Diversified Trust Co

Bank

Position in HTFL — Heartflow, Inc.

CIK 1479844 MEMPHIS, TN

Position in HTFL

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$719,563

+$374,077 QoQ

Shares Held

24,525

+72.7% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

of 25 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Diversified Trust Co holds $5,466,949 across 5 Health Information Services names. HTFL ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	18,746	$3,326,852
2	OMCL	Omnicell, Inc.	18,412	$764,466
3	HTFL	Heartflow, Inc. This page	24,525	$719,563
4	HSTM	Healthstream Inc	16,868	$459,653
5	PHR	Phreesia, Inc.	19,088	$196,415

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$719,563	24,525	+72.7%	Shares	Sole	2026-07-17
2026-03-31	$345,486	14,200	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.