Carl Linnaeus (1753) originally recognized 15 genera of ferns and fern allies, classifying them in class
Cryptogamia in two groups, Filices (e.g.
Polypodium) and
Musci (mosses). By 1806 this had increased to 38 genera, and has progressively increased since (
see ). Ferns were traditionally classified in the
class Filices, and later in a
Division of the Plant Kingdom named
Pteridophyta or Filicophyta. Pteridophyta is no longer recognised as a valid
taxon because it is
paraphyletic. The ferns are also referred to as Polypodiophyta or, when treated as a subdivision of
Tracheophyta (vascular plants), Polypodiopsida, although this name sometimes only refers to leptosporangiate ferns. Traditionally, all of the spore producing
vascular plants were informally denominated the
pteridophytes, rendering the term synonymous with ferns and
fern allies. This can be confusing because members of the division Pteridophyta were also denominated pteridophytes (
sensu stricto). Traditionally, three discrete groups have been denominated ferns: two groups of eusporangiate ferns, the families
Ophioglossaceae (
adder's tongues,
moonworts, and grape ferns) and
Marattiaceae; and the leptosporangiate ferns. The Marattiaceae are a primitive group of tropical ferns with large, fleshy rhizomes and are now thought to be a
sibling taxon to the leptosporangiate ferns. Several other groups of species were considered fern allies: the
clubmosses,
spikemosses, and
quillworts in
Lycopodiophyta; the whisk ferns of
Psilotaceae; and the horsetails of
Equisetaceae. Since this grouping is
polyphyletic, the term fern allies should be abandoned, except in a historical context. More recent genetic studies demonstrated that the Lycopodiophyta are more distantly related to other
vascular plants, having radiated evolutionarily at the base of the vascular plant
clade, while both the whisk ferns and horsetails are as closely related to leptosporangiate ferns as the
ophioglossoid ferns and
Marattiaceae. In fact, the whisk ferns and ophioglossoid ferns are demonstrably a
clade, and the
horsetails and
Marattiaceae are arguably another clade.
Molecular phylogenetics Smith et al. (2006) carried out the first higher-level pteridophyte classification published in the
molecular phylogenetic era, and considered the ferns as monilophytes, as follows: •
Division Tracheophyta (tracheophytes) – vascular plants •
Sub division Euphyllophytina (euphyllophytes) • Infradivision
Moniliformopses (
monilophytes) • Infradivision
Spermatophyta – seed plants, ~260,000 species • Subdivision
Lycopodiophyta (lycophytes) – less than 1% of extant vascular plants Molecular data, which remain poorly constrained for many parts of the plants' phylogeny, have been supplemented by morphological observations supporting the inclusion of Equisetaceae in the ferns, notably relating to the construction of their sperm and peculiarities of their roots. The leptosporangiate ferns are sometimes called "true ferns". This group includes most plants familiarly known as ferns. Modern research supports older ideas based on morphology that the Osmundaceae diverged early in the evolutionary history of the leptosporangiate ferns; in certain ways this family is intermediate between the eusporangiate ferns and the leptosporangiate ferns. Rai and Graham (2010) broadly supported the primary groups, but queried their relationships, concluding that "at present perhaps the best that can be said about all relationships among the major lineages of monilophytes in current studies is that we do not understand them very well". Grewe et al. (2013) confirmed the inclusion of horsetails within ferns
sensu lato, but also suggested that uncertainties remained in their precise placement. The phylogenetic relationships are shown in the following
cladogram (to the level of orders). Due to the very large genome seen in most ferns, it was suspected they might have gone through
whole genome duplications, but
DNA sequencing has shown that their genome size is caused by the accumulation of mobile DNA like
transposons and other genetic elements that infect genomes and get copied over and over again. Ferns appear to have evolved
extrafloral nectaries 135 million years ago, nearly simultaneously with the trait's evolution in angiosperms. However, nectary-associated diversifications in ferns did not hit their stride until nearly 100 million years later, in the
Cenozoic. There is weak support for the rise of fern-feeding arthropods driving this diversification. == Distribution and habitat ==