Ticker · CUSIP 45784P101

PODD

INSULET CORP

Healthcare·Medical Devices

···Share

Holders (tracked)

Combined shares

5,282,803

Combined value

$1.50B

Last close

$203.73

Quarter

2025Q4

Price is -28.3% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$203.73-43.07 (-17.45%)H $352.82 · L $196.93 · Avg Vol 787K

Tracked holders · last 8 quarters

+3 vs previous quarter over the last 8.

SEC event timeline

27 events

Ron Baron (Baron Capital / BAMCO) added2026-02-17
+2,186 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−255,080 shares · 2025Q4
Position
D.E. Shaw & Co. opened position2026-02-17
+28,004 shares · 2025Q4
Position
Wellington Management trimmed2026-02-17
−78,256 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+13,447 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+32,079 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+283,643 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+115,918 shares · 2025Q4
Position
Steve Cohen (Point72) opened position2026-02-17
+6,300 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+40,284 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) added2026-02-13
+36,250 shares · 2025Q4
Position
Renaissance Technologies trimmed2026-02-12
−87,610 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+1,058,238 shares · 2025Q4
Position
Ken Fisher (Fisher Asset Mgmt) added2026-02-09
+6,462 shares · 2025Q4
Position
Baillie Gifford & Co trimmed2026-01-23
−43,329 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−9,038 shares · 2025Q3
Position
Two Sigma Investments trimmed2025-11-14
−112,628 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+67,906 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−33,761 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+11,538 shares · 2025Q3
Position
Wellington Management trimmed2025-11-14
−93,447 shares · 2025Q3
Position
Renaissance Technologies added2025-11-13
+16,637 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−1,033,450 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) added2025-11-13
+18,793 shares · 2025Q3
Position
Ken Fisher (Fisher Asset Mgmt) added2025-11-12
+12,754 shares · 2025Q3
Position
Norges Bank (Norway SWF) trimmed2025-11-12
−66,483 shares · 2024Q3
Position
Baillie Gifford & Co trimmed2025-10-31
−43,370 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for PODD →

Follow-the-investor returns

If you'd copied each holder of PODD…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Steve Cohen (Point72)	2017Q3	$176.52	+15.4%	$265K
Steve Cohen (Point72)	2017Q3	$176.52	+15.4%	$265K
Wellington Management	2016Q1	$209.18	-2.6%	$22.7M
Baillie Gifford & Co	2023Q4	$213.78	-4.7%	$417.3M
Ken Fisher (Fisher Asset Mgmt)	2016Q1	$238.38	-14.5%	$10.7M
D.E. Shaw & Co.	2016Q1	$255.53	-20.3%	$5.7M
T. Rowe Price	2016Q1	$261.12	-22.0%	$56.2M
AQR Capital Management	2016Q3	$270.98	-24.8%	$93.5M
Renaissance Technologies	2016Q1	$283.28	-28.1%	$61.8M
Paul Tudor Jones (Tudor Investment)	2018Q1	$285.49	-28.6%	$2.1M
Paul Tudor Jones (Tudor Investment)	2018Q1	$285.49	-28.6%	$2.1M
Ron Baron (Baron Capital / BAMCO)	2016Q3	$287.30	-29.1%	$1.6M
Ray Dalio (Bridgewater Associates)	2021Q2	$290.44	-29.9%	$11.7M
Ken Griffin (Citadel Advisors)	2016Q1	$300.12	-32.1%	$12.6M
Ken Griffin (Citadel Advisors)	2016Q1	$300.12	-32.1%	$12.6M
Ken Griffin (Citadel Advisors)	2016Q1	$300.12	-32.1%	$12.6M
Two Sigma Investments	2016Q1	$300.87	-32.3%	$74.7M
Izzy Englander (Millennium Mgmt)	2016Q1	$305.29	-33.3%	$407K
Izzy Englander (Millennium Mgmt)	2016Q1	$305.29	-33.3%	$407K
Norges Bank (Norway SWF)	2016Q1	$38933.62	-99.5%	$215.6M

Who moved on this name in 2025Q4

Position changes 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	Shares	Combined value	Δ holders
2022Q1	16	14,445,963	$55.15B	—
2022Q2	18	16,277,640	$114.61B	+2
2022Q3	18	16,208,018	$3.72B	—
2022Q4	19	16,421,518	$4.83B	+1
2023Q1	16	15,301,482	$4.88B	-3
2023Q2	17	15,406,441	$4.44B	+1
2023Q3	22	12,452,019	$1.99B	+5
2023Q4	16	12,504,747	$2.71B	-6
2024Q1	21	15,107,168	$2.59B	+5
2024Q2	19	13,627,226	$2.75B	-2
2024Q3	17	5,744,568	$1.34B	-2
2024Q4	15	5,192,726	$1.36B	-2
2025Q1	17	3,724,338	$977.9M	+2
2025Q2	18	5,674,238	$1.78B	+1
2025Q3	17	4,123,767	$1.27B	-1
2025Q4	20	5,282,803	$1.50B	+3

Who owns PODD

20 super-investors · 2025Q4

Tracked stake

5.28M

Combined value

$1.50B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New6Added8Trim6

#	Manager	Shares	Value	% of book	Last action
1	Baillie Gifford & Co	2.05M	$582M	0.5%	Trim−43.3K
2	Norges Bank Norway SWF	1.06M	$301M	0.0%	New+1.06M
3	AQR Capital Management	459.1K	$130M	0.1%	Added+283.6K
4	Two Sigma Investments	366.7K	$104M	0.1%	Added+115.9K
5	Renaissance Technologies	303.3K	$86M	0.1%	Trim−87.6K
6	T. Rowe Price	275.9K	$78M	0.0%	Added+40.3K
7	Izzy Englander Millennium Mgmt	232.9K	$66M	0.0%	Added+32.1K
8	Wellington Management	111.3K	$32M	0.0%	Trim−78.3K
9	Ken Griffin Citadel Advisors	97.4K	$28M	0.0%	Trim−255.1K
10	Ken Griffin Citadel Advisors	89.6K	$25M	0.0%	Trim−255.1K
11	Ken Griffin Citadel Advisors	61.8K	$18M	0.0%	Trim−255.1K
12	Ray Dalio Bridgewater Associates	57.3K	$16M	0.1%	Added+36.3K
13	Ken Fisher Fisher Asset Mgmt	52.7K	$15M	0.0%	Added+6.5K
14	D.E. Shaw & Co.	28.0K	$8M	0.0%	New+28.0K
15	Paul Tudor Jones Tudor Investment	13.4K	$4M	0.0%	New+13.4K
16	Paul Tudor Jones Tudor Investment	10.5K	$3M	0.0%	New+13.4K
17	Ron Baron Baron Capital / BAMCO	7.9K	$2M	0.0%	Added+2.2K
18	Steve Cohen Point72	5.0K	$1M	0.0%	New+6.3K
19	Izzy Englander Millennium Mgmt	2.0K	$568K	0.0%	Added+32.1K
20	Steve Cohen Point72	1.3K	$370K	0.0%	New+6.3K

Recent moves

20 transactions

ADDIzzy Englander (Millennium Mgmt)
+32,079 · 2025Q4
ADDRon Baron (Baron Capital / BAMCO)
+2,186 · 2025Q4
ADDAQR Capital Management
+283,643 · 2025Q4
ADDTwo Sigma Investments
+115,918 · 2025Q4
NEWD.E. Shaw & Co.
+28,004 · 2025Q4
NEWSteve Cohen (Point72)
+6,300 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−255,080 · 2025Q4
ADDT. Rowe Price
+40,284 · 2025Q4
TRIMWellington Management
−78,256 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+13,447 · 2025Q4
ADDRay Dalio (Bridgewater Associates)
+36,250 · 2025Q4
TRIMRenaissance Technologies
−87,610 · 2025Q4
NEWNorges Bank (Norway SWF)
+1,058,238 · 2025Q4
ADDKen Fisher (Fisher Asset Mgmt)
+6,462 · 2025Q4
TRIMBaillie Gifford & Co
−43,329 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−9,038 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−33,761 · 2025Q3
TRIMTwo Sigma Investments
−112,628 · 2025Q3
ADDT. Rowe Price
+11,538 · 2025Q3
TRIMWellington Management
−93,447 · 2025Q3

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