Ticker · CUSIP 45784P101
Holders (tracked)
20
Combined shares
5,282,803
Combined value
$1.42B
Last close
$201.47
Quarter
2025Q4
Tracked holders · last 8 quarters
+3 vs previous quarter over the last 8.
Price is -25.2% vs the avg quarter-end implied price across tracked holders.
SEC event timeline
27 events
- Ron Baron (Baron Capital / BAMCO) added2026-02-17+2,186 shares · 2025Q413F
- Ken Griffin (Citadel Advisors) trimmed2026-02-17−255,080 shares · 2025Q413F
- D.E. Shaw & Co. opened position2026-02-17+28,004 shares · 2025Q413F
- Wellington Management trimmed2026-02-17−78,256 shares · 2025Q413F
- +13,447 shares · 2025Q413F
- Izzy Englander (Millennium Mgmt) added2026-02-17+32,079 shares · 2025Q413F
- AQR Capital Management added2026-02-17+283,643 shares · 2025Q413F
- Two Sigma Investments added2026-02-17+115,918 shares · 2025Q413F
- Steve Cohen (Point72) opened position2026-02-17+6,300 shares · 2025Q413F
- T. Rowe Price added2026-02-17+40,284 shares · 2025Q413F
- Ray Dalio (Bridgewater Associates) added2026-02-13+36,250 shares · 2025Q413F
- Renaissance Technologies trimmed2026-02-12−87,610 shares · 2025Q413F
- Norges Bank (Norway SWF) opened position2026-02-10+1,058,238 shares · 2025Q413F
- Ken Fisher (Fisher Asset Mgmt) added2026-02-09+6,462 shares · 2025Q413F
- Baillie Gifford & Co trimmed2026-01-23−43,329 shares · 2025Q413F
- −9,038 shares · 2025Q313F
- Two Sigma Investments trimmed2025-11-14−112,628 shares · 2025Q313F
- AQR Capital Management added2025-11-14+67,906 shares · 2025Q313F
- Izzy Englander (Millennium Mgmt) trimmed2025-11-14−33,761 shares · 2025Q313F
- T. Rowe Price added2025-11-14+11,538 shares · 2025Q313F
- Wellington Management trimmed2025-11-14−93,447 shares · 2025Q313F
- Renaissance Technologies added2025-11-13+16,637 shares · 2025Q313F
- Norges Bank (Norway SWF) exited2025-11-13−1,033,450 shares · 2025Q313F
- Ray Dalio (Bridgewater Associates) added2025-11-13+18,793 shares · 2025Q313F
- Ken Fisher (Fisher Asset Mgmt) added2025-11-12+12,754 shares · 2025Q313F
- Norges Bank (Norway SWF) trimmed2025-11-12−66,483 shares · 2024Q313F
- Baillie Gifford & Co trimmed2025-10-31−43,370 shares · 2025Q313F
Insider activity
No insider transactions in the last 30 days.
Follow-the-investor returns
If you'd copied each holder of PODD…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
| Investor | First in | Cost basis | Return | Position value today |
|---|---|---|---|---|
| Steve Cohen (Point72) | 2017Q3 | $173.87 | +15.9% | $262K |
| Steve Cohen (Point72) | 2017Q3 | $173.87 | +15.9% | $262K |
| T. Rowe Price | 2016Q1 | $182.45 | +10.4% | $55.6M |
| Wellington Management | 2016Q1 | $209.18 | -3.7% | $22.4M |
| Baillie Gifford & Co | 2023Q4 | $213.78 | -5.8% | $412.7M |
| Renaissance Technologies | 2016Q1 | $219.61 | -8.3% | $61.1M |
| Ken Fisher (Fisher Asset Mgmt) | 2016Q1 | $234.55 | -14.1% | $10.6M |
| D.E. Shaw & Co. | 2016Q1 | $255.53 | -21.2% | $5.6M |
| AQR Capital Management | 2016Q3 | $270.97 | -25.6% | $92.5M |
| Paul Tudor Jones (Tudor Investment) | 2018Q1 | $285.48 | -29.4% | $2.1M |
| Paul Tudor Jones (Tudor Investment) | 2018Q1 | $285.48 | -29.4% | $2.1M |
| Ron Baron (Baron Capital / BAMCO) | 2016Q3 | $287.30 | -29.9% | $1.6M |
| Ray Dalio (Bridgewater Associates) | 2021Q2 | $290.44 | -30.6% | $11.6M |
| Ken Griffin (Citadel Advisors) | 2016Q1 | $300.12 | -32.9% | $12.5M |
| Ken Griffin (Citadel Advisors) | 2016Q1 | $300.12 | -32.9% | $12.5M |
| Ken Griffin (Citadel Advisors) | 2016Q1 | $300.12 | -32.9% | $12.5M |
| Two Sigma Investments | 2016Q1 | $300.87 | -33.0% | $73.9M |
| Izzy Englander (Millennium Mgmt) | 2016Q1 | $305.29 | -34.0% | $403K |
| Izzy Englander (Millennium Mgmt) | 2016Q1 | $305.29 | -34.0% | $403K |
| Norges Bank (Norway SWF) | 2016Q1 | $38933.62 | -99.5% | $213.2M |
Who moved on this name in 2025Q4
13F transactions reported for the latest quarter, grouped by direction.
New positions4
- Norges Bank (Norway SWF)+1,058,238$300.8M
- D.E. Shaw & Co.+28,004$8.0M
- Paul Tudor Jones (Tudor Investment)+13,447$3.8M
- Steve Cohen (Point72)+6,300$1.8M
Added to7
- AQR Capital Management+283,643$80.6M
- Two Sigma Investments+115,918$32.9M
- Ray Dalio (Bridgewater Associates)+36,250$10.3M
- Izzy Englander (Millennium Mgmt)+32,079$9.1M
- Ken Fisher (Fisher Asset Mgmt)+6,462$1.8M
- Ron Baron (Baron Capital / BAMCO)+2,186$621K
- T. Rowe Price+40,284$11K
Trimmed4
- Ken Griffin (Citadel Advisors)−255,080$72.5M
- Renaissance Technologies−87,610$24.9M
- Wellington Management−78,256$22.2M
- Baillie Gifford & Co−43,329$12.3M
Exited0
—
Institutional ownership over time
Distinct super-investors holding this ticker · combined dollar value, by quarter.
| Quarter | Holders | Combined value |
|---|---|---|
| 2022Q1 | 16 | $55.15B |
| 2022Q2 | 18 | $114.61B |
| 2022Q3 | 18 | $108.2M |
| 2022Q4 | 19 | $3.75B |
| 2023Q1 | 16 | $4.16B |
| 2023Q2 | 17 | $4.11B |
| 2023Q3 | 22 | $1.82B |
| 2023Q4 | 16 | $2.59B |
| 2024Q1 | 21 | $2.49B |
| 2024Q2 | 19 | $2.67B |
| 2024Q3 | 17 | $1.29B |
| 2024Q4 | 15 | $1.30B |
| 2025Q1 | 17 | $923.8M |
| 2025Q2 | 18 | $1.71B |
| 2025Q3 | 17 | $1.20B |
| 2025Q4 | 20 | $1.42B |
Who owns PODD
20 super-investors · 2025Q4
Tracked stake
5.28M
shares
Combined value
$1.42B
% of shares outstanding
—
shares-out unknown
Quarter action mix
New6Added8Trim6
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | Baillie Gifford & Co | 2.05M | $582M |
| 2 | Norges Bank Norway SWF | 1.06M | $301M |
| 3 | AQR Capital Management | 459.1K | $130M |
| 4 | Two Sigma Investments | 366.7K | $104M |
| 5 | Renaissance Technologies | 303.3K | $86M |
| 6 | Izzy Englander Millennium Mgmt | 232.9K | $66M |
| 7 | Wellington Management | 111.3K | $32M |
| 8 | Ken Griffin Citadel Advisors | 97.4K | $28M |
| 9 | Ken Griffin Citadel Advisors | 89.6K | $25M |
| 10 | Ken Griffin Citadel Advisors | 61.8K | $18M |
| 11 | Ray Dalio Bridgewater Associates | 57.3K | $16M |
| 12 | Ken Fisher Fisher Asset Mgmt | 52.7K | $15M |
| 13 | D.E. Shaw & Co. | 28.0K | $8M |
| 14 | Paul Tudor Jones Tudor Investment | 13.4K | $4M |
| 15 | Paul Tudor Jones Tudor Investment | 10.5K | $3M |
| 16 | Ron Baron Baron Capital / BAMCO | 7.9K | $2M |
| 17 | Steve Cohen Point72 | 5.0K | $1M |
| 18 | Izzy Englander Millennium Mgmt | 2.0K | $568K |
| 19 | Steve Cohen Point72 | 1.3K | $370K |
| 20 | T. Rowe Price | 275.9K | $78K |
Recent moves
20 transactions
- +32,079 · 2025Q4
- +2,186 · 2025Q4
- +283,643 · 2025Q4
- +115,918 · 2025Q4
- +28,004 · 2025Q4
- +6,300 · 2025Q4
- −255,080 · 2025Q4
- +40,284 · 2025Q4
- −78,256 · 2025Q4
- +13,447 · 2025Q4
- +36,250 · 2025Q4
- −87,610 · 2025Q4
- +1,058,238 · 2025Q4
- +6,462 · 2025Q4
- −43,329 · 2025Q4
- −9,038 · 2025Q3
- −33,761 · 2025Q3
- −112,628 · 2025Q3
- +11,538 · 2025Q3
- −93,447 · 2025Q3
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