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Equibles

Corient Private Wealth LLC

Position in HTFL — Heartflow, Inc.

CIK 1948780 MIAMI, FL
Back to HTFL Full portfolio

Position in HTFL

as of Jun 30, 2026 · filed Aug 27, 2026
Position Value
$1,546,922
+$322,613 QoQ
Shares Held
52,724
+4.8% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 4% Shared 0% None 96%

Common Shares in HTFL Over Time

Shares Held

Position Value (USD)

Position in Health Information Services

Healthcare · as of Jun 30, 2026

Corient Private Wealth LLC holds $40,830,126 across 19 Health Information Services names. HTFL ranks #5 (3.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VEEV
Veeva Systems Inc
 134,311 $23,836,172
2 OMDA
Omada Health, Inc.
 145,118 $3,185,340
3 HQY
Healthequity, Inc.
 29,789 $2,690,542
4 OMCL
Omnicell, Inc.
 62,809 $2,607,829
5 HTFL
Heartflow, Inc.
This page 		52,724 $1,546,922
6 PHR
Phreesia, Inc.
 148,290 $1,525,904
7 WAY
Waystar Holding Corp.
 59,431 $1,220,118
8 TDOC
Teladoc Health, Inc.
 101,556 $861,194

All Filings in HTFL

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,546,922 52,724
2026-03-31 $1,224,309 50,321