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 ($110.2m this quarter). Holder counts are more reliable. Shares outstanding: 70.4m as of 2026-02-11, 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 ≈ $283.84. Options: 13 managers hold calls ($84.1m notional), 17 hold puts ($81.6m).
Trends to Q4 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 |
| Q4 2025 | 835 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2025 | 409 | 354 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $102.9m | $150.5m | 1.46 |
| Q2 2025 | $95.4m | $209.3m | 2.19 |
| Q3 2025 | $110.9m | $196.1m | 1.77 |
| Q4 2025 | $84.1m | $81.6m | 0.97 |
Biggest buyers
| VOYA INVESTMENT MANAGEMENT LLC | Added | +337.4k |
| RTW INVESTMENTS, LP | New | +324.6k |
| AQR CAPITAL MANAGEMENT LLC | Added | +283.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | New | +258.8k |
| JUPITER ASSET MANAGEMENT LTD | New | +234.5k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Added | +185.1k |
| AMERICAN CENTURY COMPANIES INC | Added | +177.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +152.2k |
| Soleus Capital Management, L.P. | New | +150.0k |
| NORDEA INVESTMENT MANAGEMENT AB | Added | +142.9k |
Biggest sellers
| FMR LLC | Reduced | -1.2m |
| MACQUARIE GROUP LTD | Reduced | -474.3k |
| JPMORGAN CHASE & CO | Reduced | -311.7k |
| CITADEL ADVISORS LLC | Reduced | -255.1k |
| Squarepoint Ops LLC | Reduced | -215.4k |
| Munro Partners | Reduced | -200.8k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -147.7k |
| Capital Research Global Investors | Reduced | -140.1k |
| CI INVESTMENTS INC. | Reduced | -135.8k |
| MORGAN STANLEY | Reduced | -134.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $27.7m97.3k shares |
| CITADEL ADVISORS LLC | Added | $25.5m89.6k shares |
| IMC-Chicago, LLC | Reduced | $6.5m22.9k shares |
| JANE STREET GROUP, LLC | Reduced | $5.9m20.6k shares |
| Twin Tree Management, LP | Added | $5.8m20.3k shares |
| SIMPLEX TRADING, LLC | Added | $3.6m12.6k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $3.0m10.5k shares |
| GROUP ONE TRADING LLC | Added | $2.9m10.2k shares |
| Point72 Asset Management, L.P. | New | $1.4m5.0k shares |
| Walleye Trading LLC | Added | $625.3k2.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $20.0m70.2k shares |
| CITADEL ADVISORS LLC | Reduced | $17.6m61.8k shares |
| JANE STREET GROUP, LLC | Reduced | $14.7m51.7k shares |
| IMC-Chicago, LLC | Reduced | $6.2m21.8k shares |
| Twin Tree Management, LP | Reduced | $5.1m18.0k shares |
| Caption Management, LLC | Unchanged | $2.8m10.0k shares |
| BARCLAYS PLC | Unchanged | $2.8m9.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.5m8.7k shares |
| GROUP ONE TRADING LLC | Reduced | $2.1m7.4k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Unchanged | $1.8m6.2k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2025 | 1 | $299.9k | 1 | $542.5k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-15 | Frederick Wayne A.I. Director | Sold | $542.5k1.9k shares |
| 2025-12-05 | STONESIFER TIMOTHY C. Director | Bought | $299.9k962 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, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 8.7m $2.5bn | Reduced -94.7k |
| BlackRock, Inc. 0.03% of their portfolio | 6.6m $1.9bn | Reduced -13.8k |
| FMR LLC 0.09% of their portfolio | 6.3m $1.8bn | Reduced -1.2m |
| Capital Research Global Investors 0.23% of their portfolio | 4.4m $1.3bn | Reduced -140.1k |
| STATE STREET CORP 0.03% of their portfolio | 3.2m $896.9m | Added +65.3k |
| BAILLIE GIFFORD & CO 0.48% of their portfolio | 2.0m $582.2m | Reduced -43.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 2.0m $568.3m | Added +41.0k |
| AMERICAN CENTURY COMPANIES INC 0.23% of their portfolio | 1.6m $450.4m | Added +177.6k |
| Invesco Ltd. 0.04% of their portfolio | 1.5m $420.8m | Added +141.2k |
| Clearbridge Investments, LLC 0.32% of their portfolio | 1.4m $394.4m | Reduced -79.7k |
| MORGAN STANLEY 0.02% of their portfolio | 1.1m $322.5m | Reduced -134.5k |
| FIL Ltd 0.24% of their portfolio | 1.1m $314.5m | Reduced -4.3k |
| NORGES BANK 0.03% of their portfolio | 1.1m $300.8m | Not comparable |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 806.1k $229.1m | Added +29.7k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 768.3k $218.4m | Added +10.5k |
| FEDERATED HERMES, INC. 0.36% of their portfolio | 767.8k $218.2m | Added +67.2k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 712.6k $202.5m | Added +3.4k |
| Artisan Partners Limited Partnership 0.29% of their portfolio | 659.1k $187.3m | Reduced -9.8k |
| NORDEA INVESTMENT MANAGEMENT AB 0.13% of their portfolio | 551.1k $157.1m | Added +142.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 522.5k $148.5m | Added +10.4k |
| Qube Research & Technologies Ltd 0.20% of their portfolio | 498.1k $141.6m | Reduced -76.2k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 492.9k $140.1m | Reduced -1.9k |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 459.1k $130.5m | Added +283.6k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 457.8k $130.1m | Reduced -2.6k |
| Man Group plc 0.24% of their portfolio | 434.6k $123.5m | Reduced -27.0k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.18% of their portfolio | 420.8k $119.6m | First filing |
| VOYA INVESTMENT MANAGEMENT LLC 0.11% of their portfolio | 400.9k $113.9m | Added +337.4k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 398.7k $113.3m | Reduced -10.3k |
| Amundi 0.03% of their portfolio | 390.7k $111.1m | Added +46.6k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.46% of their portfolio | 386.5k $109.8m | Added +185.1k |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 371.6k $106.4m | Reduced -25.0k |
| TWO SIGMA INVESTMENTS, LP 0.16% of their portfolio | 366.7k $104.2m | Added +115.9k |
| Alecta Tjanstepension Omsesidigt 0.46% of their portfolio | 365.0k $103.7m | Unchanged |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 360.5k $102.5m | Added +26.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 355.1k $100.9m | Added +26.5k |
| Legal & General Group Plc 0.02% of their portfolio | 331.1k $94.1m | Reduced -6.9k |
| MARSHALL WACE, LLP 0.09% of their portfolio | 324.7k $92.3m | Added +44.2k |
| RTW INVESTMENTS, LP 0.92% of their portfolio | 324.6k $92.3m | New |
| AustralianSuper Pty Ltd 0.42% of their portfolio | 316.9k $90.1m | Reduced -775 |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 308.4k $87.7m | Added +78.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.13% of their portfolio | 303.3k $86.2m | Reduced -87.6k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.33% of their portfolio | 299.7k $85.2m | Added +69.0k |
| Allianz Asset Management GmbH 0.09% of their portfolio | 286.1k $81.3m | Reduced -48.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 275.9k $78.4m | Added +40.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% of their portfolio | 258.8k $73.6m | New |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 249.0k $70.8m | Added +65.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 244.8k $69.6m | Reduced -311.7k |
| Nuveen, LLC 0.02% of their portfolio | 234.5k $66.7m | Added +2.7k |
| JUPITER ASSET MANAGEMENT LTD 0.53% of their portfolio | 234.5k $66.6m | New |
| UBS Group AG 0.01% of their portfolio | 234.0k $66.5m | Added +27.1k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 232.9k $66.2m | Added +32.1k |
| BARCLAYS PLC 0.03% of their portfolio | 225.9k $64.2m | Added +32.7k |
| Aberdeen Group plc 0.10% of their portfolio | 225.4k $64.1m | Added +70.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 218.6k $62.1m | Added +152.2k |
| Robeco Institutional Asset Management B.V. 0.09% of their portfolio | 215.5k $61.3m | Added +13.5k |
| Freestone Grove Partners LP 0.41% of their portfolio | 198.5k $56.4m | Added +139.4k |
| Swiss National Bank 0.03% of their portfolio | 192.9k $54.8m | Reduced -9.9k |
| Bellevue Group AG 1.01% of their portfolio | 186.7k $53.1m | Reduced -25.3k |
| Chicago Capital, LLC 1.28% of their portfolio | 182.2k $51.8m | Added +2.6k |
| SEI INVESTMENTS CO 0.05% of their portfolio | 180.8k $51.4m | Added +38.0k |
| Capital World Investors 0.01% of their portfolio | 168.0k $47.8m | Unchanged |
| PARNASSUS INVESTMENTS, LLC 0.12% of their portfolio | 166.9k $47.4m | Added +16.2k |
| Quantinno Capital Management LP 0.10% of their portfolio | 166.6k $47.3m | Added +46.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 161.0k $45.8m | Reduced -1.9k |
| NOMURA ASSET MANAGEMENT CO LTD 0.11% of their portfolio | 159.5k $45.4m | Added +118.1k |
| Assenagon Asset Management S.A. 0.07% of their portfolio | 157.0k $44.6m | Added +24.8k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 156.0k $44.3m | Added +3.6k |
| AMI ASSET MANAGEMENT CORP 2.50% of their portfolio | 155.3k $44.1m | Reduced -3.7k |
| Soleus Capital Management, L.P. 1.81% of their portfolio | 150.0k $42.6m | New |
| Polar Capital Holdings Plc 0.19% of their portfolio | 148.3k $42.2m | Added +89.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 147.4k $41.7m | Added +8.2k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.12% of their portfolio | 145.8k $41.4m | Reduced -147.7k |
| Stephens Investment Management Group LLC 0.52% of their portfolio | 141.1k $40.1m | Added +229 |
| Parkman Healthcare Partners LLC 3.81% of their portfolio | 140.9k $40.0m | Added +24.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.06% of their portfolio | 137.2k $39.1m | Added +12.2k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.10% of their portfolio | 134.8k $38.3m | Reduced -32.3k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.03% of their portfolio | 133.7k $38.0m | Added +33.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 131.8k $37.5m | Added +18.3k |
| BLAIR WILLIAM & CO/IL 0.10% of their portfolio | 131.4k $37.4m | Reduced -11.9k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 128.7k $36.6m | Reduced -28.3k |
| Corient Private Wealth LP 0.01% of their portfolio | 126.8k $8.3m | Added +116.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.13% of their portfolio | 125.9k $39.3m | Reduced -1.2k |
| Vinva Investment Management Ltd 0.45% of their portfolio | 124.0k $35.7m | Added +118.0k |
| California Public Employees Retirement System 0.02% of their portfolio | 123.1k $35.0m | Reduced -1.2k |
| Baird Financial Group, Inc. 0.05% of their portfolio | 123.0k $35.0m | Reduced -20.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 117.5k $33.4m | Reduced -18.7k |
| ACADIAN ASSET MANAGEMENT LLC 0.05% of their portfolio | 117.1k $33.3m | Added +83.3k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.35% of their portfolio | 115.8k $32.9m | Added +30.4k |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 0.71% of their portfolio | 113.1k $32.1m | New |
| KBC Group NV 0.07% of their portfolio | 111.5k $31.7m | Added +49.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 111.3k $31.6m | Reduced -78.3k |
| TREMBLANT CAPITAL GROUP 0.79% of their portfolio | 108.5k $30.8m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 106.8k $30.4m | Reduced -3.0k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 105.5k $30.0m | Added +5.7k |
| PRIMECAP MANAGEMENT CO/CA/ 0.02% of their portfolio | 103.6k $29.4m | Reduced -20.5k |
| CONGRESS ASSET MANAGEMENT CO 0.20% of their portfolio | 100.5k $28.6m | Added +10.7k |
| SEGALL BRYANT & HAMILL, LLC 0.39% of their portfolio | 100.3k $28.5m | Added +1.4k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 97.4k $27.7m | Reduced -255.1k |
| CITIGROUP INC 0.02% of their portfolio | 95.3k $27.1m | Added +5.4k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 94.2k $26.8m | Added +235 |