Pulmonx Ownership | Who Owns Pulmonx?

Overview Forecast RevenueFinancials Chart Transcripts

Pulmonx Ownership Summary

Pulmonx is owned by 89.93% institutional investors, 5.16% insiders, and 4.91% retail investors. Primecap management co/ca/ is the largest institutional shareholder, holding 14.78% of LUNG shares. PRIMECAP Odyssey Aggressive Growth is the top mutual fund, with 9.78% of its assets in Pulmonx shares.

LUNG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Pulmonx	89.93%	5.16%	4.91%
Sector	Healthcare Stocks	46.80%	8.14%	45.06%
Industry	Medical Device Stocks	50.57%	7.99%	41.44%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Primecap management co/ca/	5.71M	14.78%	$36.20M
Fmr	5.28M	13.67%	$33.48M
Morgan stanley	3.47M	8.98%	$22.01M
Blackrock	2.67M	6.90%	$16.91M
Vanguard group	2.18M	5.63%	$13.79M
Deutsche bank ag\	1.29M	3.35%	$8.20M
Bnp paribas asset management	1.06M	2.74%	$6.71M
Jpmorgan chase	1.03M	2.67%	$6.53M
Geode capital management	881.63K	2.28%	$5.59M
Braidwell lp	752.54K	1.95%	$4.77M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pura vida investments	512.96K	2.06%	$3.25M
Abg-wtt global life science capital partners gp	60.20K	1.27%	$381.69K
Kent lake capital	328.29K	0.94%	$2.08M
Cfm wealth partners	264.04K	0.31%	$1.67M
Braidwell lp	752.54K	0.15%	$4.77M
Rock springs capital management lp	652.40K	0.12%	$4.14M
Atom investors lp	111.69K	0.07%	$708.14K
Boothbay fund management	316.90K	0.05%	$2.01M
Corton capital	13.78K	0.05%	$87.36K
Pdt partners	70.29K	0.04%	$445.64K

Top Buyers

Holder	Shares	% Assets	Change
Morgan stanley	3.47M	0.00%	819.63K
Deutsche bank ag\	1.29M	0.00%	772.01K
Jpmorgan chase	1.03M	0.00%	765.95K
Fmr	5.28M	0.00%	427.09K
Kent lake capital	328.29K	0.94%	328.29K

Top Sellers

Holder	Shares	% Assets	Change
Victory capital management	-	-	-834.30K
Blackrock	2.67M	0.00%	-369.50K
State street	728.44K	0.00%	-246.24K
Point72 asset management	-	-	-240.95K
Divisadero street capital management, lp	-	-	-208.47K

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	$958.61K
Atom investors lp	111.69K	0.07%	111.69K	$708.14K
Susquehanna fundamental investments	75.26K	0.01%	75.26K	$477.15K
Sofinnova investments	60.25K	0.02%	60.25K	$381.96K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-7.00
Signaturefd	-16.00
Annis gardner whiting capital advisors	-19.00
Us bancorp \de\	-33.00
Capital advisors	-82.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	119	0.85%	32,926,427	-2.79%	87	1.07%	51	-16.39%	42	35.48%
Jun 30, 2023	118	4.42%	33,870,673	-2.45%	90	1.06%	61	-8.96%	31	34.78%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
PRIMECAP Odyssey Aggressive Growth	3.86M	9.78%	-11.36K
Fidelity Small Cap Growth	1.49M	3.78%	-3.91K
Fidelity Select Pharmaceuticals Port	1.42M	3.60%	558.65K
Vanguard Total Stock Mkt Idx Inv	1.16M	2.94%	-
iShares Russell 2000 ETF	978.93K	2.48%	-2.20K
Fidelity Advisor Small Cap I	832.40K	2.11%	-
Vanguard US Opportunities Ins USD Acc	818.23K	2.07%	-1.00K
Strategic Advisers Fidelity US TtlStk	719.30K	1.82%	-
Xtrackers S&P 500 Swap ETF 1C	697.86K	1.77%	-
Franklin US Small Cap Growth Equity	640.43K	1.64%	-6.58K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 17, 2024	French Glendon E. III	-	Sell	$130.40K
Sep 12, 2024	French Glendon E. III	-	Sell	$161.80K
Sep 03, 2024	Rose Geoffrey Beran	CHIEF COMMERCIAL OFFICER	Sell	$4.84K
Sep 03, 2024	Rose Geoffrey Beran	CHIEF COMMERCIAL OFFICER	Sell	$10.80K
Sep 03, 2024	Rose Geoffrey Beran	CHIEF COMMERCIAL OFFICER	Sell	$12.32K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	1	8
2024 Q2	-	11
2024 Q1	-	17
2023 Q4	-	16
2023 Q3	-	15

LUNG Ownership FAQ

Who Owns Pulmonx?

Pulmonx shareholders are primarily institutional investors at 89.93%, followed by 5.16% insiders and 4.91% retail investors. The average institutional ownership in Pulmonx's industry, Medical Device Stocks, is 50.57%, which Pulmonx exceeds.

Who owns the most shares of Pulmonx?

Pulmonx’s largest shareholders are Primecap management co/ca/ (5.71M shares, 14.78%), Fmr (5.28M shares, 13.67%), and Morgan stanley (3.47M shares, 8.98%). Together, they hold 37.43% of Pulmonx’s total shares outstanding.

Does Blackrock own Pulmonx?

Yes, BlackRock owns 6.90% of Pulmonx, totaling 2.67M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 16.91M$. In the last quarter, BlackRock decreased its holdings by -370K shares, a -12.17% change.

Who is Pulmonx’s biggest shareholder by percentage of total assets invested?

Pura vida investments is Pulmonx’s biggest shareholder by percentage of total assets invested, with 2.06% of its assets in 512.96K Pulmonx shares, valued at 3.25M$.

Who is the top mutual fund holder of Pulmonx shares?

PRIMECAP Odyssey Aggressive Growth is the top mutual fund holder of Pulmonx shares, with 9.78% of its total shares outstanding invested in 3.86M Pulmonx shares.

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