HTFL.NASDAQHeartflow, INC

SCHEDULE: Hayfin Group Discloses 6.2% Stake in Heartflow, Inc.

Sentiment:

Beneficial Ownership Report (Schedule 13G)


Hayfin Management Holdings Limited and its affiliates have reported a 6.2% beneficial ownership stake in Heartflow, Inc.'s Class A Common Stock.

Capital raiseWarrants for 1,647,667 shares of Class A Common Stock, indirectly held by Hayfin Tourmaline LuxCo S.a.r.l. (part of the Hayfin group), were exercised on a net-exercise basis on October 27, 2025.This exercise resulted in the issuance of 1,646,317 shares of Class A Common Stock to the Hayfin group.

Summary

  • Hayfin Management Holdings Limited, along with its affiliated entities, collectively reported beneficial ownership of 5,283,264 shares of Heartflow, Inc. Class A Common Stock as of September 30, 2025.
  • This aggregate ownership represents 6.2% of Heartflow, Inc.'s Class A Common Stock outstanding, based on 85,158,719 shares outstanding as of October 31, 2025.
  • The reported beneficial ownership includes 3,635,597 shares indirectly held and 1,647,667 shares subject to warrants indirectly held by Hayfin Management Holdings Limited.
  • Subsequent to the September 30, 2025 event date, specifically on October 27, 2025, warrants for 1,647,667 shares were exercised on a net-exercise basis, resulting in the issuance of 1,646,317 shares of Class A Common Stock.

Sentiment

Score: 5

Explanation: The filing is a factual disclosure of beneficial ownership and warrant exercise, which is neutral in sentiment. The increased institutional ownership could be seen as a positive, but the filing itself does not convey explicit positive or negative sentiment.

Positives

  • Increased institutional ownership by a significant investment group, Hayfin, which may signal confidence in Heartflow, Inc.'s long-term prospects.

Future Outlook

NA

Industry Context

NA

Related Party Transactions

  • The filing details a group of related Hayfin entities (e.g., Hayfin Management Holdings Limited, Hayfin Heartflow UK Limited, Hayfin Tourmaline LuxCo S.a.r.l., and various funds/LPs) that collectively report beneficial ownership. Hayfin Management Holdings Limited is identified as the sole member or sole shareholder of the general partners for many of these entities, establishing a clear related-party structure for their aggregated ownership.

Stakeholder Impact

  • Shareholders: The disclosure of a significant institutional stake by the Hayfin group could be viewed positively, indicating investor confidence and potentially providing a more stable shareholder base.

Key Dates

DateDescription
2025-09-30Date of event requiring the filing of this statement (beneficial ownership calculation date).
2025-10-27Date when warrants were exercised on a net-exercise basis, resulting in the issuance of common stock.
2025-10-31Date as of which 85,158,719 shares of Class A Common Stock were reported outstanding in Heartflow, Inc.'s Quarterly Report on Form 10-Q.
2025-11-12Date Heartflow, Inc.'s Quarterly Report on Form 10-Q for the quarter ended September 30, 2025, was filed with the SEC.
2025-11-13Date of signing and filing of this Schedule 13G.

Keywords

Heartflow Inc, Hayfin Management Holdings, Beneficial Ownership, Schedule 13G, Class A Common Stock, Warrant Exercise, Institutional Investor, Healthcare Technology

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