Pulmonx Ownership | Who Owns Pulmonx?
Pulmonx Ownership Summary
Pulmonx is owned by 91.33% institutional investors, 4.98% insiders, and 3.69% retail investors. Fmr is the largest institutional shareholder, holding 15.08% of LUNG shares. PRIMECAP Odyssey Aggressive Growth is the top mutual fund, with 9.60% of its assets in Pulmonx shares.
LUNG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Pulmonx | 91.33% | 4.98% | 3.69% |
| Sector | Healthcare Stocks | 57.39% | 9.93% | 32.68% |
| Industry | Medical Device Stocks | 40.18% | 9.93% | 49.89% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 5.92M | 15.08% | $40.22M |
| Primecap management co/ca/ | 5.51M | 14.03% | $37.43M |
| Morgan stanley | 3.47M | 8.98% | $22.01M |
| Blackrock funding, inc. /de | 2.85M | 7.26% | $19.35M |
| Blackrock | 2.67M | 6.90% | $16.91M |
| Vanguard group | 2.28M | 5.81% | $15.50M |
| Deerfield management company, l.p. (series c) | 1.53M | 3.91% | $10.42M |
| Bnp paribas asset management | 1.25M | 3.19% | $8.50M |
| Deutsche bank ag\ | 1.10M | 2.80% | $7.48M |
| Geode capital management | 902.24K | 2.30% | $6.13M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pura vida investments | 387.20K | 8.32% | $2.63M |
| Altium capital management lp | 815.00K | 1.57% | $5.53M |
| Kent lake capital | 328.29K | 0.94% | $2.08M |
| Abg-wtt global life science capital partners gp | 60.20K | 0.94% | $408.79K |
| Cfm wealth partners | 264.04K | 0.30% | $1.79M |
| Birchview capital, lp | 51.00K | 0.28% | $346.29K |
| Rock springs capital management lp | 772.15K | 0.20% | $5.24M |
| Deerfield management company, l.p. (series c) | 1.53M | 0.20% | $10.42M |
| Parkman healthcare partners | 207.85K | 0.19% | $1.41M |
| Braidwell lp | 752.54K | 0.15% | $5.11M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Deerfield management company, l.p. (series c) | 1.53M | 0.20% | 1.53M |
| Morgan stanley | 3.47M | 0.00% | 819.63K |
| Kent lake capital | 328.29K | 0.94% | 328.29K |
| Altium capital management lp | 815.00K | 1.57% | 315.00K |
| Jacobs levy equity management | 490.29K | 0.01% | 292.95K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Victory capital management | - | - | -834.30K |
| Blackrock | 2.67M | 0.00% | -369.50K |
| Pfm health sciences, lp | - | - | -368.93K |
| Jpmorgan chase | 768.43K | 0.00% | -287.09K |
| Point72 asset management | - | - | -240.95K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Kent lake capital | 328.29K | 0.94% | 328.29K | $2.08M |
| Norges bank | 151.20K | 0.00% | 151.20K | $1.03M |
| Mercer global advisors inc /adv | 82.07K | 0.00% | 82.07K | $557.25K |
| Susquehanna fundamental investments | 61.41K | 0.01% | 61.41K | $416.94K |
| Birchview capital, lp | 51.00K | 0.28% | 51.00K | $346.29K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -7.00 |
| Signaturefd | -16.00 |
| Annis gardner whiting capital advisors | -19.00 |
| Capital performance advisors llp | -51.00 |
| True wealth design | -65.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 122 | 5.17% | 35,871,067 | 1.30% | 91 | 1.12% | 61 | -7.58% | 32 | 14.29% |
| Sep 30, 2024 | 115 | 5.50% | 35,409,475 | 1.91% | 90 | 1.11% | 65 | 10.17% | 28 | -12.50% |
| Jun 30, 2024 | 109 | -7.63% | 34,744,676 | 0.65% | 89 | 1.11% | 59 | 11.32% | 32 | -21.95% |
| Mar 31, 2024 | 118 | -5.60% | 34,521,357 | 3.11% | 89 | 1.17% | 53 | -14.52% | 41 | 7.89% |
| Dec 31, 2023 | 125 | 5.04% | 33,481,345 | 1.69% | 87 | 1.16% | 62 | 21.57% | 38 | -9.52% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| PRIMECAP Odyssey Aggressive Growth | 3.79M | 9.60% | -70.75K |
| Fidelity Small Cap Growth | 1.49M | 3.75% | - |
| Fidelity Select Pharmaceuticals Port | 1.46M | 3.67% | -106.80K |
| Vanguard Total Stock Mkt Idx Inv | 1.18M | 2.97% | 19.60K |
| Vanguard US Total Market Shares ETF | 1.16M | 2.92% | - |
| iShares Russell 2000 ETF | 997.93K | 2.51% | -8.63K |
| Fidelity Advisor Small Cap I | 818.80K | 2.06% | -13.60K |
| Vanguard US Opportunities Ins USD Acc | 795.33K | 2.01% | -6.83K |
| Xtrackers S&P 500 Swap ETF 1C | 697.86K | 1.75% | - |
| Strategic Advisers Fidelity US TtlStk | 660.30K | 1.66% | -59.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 20, 2025 | French Glendon E. III | - | Sell | $157.00K |
| Mar 03, 2025 | Joshi Mehul | Chief Financial Officer & PAO | Sell | $102.41K |
| Mar 03, 2025 | Williamson Steven S. | PRESIDENT AND CEO | Sell | $197.70K |
| Mar 03, 2025 | Lehman David Aaron | GENERAL COUNSEL | Sell | $8.40K |
| Mar 03, 2025 | Lehman David Aaron | GENERAL COUNSEL | Sell | $4.78K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 16 |
| 2024 Q4 | - | 10 |
| 2024 Q3 | 1 | 9 |
| 2024 Q2 | - | 11 |
| 2024 Q1 | - | 17 |
LUNG Ownership FAQ
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