Which hedge funds own PODD? INSULET CORP, Q2 2026 13F holders
72 tracked hedge funds disclosed a position in PODD (INSULET CORP) in their Q2 2026 13F filings, worth $2.5bn in total. The largest holder by portfolio weight is Soleus Capital Management, L.P. at 5.5% of its book. 14 opened a new position this quarter: Defilade Capital Management, L.P., Alta Fox Capital Management, LLC, Avidity Partners Management LP, Oak Thistle LLC. 9 exited: Fox Run Management, L.L.C., Oxford Asset Management LLP, Marshall Wace, LLP.
- 72
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 14
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 9
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $83.2m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $140m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $2.5bn
- Combined value Sum of the holders' reported positions in the security.
- 5.8%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Fox Run Management, L.L.C. | 0.3% | $1.7m |
| Oxford Asset Management LLP | 0.2% | $512k |
| Marshall Wace, LLP | 0.1% | $127m |
| Stevens Capital Management LP | 0.07% | $445k |
| Twinbeech Capital LP | 0.02% | $210k |
| Verition Fund Management LLC | 0.02% | $2.2m |
| Holocene Advisors, LP | 0.01% | $6.0m |
| Jain Global LLC | 0.01% | $1.0m |
| Caxton Associates LLP | 0.01% | $290k |
Ownership over time
Who discovered PODD first? Beta
The run: Q1 2009 → Q1 2014, ×12
| Think Investments LP high conviction | Q4 2015 | – | +31.6 pts |
| Slate Path Capital LP high conviction | Q2 2015 | – | +5.9 pts |
| Permian Investment Partners, LP high conviction | Q1 2015 | – | +0.8 pts |
| Deerfield Management Company, L.P. | Q3 2017 | – | +0.7 pts |
| Rock Springs Capital Management LP | Q1 2021 | – | +0.6 pts |
| Atika Capital Management LLC | Q4 2014 | – | +0.2 pts |
| RTW Investments, LP | Q2 2017 | – | 0.0 pts |
| Bridger Management, LLC | Q2 2015 | – | −0.4 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.