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
- $5.6bn
- Buyers
- 10
- Sellers
- 10
Breadth 0 among 95 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 22
- Reported value
- $25.9bn
- Buyers
- 13
- Sellers
- 10
Breadth +3 among 95 comparable managers.
Who holds both, Q3 2025
Both (11)
Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Man Group PLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Woodline Partners LP
Only PODD (10)
Acadian Asset Management LLC, Artisan Partners LP, Holocene Advisors LP, Marshall Wace LLP, PDT Partners LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Winton Group Ltd
Only VRTX (11)
AllianceBernstein LP, ARK Investment Management LLC, Arrowstreet Capital LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Voloridge Investment Management LLC, Wellington Management Group LLP
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.