PODD in the 13F filings
Insulet Corp · CUSIP 45784P101
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 26 Jan 2024
- Managers listing it
- 15
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 11 listed it in both
- Shares listed
- 25,078,799
- combined, among listed positions
- Reported value
- $5.4bn
- combined, at the quarter end
Among the 93 comparable managers: 10 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing PODD in Q4 2023
15 of 15 holders
Largest increases and reductions, by shares
Increases
- Capital Research Global Investorsexisting position · 9,476,623 shares now+1,556,455
- Baillie Gifford & Conew position · 1,212,759 shares now+1,212,759
- Wellington Management Group LLPexisting position · 3,246,124 shares now+211,578
- Man Group PLCexisting position · 259,652 shares now+55,845
- Bridgewater Associates LPexisting position · 52,469 shares now+17,276
Reductions
- D1 Capital Partners LPexisting position · 1,004,946 shares now-816,000
- Fidelity (FMR LLC)existing position · 5,873,891 shares now-704,087
- Capital World Investorsexisting position · 2,211,778 shares now-161,605
- Citadel Advisors LLCexisting position · 1,331,394 shares now-68,437
- Artisan Partners LPexisting position · 180,199 shares now-4,485
New positions and exits
New (2)
- Baillie Gifford & Co$263m
- PDT Partners LLC$911k
Exited (1)
- Element Capital Management LLCwas $697k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 2 | $105m | n.a. | n.a. |
| Q3 2013 | 2 | $121m | n.a. | n.a. |
| Q4 2013 | 2 | $157m | n.a. | n.a. |
| Q1 2014 | 5 | $376m | n.a. | n.a. |
| Q2 2014 | 4 | $376m | n.a. | n.a. |
| Q3 2014 | 4 | $368m | n.a. | n.a. |
| Q4 2014 | 4 | $421m | n.a. | n.a. |
| Q1 2015 | 3 | $363m | n.a. | n.a. |
| Q2 2015 | 3 | $374m | n.a. | n.a. |
| Q3 2015 | 2 | $286m | n.a. | n.a. |
| Q4 2015 | 5 | $502m | n.a. | n.a. |
| Q1 2016 | 2 | $436m | n.a. | n.a. |
| Q2 2016 | 5 | $413m | n.a. | n.a. |
| Q3 2016 | 6 | $887m | n.a. | n.a. |
| Q4 2016 | 4 | $795m | n.a. | n.a. |
| Q1 2017 | 4 | $900m | n.a. | n.a. |
| Q2 2017 | 5 | $1.1bn | n.a. | n.a. |
| Q3 2017 | 6 | $1.3bn | n.a. | n.a. |
| Q4 2017 | 12 | $1.6bn | n.a. | n.a. |
| Q1 2018 | 11 | $2.0bn | n.a. | n.a. |
| Q2 2018 | 18 | $2.1bn | n.a. | n.a. |
| Q3 2018 | 15 | $2.5bn | n.a. | n.a. |
| Q4 2018 | 10 | $2.1bn | n.a. | n.a. |
| Q1 2019 | 13 | $2.5bn | n.a. | n.a. |
| Q2 2019 | 12 | $2.9bn | n.a. | n.a. |
| Q3 2019 | 12 | $4.5bn | n.a. | n.a. |
| Q4 2019 | 17 | $4.6bn | n.a. | n.a. |
| Q1 2020 | 19 | $4.7bn | n.a. | n.a. |
| Q2 2020 | 21 | $5.6bn | n.a. | n.a. |
| Q3 2020 | 17 | $6.7bn | n.a. | n.a. |
| Q4 2020 | 20 | $7.2bn | n.a. | n.a. |
| Q1 2021 | 17 | $7.8bn | n.a. | n.a. |
| Q2 2021 | 14 | $8.6bn | n.a. | n.a. |
| Q3 2021 | 14 | $9.1bn | n.a. | n.a. |
| Q4 2021 | 14 | $8.7bn | n.a. | n.a. |
| Q1 2022 | 14 | $8.4bn | n.a. | n.a. |
| Q2 2022 | 13 | $7.1bn | n.a. | n.a. |
| Q3 2022 | 15 | $7.5bn | n.a. | n.a. |
| Q4 2022 | 16 | $9.5bn | n.a. | n.a. |
| Q1 2023 | 17 | $9.2bn | n.a. | n.a. |
| Q2 2023 | 15 | $7.7bn | n.a. | n.a. |
| Q3 2023 | 20 | $4.0bn | n.a. | n.a. |
| Q4 2023 | 15 | $5.4bn | 10 | 6 |
| Q1 2024 | 18 | $3.5bn | 9 | 9 |
| Q2 2024 | 22 | $4.1bn | 13 | 11 |
| Q3 2024 | 13 | $4.8bn | 8 | 8 |
| Q4 2024 | 15 | $5.6bn | 6 | 7 |
| Q1 2025 | 16 | $5.3bn | 11 | 4 |
| Q2 2025 | 21 | $6.2bn | 11 | 11 |
| Q3 2025 | 21 | $5.6bn | 10 | 10 |
| Q4 2025 | 21 | $5.1bn | 22 | 17 |
| Q1 2026 | 20 | $3.1bn | 25 | 14 |
| Q2 2026 | 18 | $1.7bn | 19 | 19 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
PODD and LLY →PODD and JNJ →PODD and VRTX →Choose a stock to compare with PODD →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own PODD, latest filings →Back to the 13F Explorer →