SCHEDULE: Wellington Management Discloses 6.9% Stake in Heartflow
Beneficial Ownership Report (Amendment)
Wellington Management Group LLP and its affiliates have reported a 6.9% beneficial ownership stake in Heartflow, Inc. common stock.
Summary
- Wellington Management Group LLP, along with its affiliated entities Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP, collectively beneficially own 5,894,070 shares of Heartflow, Inc. Common Stock.
- This aggregate amount represents 6.9% of Heartflow, Inc.'s outstanding common stock.
- The reporting persons hold shared voting power over 5,877,783 shares and shared dispositive power over 5,894,070 shares.
- The securities are held in the ordinary course of business and not for the purpose of changing or influencing the control of Heartflow, Inc.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this filing as neutral, as it is a standard regulatory disclosure of beneficial ownership and does not contain performance data, strategic updates, or forward-looking statements that would typically influence sentiment.
Future Outlook
This filing is a disclosure of beneficial ownership and does not contain any forward-looking statements or guidance from Heartflow, Inc. or Wellington Management regarding the issuer's future performance.
Industry Context
StockSavvy.ai notes that institutional ownership disclosures like this Schedule 13G provide transparency into significant investor positions within publicly traded companies. A 6.9% stake by a major asset manager like Wellington Management indicates a notable institutional conviction in Heartflow, Inc., which operates in the medical technology sector, specifically in cardiovascular diagnostics.
Stakeholder Impact
- Shareholders: Provides transparency regarding a significant institutional investor's stake in the company, potentially signaling confidence or a long-term investment horizon from Wellington Management.
Key Dates
| Date | Description |
|---|---|
| 12/31/2025 | Date of event which requires filing of this statement (reporting period end date) |
| 02/10/2026 | Filing date of the Schedule 13G Amendment No. 1 |
Keywords
Heartflow Inc, Wellington Management, Beneficial Ownership, Schedule 13G, Common Stock, Institutional Investor, SEC Filing
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