Across its top 20 institutional holders, BEAT's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 18/100).

Quarterly Activity

Recent Activity

+$2.6M

Total Buy Value

$2.0M

Total Sell Value

New buy7

Trim3

Add7

Sold out11

Net Buyers

Net Sellers

Smart Money Convergence

BEAT does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/BEAT

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-02

2026-07-02

No AI summary for this filing type

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

42238H108

FAQ

Who are the top institutional investors holding HEARTBEAM INC (BEAT)?

Major stakeholders currently include Vanguard Capital Management LLC ($1.5M), BlackRock, Inc. ($1.1M), Geode Capital Management, LLC ($460.3K). Based on the latest 13F filings, there are a total of 37 tracked investment funds and institutions maintaining positions in BEAT.

What is the overall institutional sentiment toward BEAT recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $4.7M, driven by 14 managers accumulating shares while 14 reduced their exposure.

Which institutions have been selling or reducing their BEAT positions?

In the latest period, 3 funds trimmed their holdings, and 11 managers completely exited their positions. The aggregate reported sell value was $2.0M.

Are there any notable investors adding BEAT to their portfolios?

Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 7 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.6M.