Baron Discovery Fund Q1 2026: Who Moved The Needle

In the first quarter of 2026, Baron Discovery Fund declined 10.65% (Institutional Shares), trailing the Russell 2000 Growth Index by 7.84% due to significant underperformance in the software sector. Advanced Energy Industries, Inc.'s stock rose during the quarter as the market began to appreciate the strength that the company would see in both its data center and semiconductor end markets. Baron Discovery Fund sold its investment in Intapp, Inc. in the quarter as the team believes that its other software holdings have better overall competitive advantages.

Seeking Alpha • Jun 8, 2026

Heartflow Q1 Earnings Call Highlights

Heartflow NASDAQ: HTFL reported a sharply higher first-quarter revenue total and raised its full-year 2026 outlook, citing strength in its core FFRCT business, faster-than-expected adoption of its Plaque Analysis product and continued expansion of the coronary CT angiography, or CCTA, market.

MarketBeat • May 15, 2026

HeartFlow, Inc. (HTFL) Q1 2026 Earnings Call Transcript

HeartFlow, Inc. (HTFL) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 15, 2026

Heartflow Reports First Quarter 2026 Financial Results and Raises Full Year 2026 Guidance

SAN FRANCISCO, May 14, 2026 (GLOBE NEWSWIRE) -- Heartflow, Inc. (Heartflow) (Nasdaq: HTFL), the leader in AI technology for coronary artery disease (CAD), today reported financial results for the first quarter ended March 31, 2026.

GlobeNewsWire • May 14, 2026

Heartflow to Report First Quarter 2026 Financial Results on May 14, 2026

SAN FRANCISCO, April 23, 2026 (GLOBE NEWSWIRE) -- Heartflow, Inc. (Heartflow) (Nasdaq: HTFL), the leader in AI technology for coronary artery disease (CAD), today announced it will release financial results for the first quarter of 2026 after market close on Thursday, May 14, 2026. Management will host a conference call to discuss financial results beginning at 1:30 p.m. PT / 4:30 p.m. ET on May 14, 2026.

GlobeNewsWire • Apr 23, 2026

Heartflow Files Patent Infringement Lawsuit Against Cleerly

Heartflow asserts that Cleerly infringed foundational patented technology central to the Heartflow Platform Heartflow asserts that Cleerly infringed foundational patented technology central to the Heartflow Platform

GlobeNewsWire • Apr 13, 2026

What Investors Should Know About One HeartFlow Insider's $2 Million Stock Sale

HeartFlow's chief medical officer exercised 67,017 options and sold 64,533 Common Stock shares on March 19, 2026, generating proceeds of about $1.66 million at an average price around $25.69 per share. The sale represented 22.36% of Campbell's direct common stock holdings at the time of the transaction.

The Motley Fool • Mar 25, 2026

Is HeartFlow Stock a Buy After Capricorn Investment Group Bought 1.7 Million Shares?

Capricorn Investment Group LLC bought 1,661,601 HeartFlow shares; estimated transaction value $48.18 million based on quarterly average price. The quarter-end position value increased by $48.18 million, reflecting the new share purchase.

The Motley Fool • Mar 22, 2026

HeartFlow: Getting Into The Flow

HeartFlow delivered 40% sales growth in 2025, with revenue surpassing $176 million and strong Q4 momentum. 2026 guidance targets 25% revenue growth to $218–222 million, with gross margins rising to 80–81% and further mid-term upside to 85%. HearthFlow's AI-driven CAD diagnostic platform is gaining adoption, supported by FDA-cleared next-generation algorithms and a proprietary CT image database.

Seeking Alpha • Mar 19, 2026

HeartFlow, Inc. (HTFL) Q4 2025 Earnings Call Transcript

HeartFlow, Inc. (HTFL) Q4 2025 Earnings Call Transcript

Seeking Alpha • Mar 18, 2026