---
title: "Is HeartFlow Stock a Buy After an Institutional Investor Initiated a Position Worth $2.7 Million?"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/288163024.md"
description: "Intrepid Family Office LLC initiated a new position in HeartFlow (NASDAQ:HTFL), acquiring 110,000 shares valued at approximately $2.7 million as of the quarter's end. This stake represents 2.16% of the fund's reportable assets. The purchase follows HeartFlow's IPO in August 2025 and recent financial improvements, including a 41% year-over-year revenue increase in Q1."
datetime: "2026-05-31T06:25:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/288163024.md)
  - [en](https://longbridge.com/en/news/288163024.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/288163024.md)
---

# Is HeartFlow Stock a Buy After an Institutional Investor Initiated a Position Worth $2.7 Million?

## Key Points

-   Intrepid Family Office LLC bought 110,000 HeartFlow shares.
-   The position value at quarter end was by $2.7 million, reflecting both the share purchase and price movement during the period.
-   HeartFlow now represents 2.16% of 13F AUM, which places it outside the fund's top five holdings.
-   10 stocks we like better than HeartFlow ›

## What happened

According to an SEC filing dated May 15, 2026, institutional investment manager Intrepid Family Office LLC initiated a new position in **HeartFlow** (NASDAQ:HTFL), acquiring 110,000 shares in the first quarter.

The estimated transaction value is $2.99 million, calculated using the average closing price between January 1 and March 31, 2026. At quarter’s end, the stake was valued at $2.68 million, reflecting both the share purchase and price fluctuations during the period.

## What else to know

-   This was a new position; HeartFlow now accounts for 2.16% of Intrepid Family Office’s 13F reportable assets.
-   Top holdings after the filing:
    -   NYSEMKT:GLD: $17.21 million (13.9% of AUM)
    -   NYSEMKT:VTI: $12.83 million (10.4% of AUM)
    -   NYSEMKT:PPLT: $7.13 million (5.8% of AUM)
    -   NYSEMKT:GDXJ: $6.00 million (4.9% of AUM)
-   As of May 14, 2026, HeartFlow shares were priced at $32.24.

## Company overview

Metric

Value

Price (as of market close May 14, 2026)

$32.24

Market capitalization

$2.56 billion

Revenue (TTM)

$191.42 million

Net income (TTM)

($111.83 million)

## Company snapshot

-   HeartFlow delivers AI-powered, non-invasive diagnostic solutions for coronary artery disease, generating 3D heart models from coronary CT angiography scans.
-   The company generates revenue through the sale of medical imaging and analysis services to healthcare providers, leveraging proprietary AI and computational fluid dynamics technology.
-   Primary customers include hospitals, cardiology clinics, and health systems seeking advanced tools for cardiovascular diagnostics and patient management.

HeartFlow, Inc. is a healthcare technology company specializing in advanced, non-invasive cardiac diagnostics. Its strategy centers on leveraging artificial intelligence and computational modeling to provide actionable insights for clinicians managing coronary artery disease.

## What this transaction means for investors

Intrepid Family Office’s first quarter buy of HeartFlow stock is a noteworthy event for investors. It represents the institutional investor’s initial stake, indicating Intrepid Family Office has a bullish outlook towards the company.

HeartFlow went public in August of 2025 but the stock fell to a 52-week low of $20.13 in February, which may have prompted Intrepid Family Office’s Q1 buy. In Q2, shares are up as the company reported first-quarter revenue of $52.6 million, an impressive 41% year-over-year increase. It isn’t a profitable business just yet, but its Q1 net loss of $27.4 million is an improvement over the $32.3 million loss suffered in the prior year.

HeartFlow also sports a solid balance sheet. Its total Q1 assets of $344 million eclipsed total liabilities of $58.3 million. Thanks to the company’s solid performance, its stock’s price-to-sales ratio is at 14, up from five at the end of Q1.

Shares were a better buy in the first quarter, a factor that may have played into Intrepid Family Office’s purchase, but the sales multiple remains lower than the 18 it was at last year. So it may not be a bad time to buy if you believe HeartFlow can continue to produce strong sales growth while reducing its costs to eventually achieve profitability.

## Should you buy stock in HeartFlow right now?

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_\*Stock Advisor returns as of May 31, 2026._

_Robert Izquierdo has positions in HeartFlow. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy._

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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