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Monthly Fern: polypodies & fern sex (or do they?)

Left, Polypodium saximontanum, leaves to 25 cm long (Matt Berger); right, P. virginianum, leaves to 40 cm long. For May, the South Dakota "Monthly Fern" series features polypodies—Polypodium saximontanum and P. virginianum. The genus name comes from the Greek "poly" meaning many and "podion" meaning little foot, referring to the bumps (old leaf bases) on the creeping stems. Polypodies occur worldwide, but are more common in the Northern Hemisphere. About 100 species are recognized, with 11 in North America. They grow mostly on rock (source).

Creeping stem (rhizome) of Common Polypody; bumps on right are old leaf bases. © 2007 Robbin Moran. South Dakota's two polypodies have a notable distribution—one on each side of the state. P. saximontanum, Rocky Mountain Polypody, grows on granite outcrops in the Black Hills, in the far west. P. virginianum, Common Polypody, is restricted to a small area of Sioux quartzite, in the far east very close to Minnesota (where it's common). It's a good thing they live 350 miles far apart. They're very similar and would be difficult to distinguish if their ranges overlapped. South Dakota polypodies: Rocky Mountain Polypody in Black Hills (green dot); Common Polypody in Minnehaha County (pink dot); SEINet search May 2025.

Rocky Mountain Polypody on granite, Black Hills, SD (JD McCoy). Common Polypody on Sioux quartzite, Palisades State Park, SD.
Both species have evergreen leathery deeply-lobed leaves with straw-colored stems. Common Polypody leaves tend to be longer and wider than those of Rocky Mountain Polypody (see first photo). No other clear differences in vegetative characters were found in published descriptions.

As for reproductive structures—which are critical for fern id as we've been told repeatedly—the South Dakota polypodies again are very similar. Both have round sori (spore clusters) arranged in two rows on the underside of leaf lobes; indusia (covers) are absent. The spores are yellow, so much so that even though they're housed in brownish sporangia, they give the sori a yellowish cast.

Common Polypody, P. virginianum (MWI). Rocky Mountain Polypody, P. saximontanum (Kelly Fuerstenberg). It is possible to distinguish Common and Rocky Mountain polypodies based on their sori, but it isn't easy. Both have sporangiasters—tiny transparent jelly-like blobs separating the sporangia (1). In P. virginianum, most sporangiasters have gland-tipped hairs, while in P. saximontana, gland-tipped hairs are few or absent. Be forewarned—sporangiasters are said to be so small that one needs macro photos or a good hand lens to examine them.
Polypodium virginianum sori, with sporangiasters with gland-tipped hairs. © 2007 Robbin Moran (arrows added). Sporangiasters with and without glandular hairs, Polypodium amorphum; very helpful photo by James Thomas. While we're on the subject of "reproductive" structures, let's address a common misconception (fern buffs excepted). Strictly speaking sori, sporangia and spores are not reproductive structures, for ferns cannot reproduce themselves directly. Instead, their spores give rise to plants quite unlike the parent fern.

This leads us to the fern life cycle, the so-called bugbear of beginning botany students. But we can dispense with complicated details and off-putting terms and still understand and appreciate the curious life of ferns. They and their relatives the lycophytes (formerly "fern allies") are the only land plants that exist as two different free-living beings—kinda like a butterfly and its caterpillar (2).

I find it helpful to first think about flowering plants (angiosperms) with their familiar sex organs. Flowers have eggs in ovaries and sperm in pollen. When a cell of each joins in fertilization, the result is a seed. If conditions are right, the seed germinates and grows into a plant like its parent.

Angiosperm life cycle; note the single free-living being—the plant (modified from source).
But ferns are different. Instead of seeds, they produce millions of tiny asexual spores. If conditions are right, a spore germinates and grows into a minute green plant very different from its parent, even though they have the same DNA. I find this so cool to think about! Unfortunately there seems to be no user-friendly term for these little beings, only "gametophyte" or "prothallus".

Gametophyte of Polypodium vulgare (light microscope at x4 magnification); Viséan. John Lindsay, a British surgeon working in Jamaica, was the first to describe fern gametophytes (1794), though he didn't call them that and didn't fully understand what they were. Hoping to figure out how ferns reproduce, he had sprinkled "dust" from a fern leaf (today's spores) on dirt in a flowerpot. "I placed the pot in a window of my room, watered it daily, and every day or two examined a small portion of the [dirt] by the microscope ... but observed no alteration till about about the 12th day after sowing." At that point the soil began to turn green "as if it were covered with some small moss".

Lindsay made a nice drawing showing the stages of fern development he observed (full illustration here). Excerpt from Lindsay's drawing: top, germination; lower right, tiny scales; lower left, first fern leaves. With the microscope Lindsay could see particles of dust germinating—"pushing out their little germ, like a small protuberance, the rudiment of the new fern" (8–11 above). After a few more weeks the "moss" had grown enough to be visible to the naked eye, looking like small scales (13). These grew to be roundish and bilobate, similar to liverworts (14). Finally a tiny leaf emerged from the scale (15), followed by larger ones (16) until there was a fern like the one that produced the dust. Understandably, Lindsay concluded the dust was fern seed.
It wasn't until the 1840s that botanists finally got rid of fern seed. It had become obvious that despite their alluring beauty, ferns are not sexual creatures. That honor belongs to their gametophytes. A typical gametophyte, with antheridia and archegonia (source). On the underside of a gametophyte are little bumps that come alive in the presence of water. Some release wriggling spiral filaments that swim away. Others open to receive a spiral filament if one happens by. These are sex organs: male antheridia release wriggling sperm, and female archegonia each contain an egg. If a sperm wriggles down the neck of an archegonium, it arrives at a large cell—an egg. Fertilization produces a zygote, which develops into a baby fern growing out of the gametophyte (15 in Lindsay's drawing above). If conditions are right, it will become a full-sized fern, thereby completing a life cycle.
Here's the life cycle of a fern, emphasizing the two independent free-living beings that make it so cool! (3) Fern life cycle—green fern (aka sporophyte) and brown gametophyte (Sigel et al. 2018, much modified).
Once again I'm ending a post without addressing a promised topic. With ferns, it's too easy to go down a rabbit hole! So I will do another Monthly Fern for June—about "the burning question" of how many fern spores fit in a Coke can. What's your guess? Here's a hint: a typical soda can holds 0.355 liters (1.5 cups). And here's an average-sized spore: Polypodium virginianum spore. Copyright © 2007 by Robbin Moran.
Notes
(1) Sporangiasters may help keep sporangia from drying out prematurely (source). Moran (2017) notes that "In immature sori they form a continuous, protective covering over the young sporangia, thus acting like an indusium."
(2) In thinking about ferns and gametophytes, butterflies and their caterpillars came to mind. In both cases, two forms are produced from the same DNA by using different genes. This is dramatic in butterflies and caterpillars, but not so much in ferns and their gametophytes. In fact, Sigel et al. (2018) found a nearly 90% overlap in genes expressed in Polypodium amorphum ferns and gametophytes. And there's an even bigger difference. Butterflies and caterpillars are both diploid (two sets of chromosomes); there is no independent haploid form that produces gametes—no equivalent of the fern gametophyte. So my comparison of butterflies and ferns was a stretch.
(3) Strictly speaking all land plants alternate between sporophyte and gametophyte life stages (spore- and gamete-producing). But only in ferns and lycophytes are both stages free‐living beings. In seed plants only the sporophyte is free-living; in mosses and liverworts, only the gametophyte is free-living. More here.
Sources in addition to links in post
Lindsay, John. 1794. Account of the Germination and Raising of Ferns from the Seed. Trans. Linn. Soc, London 2:93–100. BHL.
Moran, RC. 2004. The Natural History of Ferns. Timber Press.
Moran, RC. 2017. Division Polypodiopsida, Ferns in New Manual of Vascular Plants of Northeastern United States and Adjacent Canada. NYBG Press Digital Content (not available as of June 2025, pers. comm.)
Rothfels, C. 2022. Fiddleheads: Fern life cycles and identification. Online workshop for Jepson Herbarium (videos).
Sigel, EM, et al. 2018. Overlapping patterns of gene expression between gametophyte and sporophyte phases in the fern Polypodium amorphum. Front. Plant Sci. 9:1450. FREE
USDA Forest Service. Fern Reproduction.

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