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PODD in the 13F filings

Insulet Corp · CUSIP 45784P101

Sector · Medical devices and instrumentsTheme · Healthcare: biopharma and medtech· L3VLUP-definedTheme · Surgical, medical and electromedical devices
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 23 Jan 2026
Managers listing it
38
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 19 listed it in both
Shares listed
18,976,287
combined, among listed positions
Reported value
$5.4bn
combined, at the quarter end

Among the 92 comparable managers: 22 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -945,880.

Managers listing PODD in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

38 of 38 holders

ActionFiling
Fidelity (FMR LLC)6,325,354$1.8bn0.09%Trimmed-1,244,46817 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors4,408,972$1.3bn0.23%Trimmed-140,09711 Feb 2026 (the filing on sec.gov)
Baillie Gifford & Co2,048,369$582m0.48%Trimmed-43,32923 Jan 2026 (the filing on sec.gov)
Invesco Ltd1,480,562$421munder 0.1%Added+141,16719 Feb 2026 (the filing on sec.gov)
Artisan Partners LP659,057$187m0.28%Trimmed-9,78917 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC459,115$130m0.07%Added+283,64317 Feb 2026 (the filing on sec.gov)
Man Group PLC434,568$124m0.21%Trimmed-27,03317 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP366,722$104m0.15%Added+115,91817 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP324,717$92m0.08%Added+44,24713 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC303,283$86m0.13%Trimmed-87,61012 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc275,880$78munder 0.1%Added+40,28417 Feb 2026 (the filing on sec.gov)
Millennium Management LLC232,949$66munder 0.1%Added+32,07917 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP218,559$62munder 0.1%Added+152,18513 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP198,490$56m0.41%Added+139,43417 Feb 2026 (the filing on sec.gov)
Capital World Investors168,000$48munder 0.1%Held011 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC117,113$33m0.05%Added+83,30710 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP111,268$32munder 0.1%Trimmed-78,25617 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC97,363$28munder 0.1%Trimmed-255,08017 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd91,104$26munder 0.1%Added+83,87617 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP89,603$25munder 0.1%Trimmed-3,90317 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP87,380$25munder 0.1%Added+28,48017 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC81,346$23munder 0.1%Trimmed-127,19112 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP80,000$23m0.07%Added+67,49613 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP57,344$16m0.06%Added+36,25013 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC45,892$13m0.06%Added+24,26217 Feb 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q3 2025 to Q4 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.

New (4)

Exited (2)

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 →