Which funds own PODD
Insulet Corp in the Q2 2026 filings. At least 8 of the 91 current managers on file reported a position, worth $1.0bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 6 managers opened or added against 3 cutting.
- Managers holding
- 8
- at least, of 91 current
- Combined value
- $1.0bn
- as reported
- Opened
- 0
- new this quarter
- Added to
- 6
- already held
- Trimmed or sold out
- 3
- 1 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Baillie Gifford & Co Long-only · $110bn book | $311m | 0.3% | 2,042,313 | -$115m+12,821 | Added |
| Two Sigma Investments LP Quantitative · $138bn book | $290m | 0.2% | 1,903,734 | +$130m+1,141,385 | Added |
| Arrowstreet Capital LP Quantitative · $225bn book | $224m | 0.1% | 1,471,069 | -$34m+241,141 | Added |
| Man Group PLC Quantitative · $62.7bn book | $79m | 0.1% | 517,217 | -$72m-199,209 | Trimmed |
| Voloridge Investment Management LLC Quantitative · $23.5bn book | $42m | 0.2% | 273,682 | +$24m+189,919 | Added |
| Artisan Partners LP Long-only · $63.1bn book | $40m | 0.1% | 260,245 | -$106m-432,729 | Trimmed |
| Bridgewater Associates LP Macro · $24.4bn book | $24m | 0.1% | 156,413 | +$16m+121,077 | Added |
| Hudson Bay Capital Management LP Multi-strategy · $36.8bn book | $24m | 0.1% | 155,000 | +$500k+45,000 | Added |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Marshall Wace LLP · Quantitative$127m held before
Ownership through time
At least 18 of the 95 managers whose filings are on file listed PODD in Q2 2026, against 2 in Q2 2013. 2 managers fewer than in Q1 2026: 1 started a position; 4 listed it again; 1 sold out, by its own filing; 6 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 2
- Q3 2013: 2
- Q4 2013: 2
- Q1 2014: 5
- Q2 2014: 4
- Q3 2014: 4
- Q4 2014: 4
- Q1 2015: 3
- Q2 2015: 3
- Q3 2015: 2
- Q4 2015: 5
- Q1 2016: 2
- Q2 2016: 5
- Q3 2016: 6
- Q4 2016: 4
- Q1 2017: 4
- Q2 2017: 5
- Q3 2017: 6
- Q4 2017: 12
- Q1 2018: 11
- Q2 2018: 18
- Q3 2018: 15
- Q4 2018: 10
- Q1 2019: 13
- Q2 2019: 12
- Q3 2019: 12
- Q4 2019: 17
- Q1 2020: 19
- Q2 2020: 21
- Q3 2020: 17
- Q4 2020: 20
- Q1 2021: 17
- Q2 2021: 14
- Q3 2021: 14
- Q4 2021: 14
- Q1 2022: 14
- Q2 2022: 13
- Q3 2022: 15
- Q4 2022: 16
- Q1 2023: 17
- Q2 2023: 15
- Q3 2023: 20
- Q4 2023: 15
- Q1 2024: 18
- Q2 2024: 22
- Q3 2024: 13
- Q4 2024: 15
- Q1 2025: 16
- Q2 2025: 21
- Q3 2025: 21
- Q4 2025: 21
- Q1 2026: 20
- Q2 2026: 18
- Q2 2013: $105m
- Q3 2013: $121m
- Q4 2013: $157m
- Q1 2014: $376m
- Q2 2014: $376m
- Q3 2014: $368m
- Q4 2014: $421m
- Q1 2015: $363m
- Q2 2015: $374m
- Q3 2015: $286m
- Q4 2015: $502m
- Q1 2016: $436m
- Q2 2016: $413m
- Q3 2016: $887m
- Q4 2016: $795m
- Q1 2017: $900m
- Q2 2017: $1.1bn
- Q3 2017: $1.3bn
- Q4 2017: $1.6bn
- Q1 2018: $2.0bn
- Q2 2018: $2.1bn
- Q3 2018: $2.5bn
- Q4 2018: $2.1bn
- Q1 2019: $2.5bn
- Q2 2019: $2.9bn
- Q3 2019: $4.5bn
- Q4 2019: $4.6bn
- Q1 2020: $4.7bn
- Q2 2020: $5.6bn
- Q3 2020: $6.7bn
- Q4 2020: $7.2bn
- Q1 2021: $7.8bn
- Q2 2021: $8.6bn
- Q3 2021: $9.1bn
- Q4 2021: $8.7bn
- Q1 2022: $8.4bn
- Q2 2022: $7.1bn
- Q3 2022: $7.5bn
- Q4 2022: $9.5bn
- Q1 2023: $9.2bn
- Q2 2023: $7.7bn
- Q3 2023: $4.0bn
- Q4 2023: $5.4bn
- Q1 2024: $3.5bn
- Q2 2024: $4.1bn
- Q3 2024: $4.8bn
- Q4 2024: $5.6bn
- Q1 2025: $5.3bn
- Q2 2025: $6.2bn
- Q3 2025: $5.6bn
- Q4 2025: $5.1bn
- Q1 2026: $3.1bn
- Q2 2026: $1.7bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Two Sigma Investments LP762,349 to 1,903,734 shares+$174m
- AQR Capital Management LLC1,598,724 to 2,455,135 shares+$130m
- Arrowstreet Capital LP1,229,928 to 1,471,069 shares+$37m
- Voloridge Investment Management LLC83,763 to 273,682 shares+$29m
- Acadian Asset Management LLC256,584 to 446,382 shares+$29m
Largest decreases, by shares
- Capital Research Global Investors1,669,556 to 155,313 shares-$231m
- Artisan Partners LP692,974 to 260,245 shares-$66m
- Freestone Grove Partners LP226,560 to 10,140 shares-$33m
- Man Group PLC716,426 to 517,217 shares-$30m
- Schonfeld Strategic Advisors LLC164,058 to 87,649 shares-$12m
Left it
- Marshall Wace LLPwas $127m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| AQR Capital Management LLC | Q2 2024 | $374m | $374m | |
| Baillie Gifford & Co | Q4 2023 | $671m | $311m | |
| Two Sigma Investments LP | Q4 2015 | $290m | $290m | |
| Arrowstreet Capital LP | Q2 2018 | $258m | $224m | |
| Millennium Management LLC | Q4 2013 | $132m | $132m | |
| Man Group PLC | Q3 2018 | $150m | $79m | |
| Acadian Asset Management LLC | Q1 2024 | $68m | $68m | |
| Janus Henderson Group Ltd | Q3 2019 | $243m | $42m | |
| Voloridge Investment Management LLC | Q4 2017 | $42m | $42m | |
| Squarepoint Ops LLC | Q2 2018 | $70m | $41m | |
| Artisan Partners LP | Q3 2018 | $211m | $40m | |
| Bridgewater Associates LP | Q2 2021 | $28m | $24m | |
| Capital Research Global Investors | Q2 2013 | $2.1bn | $24m | |
| Hudson Bay Capital Management LP | Q3 2023 | $24m | $24m | |
| Tudor Investment Corp | Q2 2018 | $21m | $21m | |
| Fidelity (FMR LLC) | Q3 2016 | $3.1bn | last listed Q1 2026 | |
| Capital World Investors | Q1 2018 | $2.0bn | last listed Q1 2026 | |
| Wellington Management Group LLP | Q1 2014 | $1.7bn | last listed Q2 2024 | |
| T. Rowe Price Associates Inc | Q1 2022 | $930m | last listed Q3 2023 | |
| D1 Capital Partners LP | Q4 2018 | $450m | last listed Q2 2024 | |
| Coatue Management LLC | Q3 2019 | $448m | last listed Q4 2021 | |
| Viking Global Investors LP | Q3 2020 | $438m | last listed Q4 2022 | |
| Invesco Ltd | Q3 2022 | $427m | last listed Q4 2025 | |
| Citadel Advisors LLC | Q1 2020 | $304m | last listed Q2 2025 | |
| Marshall Wace LLP | Q2 2019 | $197m | last listed Q1 2026 |
What PODD is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around PODD →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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