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Pulmonx

LUNG on Nasdaq. Market value $81m.

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Should I look at this?

We have not checked this company yet

This is not advice.

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Who owns it

None of the long-term investors we follow own it. 108 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

3 investors own more than 5%.

  • 12.2%−1.4 pts
    Since 30 September 2025
  • Morgan Stanley
    Passive investor
    at least 6.9%−1.6 pts
    (filed with 1 related holder)
    Since 30 June 2026
  • Soleus Capital Master Fund, L.P.
    Passive investor
    at least 6.5%
    (filed with 5 related holders)
    Since 6 March 2026
  • BlackRock, Inc.
    Passive investor
    Sold down below 5%
    Since 30 June 2026
  • FMR LLC
    Passive investor
    Sold down below 5%
    Since 31 October 2025
  • The Vanguard Group
    Passive investor
    Sold down below 5%
    Since 13 March 2026

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

No insider bought shares on the open market in the last 12 months. 5 sold $547,892, $46,409 of it under preset trading plans.

  • Radhakrishnan Srikanth
    Chief Science & Techn. Officer
    Sold
    Date
    1 September 2026
    Shares
    14,245
    Price
    $2.26
    Value
    $32,194
  • French Glendon E. III
    President and CEO, Director
    Sold
    Date
    1 September 2026
    Shares
    41,882
    Price
    $2.26
    Value
    $94,653
  • Rose Geoffrey Beran
    Chief Commercial Officer
    Sold
    Date
    1 September 2026
    Shares
    7,879
    Price
    $2.26
    Value
    $17,807
  • Lehman David Aaron
    General Counsel
    Sold
    Date
    1 September 2026
    Shares
    14,334
    Price
    $2.26
    Value
    $32,395
  • French Glendon E. III
    President and CEO, Director
    Sold
    Date
    2 June 2026
    Shares
    13,511
    Price
    $1.57
    Value
    $21,212
  • Radhakrishnan Srikanth
    Chief Science &Techn. Officer
    Sold
    Date
    1 June 2026
    Shares
    14,497
    Price
    $1.54
    Value
    $22,325
  • French Glendon E. III
    President and CEO, Director
    Sold
    Date
    1 June 2026
    Shares
    42,638
    Price
    $1.54
    Value
    $65,663
  • Rose Geoffrey Beran
    CHIEF COMMERCIAL OFFICER
    Sold
    Date
    1 June 2026
    Shares
    8,023
    Price
    $1.54
    Value
    $12,355
  • Lehman David Aaron
    GENERAL COUNSEL
    Sold
    Date
    1 June 2026
    Shares
    14,594
    Price
    $1.54
    Value
    $22,475
  • Radhakrishnan Srikanth
    Chief Science &Techn. Officer
    Sold
    Date
    2 March 2026
    Shares
    10,483
    Price
    $1.43
    Value
    $14,991

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the warning signs we check for were found.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 10 Mar 2026, plus the 10-Q filed 4 Aug 2026 and 3 later 8-Ks.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.