Pulmonx Ownership 2024 | Who Owns Pulmonx Now?
Institutional Ownership
89.10%
Insider Ownership
5.21%
Retail Ownership
5.70%
Institutional Holders
100.00
Pulmonx Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PRIMECAP MANAGEMENT CO/CA/ | 14.78% | 0.03% | 5,709,901 | -29,526 | -0.51% | 36,200,772 | Jun 30, 2024 |
| FMR LLC | 13.67% | 0.00% | 5,281,023 | 427,088 | 8.80% | 33,481,685 | Jun 30, 2024 |
| MORGAN STANLEY | 8.98% | 0.00% | 3,471,077 | 819,632 | 30.91% | 22,006,629 | Jun 30, 2024 |
| BLACKROCK INC. | 6.90% | 0.00% | 2,667,766 | -369,500 | -12.17% | 16,913,638 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.63% | 0.00% | 2,175,613 | 97,754 | 4.70% | 13,793,386 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 3.35% | 0.00% | 1,293,098 | 772,014 | 148.16% | 8,198,241 | Jun 30, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 2.74% | 0.02% | 1,059,018 | 69,595 | 7.03% | 6,714,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.67% | 0.00% | 1,030,520 | 765,945 | 289.50% | 6,533,496 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.28% | 0.00% | 881,635 | 47,111 | 5.65% | 5,590,445 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 2.16% | 0.01% | 834,301 | 8,004 | 0.97% | 5,289,469 | Jun 30, 2024 |
| BRAIDWELL LP | 1.95% | 0.15% | 752,541 | - | - | 4,771,110 | Jun 30, 2024 |
| STATE STREET CORP | 1.89% | 0.00% | 728,436 | -246,244 | -25.26% | 4,618,284,000 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 1.77% | 0.00% | 684,819 | -31,898 | -4.45% | 4,341,750 | Jun 30, 2024 |
| ROCK SPRINGS CAPITAL MANAGEMENT LP | 1.69% | 0.12% | 652,400 | - | - | 4,136,216 | Jun 30, 2024 |
| PURA VIDA INVESTMENTS, LLC | 1.33% | 2.06% | 512,964 | 46,177 | 9.89% | 3,252,192 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.27% | 0.01% | 490,287 | 292,951 | 148.45% | 3,108,420 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.16% | 0.00% | 448,623 | -201,611 | -31.01% | 2,844,270 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.98% | 0.00% | 379,018 | -52,279 | -12.12% | 2,402,974 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.89% | 0.00% | 345,074 | -50,649 | -12.80% | 2,187,510 | Jun 30, 2024 |
| KENT LAKE CAPITAL LLC | 0.85% | 0.94% | 328,291 | 328,291 | 100.00% | 2,081,365 | Jun 30, 2024 |
Pulmonx's largest institutional shareholder is PRIMECAP MANAGEMENT CO/CA/, holding 14.78% of the company's total share outstanding, currently valued at $36.20M. The top 10 institutional shareholders own together 63.16% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PURA VIDA INVESTMENTS, LLC | 1.33% | 2.06% | 512,964 | 46,177 | 9.89% | 3,252,192 | Jun 30, 2024 |
| ABG-WTT GLOBAL LIFE SCIENCE CAPITAL PARTNERS GP LTD | 0.16% | 1.27% | 60,204 | - | - | 381,693 | Jun 30, 2024 |
| KENT LAKE CAPITAL LLC | 0.85% | 0.94% | 328,291 | 328,291 | 100.00% | 2,081,365 | Jun 30, 2024 |
| CFM WEALTH PARTNERS LLC | 0.68% | 0.31% | 264,039 | - | - | 1,674,007 | Jun 30, 2024 |
| BRAIDWELL LP | 1.95% | 0.15% | 752,541 | - | - | 4,771,110 | Jun 30, 2024 |
| ROCK SPRINGS CAPITAL MANAGEMENT LP | 1.69% | 0.12% | 652,400 | - | - | 4,136,216 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.29% | 0.07% | 111,694 | 111,694 | 100.00% | 708,140 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.82% | 0.05% | 316,900 | 90,701 | 40.10% | 2,009,146 | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | 0.20% | 0.05% | 77,597 | 54,985 | 243.17% | 491,965 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.04% | 0.05% | 13,779 | 13,779 | 100.00% | 87,359 | Jun 30, 2024 |
| PDT PARTNERS, LLC | 0.18% | 0.04% | 70,290 | - | - | 445,639 | Jun 30, 2024 |
| PRIMECAP MANAGEMENT CO/CA/ | 14.78% | 0.03% | 5,709,901 | -29,526 | -0.51% | 36,200,772 | Jun 30, 2024 |
| SOFINNOVA INVESTMENTS, INC. | 0.16% | 0.02% | 60,246 | 60,246 | 100.00% | 381,960 | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | 0.74% | 0.02% | 285,110 | 50,000 | 21.27% | 1,807,597 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.09% | 0.02% | 34,968 | 34,968 | 100.00% | 221,697 | Jun 30, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 2.74% | 0.02% | 1,059,018 | 69,595 | 7.03% | 6,714,000 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.27% | 0.01% | 490,287 | 292,951 | 148.45% | 3,108,420 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.04% | 0.01% | 15,975 | 15,975 | 100.00% | 101,000 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.19% | 0.01% | 75,260 | 75,260 | 100.00% | 477,148 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.06% | 0.01% | 24,764 | 7,798 | 45.96% | 157,004 | Jun 30, 2024 |
The largest Pulmonx shareholder by % of total assets is PURA VIDA INVESTMENTS, LLC. The company owns 512.96K shares of Pulmonx (LUNG), representing 2.06% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 8.98% | 0.00% | 3,471,077 | 819,632 | 30.91% | 22,006,629 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 3.35% | 0.00% | 1,293,098 | 772,014 | 148.16% | 8,198,241 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.67% | 0.00% | 1,030,520 | 765,945 | 289.50% | 6,533,496 | Jun 30, 2024 |
| FMR LLC | 13.67% | 0.00% | 5,281,023 | 427,088 | 8.80% | 33,481,685 | Jun 30, 2024 |
| KENT LAKE CAPITAL LLC | 0.85% | 0.94% | 328,291 | 328,291 | 100.00% | 2,081,365 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.27% | 0.01% | 490,287 | 292,951 | 148.45% | 3,108,420 | Jun 30, 2024 |
| NORGES BANK | 0.39% | 0.00% | 151,200 | 151,200 | 100.00% | 958,608 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.29% | 0.07% | 111,694 | 111,694 | 100.00% | 708,140 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.37% | 0.00% | 144,409 | 104,432 | 261.23% | 915,553 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.63% | 0.00% | 2,175,613 | 97,754 | 4.70% | 13,793,386 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.82% | 0.05% | 316,900 | 90,701 | 40.10% | 2,009,146 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.19% | 0.01% | 75,260 | 75,260 | 100.00% | 477,148 | Jun 30, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 2.74% | 0.02% | 1,059,018 | 69,595 | 7.03% | 6,714,000 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.28% | 0.00% | 109,105 | 63,945 | 141.60% | 691,723 | Jun 30, 2024 |
| SOFINNOVA INVESTMENTS, INC. | 0.16% | 0.02% | 60,246 | 60,246 | 100.00% | 381,960 | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | 0.20% | 0.05% | 77,597 | 54,985 | 243.17% | 491,965 | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | 0.74% | 0.02% | 285,110 | 50,000 | 21.27% | 1,807,597 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.13% | 0.00% | 48,552 | 48,552 | 100.00% | 308,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.28% | 0.00% | 881,635 | 47,111 | 5.65% | 5,590,445 | Jun 30, 2024 |
| PURA VIDA INVESTMENTS, LLC | 1.33% | 2.06% | 512,964 | 46,177 | 9.89% | 3,252,192 | Jun 30, 2024 |
As of Jun 30 2024, Pulmonx's largest institutional buyer is MORGAN STANLEY. The company purchased 819.63K stocks of LUNG, valued at $22.01M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| POINT72 ASSET MANAGEMENT, L.P. | 0.62% | 0.00% | 240,949 | -2,474,183 | -91.13% | 1,527,614 | Jun 30, 2024 |
| BLACKROCK INC. | 6.90% | 0.00% | 2,667,766 | -369,500 | -12.17% | 16,913,638 | Jun 30, 2024 |
| STATE STREET CORP | 1.89% | 0.00% | 728,436 | -246,244 | -25.26% | 4,618,284,000 | Jun 30, 2024 |
| DIVISADERO STREET CAPITAL MANAGEMENT, LP | - | - | - | -208,473 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.16% | 0.00% | 448,623 | -201,611 | -31.01% | 2,844,270 | Jun 30, 2024 |
| MILLRACE ASSET GROUP, INC. | - | - | - | -191,580 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -123,313 | -100.00% | - | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.21% | 0.00% | 82,648 | -72,016 | -46.56% | 523,989 | Jun 30, 2024 |
| SWISS NATIONAL BANK | - | - | - | -67,500 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.98% | 0.00% | 379,018 | -52,279 | -12.12% | 2,402,974 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.89% | 0.00% | 345,074 | -50,649 | -12.80% | 2,187,510 | Jun 30, 2024 |
| CIBC WORLD MARKETS CORP | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.03% | 0.00% | 11,059 | -48,671 | -81.48% | 70,115 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -44,672 | -100.00% | - | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.05% | 0.00% | 20,939 | -36,564 | -63.59% | 133,000 | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.01% | - | 2,745 | -31,988 | -92.10% | 17,403 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 1.77% | 0.00% | 684,819 | -31,898 | -4.45% | 4,341,750 | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | 0.04% | 0.00% | 14,628 | -30,451 | -67.55% | 92,742 | Jun 30, 2024 |
| PRIMECAP MANAGEMENT CO/CA/ | 14.78% | 0.03% | 5,709,901 | -29,526 | -0.51% | 36,200,772 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | - | - | - | -28,068 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Pulmonx's biggest institutional seller is POINT72 ASSET MANAGEMENT, L.P.. The company sold -2.47M shares of LUNG, valued at $1.53M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| KENT LAKE CAPITAL LLC | 0.85% | 0.94% | 328,291 | 328,291 | 100.00% | 2,081,365 | Jun 30, 2024 |
| NORGES BANK | 0.39% | 0.00% | 151,200 | 151,200 | 100.00% | 958,608 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.29% | 0.07% | 111,694 | 111,694 | 100.00% | 708,140 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.19% | 0.01% | 75,260 | 75,260 | 100.00% | 477,148 | Jun 30, 2024 |
| SOFINNOVA INVESTMENTS, INC. | 0.16% | 0.02% | 60,246 | 60,246 | 100.00% | 381,960 | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | 0.07% | 0.00% | 26,850 | 26,850 | 100.00% | 170,229 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 20,380 | 20,380 | 100.00% | 129,209 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 19,524 | 19,524 | 100.00% | 123,782 | Jun 30, 2024 |
| MACKENZIE FINANCIAL CORP | 0.04% | 0.00% | 16,124 | 16,124 | 100.00% | 102,226 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.04% | 0.00% | 15,038 | 15,038 | 100.00% | 92,784 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.04% | 0.05% | 13,779 | 13,779 | 100.00% | 87,359 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.02% | 0.01% | 5,855 | 5,855 | 100.00% | 37,120 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 93 | 93 | 100.00% | 590 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | - | - | 18 | 18 | 100.00% | 111 | Jun 30, 2024 |
Pulmonx's largest new institutional shareholder by number of shares is KENT LAKE CAPITAL LLC, purchased 328.29K shares, valued at $2.08M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DIVISADERO STREET CAPITAL MANAGEMENT, LP | - | - | - | -208,473 | -100.00% | - | Jun 30, 2024 |
| MILLRACE ASSET GROUP, INC. | - | - | - | -191,580 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -123,313 | -100.00% | - | Jun 30, 2024 |
| SWISS NATIONAL BANK | - | - | - | -67,500 | -100.00% | - | Jun 30, 2024 |
| CIBC WORLD MARKETS CORP | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -44,672 | -100.00% | - | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | - | - | - | -28,068 | -100.00% | - | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | - | - | - | -19,058 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -18,355 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -15,730 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -14,391 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -12,609 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -11,013 | -100.00% | - | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | - | - | - | -10,738 | -100.00% | - | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | - | - | - | -10,634 | -100.00% | - | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | - | -8,516 | -100.00% | - | Jun 30, 2024 |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | - | - | - | -7,561 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -6,403 | -100.00% | - | Jun 30, 2024 |
| STATE OF WYOMING | - | - | - | -6,168 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -2,017 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -1,272 | -100.00% | - | Jun 30, 2024 |
| LINDBROOK CAPITAL, LLC | - | - | - | -416 | -100.00% | - | Jun 30, 2024 |
| CAPITAL ADVISORS, LTD. LLC | - | - | - | -82 | -100.00% | - | Jun 30, 2024 |
| US BANCORP \DE\ | - | - | - | -33 | -100.00% | - | Jun 30, 2024 |
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | - | - | - | -19 | -100.00% | - | Jun 30, 2024 |
| SIGNATUREFD, LLC | - | - | - | -16 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
Pulmonx's largest sold out institutional shareholder by shares sold is DIVISADERO STREET CAPITAL MANAGEMENT, LP, sold -0.21M shares, valued at -, as of undefined.
Pulmonx Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Tax-Managed Multi-Cap Growth Portfolio | 0.86% | 23,062 | - | - | Jan 31, 2024 |
| BlackRock Innovation & Growth Trust | 0.67% | 709,937 | - | - | Mar 31, 2024 |
| PRIMECAP Odyssey Funds | 0.46% | 3,788,981 | 42,010 | 1.12% | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.18% | 145,000 | - | - | Mar 31, 2024 |
| BlackRock Health Sciences Trust II | 0.13% | 335,566 | - | - | Mar 31, 2024 |
| ALLSPRING VARIABLE TRUST | 0.08% | 50,923 | - | - | Mar 31, 2024 |
| FRANKLIN STRATEGIC SERIES | 0.08% | 647,016 | - | - | Jan 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 0.07% | 38,020 | -990 | -2.54% | Mar 31, 2024 |
| MERIDIAN FUND INC | 0.06% | 139,799 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.04% | 21,458 | - | - | Mar 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.03% | 118,803 | 22,673 | 23.59% | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.02% | 1,885,716 | 905,000 | 92.28% | Jan 31, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.02% | 64,755 | - | - | Mar 31, 2024 |
| EATON VANCE GROWTH TRUST | 0.02% | 186,189 | - | - | Feb 29, 2024 |
| IndexIQ ETF Trust | 0.01% | 29,099 | -2,037 | -6.54% | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 64,842 | -3,084 | -4.54% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND | 0.01% | 211,900 | 211,900 | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 5,702 | - | - | Mar 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.01% | 614,300 | 325,600 | 112.78% | Feb 29, 2024 |
| VICTORY PORTFOLIOS | 0.01% | 287,860 | -13,750 | -4.56% | Mar 31, 2024 |
| FORUM FUNDS | 0.01% | 16,610 | - | - | Jan 31, 2024 |
| Nushares ETF Trust | 0.01% | 43,280 | - | - | Jan 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.01% | 1,017,600 | 194,900 | 23.69% | Feb 29, 2024 |
| SMALLCAP WORLD FUND INC | 0.00% | 335,500 | - | - | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.00% | 49,539 | - | - | Jan 31, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 510,000 | - | - | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,616,468 | -564,306 | -25.88% | Mar 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.00% | 41,284 | - | - | Mar 31, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.00% | 31,230 | - | - | Mar 28, 2024 |
| AMG FUNDS | 0.00% | 93,000 | - | - | Mar 28, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 711 | - | - | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 9,655 | - | - | Feb 29, 2024 |
| DEUTSCHE DWS VARIABLE SERIES II | 0.00% | 7,082 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 99,509 | -2,489 | -2.44% | Jan 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 9,391 | 4,702 | 100.28% | Mar 31, 2024 |
| WILLIAM BLAIR FUNDS | 0.00% | 207,411 | - | - | Mar 31, 2024 |
| AMG Funds I | 0.00% | 4,239 | - | - | Jan 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 213,889 | - | - | Mar 28, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 150,705 | - | - | Jan 31, 2024 |
| Federated Hermes Equity Funds | 0.00% | 34,000 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 363,622 | 18,635 | 5.40% | Feb 29, 2024 |
| LoCorr Investment Trust | 0.00% | 35,307 | 55,363 | -276.04% | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 43,925 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 3,617 | - | - | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 31,362 | -31,362 | -50.00% | Mar 31, 2024 |
| Advisors' Inner Circle Fund II | 0.00% | 1,155,000 | - | - | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 18,371 | -300 | -1.61% | Jan 31, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.00% | 6,300 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 22,314 | -1,668 | -6.96% | Mar 31, 2024 |
| BlackRock ETF Trust | 0.00% | 609 | 22 | 3.75% | Jan 31, 2024 |
| THRIVENT MUTUAL FUNDS | 0.00% | 63,508 | - | - | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 13,886 | 250 | 1.83% | Mar 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.00% | 56,704 | - | - | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 5,731 | -882 | -13.34% | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 116,364 | -5,268 | -4.33% | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 1,215 | -918 | -43.04% | Mar 31, 2024 |
| Fidelity Rutland Square Trust II | 0.00% | 503,800 | 503,700 | 503700.00% | Feb 29, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,878 | - | - | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 12,159 | -2,977 | -19.67% | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 201,348 | 12,758 | 6.76% | Feb 29, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 17,333 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 14,391 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 27,720 | 5,405 | 24.22% | Feb 29, 2024 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.00% | 3,466 | - | - | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 13,500 | 1,400 | 11.57% | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 91,461 | 2,106 | 2.36% | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 213,833 | -8,918 | -4.00% | Jan 31, 2024 |
| Guardian Variable Products Trust | 0.00% | 3,191 | 3,191 | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 2,099 | - | - | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 20,796 | 8,591 | 70.39% | Mar 31, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 2,790 | -3,627 | -56.52% | Mar 31, 2024 |
| Series Portfolios Trust | 0.00% | 861 | - | - | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 15,289 | -194 | -1.25% | Mar 28, 2024 |
| ALLSPRING FUNDS TRUST | 0.00% | 44,611 | - | - | Jan 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.00% | 7,930 | - | - | Jan 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 7,480 | - | - | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 103,407 | -42,189 | -28.98% | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 168,870 | 21,122 | 14.30% | Feb 29, 2024 |
| iSHARES TRUST | 0.00% | 1,368,927 | -74,990 | -5.19% | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 85,874 | - | - | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 334 | - | - | Dec 31, 2023 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 15,869 | - | - | Feb 29, 2024 |
| Bridge Builder Trust | 0.00% | 327,676 | -7,159 | -2.14% | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 4,894 | 1,753 | 55.81% | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 5,099 | - | - | Feb 29, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.00% | 80 | - | - | Mar 31, 2024 |
| VALIC Co I | 0.00% | 14,077 | -57 | -0.40% | Feb 29, 2024 |
| FIDELITY MT VERNON STREET TRUST | 0.00% | 1,374 | -26,027 | -94.99% | Feb 29, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 20,921 | - | - | Jan 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 1,300 | - | - | Mar 28, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 13,245 | -1,509 | -10.23% | Jan 31, 2024 |
| TIFF INVESTMENT PROGRAM | 0.00% | 1,838 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 667 | - | - | Mar 31, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 166 | - | - | Dec 31, 2023 |
| TIAA-CREF FUNDS | 0.00% | 117,969 | -3,160 | -2.61% | Jan 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.00% | 393 | - | - | Jan 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 4,458 | -29 | -0.65% | Jan 31, 2024 |
| ADVANCED SERIES TRUST | 0.00% | 111,940 | -4,200 | -3.62% | Mar 28, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 1,571 | - | - | Dec 31, 2023 |
| Blackstone Alternative Investment Funds | 0.00% | 3,300 | - | - | Mar 31, 2024 |
Pulmonx's largest mutual fund holder by % of total assets is "Tax-Managed Multi-Cap Growth Portfolio", owning 23.06K shares, compromising 0.86% of its total assets.
Pulmonx Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 100 | -15.25% |
| 31 Mar, 24 | 118 | -5.60% |
| 31 Dec, 23 | 125 | 5.04% |
| 30 Sep, 23 | 119 | 0.85% |
| 30 Jun, 23 | 118 | 4.42% |
| 31 Mar, 23 | 113 | -5.04% |
| 31 Dec, 22 | 119 | 14.42% |
| 30 Sep, 22 | 104 | -0.95% |
| 30 Jun, 22 | 105 | -7.89% |
| 31 Mar, 22 | 114 | -6.56% |
| 31 Dec, 21 | 122 | -2.40% |
| 30 Sep, 21 | 125 | 7.76% |
| 30 Jun, 21 | 116 | 3.57% |
| 31 Mar, 21 | 112 | 12.00% |
| 31 Dec, 20 | 100 | - |
As of 30 Jun 24, 100 institutions are holding Pulmonx's shares, representing a decrease of -15.25% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 34,424,417 | -0.28% |
| 31 Mar, 24 | 34,521,357 | 3.11% |
| 31 Dec, 23 | 33,481,345 | 1.69% |
| 30 Sep, 23 | 32,926,427 | -2.79% |
| 30 Jun, 23 | 33,870,673 | -2.45% |
| 31 Mar, 23 | 34,721,583 | 2.84% |
| 31 Dec, 22 | 33,762,198 | -3.26% |
| 30 Sep, 22 | 34,899,330 | -1.25% |
| 30 Jun, 22 | 35,341,585 | 1.81% |
| 31 Mar, 22 | 34,711,588 | 8.31% |
| 31 Dec, 21 | 32,047,508 | 1.41% |
| 30 Sep, 21 | 31,600,545 | 22.17% |
| 30 Jun, 21 | 25,865,656 | 19.73% |
| 31 Mar, 21 | 21,603,828 | 17.37% |
| 31 Dec, 20 | 18,406,687 | - |
Pulmonx (LUNG) has 34.42M shares outstanding as of 30 Jun 24, down -0.28% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 89.10% | 1.10% |
| 31 Mar, 24 | 89.95% | 1.17% |
| 31 Dec, 23 | 87.83% | 1.16% |
| 30 Sep, 23 | 87.06% | 1.07% |
| 30 Jun, 23 | 90.15% | 1.06% |
| 31 Mar, 23 | 92.41% | 1.13% |
| 31 Dec, 22 | 90.32% | 1.03% |
| 30 Sep, 22 | 93.84% | 1.03% |
| 30 Jun, 22 | 95.51% | 1.07% |
| 31 Mar, 22 | 94.31% | 1.23% |
| 31 Dec, 21 | 87.47% | 1.16% |
| 30 Sep, 21 | 86.70% | 1.68% |
| 30 Jun, 21 | 71.76% | 1.92% |
| 31 Mar, 21 | 61.08% | 2.07% |
| 31 Dec, 20 | 54.27% | - |
As of 30 Jun 24, Pulmonx is held by 89.10% institutional shareholders, representing a 1.10% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 56 | 5.66% |
| 31 Mar, 24 | 53 | -14.52% |
| 31 Dec, 23 | 62 | 21.57% |
| 30 Sep, 23 | 51 | -16.39% |
| 30 Jun, 23 | 61 | -8.96% |
| 31 Mar, 23 | 67 | -16.25% |
| 31 Dec, 22 | 80 | 37.93% |
| 30 Sep, 22 | 58 | -13.43% |
| 30 Jun, 22 | 67 | 11.67% |
| 31 Mar, 22 | 60 | -1.64% |
| 31 Dec, 21 | 61 | -21.79% |
| 30 Sep, 21 | 78 | -7.14% |
| 30 Jun, 21 | 84 | 23.53% |
| 31 Mar, 21 | 68 | -32.00% |
| 31 Dec, 20 | 100 | - |
56 institutional shareholders have increased their position in LUNG stock as of 30 Jun 24 compared to 53 in the previous quarter (a 5.66% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 28 | -31.71% |
| 31 Mar, 24 | 41 | 7.89% |
| 31 Dec, 23 | 38 | -9.52% |
| 30 Sep, 23 | 42 | 35.48% |
| 30 Jun, 23 | 31 | 34.78% |
| 31 Mar, 23 | 23 | 21.05% |
| 31 Dec, 22 | 19 | -36.67% |
| 30 Sep, 22 | 30 | 20.00% |
| 30 Jun, 22 | 25 | -21.88% |
| 31 Mar, 22 | 32 | -11.11% |
| 31 Dec, 21 | 36 | 28.57% |
| 30 Sep, 21 | 28 | 27.27% |
| 30 Jun, 21 | 22 | -21.43% |
| 31 Mar, 21 | 28 | - |
| 31 Dec, 20 | - | - |
28 institutional shareholders have reduced their position in LUNG stock as of 30 Jun 24 compared to 41 in the previous quarter (a -31.71% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 100 | -15.25% | 34,424,417 | -0.28% | 89.10% | 1.10% | 56 | 5.66% | 28 | -31.71% |
| 31 Mar, 24 | 118 | -5.60% | 34,521,357 | 3.11% | 89.95% | 1.17% | 53 | -14.52% | 41 | 7.89% |
| 31 Dec, 23 | 125 | 5.04% | 33,481,345 | 1.69% | 87.83% | 1.16% | 62 | 21.57% | 38 | -9.52% |
| 30 Sep, 23 | 119 | 0.85% | 32,926,427 | -2.79% | 87.06% | 1.07% | 51 | -16.39% | 42 | 35.48% |
| 30 Jun, 23 | 118 | 4.42% | 33,870,673 | -2.45% | 90.15% | 1.06% | 61 | -8.96% | 31 | 34.78% |
| 31 Mar, 23 | 113 | -5.04% | 34,721,583 | 2.84% | 92.41% | 1.13% | 67 | -16.25% | 23 | 21.05% |
| 31 Dec, 22 | 119 | 14.42% | 33,762,198 | -3.26% | 90.32% | 1.03% | 80 | 37.93% | 19 | -36.67% |
| 30 Sep, 22 | 104 | -0.95% | 34,899,330 | -1.25% | 93.84% | 1.03% | 58 | -13.43% | 30 | 20.00% |
| 30 Jun, 22 | 105 | -7.89% | 35,341,585 | 1.81% | 95.51% | 1.07% | 67 | 11.67% | 25 | -21.88% |
| 31 Mar, 22 | 114 | -6.56% | 34,711,588 | 8.31% | 94.31% | 1.23% | 60 | -1.64% | 32 | -11.11% |
| 31 Dec, 21 | 122 | -2.40% | 32,047,508 | 1.41% | 87.47% | 1.16% | 61 | -21.79% | 36 | 28.57% |
| 30 Sep, 21 | 125 | 7.76% | 31,600,545 | 22.17% | 86.70% | 1.68% | 78 | -7.14% | 28 | 27.27% |
| 30 Jun, 21 | 116 | 3.57% | 25,865,656 | 19.73% | 71.76% | 1.92% | 84 | 23.53% | 22 | -21.43% |
| 31 Mar, 21 | 112 | 12.00% | 21,603,828 | 17.37% | 61.08% | 2.07% | 68 | -32.00% | 28 | - |
| 31 Dec, 20 | 100 | - | 18,406,687 | - | 54.27% | - | 100 | - | - | - |
Pulmonx Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Pulmonx's stock was made by Rose Geoffrey Beran on Jun 26 2024, selling 1,184 shares at $6.16 per share (valued at $7.29K).
Pulmonx Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 9 | 11 | 81.82% |
| Q1 2024 | 14 | 17 | 82.35% |
| Q4 2023 | 1 | 21 | 4.76% |
| Q3 2023 | - | 15 | - |
| Q2 2023 | 7 | 13 | 53.85% |
| Q1 2023 | 8 | 8 | 100.00% |
| Q4 2022 | 5 | 10 | 50.00% |
| Q3 2022 | - | 6 | - |
| Q2 2022 | 7 | 6 | 116.67% |
| Q1 2022 | 8 | 12 | 66.67% |
| Q4 2021 | - | 19 | - |
| Q3 2021 | 4 | 25 | 16.00% |
| Q2 2021 | 18 | 36 | 50.00% |
| Q1 2021 | - | 1 | - |
| Q4 2020 | 26 | 21 | 123.81% |
| Q3 2020 | 6 | 20 | 30.00% |
9 total buy trades, and 11 total sell trades (buy/sell ratio of 0.82%) were made by Pulmonx's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 11 | - |
| Q1 2024 | - | 17 | - |
| Q4 2023 | - | 16 | - |
| Q3 2023 | - | 15 | - |
| Q2 2023 | - | 13 | - |
| Q1 2023 | - | 8 | - |
| Q4 2022 | 3 | 8 | 37.50% |
| Q3 2022 | - | 6 | - |
| Q2 2022 | - | 5 | - |
| Q1 2022 | - | 11 | - |
| Q4 2021 | - | 19 | - |
| Q3 2021 | 1 | 24 | 4.17% |
| Q2 2021 | 1 | 32 | 3.13% |
| Q1 2021 | - | 1 | - |
| Q4 2020 | 4 | - | - |
| Q3 2020 | - | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 11 open market sell trades of Pulmonx's stocks.
Pulmonx Peer Ownership
| Ticker | Company |
|---|---|
| APYX | Apyx Medical Corporation |
| IRMD | IRadimed Corporation |
| OFIX | Orthofix Medical Inc. |
| ITGR | Integer Holdings Corporation |
| NPCE | NeuroPace, Inc. |
| SRDX | Surmodics, Inc. |
| LIVN | LivaNova PLC |
| KIDS | OrthoPediatrics Corp. |
| SIBN | SI-BONE, Inc. |
| OSA | ProSomnus, Inc. Common Stock |
| AXGN | AxoGen, Inc. |
| INGN | Inogen, Inc. |
| RXST | RxSight, Inc. |
| CNMD | CONMED Corporation |
LUNG Ownership FAQ
Who Owns Pulmonx?
Pulmonx is owned by institutional shareholders (89.10%), insiders (5.21%), and public (5.70%). The largest institutional shareholder of Pulmonx is PRIMECAP MANAGEMENT CO/CA/ (14.78% of total shares) and the top mutual fund owner is Tax-Managed Multi-Cap Growth Portfolio (0.86% of total shares).
Who are the major institutional shareholders of Pulmonx?
Pulmonx's major institutional shareholders are PRIMECAP MANAGEMENT CO/CA/, FMR LLC, MORGAN STANLEY, BLACKROCK INC., and VANGUARD GROUP INC. The top five shareholders own together 49.97% of the company's share outstanding.
How many Pulmonx shareholders are there?
As of Jun 2024, there are 100 institutional shareholders of Pulmonx.
What percentage of Pulmonx is owned by PRIMECAP MANAGEMENT CO/CA/?
PRIMECAP MANAGEMENT CO/CA/ owns 5.71M shares of Pulmonx, representing 14.78% of the company's total shares outstanding, valued at $36.2M (as of Jun 2024).
What percentage of Pulmonx is owned by FMR LLC?
As of Jun 2024, FMR LLC holds 5.28M shares of Pulmonx (LUNG), compromising 13.67% of the company, valued at $33.48M.
What percentage of Pulmonx is owned by MORGAN STANLEY?
MORGAN STANLEY is the third largest holder of Pulmonx. The company owns 3.47M of the company's shares outstanding (worth $22.01M).