ALGERT GLOBAL LLC LUNG — PULMONX CORP

Ownership history in ALGERT GLOBAL LLC  ·  13 quarters on record

AI Ownership Summary

ALGERT GLOBAL LLC reported PULMONX CORP (LUNG) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows LUNG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LUNG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALGERT GLOBAL LLC's position in PULMONX CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LUNG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LUNG stock page ALGERT GLOBAL LLC fund profile ALGERT GLOBAL LLC full holdings
How ALGERT GLOBAL LLC held LUNG — position size vs. price
% of Fund (quarterly)    LUNG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 98,332 +12,970 +15.2% 0.00% $128K 2026-08-13 $2.16
2026 Q1 REDUCED 14.4% +3.1% ❌ 85,362 -14,350 -14.4% 0.00% $110 2026-05-14 $1.34
2025 Q4 ADDED — — — 99,712 +21,990 +28.3% 0.00% $220K 2026-02-17 $1.49
2025 Q3 ADDED — — — 77,722 +54,142 +229.6% 0.00% $126K 2025-11-14 $1.49
2025 Q2 ADDED — — — 23,580 +2,641 +12.6% 0.00% $61K 2025-08-14 $1.51
2024 Q2 REDUCED 63.6% +30.8% ❌ 20,939 -36,564 -63.6% 0.00% $133K 2024-08-15 $6.05
2024 Q1 REDUCED 36.1% -32.7% ✅ 57,503 -32,490 -36.1% 0.02% $533K 2024-05-15 $9.32
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LUNG

As of 2026 Q2 — sorted by position size

NANO CAP NEW MILLENNIUM GROWTH FUND L P 0.2% EntryPoint Capital, LLC 0.16% Soleus Capital Management, L.P. 3Y 0.12% Birchview Capital, LP 3Y 7Y 0.12% Parkman Healthcare Partners LLC 3Y 0.09% CFM WEALTH PARTNERS LLC 3Y 0.04% PERKINS CAPITAL MANAGEMENT INC 3Y 7Y 0.04% R Squared Ltd 0.02% Ground Swell Capital, LLC 3Y 7Y 0.02% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.01%

FAQ About ALGERT GLOBAL LLC and LUNG

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALGERT GLOBAL LLC reported owning LUNG?

ALGERT GLOBAL LLC reported LUNG across 7 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported LUNG position in ALGERT GLOBAL LLC's portfolio?

The largest reported portfolio weight for LUNG was 0.02% in 2024 Q1.

What is the latest reported LUNG position on this page?

The most recent filing on this page is 2026 Q2, when ALGERT GLOBAL LLC reported 98,332 shares, equal to 0.00% of portfolio, with an estimated market value of $128K.

What does the chart on this LUNG ownership page compare?

The chart compares ALGERT GLOBAL LLC's quarterly LUNG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ALGERT GLOBAL LLC time their LUNG position?

Based on 13F filing dates vs. subsequent LUNG price moves, ALGERT GLOBAL LLC correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on LUNG relative to SPY over the holding period was -21.0%.

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