company recorded a $7.5 million asset impairment tied to subleasing its Mountain View facility. Operating cash outflow was $38.7 million for the first half. Liquidity remains solid with $246.8 million in cash, cash equivalents and investments and total assets of $344.5 million against total liabilities of $64.7 million. Management states existing cash and expected revenue should fund operations for at least 12 months. As of July 31, 2026, common shares outstanding were 86.95 million.
Heartflow, Inc. received an updated ownership report (Amendment No. 3 to a Schedule 13G) from Wellington Management Group LLP and related entities regarding holdings of Common Stock as of June 30, 2026. The Wellington complex reports aggregate beneficial ownership of 7,864,226 shares of Heartflow common stock, representing 9.12% of the class.
Across the reporting entities, there is shared voting power over 7,531,447 shares and shared dispositive power over up to 7,864,226 shares, with no sole voting or dispositive power reported. The securities are held of record by clients of Wellington-affiliated investment advisers, which have the right to receive dividends and sale proceeds. No client is reported to hold rights over more than five percent of the class, except Vanguard Health Care Fund.
Heartflow, Inc. reported strong growth for the quarter ended June 30, 2026. Total revenue was $64.1 million, a 48% increase year-over-year, driven mainly by higher U.S. case volumes in both FFRCT and Plaque. U.S. revenue reached $59.6 million, up 51%, while international and other revenue was $4.5 million, up 12%.
GAAP gross profit rose to $53.2 million with gross margin expanding to 83.0% from 75.5%, helped by AI-driven productivity and growing Plaque volumes. Operating expenses increased to $71.1 million as the company invested in sales, technology and clinical research, resulting in a GAAP net loss of $15.7 million and Adjusted EBITDA of ($6.7) million, both better than the prior-year quarter on a non-GAAP/EBITDA basis. Non-GAAP net loss improved to $5.8 million. Cash, cash equivalents and investments totaled $246.8 million as of June 30, 2026. Management stated that it raised full-year 2026 guidance and highlighted record gross margin and improving operating leverage.
Heartflow, Inc. Chief Executive Officer John C.M. Farquhar reported a sale of 22,562 shares of Common Stock on 2026-08-10 at a price of $28.31 per share. Following this transaction, he directly holds 436,280 shares. The sale was effected pursuant to a Rule 10b5-1 trading plan adopted on September 12, 2025.
Heartflow, Inc. Chief Accounting Officer Marie L. Jones reported several transactions in the company’s common stock. On March 6, 2026, she acquired 1,661 shares at $16.15 per share through an Employee Stock Purchase Plan in a transaction exempt under Rule 16b-3(c). On August 6 and 7, 2026, a total of 568 shares were withheld by the issuer at prices of $27.19 and $28.82 per share, respectively, to satisfy income tax withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units, rather than being sold in open-market transactions.
Heartflow, Inc. Chief Financial Officer Vikram Verghese reported several equity-related transactions in Heartflow common stock. On March 6, 2026, he acquired 671 shares at $16.15 per share through the company’s Employee Stock Purchase Plan in a transaction exempt under Rule 16b-3(c). On August 6, 2026, 1,537 shares and on August 7, 2026, 473 shares were withheld at $27.19 and $28.82 per share, respectively, to satisfy income tax withholding and remittance obligations related to the vesting and net settlement of previously reported restricted stock units. These tax-withholding events represent dispositions back to the issuer rather than open-market sales.
Heartflow, Inc. Chief Medical Officer Campbell Rogers reported two code F transactions in Common Stock, where an aggregate of 2,272 shares were retained by the issuer on August 6–7, 2026 to satisfy income tax withholding in connection with the vesting and net settlement of previously reported restricted stock units. Rogers also reports indirect ownership of Common Stock through several trusts, including 50,754 shares held by The Campbell Rogers Revocable Trust and other trust holdings.
Heartflow, Inc. director and Chief Executive Officer John C.M. Farquhar reported two Form 4 transactions involving Common Stock. On August 6 and 7, 2026, a total of 7,751 shares were disposed of under code F at prices of $27.19 and $28.82 per share. According to the disclosure, these shares were retained by the issuer to satisfy income tax withholding and remittance obligations related to the vesting and net settlement of previously reported restricted stock units, rather than discretionary open-market sales.
John C. M. Farquhar filed to sell 22,562 shares of common stock of HTFL through Fidelity Brokerage Services LLC on or after August 10, 2026 on NASDAQ, with an indicated aggregate market value of $638,730.22. The shares relate to a stock option exercise dated June 25, 2024 and will be sold for cash.
The filing also lists sales of HTFL common stock during the prior three months: 22,562 shares for $657,005.44 on May 11, 2026, 22,562 shares for $643,017.00 on June 10, 2026, 38,900 shares for $1,361,500.00 on June 24, 2026, and 22,562 shares for $626,095.50 on July 10, 2026.