INSULET CORP PODD
COM · Common Stock · CUSIP 45784P101 · ISIN US45784P1012
- SectorHealth care
- IndustrySurgical & Medical Instruments & Apparatus
- HeadquartersActon, MA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($120.7m this quarter). Holder counts are more reliable. Shares outstanding: 70.4m as of 2025-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $314.04. Options: 18 managers hold calls ($95.4m notional), 20 hold puts ($209.3m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 468 |
| Q4 2022 | 525 |
| Q1 2023 | 585 |
| Q2 2023 | 580 |
| Q3 2023 | 532 |
| Q4 2023 | 595 |
| Q1 2024 | 566 |
| Q2 2024 | 602 |
| Q3 2024 | 628 |
| Q4 2024 | 685 |
| Q1 2025 | 720 |
| Q2 2025 | 796 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 279 | 311 |
| Q4 2023 | 325 | 268 |
| Q1 2024 | 302 | 287 |
| Q2 2024 | 343 | 259 |
| Q3 2024 | 312 | 300 |
| Q4 2024 | 328 | 280 |
| Q1 2025 | 378 | 274 |
| Q2 2025 | 432 | 323 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $162.7m | $228.9m | 1.41 |
| Q4 2024 | $123.1m | $177.3m | 1.44 |
| Q1 2025 | $102.9m | $150.5m | 1.46 |
| Q2 2025 | $95.4m | $209.3m | 2.19 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +627.6k |
| Qube Research & Technologies Ltd | New | +418.4k |
| GOLDMAN SACHS GROUP INC | Added | +409.6k |
| ROYAL BANK OF CANADA | Added | +382.9k |
| TWO SIGMA INVESTMENTS, LP | Added | +347.0k |
| WORLDQUANT MILLENNIUM ADVISORS LLC | New | +254.9k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +215.1k |
| AustralianSuper Pty Ltd | Added | +170.2k |
| AMERICAN CENTURY COMPANIES INC | Added | +157.1k |
| TWO SIGMA ADVISERS, LP | Added | +143.0k |
Biggest sellers
| Capital Research Global Investors | Reduced | -1.3m |
| GROUPAMA ASSET MANAGMENT | Sold out | -1.1m |
| MACQUARIE GROUP LTD | Reduced | -540.2k |
| FMR LLC | Reduced | -409.0k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -325.5k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Sold out | -247.6k |
| PRIMECAP MANAGEMENT CO/CA/ | Reduced | -236.3k |
| JPMORGAN CHASE & CO | Reduced | -226.7k |
| BANK OF AMERICA CORP /DE/ | Reduced | -183.7k |
| Holocene Advisors, LP | Sold out | -182.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $24.7m78.5k shares |
| CITADEL ADVISORS LLC | Reduced | $17.4m55.3k shares |
| Twin Tree Management, LP | New | $14.3m45.5k shares |
| JANE STREET GROUP, LLC | Reduced | $11.1m35.4k shares |
| IMC-Chicago, LLC | Added | $7.4m23.5k shares |
| PEAK6 LLC | Added | $6.7m21.4k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.6m8.4k shares |
| Walleye Trading LLC | Added | $2.1m6.7k shares |
| UBS Group AG | New | $1.9m6.0k shares |
| Volterra Technologies LP | First filing | $1.6m5.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $58.2m185.2k shares |
| Portman Square Capital LLP | Added | $51.6m164.3k shares |
| JANE STREET GROUP, LLC | Reduced | $35.5m112.9k shares |
| CITADEL ADVISORS LLC | Reduced | $11.7m37.2k shares |
| IMC-Chicago, LLC | Added | $10.2m32.5k shares |
| Walleye Trading LLC | Reduced | $8.5m27.2k shares |
| Twin Tree Management, LP | Added | $7.3m23.3k shares |
| WOLVERINE TRADING, LLC | Added | $6.5m20.8k shares |
| SIMPLEX TRADING, LLC | Added | $4.7m15.1k shares |
| Caption Management, LLC | New | $3.1m10.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2026-10-27 | 7.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
Fell to 5% or below in the last year: FMR LLC (1.4%, 2026-08-06), Capital Research Global Investors (2.4%, 2026-05-14), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 2 | $1.0m | 1 | $392.7k | $392.7k |
| Q4 2023 | 0 | — | 2 | $5.8m | — |
| Q1 2024 | 0 | — | 1 | $1.9m | — |
| Q2 2024 | 0 | — | 3 | $2.7m | — |
| Q3 2024 | 1 | $20.6k | 5 | $4.1m | — |
| Q4 2024 | 0 | — | 3 | $1.6m | — |
| Q1 2025 | 0 | — | 2 | $4.0m | $4.0m |
| Q2 2025 | 0 | — | 6 | $5.5m | $2.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-13 | Singh Prem SVP, Global Operations | Sold plan | $698.2k2.3k shares |
| 2025-06-13 | Manea Dan SVP, Chief HR Officer | Sold plan | $390.1k1.3k shares |
| 2025-06-09 | BORIO LUCIANA Director | Sold | $147.1k481 shares |
| 2025-05-14 | Kapples John W. SVP and General Counsel | Sold | $1.7m5.3k shares |
| 2025-05-13 | Hopfield Jessica Director | Sold | $1.7m5.2k shares |
| 2025-05-13 | Benjamin Eric EVP, CPXO | Sold plan | $960.3k3.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 8.7m $2.7bn | Added +39.4k |
| FMR LLC 0.13% of their portfolio | 7.5m $2.4bn | Reduced -409.0k |
| BlackRock, Inc. 0.04% of their portfolio | 6.4m $2.0bn | Added +5.3k |
| Capital Research Global Investors 0.30% of their portfolio | 4.7m $1.5bn | Reduced -1.3m |
| STATE STREET CORP 0.04% of their portfolio | 3.1m $960.2m | Added +32.7k |
| BAILLIE GIFFORD & CO 0.50% of their portfolio | 2.1m $670.8m | Reduced -115.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 1.9m $603.2m | Added +58.3k |
| Clearbridge Investments, LLC 0.39% of their portfolio | 1.5m $482.8m | Added +56.6k |
| AMERICAN CENTURY COMPANIES INC 0.22% of their portfolio | 1.3m $411.5m | Added +157.1k |
| Invesco Ltd. 0.07% of their portfolio | 1.3m $408.7m | Reduced -108.9k |
| MORGAN STANLEY 0.03% of their portfolio | 1.3m $395.3m | Added +50.5k |
| FIL Ltd 0.30% of their portfolio | 1.1m $355.0m | Reduced -155.5k |
| NORGES BANK 0.04% of their portfolio | 1.0m $324.7m | Added +21.8k |
| GOLDMAN SACHS GROUP INC 0.05% of their portfolio | 988.9k $310.7m | Added +409.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 832.5k $261.5m | Added +117.5k |
| CITADEL ADVISORS LLC 0.21% of their portfolio | 771.5k $242.4m | Added +627.6k |
| FEDERATED HERMES, INC. 0.43% of their portfolio | 723.4k $227.3m | Added +90.5k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 705.6k $221.7m | Reduced -1.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 681.1k $214.0m | Added +12.4k |
| Artisan Partners Limited Partnership 0.31% of their portfolio | 671.5k $211.0m | Reduced -33.0k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 647.6k $203.5m | Added +382.9k |
| MARSHALL WACE, LLP 0.23% of their portfolio | 628.6k $197.5m | Added +24.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.49% of their portfolio | 583.1k $183.2m | Reduced -45.4k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 553.7k $173.9m | Reduced -183.7k |
| MACQUARIE GROUP LTD 0.21% of their portfolio | 552.9k $173.7m | Reduced -540.2k |
| AMERIPRISE FINANCIAL INC 0.04% of their portfolio | 490.7k $154.2m | Reduced -141.5k |
| Qube Research & Technologies Ltd 0.18% of their portfolio | 418.4k $131.4m | New |
| Bank of New York Mellon Corp 0.02% of their portfolio | 404.2k $127.0m | Reduced -37.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.11% of their portfolio | 389.7k $122.4m | Added +21.1k |
| Man Group plc 0.26% of their portfolio | 384.4k $120.8m | Added +81.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.16% of their portfolio | 374.3k $117.6m | Added +215.1k |
| TWO SIGMA INVESTMENTS, LP 0.21% of their portfolio | 363.4k $114.2m | Added +347.0k |
| RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio | 352.3k $110.7m | Added +2.6k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 347.8k $109.3m | Reduced -226.7k |
| Amundi 0.03% of their portfolio | 327.8k $98.9m | Reduced -106.0k |
| Legal & General Group Plc 0.03% of their portfolio | 322.3k $101.2m | Reduced -6.9k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 309.5k $97.2m | Added +5.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 283.0k $88.9m | Reduced -62.9k |
| Alecta Tjanstepension Omsesidigt 0.39% of their portfolio | 265.3k $83.3m | Added +61.5k |
| Allianz Asset Management GmbH 0.11% of their portfolio | 262.9k $82.6m | Added +123.9k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.40% of their portfolio | 254.9k $80.1m | New |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 253.2k $79.5m | Reduced -12.3k |
| Nuveen, LLC 0.02% of their portfolio | 235.7k $74.1m | Reduced -46.7k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 234.6k $73.7m | Reduced -35.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 224.1k $70.4m | Added +17.8k |
| Bellevue Group AG 1.52% of their portfolio | 219.0k $68.8m | Reduced -52.3k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.28% of their portfolio | 212.7k $66.8m | Reduced -325.5k |
| Swiss National Bank 0.04% of their portfolio | 212.6k $66.8m | Added +14.7k |
| AustralianSuper Pty Ltd 0.33% of their portfolio | 205.2k $64.5m | Added +170.2k |
| Robeco Institutional Asset Management B.V. 0.10% of their portfolio | 204.5k $64.2m | Added +119.8k |
| PRIMECAP MANAGEMENT CO/CA/ 0.05% of their portfolio | 188.7k $59.3m | Reduced -236.3k |
| Baird Financial Group, Inc. 0.10% of their portfolio | 188.1k $59.1m | Reduced -64.8k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.14% of their portfolio | 180.2k $56.6m | Reduced -13.3k |
| Chicago Capital, LLC 1.38% of their portfolio | 178.0k $55.9m | Added +6.7k |
| HSBC HOLDINGS PLC 0.04% of their portfolio | 175.2k $55.0m | Added +5.2k |
| Capital World Investors 0.01% of their portfolio | 168.0k $52.8m | Reduced -1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.20% of their portfolio | 167.2k $52.5m | Added +140.2k |
| PRUDENTIAL FINANCIAL INC 0.07% of their portfolio | 163.9k $51.5m | Added +127.8k |
| BLAIR WILLIAM & CO/IL 0.14% of their portfolio | 163.6k $51.4m | Reduced -13.7k |
| AMI ASSET MANAGEMENT CORP 2.91% of their portfolio | 162.0k $50.9m | Reduced -9.2k |
| BARCLAYS PLC 0.02% of their portfolio | 161.7k $50.8m | Added +35.7k |
| HAWK RIDGE CAPITAL MANAGEMENT LP 2.12% of their portfolio | 161.4k $50.7m | Reduced -30.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 160.6k $50.4m | Added +911 |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 155.0k $48.7m | Added +2.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 151.7k $47.7m | Added +22.1k |
| Freestone Grove Partners LP 0.35% of their portfolio | 149.3k $46.9m | Added +40.8k |
| TWO SIGMA ADVISERS, LP 0.09% of their portfolio | 144.4k $45.4m | Added +143.0k |
| Aberdeen Group plc 0.08% of their portfolio | 143.3k $45.0m | Reduced -25.9k |
| UBS Group AG 0.01% of their portfolio | 139.9k $43.9m | Reduced -58.4k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 137.9k $43.3m | Added +37.1k |
| SEI INVESTMENTS CO 0.05% of their portfolio | 137.6k $43.2m | Added +19.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 134.4k $42.2m | Added +9.6k |
| Stephens Investment Management Group LLC 0.56% of their portfolio | 133.9k $42.1m | Added +14.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 133.7k $42.0m | Reduced -14.5k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.07% of their portfolio | 128.9k $40.5m | Added +13.3k |
| California Public Employees Retirement System 0.02% of their portfolio | 124.7k $39.2m | Added +6.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 120.5k $37.6m | Added +86.3k |
| Driehaus Capital Management LLC 0.30% of their portfolio | 119.4k $37.5m | Reduced -26.4k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 119.3k $37.5m | Reduced -28.2k |
| Ownership Capital B.V. 2.11% of their portfolio | 115.6k $36.3m | Reduced -36.7k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 108.4k $34.0m | Reduced -133.4k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 107.6k $33.7m | Added +23.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 106.8k $33.6m | Added +6.2k |
| Parkman Healthcare Partners LLC 3.84% of their portfolio | 105.8k $33.2m | Reduced -24.8k |
| Engineers Gate Manager LP 0.40% of their portfolio | 101.6k $31.9m | Added +96.3k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 99.2k $31.2m | Added +9.4k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 98.1k $30.8m | Reduced -452 |
| VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 96.8k $30.4m | Reduced -91.7k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.13% of their portfolio | 95.4k $30.0m | Added +6.9k |
| C WorldWide Group Holding A/S 0.40% of their portfolio | 94.9k $29.8m | Reduced -17.0k |
| SEGALL BRYANT & HAMILL, LLC 0.41% of their portfolio | 93.6k $29.4m | Added +3.3k |
| AEGON ASSET MANAGEMENT UK Plc 0.37% of their portfolio | 92.0k $28.9m | Reduced -9.8k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.27% of their portfolio | 91.5k $28.8m | Added +2.7k |
| BEACON INVESTMENT ADVISORY SERVICES, INC. 1.23% of their portfolio | 88.6k $27.8m | Reduced -33.3k |
| AXA S.A. 0.08% of their portfolio | 86.2k $27.1m | Added +26.4k |
| CITIGROUP INC 0.02% of their portfolio | 85.0k $26.7m | Added +4.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 81.2k $25.5m | Reduced -3.3k |
| CONGRESS ASSET MANAGEMENT CO 0.17% of their portfolio | 79.8k $25.1m | Added +4.4k |
| Balyasny Asset Management L.P. 0.06% of their portfolio | 79.4k $25.0m | Added +78.1k |
| TWINBEECH CAPITAL LP 0.56% of their portfolio | 79.4k $24.9m | New |