Heartflow, Inc. has a significant institutional holder, as several Wellington entities filed Amendment No. 4 to a Schedule 13G reporting a passive ownership position in the company’s Common Stock (CUSIP 42238D107). As of 07/31/2026, Wellington Management Group LLP and related entities report aggregate beneficial ownership of 9,232,829 shares, representing 10.71% of this class of securities.
The Wellington entities report 0 shares with sole voting or dispositive power and instead hold shared voting power over 8,660,893 shares and shared dispositive power over up to 9,232,829 shares, depending on the specific Wellington adviser. The shares are owned of record by clients of one or more Wellington investment advisers, which are controlled through a parent holding-company structure headed by Wellington Management Group LLP.
Those clients have the right to receive, or direct the receipt of, dividends and proceeds from the sale of the securities. No individual client is known to hold more than five percent of the class, other than Vanguard Health Care Fund, which is specifically identified as an exception.
Positive
None.
Negative
None.
Key Figures
Beneficial ownership:9,232,829 sharesPercent of class:10.71%Shared voting power:8,660,893 shares+4 more
7 metrics
Beneficial ownership9,232,829 sharesHeartflow common stock beneficially owned by Wellington entities as of 07/31/2026
Percent of class10.71%Percent of Heartflow common stock class reported in Item 4(b)
Shared voting power8,660,893 sharesShares over which Wellington entities have shared voting power per cover pages
Shared dispositive power (max)9,232,829 sharesMaximum Heartflow shares with shared dispositive power among Wellington entities
Shared dispositive power (WMC LLP)8,949,431 sharesHeartflow shares with shared dispositive power reported by Wellington Management Company LLP
CUSIP42238D107CUSIP for Heartflow, Inc. common stock listed in Item 1(e)
Signature date08/07/2026Date Compliance Manager Matthew Revell signed on behalf of each Wellington entity
"Item 4. | Ownership (a) | Amount beneficially owned: See the responses to Item 9"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting powerfinancial
"5 | Sole Voting Power 0.00 6 | Shared Voting Power 8,660,893.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive powerfinancial
"7 | Sole Dispositive Power 0.00 8 | Shared Dispositive Power 9,232,829.00"
parent holding companyfinancial
"The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company"
investment advisersfinancial
"One or more of the following investment advisers (the "Wellington Investment Advisers")"
What percentage of Heartflow (HTFL) does Wellington report owning?
Wellington-related entities report beneficial ownership of 10.71% of Heartflow’s common stock. This figure comes from Item 4(b), where percent of class is stated as 10.71 % as of July 31, 2026.
How many Heartflow (HTFL) shares are beneficially owned by Wellington?
The Wellington group reports beneficial ownership of 9,232,829 Heartflow common shares. This share count is referenced in the answers to Item 9 on the cover pages and reflected again in Item 4(a) on ownership.
What voting power does Wellington have over Heartflow (HTFL) shares?
Wellington entities report 0 shares with sole voting power and 8,660,893 shares with shared voting power. These figures appear in the cover-page responses to Item 5 and Item 6, describing how voting authority is allocated.
What dispositive power does Wellington have over Heartflow (HTFL) stock?
They report 0 shares with sole dispositive power and up to 9,232,829 shares with shared dispositive power. The cover pages show shared dispositive power figures, with Wellington Management Company LLP listing 8,949,431 shares under that category.
Who actually owns the Heartflow (HTFL) shares managed by Wellington?
The securities are owned of record by clients of the Wellington investment advisers. These clients have rights to dividends and sale proceeds, and no client exceeds five percent of the class, except Vanguard Health Care Fund as noted in Item 6.
Which Wellington entities are listed as reporting persons for Heartflow (HTFL)?
The filing lists four reporting entities: Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP, each providing citizenship and ownership information in Item 2 and the cover pages.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 4)
Heartflow, Inc.
(Name of Issuer)
Common Stock
(Title of Class of Securities)
42238D107
(CUSIP Number)
07/31/2026
(Date of Event Which Requires Filing of this Statement)
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)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
42238D107
1
Names of Reporting Persons
Wellington Management Group LLP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
MASSACHUSETTS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
8,660,893.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
9,232,829.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
9,232,829.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
10.7 %
12
Type of Reporting Person (See Instructions)
HC
SCHEDULE 13G
CUSIP Number(s):
42238D107
1
Names of Reporting Persons
Wellington Group Holdings LLP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
8,660,893.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
9,232,829.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
9,232,829.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
10.7 %
12
Type of Reporting Person (See Instructions)
HC
SCHEDULE 13G
CUSIP Number(s):
42238D107
1
Names of Reporting Persons
Wellington Investment Advisors Holdings LLP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
8,660,893.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
9,232,829.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
9,232,829.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
10.7 %
12
Type of Reporting Person (See Instructions)
HC
SCHEDULE 13G
CUSIP Number(s):
42238D107
1
Names of Reporting Persons
Wellington Management Company LLP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
8,660,893.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
8,949,431.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
9,232,829.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
10.4 %
12
Type of Reporting Person (See Instructions)
IA
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Heartflow, Inc.
(b)
Address of issuer's principal executive offices:
331 E Evelyn Ave, Mountain View CA 94041
Item 2.
(a)
Name of person filing:
Wellington Management Group LLP
Wellington Group Holdings LLP
Wellington Investment Advisors Holdings LLP
Wellington Management Company LLP
(b)
Address or principal business office or, if none, residence:
c/o Wellington Management Company LLP, 280 Congress Street, Boston MA 02210
(c)
Citizenship:
Wellington Management Group LLP - Massachusetts
Wellington Group Holdings LLP - Delaware
Wellington Investment Advisors Holdings LLP - Delaware
Wellington Management Company LLP - Delaware
(d)
Title of class of securities:
Common Stock
(e)
CUSIP No.:
42238D107
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
See the responses to Item 9 on the attached cover pages.
(b)
Percent of class:
10.71 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
0
(ii) Shared power to vote or to direct the vote:
See the responses to Item 6 on the attached cover pages.
(iii) Sole power to dispose or to direct the disposition of:
0
(iv) Shared power to dispose or to direct the disposition of:
See the responses to Item 8 on the attached cover pages.
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
The securities as to which this Schedule is filed are owned of record by clients of one or more investment advisers identified in Item 7 directly or indirectly owned by Wellington Management Group LLP. Those clients have the right to receive, or the power to direct the receipt of, dividends from, or the proceeds from the sale of, such securities. No such client is known to have such right or power with respect to more than five percent of this class of securities, except as follows:
Vanguard Health Care Fund
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
Pursuant to the instructions in Item 7 of Schedule 13G, the following lists the identity and Item 3 classification of each relevant entity that beneficially owns shares of the security class being reported on this Schedule 13G.
Wellington Group Holdings LLP - HC
Wellington Investment Advisors LLP - HC
Wellington Management Global Holdings, Ltd. - HC
One or more of the following investment advisers (the "Wellington Investment Advisers"):
Wellington Management Company LLP - IA
Wellington Management Canada LLC - IA
Wellington Management Singapore Pte Ltd - IA
Wellington Management Hong Kong Ltd - IA
Wellington Management International Ltd - IA
Wellington Management Japan Pte Ltd - IA
Wellington Management Australia Pty Ltd - IA
The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company of certain holding companies and the Wellington Investment Advisers, are owned of record by clients of the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP controls directly, or indirectly through Wellington Management Global Holdings, Ltd., the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP is owned by Wellington Group Holdings LLP. Wellington Group Holdings LLP is owned by Wellington Management Group LLP.
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
