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PODD · VRTX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

PODDVRTX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • PODD
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterPODDVRTX
Q3 202017 holders, $6.7bn31 holders, $21.9bn
Q4 202020 holders, $7.2bn30 holders, $18.4bn
Q1 202117 holders, $7.8bn31 holders, $15.4bn
Q2 202114 holders, $8.6bn30 holders, $12.7bn
Q3 202114 holders, $9.1bn35 holders, $10.1bn
Q4 202114 holders, $8.7bn28 holders, $12.4bn
Q1 202214 holders, $8.4bn23 holders, $16.1bn
Q2 202213 holders, $7.1bn25 holders, $18.1bn
Q3 202215 holders, $7.5bn22 holders, $18.4bn
Q4 202216 holders, $9.5bn28 holders, $18.4bn
Q1 202317 holders, $9.2bn26 holders, $21.4bn
Q2 202315 holders, $7.7bn27 holders, $24.7bn
Q3 202320 holders, $4.0bn33 holders, $24.3bn
Q4 202315 holders, $5.4bn32 holders, $28.6bn
Q1 202418 holders, $3.5bn31 holders, $29.8bn
Q2 202422 holders, $4.1bn29 holders, $33.4bn
Q3 202413 holders, $4.8bn27 holders, $33.5bn
Q4 202415 holders, $5.6bn26 holders, $28.5bn
Q1 202516 holders, $5.3bn21 holders, $35.4bn
Q2 202521 holders, $6.2bn21 holders, $32.3bn
Q3 202521 holders, $5.6bn22 holders, $25.9bn
Q4 202521 holders, $5.1bn26 holders, $31.8bn
Q1 202620 holders, $3.1bn25 holders, $31.8bn
Q2 202618 holders, $1.7bn26 holders, $34.6bn
PODD

Insulet Corp

Holders
22
Reported value
$4.1bn
Buyers
13
Sellers
11

Breadth +2 among 94 comparable managers.

Medical devices and instrumentsHealthcare: biopharma and medtech · L3VLUPSurgical, medical and electromedical devices
VRTX

Vertex Pharmaceuticals Inc

Holders
29
Reported value
$33.4bn
Buyers
12
Sellers
18

Breadth -6 among 94 comparable managers.

Pharmaceuticals and biotechnologyHealthcare: biopharma and medtech · L3VLUPPharmaceutical preparations

Who holds both, Q2 2024

Among the 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PODD (8)

Balyasny Asset Management LLC, Citadel Advisors LLC, D1 Capital Partners LP, ExodusPoint Capital Management LP, Holocene Advisors LP, Moore Capital Management LP, Point72 Asset Management LP, Winton Group Ltd

Only VRTX (15)

AllianceBernstein LP, ARK Investment Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Voloridge Investment Management LLC

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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