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Institutional Ownership · SEC Form 13F

Who owns HTFL (HTFL)


Which tracked institutional funds hold HTFL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HTFL company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

170
Institutional holders
66,914,736
Shares held (tracked funds)
78.5%
Of shares outstanding

How the tape is positioned

59 tracked funds added or opened HTFL while 39 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

HTFL’s largest tracked holder by dollar value, WELLINGTON MANAGEMENT GROUP LLP, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in HTFL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 170 tracked filers holding HTFL, 125 increased or opened the position and 45 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in HTFL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 32

  • VANGUARD PORTFOLIO MANAGEMENT LLC$50M
  • VANGUARD CAPITAL MANAGEMENT LLC$46M
  • NEXT CENTURY GROWTH INVESTORS LLC$16M
  • 12 West Capital Management LP$16M
  • Champlain Investment Partners, LLC$14M
  • AQR CAPITAL MANAGEMENT LLC$5M

Full exits 8

  • VANGUARD GROUP INC$42M
  • Board of Trustees of The Leland Stanford Junior University$9M
  • SEVEN GRAND MANAGERS, LLC$3M
  • West Family Investments, Inc.$3M
  • TD Asset Management Inc$2M
  • NORGES BANK$1M

Largest adds

  • WELLINGTON MANAGEMENT GROUP LLP$120M
  • Invesco Ltd.$29M
  • JANUS HENDERSON GROUP PLC$28M
  • BAMCO INC /NY/$26M
  • MILLENNIUM MANAGEMENT LLC$25M
  • VOYA INVESTMENT MANAGEMENT LLC$11M

Largest trims

  • HealthCor Partners Management LP$145M
  • Bain Capital Life Sciences Investors, LLC$109M
  • BAILLIE GIFFORD & CO$61M
  • Schusterman Interests, LLC$50M
  • Capricorn Investment Group LLC$42M
  • PRICE T ROWE ASSOCIATES INC /MD/$24M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
WELLINGTON MANAGEMENT GROUP LLP added11,982,283$292M16.6%2026-Q1
Bain Capital Life Sciences Investors, LLC trimmed10,448,158$254M14.5%2026-Q1
FMR LLC added5,253,938$128M7.3%2026-Q1
BAMCO INC /NY/ added3,827,531$93M5.3%2026-Q1
JANUS HENDERSON GROUP PLC added2,180,976$53M3.0%2026-Q1
HealthCor Partners Management LP trimmed2,082,014$51M2.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new2,045,938$50M2.8%2026-Q1
Invesco Ltd. added1,901,177$46M2.6%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,893,495$46M2.6%2026-Q1
ALLIANCEBERNSTEIN L.P. added1,224,326$36M2.0%2026-Q1
BlackRock, Inc. added1,462,584$36M2.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed1,414,828$34M2.0%2026-Q1
MILLENNIUM MANAGEMENT LLC added1,093,417$27M1.5%2026-Q1
BAILLIE GIFFORD & CO trimmed1,084,652$26M1.5%2026-Q1
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC trimmed892,093$22M1.2%2026-Q1
MORGAN STANLEY added851,932$21M1.2%2026-Q1
FRANKLIN RESOURCES INC added793,721$19M1.1%2026-Q1
EVENTIDE ASSET MANAGEMENT, LLC added756,956$18M1.0%2026-Q1
CITADEL ADVISORS LLC trimmed756,605$18M1.0%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC added727,667$18M1.0%2026-Q1
Ensign Peak Advisors, Inc trimmed690,466$17M1.0%2026-Q1
NEXT CENTURY GROWTH INVESTORS LLC new652,969$16M0.9%2026-Q1
12 West Capital Management LP new640,000$16M0.9%2026-Q1
FRED ALGER MANAGEMENT, LLC added638,306$16M0.9%2026-Q1
Rock Springs Capital Management LP added572,500$14M0.8%2026-Q1
Champlain Investment Partners, LLC new567,424$14M0.8%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added541,659$13M0.8%2026-Q1
Point72 Asset Management, L.P. added538,351$13M0.7%2026-Q1
RTW INVESTMENTS, LP495,000$12M0.7%2026-Q1
STATE STREET CORP added450,550$11M0.6%2026-Q1
LORD, ABBETT & CO. LLC trimmed450,364$11M0.6%2026-Q1
JPMORGAN CHASE & CO trimmed446,985$11M0.6%2026-Q1
UBS Group AG trimmed429,084$10M0.6%2026-Q1
Catalio Capital Management, LP added403,588$10M0.6%2026-Q1
Freestone Grove Partners LP added362,094$9M0.5%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added342,809$8M0.5%2026-Q1
XXEC, Inc. added278,681$8M0.5%2026-Q1
NZS Capital, LLC added290,133$7M0.4%2026-Q1
Capricorn Investment Group LLC trimmed256,701$6M0.4%2026-Q1
Schusterman Interests, LLC trimmed259,666$6M0.4%2026-Q1
Alyeska Investment Group, L.P.225,000$5M0.3%2026-Q1
EMERALD ADVISERS, LLC trimmed221,302$5M0.3%2026-Q1
GOLDMAN SACHS GROUP INC added220,540$5M0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC new199,308$5M0.3%2026-Q1
GILDER GAGNON HOWE & CO LLC trimmed183,866$4M0.3%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC new176,045$4M0.2%2026-Q1
NORTHERN TRUST CORP added158,338$4M0.2%2026-Q1
VANGUARD FIDUCIARY TRUST CO new150,457$4M0.2%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed149,113$4M0.2%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. new148,200$4M0.2%2026-Q1
ROYAL BANK OF CANADA added137,421$3M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new133,991$3M0.2%2026-Q1
EMERALD MUTUAL FUND ADVISERS TRUST131,262$3M0.2%2026-Q1
Lisanti Capital Growth, LLC added123,805$3M0.2%2026-Q1
Quantbot Technologies LP new120,847$3M0.2%2026-Q1
BANK OF AMERICA CORP /DE/ added111,702$3M0.2%2026-Q1
INTREPID FAMILY OFFICE LLC new110,000$3M0.2%2026-Q1
JANE STREET GROUP, LLC new102,284$2M0.1%2026-Q1
Brevan Howard Capital Management LP added80,416$2M0.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed74,626$2M0.1%2026-Q1
Aquatic Capital Management LLC new73,099$2M0.1%2026-Q1
Quantinno Capital Management LP new71,271$2M0.1%2026-Q1
SEI INVESTMENTS CO added67,048$2M0.1%2026-Q1
Swiss Life Asset Management Ltd new16,012$2M0.1%2026-Q1
Burkehill Global Management, LP65,000$2M0.1%2026-Q1
Bank of New York Mellon Corp added61,048$1M0.1%2026-Q1
TFC Financial Management, Inc. added55,598$1M0.1%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH new55,449$1M0.1%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND added53,629$1M0.1%2026-Q1
Squarepoint Ops LLC new50,611$1M0.1%2026-Q1
Corient Private Wealth LLC new50,321$1M0.1%2026-Q1
Ghisallo Capital Management LLC trimmed50,000$1M0.1%2026-Q1
Holocene Advisors, LP new44,578$1M0.1%2026-Q1
Jain Global LLC added43,902$1M0.1%2026-Q1
VARCOV Co. trimmed42,732$1M0.1%2026-Q1
Intellectus Partners, LLC new41,159$1M0.1%2026-Q1
Swiss National Bank41,100$1,000K0.1%2026-Q1
WELLS FARGO & COMPANY/MN added39,146$952K0.1%2026-Q1
XTX Topco Ltd trimmed38,822$945K0.1%2026-Q1
LAZARD ASSET MANAGEMENT LLC new38,126$928K0.1%2026-Q1
AlpInvest Partners B.V. new37,655$916K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP new34,605$842K0.0%2026-Q1
Legato Capital Management LLC added34,575$841K0.0%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed31,975$779K0.0%2026-Q1
Capital International Investors new1,297,423$44M2.5%2025-Q3 stale
VANGUARD GROUP INC trimmed1,433,989$42M2.4%2025-Q4 stale
Artisan Partners Limited Partnership new499,622$17M1.0%2025-Q3 stale
Board of Trustees of The Leland Stanford Junior University312,234$9M0.5%2025-Q4 stale
PERCEPTIVE ADVISORS LLC new150,000$5M0.3%2025-Q3 stale
DEERFIELD MANAGEMENT COMPANY, L.P. new100,000$3M0.2%2025-Q3 stale
JENNISON ASSOCIATES LLC new94,121$3M0.2%2025-Q3 stale
SEVEN GRAND MANAGERS, LLC added100,000$3M0.2%2025-Q4 stale
West Family Investments, Inc.87,773$3M0.1%2025-Q4 stale
Schonfeld Strategic Advisors LLC new75,000$3M0.1%2025-Q3 stale
Atika Capital Management LLC new69,000$2M0.1%2025-Q3 stale
SOROS FUND MANAGEMENT LLC new65,896$2M0.1%2025-Q3 stale
BRAIDWELL LP new50,000$2M0.1%2025-Q3 stale
TD Asset Management Inc trimmed56,562$2M0.1%2025-Q4 stale
Limestone Investment Advisors LP new37,897$1M0.1%2025-Q3 stale
NORGES BANK new35,000$1M0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership