Steward Partners Investment Advisory, LLC
Position in HTFL — Heartflow, Inc.
CIK 1723397
STAMFORD, CT
Position in HTFL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,819
+$311 QoQ
Shares Held
62
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#179
of 191 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HTFL Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $6,636,467 across 21 Health Information Services names. HTFL ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
28,761 | $2,597,693 | |
| 2 | VEEV |
Veeva Systems Inc
|
7,954 | $1,411,596 | |
| 3 | OMDA |
Omada Health, Inc.
|
62,133 | $1,363,819 | |
| 4 | TEM |
Tempus AI, Inc.
|
18,733 | $1,085,202 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
1,448 | $100,983 | |
| 6 | WEAV |
Weave Communications, Inc.
|
3,900 | $23,361 | |
| 7 | DOCS |
Doximity, Inc.
|
725 | $15,036 | |
| 8 | TXG |
10x Genomics, Inc.
|
197 | $7,552 |
All Filings in HTFL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,819 | 62 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,508 | 62 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,807 | 62 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,086 | 62 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||