Pulmonx Corporation (LUNG) — Institutional Holders & Catalysts

AI Signal

Signal Note: Pulmonx (LUNG)

Deerfield's exit contrasts with continued conviction from Rock Springs Capital, suggesting diverging views on LUNG's commercial execution or balance sheet trajectory rather than sector-level concern. With only 2 specialist funds holding the name post-exit, conviction appears moderate; monitor cash runway and Q3/Q4 revenue trends for their bronchial rheoplasty platform (Zephyr valve, primary indication emphysema) to assess whether the divergence signals execution risk or valuation disagreement.

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Position Trend

May 15, 2025

$16.1M

2 funds

Aug 14, 2025

$6.6M

2 funds

Nov 14, 2025

0 funds

Feb 17, 2026

0 funds

-100% total institutional value over 4 quarters

Short Interest

Short Shares

3.30M

Change

+0.6%

Days to Cover

4.6

% of Float

11.3%

Settlement

Mar 13, 2026

Short interest over 2 periods

Position Details

Deerfield ManagementEXITFeb 17, 2026

Shares: 0Value: N/A

Rock Springs CapitalEXITFeb 17, 2026

Shares: 0Value: N/A

+ 6more — see how much conviction went in

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Pulmonx Corporation

Fund Holdings

Position Trend

Short Interest

Catalysts

Position Details

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