L3VLUP
Quarter end
30 Sep 2025
the date the book describes
Filed
17 Nov 2025
latest of these filings; the earliest 31 Oct 2025
Managers listing it
21
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 18 listed it in both
Shares listed
18,298,585
combined, among listed positions
Reported value
$5.6bn
combined, at the quarter end

Among the 95 comparable managers: 10 buyers (opened or added shares) and 10 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 Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

21 of 21 holders

ActionFiling
Fidelity (FMR LLC)7,569,822$2.3bn0.12%Added+63,06413 Nov 2025 (the filing on sec.gov)
Capital Research Global Investors4,549,069$1.4bn0.26%Trimmed-187,05813 Nov 2025 (the filing on sec.gov)
Baillie Gifford & Co2,091,698$646m0.48%Trimmed-43,37031 Oct 2025 (the filing on sec.gov)
Invesco Ltd1,339,395$414m0.07%Added+38,58413 Nov 2025 (the filing on sec.gov)
Artisan Partners LP668,846$206m0.29%Trimmed-2,62612 Nov 2025 (the filing on sec.gov)
Man Group PLC461,601$143m0.25%Added+77,21914 Nov 2025 (the filing on sec.gov)
Renaissance Technologies LLC390,893$121m0.16%Added+16,63713 Nov 2025 (the filing on sec.gov)
Marshall Wace LLP280,470$87m0.09%Trimmed-348,09813 Nov 2025 (the filing on sec.gov)
Two Sigma Investments LP250,804$77m0.12%Trimmed-112,62814 Nov 2025 (the filing on sec.gov)
Squarepoint Ops LLC227,270$70m0.07%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Capital World Investors168,000$52munder 0.1%Held013 Nov 2025 (the filing on sec.gov)
Freestone Grove Partners LP59,056$18m0.14%Trimmed-90,27914 Nov 2025 (the filing on sec.gov)
Two Sigma Advisers LP58,900$18munder 0.1%Trimmed-85,50214 Nov 2025 (the filing on sec.gov)
Woodline Partners LP37,147$11m0.05%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Acadian Asset Management LLC33,806$10munder 0.1%Added+10,41513 Nov 2025 (the filing on sec.gov)
Quantbot Technologies LP26,581$8.2m0.22%Trimmed-12,23112 Nov 2025 (the filing on sec.gov)
Holocene Advisors LP24,447$7.5munder 0.1%Newnew14 Nov 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC21,630$6.7munder 0.1%Trimmed-46,50514 Nov 2025 (the filing on sec.gov)
Bridgewater Associates LP21,094$6.5munder 0.1%Added+18,79313 Nov 2025 (the filing on sec.gov)
PDT Partners LLC13,970$4.3m0.27%Trimmed-8,25217 Nov 2025 (the filing on sec.gov)
Winton Group Ltd4,086$1.3munder 0.1%Added+3713 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
13 in Q3 2024 to 18 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
PODD by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20132$105mn.a.n.a.
Q3 20132$121mn.a.n.a.
Q4 20132$157mn.a.n.a.
Q1 20145$376mn.a.n.a.
Q2 20144$376mn.a.n.a.
Q3 20144$368mn.a.n.a.
Q4 20144$421mn.a.n.a.
Q1 20153$363mn.a.n.a.
Q2 20153$374mn.a.n.a.
Q3 20152$286mn.a.n.a.
Q4 20155$502mn.a.n.a.
Q1 20162$436mn.a.n.a.
Q2 20165$413mn.a.n.a.
Q3 20166$887mn.a.n.a.
Q4 20164$795mn.a.n.a.
Q1 20174$900mn.a.n.a.
Q2 20175$1.1bnn.a.n.a.
Q3 20176$1.3bnn.a.n.a.
Q4 201712$1.6bnn.a.n.a.
Q1 201811$2.0bnn.a.n.a.
Q2 201818$2.1bnn.a.n.a.
Q3 201815$2.5bnn.a.n.a.
Q4 201810$2.1bnn.a.n.a.
Q1 201913$2.5bnn.a.n.a.
Q2 201912$2.9bnn.a.n.a.
Q3 201912$4.5bnn.a.n.a.
Q4 201917$4.6bnn.a.n.a.
Q1 202019$4.7bnn.a.n.a.
Q2 202021$5.6bnn.a.n.a.
Q3 202017$6.7bnn.a.n.a.
Q4 202020$7.2bnn.a.n.a.
Q1 202117$7.8bnn.a.n.a.
Q2 202114$8.6bnn.a.n.a.
Q3 202114$9.1bnn.a.n.a.
Q4 202114$8.7bnn.a.n.a.
Q1 202214$8.4bnn.a.n.a.
Q2 202213$7.1bnn.a.n.a.
Q3 202215$7.5bnn.a.n.a.
Q4 202216$9.5bnn.a.n.a.
Q1 202317$9.2bnn.a.n.a.
Q2 202315$7.7bnn.a.n.a.
Q3 202320$4.0bnn.a.n.a.
Q4 202315$5.4bn106
Q1 202418$3.5bn99
Q2 202422$4.1bn1311
Q3 202413$4.8bn88
Q4 202415$5.6bn67
Q1 202516$5.3bn114
Q2 202521$6.2bn1111
Q3 202521$5.6bn1010
Q4 202521$5.1bn2217
Q1 202620$3.1bn2514
Q2 202618$1.7bn1919

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 →