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 ($107.7m this quarter). Holder counts are more reliable. Shares outstanding: 70.3m as of 2025-10-30, 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 ≈ $308.68. Options: 18 managers hold calls ($110.9m notional), 20 hold puts ($196.1m).
Trends to Q3 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 |
| Q3 2025 | 814 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q3 2025 | 435 | 323 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $123.1m | $177.3m | 1.44 |
| Q1 2025 | $102.9m | $150.5m | 1.46 |
| Q2 2025 | $95.4m | $209.3m | 2.19 |
| Q3 2025 | $110.9m | $196.1m | 1.77 |
Biggest buyers
| Squarepoint Ops LLC | Added | +225.4k |
| Munro Partners | Added | +212.9k |
| JPMORGAN CHASE & CO | Added | +208.7k |
| BlackRock, Inc. | Added | +178.2k |
| Qube Research & Technologies Ltd | Added | +156.0k |
| PARNASSUS INVESTMENTS, LLC | New | +150.7k |
| JANE STREET GROUP, LLC | Added | +132.6k |
| CI INVESTMENTS INC. | Added | +127.8k |
| AustralianSuper Pty Ltd | Added | +112.5k |
| Alecta Tjanstepension Omsesidigt | Added | +99.7k |
Biggest sellers
| CITADEL ADVISORS LLC | Reduced | -419.1k |
| MARSHALL WACE, LLP | Reduced | -348.1k |
| ROYAL BANK OF CANADA | Reduced | -313.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -289.6k |
| GOLDMAN SACHS GROUP INC | Reduced | -231.1k |
| Capital Research Global Investors | Reduced | -187.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -169.1k |
| HAWK RIDGE CAPITAL MANAGEMENT LP | Sold out | -161.4k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -112.6k |
| Ownership Capital B.V. | Reduced | -103.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $33.1m107.2k shares |
| PEAK6 LLC | Added | $24.7m80.0k shares |
| CITADEL ADVISORS LLC | Reduced | $14.8m47.8k shares |
| JANE STREET GROUP, LLC | Reduced | $10.9m35.2k shares |
| IMC-Chicago, LLC | Reduced | $7.2m23.3k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $6.4m20.6k shares |
| D. E. Shaw & Co., Inc. | New | $4.7m15.3k shares |
| Twin Tree Management, LP | Reduced | $3.0m9.6k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.0m6.4k shares |
| GROUP ONE TRADING LLC | Added | $1.5m4.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $68.7m222.5k shares |
| JANE STREET GROUP, LLC | Added | $36.5m118.2k shares |
| CITADEL ADVISORS LLC | Added | $19.2m62.2k shares |
| IMC-Chicago, LLC | Added | $17.1m55.4k shares |
| PEAK6 LLC | Added | $10.7m34.8k shares |
| WOLVERINE TRADING, LLC | Added | $8.6m27.6k shares |
| Twin Tree Management, LP | Reduced | $6.8m22.1k shares |
| Walleye Trading LLC | Reduced | $5.9m19.2k shares |
| D. E. Shaw & Co., Inc. | New | $4.6m15.0k shares |
| GROUP ONE TRADING LLC | Added | $3.2m10.3k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2025 | 0 | — | 3 | $2.4m | $1.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-09-08 | Cousin Laetitia SVP, Reg, Quality & Compliance | Sold | $278.0k797 shares |
| 2025-09-08 | Singh Prem SVP, Global Operations | Sold | $238.7k687 shares |
| 2025-08-21 | Benjamin Eric EVP, CPXO | Sold plan | $1.4m4.3k shares |
| 2025-08-07 | Singh Prem SVP, Global Operations | Sold plan | $429.8k1.3k 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, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 8.8m $2.7bn | Added +87.8k |
| FMR LLC 0.12% of their portfolio | 7.6m $2.3bn | Added +63.1k |
| BlackRock, Inc. 0.04% of their portfolio | 6.6m $2.0bn | Added +178.2k |
| Capital Research Global Investors 0.26% of their portfolio | 4.5m $1.4bn | Reduced -187.1k |
| STATE STREET CORP 0.03% of their portfolio | 3.1m $954.0m | Added +33.9k |
| BAILLIE GIFFORD & CO 0.48% of their portfolio | 2.1m $645.8m | Reduced -43.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 2.0m $604.5m | Added +37.9k |
| Clearbridge Investments, LLC 0.34% of their portfolio | 1.5m $453.0m | Reduced -69.4k |
| AMERICAN CENTURY COMPANIES INC 0.22% of their portfolio | 1.4m $434.3m | Added +97.2k |
| Invesco Ltd. 0.07% of their portfolio | 1.3m $413.5m | Added +38.6k |
| MORGAN STANLEY 0.02% of their portfolio | 1.3m $391.8m | Added +11.1k |
| FIL Ltd 0.27% of their portfolio | 1.1m $342.9m | Reduced -19.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 776.4k $239.7m | Reduced -56.0k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 757.8k $234.0m | Reduced -231.1k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 709.2k $218.9m | Added +3.6k |
| FEDERATED HERMES, INC. 0.38% of their portfolio | 700.6k $216.3m | Reduced -22.7k |
| Artisan Partners Limited Partnership 0.30% of their portfolio | 668.8k $206.5m | Reduced -2.6k |
| Qube Research & Technologies Ltd 0.25% of their portfolio | 574.4k $177.3m | Added +156.0k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 556.5k $171.8m | Added +208.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 512.1k $158.1m | Reduced -169.1k |
| AMERIPRISE FINANCIAL INC 0.04% of their portfolio | 494.7k $152.7m | Added +4.1k |
| MACQUARIE GROUP LTD 0.17% of their portfolio | 480.7k $148.4m | Reduced -72.1k |
| Man Group plc 0.28% of their portfolio | 461.6k $142.5m | Added +77.2k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 460.4k $142.1m | Reduced -93.3k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 409.1k $126.3m | Added +4.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.11% of their portfolio | 408.2k $125.1m | Added +18.6k |
| RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio | 396.7k $122.5m | Added +44.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.16% of their portfolio | 390.9k $120.7m | Added +16.6k |
| Alecta Tjanstepension Omsesidigt 0.50% of their portfolio | 365.0k $112.7m | Added +99.7k |
| CITADEL ADVISORS LLC 0.09% of their portfolio | 352.4k $108.8m | Reduced -419.1k |
| Amundi 0.03% of their portfolio | 344.1k $107.2m | Added +16.3k |
| Legal & General Group Plc 0.02% of their portfolio | 338.1k $104.4m | Added +15.8k |
| Allianz Asset Management GmbH 0.13% of their portfolio | 334.4k $103.2m | Added +71.5k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 334.1k $103.1m | Reduced -313.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 328.6k $101.5m | Added +19.1k |
| AustralianSuper Pty Ltd 0.46% of their portfolio | 317.7k $98.1m | Added +112.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.23% of their portfolio | 293.5k $90.6m | Reduced -289.6k |
| MARSHALL WACE, LLP 0.10% of their portfolio | 280.5k $86.6m | Reduced -348.1k |
| TWO SIGMA INVESTMENTS, LP 0.12% of their portfolio | 250.8k $77.4m | Reduced -112.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 235.6k $72.7m | Added +11.5k |
| Nuveen, LLC 0.02% of their portfolio | 231.8k $71.6m | Reduced -3.9k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.31% of their portfolio | 230.7k $71.2m | Reduced -24.2k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 230.4k $71.1m | Reduced -22.8k |
| Squarepoint Ops LLC 0.15% of their portfolio | 227.3k $70.2m | Added +225.4k |
| Munro Partners 1.92% of their portfolio | 227.2k $70.2m | Added +212.9k |
| Bellevue Group AG 1.36% of their portfolio | 212.0k $65.5m | Reduced -7.0k |
| JANE STREET GROUP, LLC 0.08% of their portfolio | 208.5k $64.4m | Added +132.6k |
| UBS Group AG 0.01% of their portfolio | 206.9k $63.9m | Added +67.1k |
| Swiss National Bank 0.04% of their portfolio | 202.8k $62.6m | Reduced -9.8k |
| Robeco Institutional Asset Management B.V. 0.09% of their portfolio | 202.0k $62.4m | Reduced -2.5k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.26% of their portfolio | 201.4k $62.2m | Reduced -11.4k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 200.9k $62.0m | Reduced -33.8k |
| BARCLAYS PLC 0.02% of their portfolio | 193.2k $59.6m | Added +31.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 189.5k $58.5m | Reduced -93.4k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 183.9k $56.8m | Added +8.7k |
| Chicago Capital, LLC 1.36% of their portfolio | 179.6k $55.4m | Added +1.6k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 175.5k $53.9m | Added +67.9k |
| PRUDENTIAL FINANCIAL INC 0.06% of their portfolio | 168.9k $52.1m | Added +5.0k |
| Capital World Investors 0.01% of their portfolio | 168.0k $51.9m | Unchanged |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.13% of their portfolio | 167.1k $51.6m | Reduced -13.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 162.9k $50.3m | Added +2.4k |
| AMI ASSET MANAGEMENT CORP 2.74% of their portfolio | 159.0k $49.1m | Reduced -2.9k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 157.0k $48.5m | Added +37.8k |
| Aberdeen Group plc 0.08% of their portfolio | 154.8k $47.8m | Added +11.6k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 152.4k $47.1m | Reduced -2.5k |
| PARNASSUS INVESTMENTS, LLC 0.11% of their portfolio | 150.7k $46.5m | New |
| Baird Financial Group, Inc. 0.07% of their portfolio | 143.5k $44.3m | Reduced -44.5k |
| BLAIR WILLIAM & CO/IL 0.12% of their portfolio | 143.4k $44.3m | Reduced -20.2k |
| SEI INVESTMENTS CO 0.05% of their portfolio | 142.9k $44.1m | Added +5.2k |
| Stephens Investment Management Group LLC 0.56% of their portfolio | 140.8k $43.5m | Added +7.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 139.3k $43.0m | Added +4.9k |
| CI INVESTMENTS INC. 0.15% of their portfolio | 137.8k $42.5m | Added +127.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 136.2k $42.0m | Added +2.5k |
| Assenagon Asset Management S.A. 0.06% of their portfolio | 132.2k $40.8m | Added +67.8k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.13% of their portfolio | 127.1k $39.2m | Reduced -40.2k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.06% of their portfolio | 125.0k $38.6m | Reduced -3.9k |
| California Public Employees Retirement System 0.02% of their portfolio | 124.3k $38.4m | Reduced -379 |
| PRIMECAP MANAGEMENT CO/CA/ 0.03% of their portfolio | 124.1k $38.3m | Reduced -64.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 120.7k $37.3m | Reduced -31.0k |
| Quantinno Capital Management LP 0.10% of their portfolio | 120.3k $37.1m | Added +72.6k |
| Parkman Healthcare Partners LLC 3.94% of their portfolio | 116.2k $35.9m | Added +10.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 113.6k $35.1m | Reduced -6.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 109.8k $33.9m | Added +2.9k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 108.6k $33.5m | Reduced -29.4k |
| Jain Global LLC 0.43% of their portfolio | 106.7k $32.9m | Added +63.7k |
| AXA Investment Managers S.A. 0.09% of their portfolio | 103.7k $32.0m | First filing |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 100.3k $31.0m | Added +77.5k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 99.9k $30.8m | Reduced -8.5k |
| SEGALL BRYANT & HAMILL, LLC 0.41% of their portfolio | 98.9k $30.5m | Added +5.3k |
| Driehaus Capital Management LLC 0.22% of their portfolio | 97.5k $30.1m | Reduced -21.9k |
| C WorldWide Group Holding A/S 0.45% of their portfolio | 94.9k $29.3m | Unchanged |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 94.0k $29.0m | Reduced -5.3k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 93.5k $28.9m | Reduced -4.6k |
| CITIGROUP INC 0.02% of their portfolio | 89.9k $27.7m | Added +4.9k |
| CONGRESS ASSET MANAGEMENT CO 0.18% of their portfolio | 89.8k $27.7m | Added +10.0k |
| Andra AP-fonden 0.34% of their portfolio | 86.4k $26.7m | Added +28.8k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.24% of their portfolio | 85.4k $26.4m | Reduced -6.1k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.11% of their portfolio | 85.1k $26.3m | Reduced -10.4k |
| Trexquant Investment LP 0.26% of their portfolio | 82.9k $25.6m | Added +44.7k |
| BEACON INVESTMENT ADVISORY SERVICES, INC. 1.06% of their portfolio | 81.3k $25.1m | Reduced -7.3k |