Holders over time
- PODD
- VRTX
| Quarter | PODD | VRTX |
|---|---|---|
| Q3 2020 | 17 holders, $6.7bn | 31 holders, $21.9bn |
| Q4 2020 | 20 holders, $7.2bn | 30 holders, $18.4bn |
| Q1 2021 | 17 holders, $7.8bn | 31 holders, $15.4bn |
| Q2 2021 | 14 holders, $8.6bn | 30 holders, $12.7bn |
| Q3 2021 | 14 holders, $9.1bn | 35 holders, $10.1bn |
| Q4 2021 | 14 holders, $8.7bn | 28 holders, $12.4bn |
| Q1 2022 | 14 holders, $8.4bn | 23 holders, $16.1bn |
| Q2 2022 | 13 holders, $7.1bn | 25 holders, $18.1bn |
| Q3 2022 | 15 holders, $7.5bn | 22 holders, $18.4bn |
| Q4 2022 | 16 holders, $9.5bn | 28 holders, $18.4bn |
| Q1 2023 | 17 holders, $9.2bn | 26 holders, $21.4bn |
| Q2 2023 | 15 holders, $7.7bn | 27 holders, $24.7bn |
| Q3 2023 | 20 holders, $4.0bn | 33 holders, $24.3bn |
| Q4 2023 | 15 holders, $5.4bn | 32 holders, $28.6bn |
| Q1 2024 | 18 holders, $3.5bn | 31 holders, $29.8bn |
| Q2 2024 | 22 holders, $4.1bn | 29 holders, $33.4bn |
| Q3 2024 | 13 holders, $4.8bn | 27 holders, $33.5bn |
| Q4 2024 | 15 holders, $5.6bn | 26 holders, $28.5bn |
| Q1 2025 | 16 holders, $5.3bn | 21 holders, $35.4bn |
| Q2 2025 | 21 holders, $6.2bn | 21 holders, $32.3bn |
| Q3 2025 | 21 holders, $5.6bn | 22 holders, $25.9bn |
| Q4 2025 | 21 holders, $5.1bn | 26 holders, $31.8bn |
| Q1 2026 | 20 holders, $3.1bn | 25 holders, $31.8bn |
| Q2 2026 | 18 holders, $1.7bn | 26 holders, $34.6bn |
Insulet Corp
- Holders
- 21
- Reported value
- $6.2bn
- Buyers
- 11
- Sellers
- 11
Breadth 0 among 95 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 21
- Reported value
- $32.3bn
- Buyers
- 11
- Sellers
- 11
Breadth 0 among 95 comparable managers.
Who holds both, Q2 2025
Both (10)
Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Marshall Wace LLP, Renaissance Technologies LLC
Only PODD (11)
Acadian Asset Management LLC, Citadel Advisors LLC, Freestone Grove Partners LP, PDT Partners LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd
Only VRTX (11)
AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
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.