Subscribe

Heartflow, Inc. Common Stock (HTFL)

USD27.40 +1.91 (+7.50%)
US NASDAQ Healthcare Medical - Healthcare Information Services
Address 331 E. Evelyn Avenue 94041
Mountain View, CA, US
CEO John Farquhar
Website heartflow.com
IPO 2025-08-07
CIK 1464521 ISIN US42238D1072

Explore sections of this company profile

Description

HeartFlow, Inc. operates as a global medical technology firm, specializing in providing non-surgical solutions for the diagnosis and ongoing management of coronary artery disease. Its innovative HeartFlow Platform employs artificial intelligence and advanced computational fluid dynamics to generate a unique, three-dimensional digital replica of a patient's heart. This intricate model is created from a single coronary computed tomography angiography (CCTA), which is a specialized scan designed to produce highly detailed images of the heart's arterial network. The platform offers vital insights into aspects like blood flow, the extent of arterial narrowing (stenosis), and the volume and composition of any plaque present, thereby overcoming the limitations typically associated with traditional non-invasive imaging techniques. Founded in 2007, the company is headquartered in Mountain View, California.

News Sentiment (7d)
73 Positive

3 articles

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD27.40 +1.91 (+7.50%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
1M
Beta
1.91
Float Shares
65.93M
Free Float %
76.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+3.33% +7.32% +10.98% +56.05% +15.23% +10.60% +12.14% +12.14% +12.14% +12.14% +12.14%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (4 ratings, all time) Buy
Price Targets & DCF
Current price
27.40
Low 38.00 +38.7%
Consensus 38.00 +38.7%
Median 38.00 +38.7%
High 38.00 +38.7%
DCF (Unlevered) 2.93 -89.3%
DCF (Levered) 4.26 -84.4%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 86% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 4 +1
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month — —
Last Quarter — —
Last Year 5
36.20
+32.1%
All Time 5
36.20
+32.1%
Quality scores
Altman Z-Score
24.53
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • ✓
    Revenue growth Medical - Healthcare Information Services: +14.2%
    +39.9% ★ Q1'26: +41.3% (vs Q1'25)
  • ✗
    EPS growth Medical - Healthcare Information Services: +43.1%
    +8.1% Q1'26: +20.0% (vs Q1'25)
  • ✗
    FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%
    -47.3% Q1'26: -60.8% (vs Q1'25)
  • ✗
    EBIT margin Medical - Healthcare Information Services: +8.8%
    -36.4% Q1'26: +0.0% (vs Q1'25)
  • ✗
    ROIC Medical - Healthcare Information Services: +5.2%
    -43.9% Q1'26: +0.0% (vs Q1'25)
  • ✗
    Share dilution Medical - Healthcare Information Services: -0.1%
    +484.4% Q1'26: +34.1% (vs Q1'25)
  • ✗
    Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×
    -0.40× Q1'26: -0.22× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
▶ WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.99) × ERP
WACC = 100% × Ke + 0% × Kd (68.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
—
Intrinsic value (base): 2.92 Current price: 27.40
Enterprise Value: — Equity Value: — Terminal Value: — TV as % of EV: —

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2024
actual 		Dec 2025
actual 		Dec 2026
6 Rev. Ana.
5 EPS Ana. 		Dec 2027
6 Rev. Ana.
4 EPS Ana. 		Dec 2028
6 Rev. Ana.
3 EPS Ana. 		Dec 2029
5 Rev. Ana.
1 EPS Ana. 		Dec 2030
3 Rev. Ana.
1 EPS Ana.
Revenue
125.81M
est: 148.54M (-15.3%)
176.03M
est: 173.41M (+1.5%)
220.41M
220.01M – 220.71M
+27.1% YoY
272.56M
265.76M – 276.48M
+23.7% YoY
334.43M
334.41M – 334.45M
+22.7% YoY
420.10M
412.04M – 425.18M
+25.6% YoY
495.30M
485.80M – 501.29M
+17.9% YoY
EBITDA
-65.47M
est: 48.75M (-234.3%)
-55.49M
est: 56.91M (-197.5%)
72.33M
72.20M – 72.43M
+27.1% YoY
89.44M
87.21M – 90.73M
+23.7% YoY
109.75M
109.74M – 109.75M
+22.7% YoY
137.86M
135.22M – 139.53M
+25.6% YoY
162.54M
159.42M – 164.51M
+17.9% YoY
EBIT
-73.61M
est: 48.36M (-252.2%)
-64.07M
est: 56.46M (-213.5%)
71.76M
71.63M – 71.85M
+27.1% YoY
88.73M
86.52M – 90.01M
+23.7% YoY
108.88M
108.87M – 108.88M
+22.7% YoY
136.77M
134.14M – 138.42M
+25.6% YoY
161.25M
158.16M – 163.20M
+17.9% YoY
Net Income
-96.43M
est: -5.73B (+98.3%)
-116.79M
est: -864.79M (+86.5%)
-200.94M
-220.26M – -181.62M
+76.8% YoY
-131.52M
-172.74M – -90.30M
+34.6% YoY
-5.53M
-36.63M – 109.91M
+95.8% YoY
141.89M
138.35M – 144.12M
+2,665.8% YoY
234.02M
228.19M – 237.70M
+64.9% YoY
SGA
112.15M
est: 135.95M (-17.5%)
134.35M
est: 158.71M (-15.4%)
201.73M
201.36M – 202.00M
+27.1% YoY
249.46M
243.24M – 253.04M
+23.7% YoY
306.08M
306.06M – 306.10M
+22.7% YoY
384.49M
377.12M – 389.14M
+25.6% YoY
453.31M
444.62M – 458.80M
+17.9% YoY
EPS
-1.49
est: -15.63 (+90.5%)
-1.37
est: -1.93 (+29.1%)
-0.56
-0.60 – -0.49
+71.2% YoY
-0.33
-0.47 – -0.25
+40.6% YoY
0.04
-0.10 – 0.30
+113.1% YoY
0.39
0.38 – 0.39
+788.5% YoY
0.64
0.62 – 0.64
+64.9% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-14 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-13 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-12 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-11 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-08 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-07 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-06 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-05 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-04 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-01 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-30 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-29 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-28 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-27 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-24 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-23 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-22 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-21 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-20 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-17 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-16 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-66.98M
OE per share TTM
-0.71
Owner's Yield
-2.43%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
17.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
65
Total invested
178.30M
Insider transactions (90d)
12
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
65
-46 vs prev Q
New positions
33
Closed positions
79
Increased
47
Reduced
7
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
# Investor ⇅ Shares / Δ ⇅ Mkt value / Δ ⇅ Own% / Δ ⇅ Weight% / Δ ⇅ Avg px / Perf. ⇅ Hold / Status ⇅
1 — 56.8K +56.8K (+100.0%) 1.66B +1.7B (+100.0%) 0.07% +0.071 pp 0.65% +0.654 pp USD29.15 +0.0% 1 qtrs NEW
2 BAIN CAPITAL LIFE SCIENCES INVESTORS, LLC 12.45M +— (+0.0%) 362.86M -56.1M (-13.4%) 15.44% +0.000 pp 27.79% -0.018 pp USD33.66 -13.4% 2 qtrs —
3 WELLINGTON MANAGEMENT GROUP LLP 5.89M +1.0M (+20.8%) 171.81M +7.5M (+4.6%) 7.31% +1.258 pp 0.03% +0.001 pp USD32.88 -11.3% 2 qtrs —
4 FMR LLC 4.12M -607.4K (-12.8%) 120.18M -39.0M (-24.5%) 5.11% -0.753 pp 0.01% -0.002 pp USD33.66 -13.4% 2 qtrs —
5 BAILLIE GIFFORD & CO 3.01M +— (+0.0%) 87.62M -13.6M (-13.4%) 3.73% +0.000 pp 0.07% -0.002 pp USD33.66 -13.4% 2 qtrs —
6 BAMCO INC /NY/ 2.30M +1.1M (+86.2%) 67.16M +25.5M (+61.2%) 2.86% +1.323 pp 0.18% +0.072 pp USD31.57 -7.7% 2 qtrs —
7 SCHUSTERMAN INTERESTS, LLC 1.94M +— (+0.0%) 56.53M -8.7M (-13.4%) 2.41% +0.000 pp 12.94% -1.979 pp USD33.66 -13.4% 2 qtrs —
8 CAPRICORN INVESTMENT GROUP LLC 1.66M +1.7M (+100.0%) 48.18M +48.2M (+100.0%) 2.06% +2.061 pp 5.83% +5.833 pp USD29.15 +0.0% 1 qtrs NEW
9 VANGUARD GROUP INC 1.58M +128.4K (+8.8%) 46.07M -2.8M (-5.7%) 1.96% +0.159 pp 0.00% 0.000 pp USD33.29 -12.4% 2 qtrs —
10 UBS ASSET MANAGEMENT AMERICAS INC 1.43M +1.4M (+100.0%) 41.71M +41.7M (+100.0%) 1.78% +1.775 pp 0.01% +0.009 pp USD29.15 +0.0% 1 qtrs NEW
11 BLACKROCK, INC. 1.34M +1.0M (+333.6%) 39.12M +28.7M (+275.5%) 1.66% +1.281 pp 0.00% +0.001 pp USD30.19 -3.4% 2 qtrs —
12 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.26M +410.7K (+48.4%) 36.70M +8.1M (+28.5%) 1.56% +0.509 pp 0.76% +0.171 pp USD32.19 -9.4% 2 qtrs —
13 CITADEL ADVISORS LLC 1.25M +871.2K (+230.7%) 36.41M +23.7M (+186.4%) 1.55% +1.081 pp 0.01% +0.004 pp USD30.51 -4.5% 2 qtrs —
14 ALLIANCEBERNSTEIN L.P. 1.09M -34.0K (-3.0%) 31.75M -6.1M (-16.0%) 1.35% -0.042 pp 0.01% -0.002 pp USD33.66 -13.4% 2 qtrs —
15 JANUS HENDERSON GROUP PLC 865.6K -149.6K (-14.7%) 25.23M -8.9M (-26.2%) 1.07% -0.186 pp 0.01% -0.004 pp USD33.66 -13.4% 2 qtrs —
16 PRICE T ROWE ASSOCIATES INC /MD/ 863.3K -351.7K (-28.9%) 25.17M -15.7M (-38.5%) 1.07% -0.436 pp 0.00% -0.002 pp USD33.66 -13.4% 2 qtrs —
17 LORD, ABBETT & CO. LLC 790.9K -341.8K (-30.2%) 23.06M -15.1M (-39.5%) 0.98% -0.424 pp 0.07% -0.043 pp USD33.66 -13.4% 2 qtrs —
18 MORGAN STANLEY 745.9K -9.2K (-1.2%) 21.74M -3.7M (-14.5%) 0.93% -0.011 pp 0.00% 0.000 pp USD33.66 -13.4% 2 qtrs —
19 ENSIGN PEAK ADVISORS, INC 700.8K +75.0K (+12.0%) 20.43M -636.4K (-3.0%) 0.87% +0.093 pp 0.04% +0.002 pp USD33.18 -12.1% 2 qtrs —
20 FRANKLIN RESOURCES INC 685.2K +363.4K (+113.0%) 19.97M +9.1M (+84.4%) 0.85% +0.451 pp 0.00% +0.002 pp USD31.27 -6.8% 2 qtrs —
21 JPMORGAN CHASE & CO 586.3K +173.7K (+42.1%) 17.09M +3.2M (+23.1%) 0.73% +0.216 pp 0.00% +0.000 pp USD32.32 -9.8% 2 qtrs —
22 INVESCO LTD. 577.4K +475.0K (+463.9%) 16.83M +13.4M (+388.3%) 0.72% +0.589 pp 0.00% +0.002 pp USD29.95 -2.7% 2 qtrs —
23 EVENTIDE ASSET MANAGEMENT, LLC 506.0K +422.0K (+502.4%) 14.75M +11.9M (+421.7%) 0.63% +0.524 pp 0.23% +0.184 pp USD29.90 -2.5% 2 qtrs —
24 UBS GROUP AG 501.2K +348.8K (+228.8%) 14.61M +9.5M (+184.8%) 0.62% +0.433 pp 0.00% +0.002 pp USD30.52 -4.5% 2 qtrs —
25 GEODE CAPITAL MANAGEMENT, LLC 499.9K +244.3K (+95.5%) 14.58M +6.0M (+69.3%) 0.62% +0.303 pp 0.00% +0.000 pp USD31.46 -7.3% 2 qtrs —
26 RTW INVESTMENTS, LP 495.0K +— (+0.0%) 14.43M -2.2M (-13.4%) 0.61% +0.000 pp 0.14% -0.061 pp USD33.66 -13.4% 2 qtrs —
27 FRED ALGER MANAGEMENT, LLC 440.5K +143.5K (+48.3%) 12.84M +2.8M (+28.4%) 0.55% +0.178 pp 0.05% +0.012 pp USD32.19 -9.4% 2 qtrs —
28 STATE STREET CORP 322.4K +247.9K (+332.8%) 9.40M +6.9M (+274.8%) 0.40% +0.308 pp 0.00% +0.000 pp USD30.19 -3.4% 2 qtrs —
29 BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY 312.2K +— (+0.0%) 9.10M -1.4M (-13.4%) 0.39% +0.000 pp 1.83% +0.599 pp USD33.66 -13.4% 2 qtrs —
30 POINT72 ASSET MANAGEMENT, L.P. 304.5K +104.0K (+51.9%) 8.88M +2.1M (+31.5%) 0.38% +0.129 pp 0.01% -0.001 pp USD32.12 -9.2% 2 qtrs —
31 ROCK SPRINGS CAPITAL MANAGEMENT LP 277.7K +27.7K (+11.1%) 8.09M -320.0K (-3.8%) 0.34% +0.034 pp 0.42% -0.077 pp USD33.21 -12.2% 2 qtrs —
32 VOYA INVESTMENT MANAGEMENT LLC 228.6K +228.6K (+100.0%) 6.66M +6.7M (+100.0%) 0.28% +0.284 pp 0.01% +0.007 pp USD29.15 +0.0% 1 qtrs NEW
33 ALYESKA INVESTMENT GROUP, L.P. 225.0K +140.0K (+164.7%) 6.56M +3.7M (+129.2%) 0.28% +0.174 pp 0.02% +0.010 pp USD30.85 -5.5% 2 qtrs —
34 EMERALD ADVISERS, LLC 221.6K +3.6K (+1.7%) 6.46M -876.7K (-12.0%) 0.27% +0.005 pp 0.20% -0.036 pp USD33.59 -13.2% 2 qtrs —
35 NZS CAPITAL, LLC 209.7K +209.7K (+100.0%) 6.11M +6.1M (+100.0%) 0.26% +0.260 pp 0.19% +0.188 pp USD29.15 +0.0% 1 qtrs NEW
36 GILDER GAGNON HOWE & CO LLC 185.9K +66.5K (+55.7%) 5.42M +1.4M (+34.9%) 0.23% +0.083 pp 0.06% +0.016 pp USD32.05 -9.0% 2 qtrs —
37 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 153.3K +51.8K (+51.0%) 4.47M +1.1M (+30.7%) 0.19% +0.064 pp 0.00% +0.000 pp USD32.14 -9.3% 2 qtrs —
38 FREESTONE GROVE PARTNERS LP 150.0K +120.0K (+400.0%) 4.37M +3.4M (+333.0%) 0.19% +0.149 pp 0.03% +0.024 pp USD30.05 -3.0% 2 qtrs —
39 GOLDMAN SACHS GROUP INC 147.2K +90.2K (+158.0%) 4.29M +2.4M (+123.5%) 0.18% +0.112 pp 0.00% +0.000 pp USD30.90 -5.7% 2 qtrs —
40 NORTHERN TRUST CORP 138.8K +104.8K (+309.0%) 4.04M +2.9M (+254.2%) 0.17% +0.130 pp 0.00% +0.000 pp USD30.25 -3.6% 2 qtrs —
41 EMERALD MUTUAL FUND ADVISERS TRUST 131.3K +— (+0.0%) 3.83M -592.0K (-13.4%) 0.16% +0.000 pp 0.19% -0.042 pp USD33.66 -13.4% 2 qtrs —
42 CATALIO CAPITAL MANAGEMENT, LP 113.9K +113.9K (+100.0%) 3.32M +3.3M (+100.0%) 0.14% +0.141 pp 0.59% +0.587 pp USD29.15 +0.0% 1 qtrs NEW
43 ROYAL BANK OF CANADA 110.5K +73.6K (+199.1%) 3.22M +2.0M (+159.0%) 0.14% +0.091 pp 0.00% +0.000 pp USD30.66 -4.9% 2 qtrs —
44 AMERIPRISE FINANCIAL INC 101.5K +4.7K (+4.9%) 2.96M -299.2K (-9.2%) 0.13% +0.006 pp 0.00% 0.000 pp USD33.45 -12.9% 2 qtrs —
45 SEVEN GRAND MANAGERS, LLC 100.0K +50.0K (+100.0%) 2.92M +1.2M (+73.2%) 0.12% +0.062 pp 0.22% +0.085 pp USD31.40 -7.2% 2 qtrs —
46 WEST FAMILY INVESTMENTS, INC. 87.8K +— (+0.0%) 2.56M -395.9K (-13.4%) 0.11% +0.000 pp 0.60% -0.059 pp USD33.66 -13.4% 2 qtrs —
47 BANK OF AMERICA CORP /DE/ 86.7K +21.8K (+33.5%) 2.53M +341.2K (+15.6%) 0.11% +0.027 pp 0.00% +0.000 pp USD32.53 -10.4% 2 qtrs —
48 GHISALLO CAPITAL MANAGEMENT LLC 75.0K +— (+0.0%) 2.19M -338.3K (-13.4%) 0.09% +0.000 pp 0.10% +0.015 pp USD33.66 -13.4% 2 qtrs —
49 MILLENNIUM MANAGEMENT LLC 67.8K -48.2K (-41.6%) 1.98M -1.9M (-49.4%) 0.08% -0.060 pp 0.00% -0.001 pp USD33.66 -13.4% 2 qtrs —
50 BURKEHILL GLOBAL MANAGEMENT, LP 65.0K +— (+0.0%) 1.89M -293.2K (-13.4%) 0.08% +0.000 pp 0.12% +0.001 pp USD33.66 -13.4% 2 qtrs —
51 TD ASSET MANAGEMENT INC 56.6K -23.4K (-29.3%) 1.65M -1.0M (-38.7%) 0.07% -0.029 pp 0.00% -0.001 pp USD33.66 -13.4% 2 qtrs —
52 BREVAN HOWARD CAPITAL MANAGEMENT LP 52.6K +52.6K (+100.0%) 1.53M +1.5M (+100.0%) 0.07% +0.065 pp 0.02% +0.017 pp USD29.15 +0.0% 1 qtrs NEW
53 BANK OF NEW YORK MELLON CORP 48.7K +48.7K (+100.0%) 1.42M +1.4M (+100.0%) 0.06% +0.060 pp 0.00% +0.000 pp USD29.15 +0.0% 1 qtrs NEW
54 LISANTI CAPITAL GROWTH, LLC 43.8K +14.6K (+50.1%) 1.28M +294.8K (+30.0%) 0.05% +0.018 pp 0.30% +0.062 pp USD32.15 -9.3% 2 qtrs —
55 XTX TOPCO LTD 43.2K +31.9K (+282.6%) 1.26M +879.3K (+231.4%) 0.05% +0.040 pp 0.03% +0.013 pp USD30.33 -3.9% 2 qtrs —
56 XXEC, INC. 41.9K +12.1K (+40.5%) 1.22M +217.8K (+21.7%) 0.05% +0.015 pp 1.22% +0.375 pp USD32.36 -9.9% 2 qtrs —
57 SWISS NATIONAL BANK 41.1K +41.1K (+100.0%) 1.20M +1.2M (+100.0%) 0.05% +0.051 pp 0.00% +0.001 pp USD29.15 +0.0% 1 qtrs NEW
58 MANUFACTURERS LIFE INSURANCE COMPANY, THE 36.9K -2.8K (-7.1%) 1.11M -228.4K (-17.1%) 0.05% -0.004 pp 0.00% 0.000 pp USD33.66 -13.4% 2 qtrs —
59 NORGES BANK 35.0K +35.0K (+100.0%) 1.02M +1.0M (+100.0%) 0.04% +0.043 pp 0.00% +0.000 pp USD29.15 +0.0% 1 qtrs NEW
60 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 32.8K +32.8K (+100.0%) 955.3K +955.3K (+100.0%) 0.04% +0.041 pp 0.00% +0.001 pp USD29.15 +0.0% 1 qtrs NEW
61 BCWM, LLC 31.1K +31.1K (+100.0%) 907.7K +907.7K (+100.0%) 0.04% +0.039 pp 0.27% +0.272 pp USD29.15 +0.0% 1 qtrs NEW
62 BARCLAYS PLC 30.3K +13.6K (+81.5%) 884.3K +321.6K (+57.1%) 0.04% +0.017 pp 0.00% +0.000 pp USD31.64 -7.9% 2 qtrs —
63 TRUEMARK INVESTMENTS, LLC 26.5K -758.0 (-2.8%) 772.7K -145.1K (-15.8%) 0.03% -0.001 pp 0.15% -0.012 pp USD33.66 -13.4% 2 qtrs —
64 NUVEEN, LLC 23.2K +23.2K (+100.0%) 677.4K +677.4K (+100.0%) 0.03% +0.029 pp 0.00% +0.000 pp USD29.15 +0.0% 1 qtrs NEW
65 WELLS FARGO & COMPANY/MN 21.5K +21.5K (+100.0%) 626.4K +626.4K (+100.0%) 0.03% +0.027 pp 0.00% +0.000 pp USD29.15 +0.0% 1 qtrs NEW
66 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 20.7K +20.7K (+100.0%) 603.2K +603.2K (+100.0%) 0.03% +0.026 pp 0.00% +0.001 pp USD29.15 +0.0% 1 qtrs NEW
67 RHUMBLINE ADVISERS 20.1K +20.1K (+100.0%) 584.6K +584.6K (+100.0%) 0.02% +0.025 pp 0.00% +0.001 pp USD29.15 +0.0% 1 qtrs NEW
68 QUENT CAPITAL, LLC 20.0K +20.0K (+100.0%) 583.0K +583.0K (+100.0%) 0.02% +0.025 pp 0.04% +0.042 pp USD29.15 +0.0% 1 qtrs NEW
69 D. E. SHAW & CO., INC. 18.5K +8.5K (+84.6%) 539.7K +202.0K (+59.8%) 0.02% +0.011 pp 0.00% +0.000 pp USD31.59 -7.7% 2 qtrs —
70 LEGAL & GENERAL GROUP PLC 17.7K +16.0K (+906.1%) 516.5K +457.1K (+769.8%) 0.02% +0.020 pp 0.00% +0.000 pp USD29.60 -1.5% 2 qtrs —
71 BRANDYWINE MANAGERS, LLC 16.8K +— (+0.0%) 489.0K -75.7K (-13.4%) 0.02% +0.000 pp 0.24% -0.300 pp USD33.66 -13.4% 2 qtrs —
72 LEGATO CAPITAL MANAGEMENT LLC 16.2K +9.0K (+124.3%) 471.6K +228.8K (+94.2%) 0.02% +0.011 pp 0.04% +0.014 pp USD31.16 -6.5% 2 qtrs —
73 SANDIA INVESTMENT MANAGEMENT LP 15.9K +8.4K (+112.2%) 464.0K +211.5K (+83.8%) 0.02% +0.010 pp 1.16% +0.405 pp USD31.27 -6.8% 2 qtrs —
74 PERPETUAL LTD 15.7K +15.7K (+100.0%) 458.9K +458.9K (+100.0%) 0.02% +0.020 pp 0.01% +0.007 pp USD29.15 +0.0% 1 qtrs NEW
75 SEI INVESTMENTS CO 15.2K +6.1K (+68.2%) 441.7K +138.5K (+45.7%) 0.02% +0.008 pp 0.00% +0.000 pp USD31.83 -8.4% 2 qtrs —
76 DEUTSCHE BANK AG\ 13.8K +13.8K (+100.0%) 403.6K +403.6K (+100.0%) 0.02% +0.017 pp 0.00% +0.000 pp USD29.15 +0.0% 1 qtrs NEW
77 BOOTHBAY FUND MANAGEMENT, LLC 11.3K +11.3K (+100.0%) 329.7K +329.7K (+100.0%) 0.01% +0.014 pp 0.00% +0.005 pp USD29.15 +0.0% 1 qtrs NEW
78 METLIFE INVESTMENT MANAGEMENT, LLC 11.0K +11.0K (+100.0%) 321.7K +321.7K (+100.0%) 0.01% +0.014 pp 0.00% +0.002 pp USD29.15 +0.0% 1 qtrs NEW
79 SG AMERICAS SECURITIES, LLC 10.7K +10.7K (+100.0%) 312.0K +312.0K (+100.0%) 0.01% +0.013 pp 0.00% +0.000 pp USD29.15 +0.0% 1 qtrs NEW
80 STIFEL FINANCIAL CORP 10.6K +10.6K (+100.0%) 308.3K +308.3K (+100.0%) 0.01% +0.013 pp 0.00% +0.000 pp USD29.15 +0.0% 1 qtrs NEW
81 THRIVENT FINANCIAL FOR LUTHERANS 8.6K +8.6K (+100.0%) 251.0K +251.0K (+100.0%) 0.01% +0.011 pp 0.00% +0.000 pp USD29.15 +0.0% 1 qtrs NEW
82 BNP PARIBAS ARBITRAGE, SNC 8.6K +8.6K (+100.0%) 250.7K +250.7K (+100.0%) 0.01% +0.011 pp 0.00% +0.000 pp USD29.15 +0.0% 1 qtrs NEW
83 CONNABLE OFFICE INC 7.6K +7.6K (+100.0%) 220.1K +220.1K (+100.0%) 0.01% +0.009 pp 0.02% +0.020 pp USD29.15 +0.0% 1 qtrs NEW
84 STALEY CAPITAL ADVISERS INC 7.0K +7.0K (+100.0%) 204.1K +204.1K (+100.0%) 0.01% +0.009 pp 0.01% +0.008 pp USD29.15 +0.0% 1 qtrs NEW
85 KLP KAPITALFORVALTNING AS 4.5K +4.5K (+100.0%) 131.2K +131.2K (+100.0%) 0.01% +0.006 pp 0.00% +0.001 pp USD29.15 +0.0% 1 qtrs NEW
86 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 4.5K +4.5K (+100.0%) 130.9K +130.9K (+100.0%) 0.01% +0.006 pp 0.00% +0.001 pp USD29.15 +0.0% 1 qtrs NEW
87 STRS OHIO 3.4K +3.4K (+100.0%) 99.1K +99.1K (+100.0%) 0.00% +0.004 pp 0.00% +0.000 pp USD29.15 +0.0% 1 qtrs NEW
88 NEW YORK STATE COMMON RETIREMENT FUND 3.1K -116.2K (-97.4%) 90.4K -3.9M (-97.7%) 0.00% -0.144 pp 0.00% -0.005 pp USD33.66 -13.4% 2 qtrs —
89 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 2.5K +2.5K (+100.0%) 72.3K +72.3K (+100.0%) 0.00% +0.003 pp 0.02% +0.018 pp USD29.15 +0.0% 1 qtrs NEW
90 CITIGROUP INC 2.4K +2.4K (+100.0%) 71.3K +71.3K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD29.15 +0.0% 1 qtrs NEW
91 AMERITAS INVESTMENT PARTNERS, INC. 1.6K +1.6K (+100.0%) 45.9K +45.9K (+100.0%) 0.00% +0.002 pp 0.00% +0.001 pp USD29.15 +0.0% 1 qtrs NEW
92 RUSSELL INVESTMENTS GROUP, LTD. 1.5K +1.5K (+100.0%) 44.8K +44.8K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD29.15 +0.0% 1 qtrs NEW
93 AMALGAMATED BANK 610.00 +610.0 (+100.0%) 18.0K +18.0K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD29.15 +0.0% 1 qtrs NEW
94 JONES FINANCIAL COMPANIES LLLP 600.00 +— (+0.0%) 17.5K -2.3K (-11.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD33.66 -13.4% 2 qtrs —
95 STERLING CAPITAL MANAGEMENT LLC 597.00 +597.0 (+100.0%) 17.4K +17.4K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD29.15 +0.0% 1 qtrs NEW
96 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 490.00 +490.0 (+100.0%) 14.3K +14.3K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD29.15 +0.0% 1 qtrs NEW
97 TOWER RESEARCH CAPITAL LLC (TRC) 459.00 +459.0 (+100.0%) 13.4K +13.4K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD29.15 +0.0% 1 qtrs NEW
98 COMERICA BANK 351.00 +159.0 (+82.8%) 10.2K +3.8K (+58.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD31.61 -7.8% 2 qtrs —
99 MAI CAPITAL MANAGEMENT 334.00 +— (+0.0%) 9.7K -1.5K (-13.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD33.66 -13.4% 2 qtrs —
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 84 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Fidelity Disruptive Medicine ETF FMED 1.79% 829.9K 0.50%
2 Global X HealthTech ETF HEAL 1.59% 475.0K 0.50%
3 Acuitas Small Cap Active ETF AIMS 0.18% 132.0K 0.75%
4 Innovator U.S. Small Cap Managed Floor ETF RFLR 0.13% 117.8K 0.89%
5 iShares Russell 2000 Growth ETF IWO 0.13% 19.88M 0.24%
6 BNY Mellon US Small Cap Core Equity ETF BKSE 0.10% 83.7K 0.04%
7 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.09% 2.54M 0.30%
8 Nuveen ESG Small-Cap ETF NUSC 0.08% 1.00M 0.31%
9 JPMorgan BetaBuilders U.S. Small Cap Equity ETF BBSC 0.08% 539.8K 0.09%
10 iShares U.S. Healthcare Providers ETF IHF 0.07% 844.1K 0.38%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.21
Bearish
Ratio by volume
0.03
Bearish
Buys
4
Sells
19
Shares acquired
67.0K
Shares disposed
2.19M
Cash buys
—
Cash sales
7.00
Net activity
-2,121,708
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-11 Farquhar John C.M. Director / Officer S-Sale D Common Stock 22,562 29.12 657.0K 519,397 D ↗
2026-05-07 Verghese Vikram Officer F-InKind D Common Stock. 473 29.98 14.2K 210,854 D ↗
2026-05-07 Rogers Campbell Officer F-InKind D Common Stock 637 29.98 19.1K 78,731 D ↗
2026-05-07 Jones Marie L. Officer F-InKind D Common Stock. 82 29.98 2.5K 31,083 D ↗
2026-05-07 Farquhar John C.M. Director / Officer F-InKind D Common Stock 1,904 29.98 57.1K 541,959 D ↗
2026-05-06 Verghese Vikram Officer F-InKind D Common Stock. 1,536 30.29 46.5K 211,327 D ↗
2026-05-06 Rogers Campbell Officer F-InKind D Common Stock 1,634 30.29 49.5K 79,368 D ↗
2026-05-06 Jones Marie L. Officer F-InKind D Common Stock. 485 30.29 14.7K 31,165 D ↗
2026-05-06 Farquhar John C.M. Director / Officer F-InKind D Common Stock 5,300 30.29 160.5K 543,863 D ↗
2026-04-30 Bain Capital Life Sciences Investors, LLC 10% Owner S-Sale D Common Stock 892,533 29.18 26.04M 8,504,382 I ↗
2026-04-29 Bain Capital Life Sciences Investors, LLC 10% Owner S-Sale D Common Stock 797,133 29.37 23.41M 9,396,915 I ↗
2026-04-28 Bain Capital Life Sciences Investors, LLC 10% Owner S-Sale D Common Stock 254,110 30.51 7.75M 10,194,048 I ↗
2026-04-10 Farquhar John C.M. Director / Officer S-Sale D Common Stock 22,562 26.72 602.9K 549,163 D ↗
2026-04-01 Rogers Campbell Officer M-Exempt D Stock Option 40,766 2.22 90.5K 81,633 D ↗
2026-03-24 Lightcap Jeffrey C Director J-Other A Common Stock 206,261 0.00 — 246,261 D ↗
2026-03-24 HealthCor Partners Management LP Director J-Other D COMMON STOCK 4,615,542 0.00 — 0 I ↗
2026-03-19 Rogers Campbell Officer M-Exempt D Stock Option 19,402 2.22 43.1K 189,125 D ↗
2026-03-18 Farquhar John C.M. Director / Officer S-Sale D Common Stock 9,725 25.00 243.1K 571,725 D ↗
2026-03-11 BARABE TIMOTHY C Director M-Exempt A Common Stock 8,667 2.22 19.2K 179,521 D ↗
2026-03-10 Farquhar John C.M. Director / Officer S-Sale D Common Stock 12,837 22.66 290.9K 581,450 D ↗
2026-03-06 Farquhar John C.M. Director / Officer A-Award A Common Stock 2,631 16.15 42.5K 594,287 D ↗
2026-03-05 Cullivan Julie A Director S-Sale D Common Stock 9,122 25.00 228.1K 27,291 D ↗
2026-02-17 BARABE TIMOTHY C Director M-Exempt A Common Stock 2,497 8.33 20.8K 170,854 D ↗
2026-02-12 Rogers Campbell Officer M-Exempt A Common Stock 19,401 2.22 43.1K 93,572 D ↗
2026-02-10 Farquhar John C.M. Director / Officer S-Sale D Common Stock 22,562 27.46 619.6K 591,656 D ↗
2026-02-06 Verghese Vikram Officer A-Award A Common Stock. 68,493 0.00 — 212,863 D ↗
2026-02-06 Rogers Campbell Officer F-InKind D Common Stock 515 27.74 14.3K 20,098 D ↗
2026-02-06 Jones Marie L. Officer A-Award A Common Stock. 21,629 0.00 — 31,650 D ↗
2026-02-06 Farquhar John C.M. Director / Officer A-Award A Common Stock 183,850 0.00 — 614,218 D ↗
2026-02-05 Cullivan Julie A Director S-Sale D Common Stock 8,000 27.32 218.6K 36,413 D ↗
2026-02-04 Bain Capital Life Sciences Investors, LLC 10% Owner S-Sale D Common Stock 2,000,000 28.05 56.10M 10,448,158 I ↗
2025-12-16 Lightcap Jeffrey C Director P-Purchase A Common Stock 40,000 26.34 1.05M 40,000 D ↗
2025-11-07 Verghese Vikram Officer F-InKind D Common Stock. 471 32.56 15.3K 144,912 D ↗
2025-11-07 Rogers Campbell Officer F-InKind D Common Stock 439 32.56 14.3K 20,613 D ↗
2025-11-07 Jones Marie L. Officer F-InKind D Common Stock. 81 32.56 2.6K 10,115 D ↗
2025-11-07 Farquhar John C.M. Director / Officer F-InKind D Common Stock 1,339 32.56 43.6K 431,909 D ↗

Executive team

Top executives
EBIT / Employee
-102.3K
Shares Outstanding
86.24M

Executive compensation

Executive compensation (annual)
# Year ⇅ Executive ⇅ Salary ⇅ Bonus Stock award ⇅ Option award Incentive Other Total ⇅ % Stock-
based ⇅		 Filing
1 2025 John C.M. Farquhar, President & Chief Executive Officer 648.0K — 1.14M 3.41M 785.4K 6.5K 5.99M 75.96% ↗
2 2025 Campbell D.K. Rogers, M.D. Chief Medical Officer 552.1K 230.0K 400.0K 120.0K 312.5K 6.5K 2.70M 19.25% ↗
3 2025 Vikram Verghese, Chief Financial Officer 435.0K — 400.0K 1.20M 316.4K 6.5K 2.36M 67.86% ↗
4 2024 John C.M. Farquhar, President & Chief Executive Officer 590.5K — — 1.03M 654.4K 5.2K 2.28M 45.18% ↗
5 2024 Vikram Verghese, Chief Financial Officer 400.5K — — 1.07M 222.3K 5.2K 1.70M 62.95% ↗
6 2024 Campbell D.K. Rogers, M.D. Chief Medical Officer 535.6K 230.0K — — 294.6K 5.2K 1.07M 0.00% ↗
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-29 DEFA14A ↗
2026-04-29 DEF 14A ↗

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-14 8-K ↗
2026-05-14 10-Q ↗
2026-05-13 4 ↗
2026-05-11 SC 13G/A ↗
2026-05-08 4 ↗
2026-05-08 4 ↗
2026-05-08 4 ↗
2026-05-08 4 ↗
2026-04-30 4 ↗
2026-04-29 DEFA14A ↗

Executive team

NameTitleCompensationGender
John Farquhar President, Chief Executive Officer & Director 1M male
Campbell Rogers FACC Chief Medical Officer & Executive Vice President 1M —
Vikram Verghese Chief Financial Officer 757.9K male
Kathleen Carey Senior Vice President of Operations — female
Angela Ahmad Chief Legal & Compliance Officer — female
Nathan Chan Senior Vice President of US Sales — male
Nicholas S. Laudico Vice President of Investor Relations — male
Shivanth Bhaskaran Senior Vice President of Marketing, International Sales & Customer Success — male
Stephanie Heller Chief Human Resources Officer — female
Mhairi L. Jones Chief Accounting Officer — —
John Henry Stevens Co-Founder — —
Justin Cambra Chief Technology Officer — male
ESG Rating
B
MEDICAL - HEALTHCARE INFORMATION SERVICES
Rank: 53 out of 79
2026
E (Environmental)
58.0 / 63.0
Company / Sector avg.
S (Social)
63.6 / 69.8
Company / Sector avg.
G (Governance)
67.2 / 68.0
Company / Sector avg.
ESG Total
62.9 / 66.9
Company / Sector avg.
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend history

Earnings history

Earnings reports

Stock splits

Related companies

Largest companies in Medical - Healthcare Information Services