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Wellington reveals 6.9% Heartflow (HTFL) stake held for advisory clients

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wellington Management Group LLP and related entities report beneficial ownership of 5,894,070 shares of Heartflow, Inc. common stock, representing 6.9% of the class as of 12/31/2025. The shares are held of record by clients of various Wellington investment advisers.

Wellington has shared voting power over 5,877,783 shares and shared dispositive power over 5,894,070 shares, with no sole voting or dispositive power. The filing states the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Heartflow.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Management Company LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026

FAQ

What did Wellington disclose about Heartflow (HTFL) in this Schedule 13G/A?

Wellington disclosed a passive institutional stake in Heartflow. Wellington Management Group LLP and affiliates reported beneficial ownership of 5,894,070 Heartflow common shares, or 6.9% of the class, held for their advisory clients in the ordinary course of business, without intent to influence control.

How many Heartflow (HTFL) shares does Wellington beneficially own and what percentage is this?

Wellington reports beneficial ownership of 5,894,070 Heartflow shares. This position represents 6.9% of Heartflow’s common stock as of the 12/31/2025 event date, making Wellington and its related entities a significant institutional holder of the company’s equity on behalf of their clients.

Who actually holds the Heartflow (HTFL) shares reported by Wellington?

The shares are owned of record by Wellington’s advisory clients. The filing explains that the securities are held in accounts managed by one or more Wellington investment advisers, while Wellington’s entities report beneficial ownership through shared voting and dispositive power over those client-held shares.

Does any single Wellington client own more than 5% of Heartflow (HTFL)?

No single client is reported above the 5% threshold. Wellington states that although its clients collectively hold 6.9% of Heartflow, no individual client is known to have the right to receive dividends or sale proceeds for more than five percent of the outstanding common stock.

Is Wellington’s Heartflow (HTFL) stake an attempt to gain control of the company?

The filing characterizes the stake as purely passive. Wellington certifies the Heartflow securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer or participating in control-related transactions.

Which Wellington entities are listed as reporting persons for the Heartflow (HTFL) stake?

Four Wellington entities are named as reporting persons. These are Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP, which together report shared voting and dispositive power over the Heartflow shares held for clients.
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