Pulmonx Corp - LUNG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 4,724,991 | 6,095 | 0.0% | 0.01% | 1 | -2,800 | -0.06% | Q1 2026 | May 11, 2026 |
| VANGUARD GROUP INC | History | No change | 2,540,535 | 5,614 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 3,993,562 | 5,151 | 0.0% | 0.0% | 3 | -166,907 | -4.01% | Q1 2026 | May 15, 2026 |
| Soleus Capital Management, L.P. | History | Added to | 2,788,323 | 3,596 | 0.15% | 0.17% | 4 | +750,000 | 36.79% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 2,661,607 | 3,433 | 0.0% | 0.0% | 5 | -44,583 | -1.65% | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 1,943,834 | 2,507 | 0.02% | 0.03% | 6 | -7,339 | -0.38% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,634,264 | 2,108 | 0.0% | — | 7 | +1,634,264 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,166,826 | 1,505 | 0.0% | 0.0% | 8 | +439,027 | 60.32% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 1,163,678 | 1,501 | 0.0% | 0.0% | 9 | +37,817 | 3.36% | Q1 2026 | May 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 944,492 | 1,218 | 0.0% | 0.0% | 10 | +37,971 | 4.19% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 809,116 | 1,043 | 0.0% | 0.0% | 11 | -12,101 | -1.47% | Q1 2026 | May 15, 2026 |
| Stonepine Capital Management, LLC | History | Added to | 768,288 | 991 | 0.4% | 0.78% | 12 | +281,888 | 57.95% | Q1 2026 | May 14, 2026 |
| Parkman Healthcare Partners LLC | History | Added to | 755,636 | 974 | 0.1% | 0.15% | 13 | +27,855 | 3.83% | Q1 2026 | May 15, 2026 |
| BRAIDWELL LP | History | No change | 752,541 | 970 | 0.03% | 0.05% | 14 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 683,435 | 881 | 0.0% | 0.0% | 15 | +211,184 | 44.72% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 604,455 | 779 | 0.0% | — | 16 | +604,455 | New | Q1 2026 | May 08, 2026 |
| ADAR1 Capital Management, LLC | History | Added to | 374,497 | 483 | 0.03% | 0.06% | 17 | +19,087 | 5.37% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 357,578 | 461 | 0.0% | 0.0% | 18 | +298,659 | 506.9% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 388,103 | 457 | 0.0% | 0.0% | 19 | -38,676 | -9.06% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 354,674 | 457 | 0.0% | 0.0% | 20 | +17,545 | 5.2% | Q1 2026 | May 14, 2026 |
| KOTLER KEVIN | History | No change | 200,000 | 442 | 0.1% | 0.1% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 335,074 | 432 | 0.0% | 0.0% | 22 | -226,192 | -40.3% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 320,300 | 413 | 0.0% | 0.0% | 23 | +28,300 | 9.69% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 285,110 | 367 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 281,248 | 362 | 0.0% | — | 25 | +281,248 | New | Q1 2026 | May 08, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 264,039 | 340 | 0.05% | 0.08% | 26 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Birchview Capital, LP | History | Reduced | 250,221 | 322 | 0.18% | 0.32% | 27 | -352 | -0.14% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 223,450 | 288 | 0.0% | 0.0% | 28 | -141,753 | -38.81% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 209,701 | 270 | 0.0% | 0.0% | 29 | +38,105 | 22.21% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 171,269 | 220 | 0.0% | 0.0% | 30 | -108,971 | -38.88% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 166,341 | 212 | 0.0% | 0.0% | 31 | -11,692 | -6.57% | Q1 2026 | May 13, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | Added to | 157,500 | 203 | 0.19% | 0.16% | 32 | +72,500 | 85.29% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | Added to | 153,882 | 198 | 0.0% | 0.0% | 33 | +135,337 | 729.78% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 148,570 | 191 | 0.0% | 0.0% | 34 | -91,601 | -38.14% | Q1 2026 | May 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 141,920 | 182 | 0.0% | 0.0% | 35 | -26,280 | -15.62% | Q1 2026 | May 07, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 137,488 | 177 | 0.01% | 0.08% | 36 | -266,274 | -65.95% | Q1 2026 | May 08, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Reduced | 110,000 | 141 | 0.0% | 0.0% | 37 | -74,903 | -40.51% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 92,720 | 119 | 0.0% | 0.0% | 38 | -67 | -0.07% | Q1 2026 | May 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 52,200 | 115 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 85,362 | 110 | 0.0% | 0.0% | 40 | -14,350 | -14.39% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 82,492 | 106 | 0.0% | 0.0% | 41 | +41,241 | 99.98% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 80,081 | 103 | 0.0% | 0.01% | 42 | -31,166 | -28.02% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 71,319 | 92 | 0.0% | 0.0% | 43 | -21,860 | -23.46% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 69,108 | 89 | 0.0% | 0.0% | 44 | +318 | 0.46% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 68,612 | 88 | 0.0% | 0.0% | 45 | -64,158 | -48.32% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 67,109 | 86 | 0.0% | 0.0% | 46 | +2,952 | 4.6% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 61,000 | 78 | 0.0% | 0.0% | 47 | -4,800 | -7.29% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 56,151 | 72 | 0.0% | 0.0% | 48 | +7,982 | 16.57% | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | New | 54,000 | 69 | 0.0% | — | 49 | +54,000 | New | Q1 2026 | Apr 28, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 49,788 | 64 | 0.0% | 0.0% | 50 | -70,905 | -58.75% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 48,222 | 62 | 0.0% | 0.0% | 51 | -26,980 | -35.88% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 48,767 | 62 | 0.0% | 0.0% | 52 | +7,502 | 18.18% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 46,380 | 59 | 0.0% | 0.0% | 53 | -9,861 | -17.53% | Q1 2026 | May 12, 2026 |
| PERKINS CAPITAL MANAGEMENT INC | History | Reduced | 41,000 | 52 | 0.05% | 0.09% | 54 | -8,000 | -16.33% | Q1 2026 | Apr 23, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | No change | 40,000 | 51 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NINE MASTS CAPITAL Ltd | History | Added to | 38,598 | 49 | 0.01% | 0.0% | 56 | +28,492 | 281.93% | Q1 2026 | May 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 37,777 | 48 | 0.0% | 0.0% | 57 | -22,482 | -37.31% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 37,081 | 47 | 0.0% | 0.0% | 58 | -137,693 | -78.78% | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 34,700 | 44 | 0.0% | — | 59 | +34,700 | New | Q1 2026 | Apr 15, 2026 |
| Cerity Partners LLC | History | Added to | 28,836 | 37 | 0.0% | 0.0% | 60 | +16,472 | 133.23% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | New | 24,303 | 31 | 0.0% | — | 61 | +24,303 | New | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 22,731 | 29 | 0.0% | 0.0% | 62 | +3,698 | 19.43% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | New | 21,587 | 27 | 0.0% | — | 63 | +21,587 | New | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 19,884 | 26 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| R Squared Ltd | History | New | 19,780 | 25 | 0.01% | — | 65 | +19,780 | New | Q1 2026 | Apr 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 18,750 | 24 | 0.0% | 0.0% | 66 | -28,830 | -60.59% | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 18,355 | 23 | 0.0% | 0.0% | 67 | +402 | 2.24% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 17,719 | 22 | 0.0% | 0.0% | 68 | +13,889 | 362.64% | Q1 2026 | May 14, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 15,184 | 19 | 0.0% | 0.0% | 69 | +3,300 | 27.77% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 14,090 | 18 | 0.0% | 0.0% | 70 | +2,568 | 22.29% | Q1 2026 | Apr 30, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 14,156 | 18 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 13,559 | 17 | 0.0% | — | 72 | +13,559 | New | Q1 2026 | May 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 11,028 | 14 | 0.0% | 0.0% | 73 | -11,884 | -51.87% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | New | 11,067 | 14 | 0.0% | — | 75 | +11,067 | New | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 11,402 | 14 | 0.0% | 0.0% | 74 | +6,718 | 143.42% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 10,105 | 13 | 0.0% | 0.0% | 77 | -2,700 | -21.09% | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Reduced | 10,318 | 13 | 0.0% | 0.0% | 76 | -255 | -2.41% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 9,564 | 12 | 0.0% | 0.0% | 78 | -30,454 | -76.1% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 8,085 | 10 | 0.0% | 0.0% | 79 | -803 | -9.03% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,810 | 10 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,914 | 8 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,825 | 6 | 0.0% | 0.0% | 82 | +3,993 | 479.93% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,892 | 5 | 0.0% | 0.0% | 84 | -8,682 | -69.05% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,047 | 5 | 0.0% | 0.0% | 83 | +2,983 | 280.36% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 3,166 | 4 | 0.0% | 0.0% | 85 | -438 | -12.15% | Q1 2026 | May 08, 2026 |
| Optiver Holding B.V. | History | Reduced | 3,366 | 4 | 0.0% | 0.0% | 87 | -256 | -7.07% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,617 | 4 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,004 | 3 | 0.0% | — | 88 | +2,936 | 4317.65% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 2,857 | 3 | 0.0% | 0.0% | 89 | +1,982 | 226.51% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Added to | 2,803 | 3 | 0.0% | 0.0% | 90 | +698 | 33.16% | Q1 2026 | Apr 06, 2026 |
| FEDERATED HERMES, INC. | History | New | 1,629 | 2 | 0.0% | — | 91 | +1,629 | New | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 855 | 1 | 0.0% | — | 94 | +855 | New | Q1 2026 | Apr 24, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,000 | 1 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,445 | 1 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,264,233 | -100.0% | Q1 2026 | May 15, 2026 |
| Banco BTG Pactual S.A. | History | Closed out | 0 | 0 | — | 0.02% | — | -46,316 | -100.0% | Q1 2026 | May 12, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -34,500 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Worth Venture Partners, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -32,525 | -100.0% | Q1 2026 | May 14, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,566 | -100.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,531 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,043 | -100.0% | Q1 2026 | May 15, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,749 | -100.0% | Q1 2026 | Apr 15, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,984 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,747 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,654 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -2,385 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,215 | -100.0% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -695 | -100.0% | Q1 2026 | May 11, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -592 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Allworth Financial LP | History | Added to | 491 | 0 | — | — | — | +472 | 2484.21% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -288 | -100.0% | Q1 2026 | May 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 465 | 0 | — | — | — | +251 | 117.29% | Q1 2026 | Apr 30, 2026 |
| Avion Wealth | History | New | 248 | 0 | — | — | — | +248 | New | Q1 2026 | May 01, 2026 |
| Essential Partners LLC | History | Added to | 258 | 0 | — | — | — | +240 | 1333.33% | Q1 2026 | May 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 309 | 0 | — | — | — | +214 | 225.26% | Q1 2026 | Apr 07, 2026 |
| True Wealth Design, LLC | History | New | 165 | 0 | — | — | — | +165 | New | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 143 | 0 | — | — | — | +143 | New | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | New | 126 | 0 | — | — | — | +126 | New | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Added to | 158 | 0 | — | — | — | +86 | 119.44% | Q1 2026 | Apr 13, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 73 | 0 | — | — | — | +73 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -70 | -100.0% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 69 | 0 | — | — | — | +58 | 527.27% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 56 | 0 | — | — | — | +56 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 01, 2026 |
| SJS Investment Consulting Inc. | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 7 | 0 | — | — | — | +5 | 250.0% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sterling Capital Management LLC | History | No change | 248 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | No change | 336 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 101 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |