Insulet CORP (PODD) 13F Filings: Institutional Buyers & Sellers (Q2 2026)

PODD ranks #744 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

PODD is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

PODD is a top-conviction position for Soleus Capital Management, L.P. — at 5.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in PODD belongs to BlackRock, Inc., but the position matters far more to Soleus Capital Management, L.P., who has 5.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Cliff Asness has added to its PODD position for two straight quarters, increasing it by $243.3M to reach $373.8M today.

Fidelity has trimmed its PODD position for two straight quarters, cutting it by $1.7B while still holding $146.8M.

PODD is down 0.2% today, but institutions show net buying of $2.4B this quarter — a divergence between today's price move and the underlying institutional flow.

PODD posted net income of $375.3M over the trailing twelve months, and currently trades at a P/E of 28.4.

• Profitable — net income of $375.3M over the trailing twelve months
• Revenue grew 29.4% year over year
• Net income improved year over year, from $236.1M to $375.3M
• Generated $569.3M in positive operating cash flow
• Current ratio of 2.81x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.11x equity — within a conventional range