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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP added | 11,982,283 | $292M | 16.6% | 2026-Q1 |
| Bain Capital Life Sciences Investors, LLC trimmed | 10,448,158 | $254M | 14.5% | 2026-Q1 |
| FMR LLC added | 5,253,938 | $128M | 7.3% | 2026-Q1 |
| BAMCO INC /NY/ added | 3,827,531 | $93M | 5.3% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 2,180,976 | $53M | 3.0% | 2026-Q1 |
| HealthCor Partners Management LP trimmed | 2,082,014 | $51M | 2.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,045,938 | $50M | 2.8% | 2026-Q1 |
| Invesco Ltd. added | 1,901,177 | $46M | 2.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,893,495 | $46M | 2.6% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 1,224,326 | $36M | 2.0% | 2026-Q1 |
| BlackRock, Inc. added | 1,462,584 | $36M | 2.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,414,828 | $34M | 2.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,093,417 | $27M | 1.5% | 2026-Q1 |
| BAILLIE GIFFORD & CO trimmed | 1,084,652 | $26M | 1.5% | 2026-Q1 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC trimmed | 892,093 | $22M | 1.2% | 2026-Q1 |
| MORGAN STANLEY added | 851,932 | $21M | 1.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 793,721 | $19M | 1.1% | 2026-Q1 |
| EVENTIDE ASSET MANAGEMENT, LLC added | 756,956 | $18M | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 756,605 | $18M | 1.0% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 727,667 | $18M | 1.0% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 690,466 | $17M | 1.0% | 2026-Q1 |
| NEXT CENTURY GROWTH INVESTORS LLC new | 652,969 | $16M | 0.9% | 2026-Q1 |
| 12 West Capital Management LP new | 640,000 | $16M | 0.9% | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC added | 638,306 | $16M | 0.9% | 2026-Q1 |
| Rock Springs Capital Management LP added | 572,500 | $14M | 0.8% | 2026-Q1 |
| Champlain Investment Partners, LLC new | 567,424 | $14M | 0.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 541,659 | $13M | 0.8% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 538,351 | $13M | 0.7% | 2026-Q1 |
| RTW INVESTMENTS, LP | 495,000 | $12M | 0.7% | 2026-Q1 |
| STATE STREET CORP added | 450,550 | $11M | 0.6% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 450,364 | $11M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 446,985 | $11M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 429,084 | $10M | 0.6% | 2026-Q1 |
| Catalio Capital Management, LP added | 403,588 | $10M | 0.6% | 2026-Q1 |
| Freestone Grove Partners LP added | 362,094 | $9M | 0.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 342,809 | $8M | 0.5% | 2026-Q1 |
| XXEC, Inc. added | 278,681 | $8M | 0.5% | 2026-Q1 |
| NZS Capital, LLC added | 290,133 | $7M | 0.4% | 2026-Q1 |
| Capricorn Investment Group LLC trimmed | 256,701 | $6M | 0.4% | 2026-Q1 |
| Schusterman Interests, LLC trimmed | 259,666 | $6M | 0.4% | 2026-Q1 |
| Alyeska Investment Group, L.P. | 225,000 | $5M | 0.3% | 2026-Q1 |
| EMERALD ADVISERS, LLC trimmed | 221,302 | $5M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 220,540 | $5M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 199,308 | $5M | 0.3% | 2026-Q1 |
| GILDER GAGNON HOWE & CO LLC trimmed | 183,866 | $4M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC new | 176,045 | $4M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 158,338 | $4M | 0.2% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 150,457 | $4M | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 149,113 | $4M | 0.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. new | 148,200 | $4M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 137,421 | $3M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 133,991 | $3M | 0.2% | 2026-Q1 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 131,262 | $3M | 0.2% | 2026-Q1 |
| Lisanti Capital Growth, LLC added | 123,805 | $3M | 0.2% | 2026-Q1 |
| Quantbot Technologies LP new | 120,847 | $3M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 111,702 | $3M | 0.2% | 2026-Q1 |
| INTREPID FAMILY OFFICE LLC new | 110,000 | $3M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 102,284 | $2M | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 80,416 | $2M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 74,626 | $2M | 0.1% | 2026-Q1 |
| Aquatic Capital Management LLC new | 73,099 | $2M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP new | 71,271 | $2M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 67,048 | $2M | 0.1% | 2026-Q1 |
| Swiss Life Asset Management Ltd new | 16,012 | $2M | 0.1% | 2026-Q1 |
| Burkehill Global Management, LP | 65,000 | $2M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 61,048 | $1M | 0.1% | 2026-Q1 |
| TFC Financial Management, Inc. added | 55,598 | $1M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH new | 55,449 | $1M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 53,629 | $1M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC new | 50,611 | $1M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC new | 50,321 | $1M | 0.1% | 2026-Q1 |
| Ghisallo Capital Management LLC trimmed | 50,000 | $1M | 0.1% | 2026-Q1 |
| Holocene Advisors, LP new | 44,578 | $1M | 0.1% | 2026-Q1 |
| Jain Global LLC added | 43,902 | $1M | 0.1% | 2026-Q1 |
| VARCOV Co. trimmed | 42,732 | $1M | 0.1% | 2026-Q1 |
| Intellectus Partners, LLC new | 41,159 | $1M | 0.1% | 2026-Q1 |
| Swiss National Bank | 41,100 | $1,000K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 39,146 | $952K | 0.1% | 2026-Q1 |
| XTX Topco Ltd trimmed | 38,822 | $945K | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC new | 38,126 | $928K | 0.1% | 2026-Q1 |
| AlpInvest Partners B.V. new | 37,655 | $916K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 34,605 | $842K | 0.0% | 2026-Q1 |
| Legato Capital Management LLC added | 34,575 | $841K | 0.0% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 31,975 | $779K | 0.0% | 2026-Q1 |
| Capital International Investors new | 1,297,423 | $44M | 2.5% | 2025-Q3 stale |
| VANGUARD GROUP INC trimmed | 1,433,989 | $42M | 2.4% | 2025-Q4 stale |
| Artisan Partners Limited Partnership new | 499,622 | $17M | 1.0% | 2025-Q3 stale |
| Board of Trustees of The Leland Stanford Junior University | 312,234 | $9M | 0.5% | 2025-Q4 stale |
| PERCEPTIVE ADVISORS LLC new | 150,000 | $5M | 0.3% | 2025-Q3 stale |
| DEERFIELD MANAGEMENT COMPANY, L.P. new | 100,000 | $3M | 0.2% | 2025-Q3 stale |
| JENNISON ASSOCIATES LLC new | 94,121 | $3M | 0.2% | 2025-Q3 stale |
| SEVEN GRAND MANAGERS, LLC added | 100,000 | $3M | 0.2% | 2025-Q4 stale |
| West Family Investments, Inc. | 87,773 | $3M | 0.1% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC new | 75,000 | $3M | 0.1% | 2025-Q3 stale |
| Atika Capital Management LLC new | 69,000 | $2M | 0.1% | 2025-Q3 stale |
| SOROS FUND MANAGEMENT LLC new | 65,896 | $2M | 0.1% | 2025-Q3 stale |
| BRAIDWELL LP new | 50,000 | $2M | 0.1% | 2025-Q3 stale |
| TD Asset Management Inc trimmed | 56,562 | $2M | 0.1% | 2025-Q4 stale |
| Limestone Investment Advisors LP new | 37,897 | $1M | 0.1% | 2025-Q3 stale |
| NORGES BANK new | 35,000 | $1M | 0.1% | 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.
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.