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 ($92.4m this quarter). Holder counts are more reliable. Shares outstanding: 69.3m as of 2026-04-29, 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 ≈ $209.84. Options: 10 managers hold calls ($35.7m notional), 7 hold puts ($14.7m).
Trends to Q1 2026
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 |
| Q1 2026 | 789 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 395 | 393 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $95.4m | $209.3m | 2.19 |
| Q3 2025 | $110.9m | $196.1m | 1.77 |
| Q4 2025 | $84.1m | $81.6m | 0.97 |
| Q1 2026 | $35.7m | $14.7m | 0.41 |
Biggest buyers
| T. Rowe Price Investment Management, Inc. | Added | +1.8m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.1m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +1.0m |
| JUPITER ASSET MANAGEMENT LTD | Added | +475.4k |
| Soleus Capital Management, L.P. | Added | +412.5k |
| TWO SIGMA INVESTMENTS, LP | Added | +395.6k |
| Man Group plc | Added | +281.9k |
| MARSHALL WACE, LLP | Added | +281.8k |
| SG Americas Securities, LLC | Added | +279.6k |
| UBS Group AG | Added | +211.9k |
Biggest sellers
| Capital Research Global Investors | Reduced | -2.7m |
| FMR LLC | Reduced | -2.4m |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -384.8k |
| Invesco Ltd. | Reduced | -384.0k |
| RTW INVESTMENTS, LP | Sold out | -324.6k |
| BlackRock, Inc. | Reduced | -202.9k |
| AMERIPRISE FINANCIAL INC | Reduced | -188.8k |
| AustralianSuper Pty Ltd | Reduced | -171.7k |
| Polar Capital Holdings Plc | Sold out | -148.3k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -113.9k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $19.8m94.2k shares |
| IMC-Chicago, LLC | Reduced | $4.7m22.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.7m17.6k shares |
| JANE STREET GROUP, LLC | Reduced | $3.7m17.4k shares |
| PEAK6 LLC | New | $2.4m11.4k shares |
| Point72 Asset Management, L.P. | Reduced | $671.5k3.2k shares |
| Walleye Trading LLC | Unchanged | $461.6k2.2k shares |
| ELEVATION POINT WEALTH PARTNERS, LLC | New | $264.3k1.5k shares |
| GROUP ONE TRADING LLC | Reduced | $63.0k300 shares |
| SIMPLEX TRADING, LLC | Reduced | $42.0k200 shares |
Biggest puts
| SG Americas Securities, LLC | Added | $4.9m293.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.7m13.1k shares |
| CITADEL ADVISORS LLC | Reduced | $2.3m10.8k shares |
| IMC-Chicago, LLC | Reduced | $1.6m7.5k shares |
| JANE STREET GROUP, LLC | Reduced | $1.6m7.4k shares |
| BARCLAYS PLC | Reduced | $1.0m4.9k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | $587.6k2.8k 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2026 | 2 | $1.5m | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-25 | MINOGUE MICHAEL R Director · By Trust | Bought | $499.8k2.0k shares |
| 2026-02-20 | McEvoy Ashley President and CEO, director | Bought | $1.0m4.3k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 6.4m $1.3bn | Reduced -202.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 4.6m $960.9m | First filing |
| FMR LLC 0.04% of their portfolio | 4.0m $834.1m | Reduced -2.4m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.04% of their portfolio | 3.4m $723.9m | First filing |
| STATE STREET CORP 0.02% of their portfolio | 3.0m $638.4m | Reduced -113.0k |
| BAILLIE GIFFORD & CO 0.44% of their portfolio | 2.0m $425.9m | Reduced -18.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 2.0m $423.6m | Added +19.3k |
| T. Rowe Price Investment Management, Inc. 0.26% of their portfolio | 1.8m $381.0m | Added +1.8m |
| Capital Research Global Investors 0.05% of their portfolio | 1.7m $350.3m | Reduced -2.7m |
| AQR CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 1.6m $335.5m | Added +1.1m |
| AMERICAN CENTURY COMPANIES INC 0.17% of their portfolio | 1.6m $333.9m | Added +7.0k |
| Clearbridge Investments, LLC 0.24% of their portfolio | 1.3m $277.2m | Reduced -66.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.14% of their portfolio | 1.2m $258.1m | Added +1.0m |
| MORGAN STANLEY 0.01% of their portfolio | 1.1m $240.5m | Added +11.3k |
| Invesco Ltd. 0.02% of their portfolio | 1.1m $230.1m | Reduced -384.0k |
| FIL Ltd 0.16% of their portfolio | 1.0m $212.4m | Reduced -94.5k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 863.9k $181.3m | Added +95.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 795.3k $166.9m | Reduced -10.8k |
| TWO SIGMA INVESTMENTS, LP 0.13% of their portfolio | 762.3k $160.0m | Added +395.6k |
| Man Group plc 0.31% of their portfolio | 716.4k $150.3m | Added +281.9k |
| FEDERATED HERMES, INC. 0.24% of their portfolio | 713.9k $149.8m | Reduced -53.9k |
| JUPITER ASSET MANAGEMENT LTD 0.79% of their portfolio | 709.9k $149.0m | Added +475.4k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 693.8k $145.6m | Reduced -18.8k |
| Artisan Partners Limited Partnership 0.24% of their portfolio | 693.0k $145.4m | Added +33.9k |
| Qube Research & Technologies Ltd 0.19% of their portfolio | 641.7k $134.6m | Added +143.5k |
| MARSHALL WACE, LLP 0.14% of their portfolio | 606.5k $127.3m | Added +281.8k |
| Soleus Capital Management, L.P. 4.78% of their portfolio | 562.5k $118.0m | Added +412.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.11% of their portfolio | 557.3k $115.7m | Added +6.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 543.8k $114.1m | Added +21.3k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.37% of their portfolio | 463.4k $97.2m | Added +163.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.10% of their portfolio | 455.6k $95.6m | Added +54.7k |
| Amundi 0.03% of their portfolio | 446.9k $93.8m | Added +56.2k |
| UBS Group AG 0.02% of their portfolio | 445.9k $93.6m | Added +211.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.14% of their portfolio | 426.0k $89.4m | Added +122.7k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 406.1k $85.2m | First filing |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 396.0k $83.1m | Reduced -61.8k |
| Alecta Tjanstepension Omsesidigt 0.40% of their portfolio | 394.3k $82.7m | Added +29.3k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.14% of their portfolio | 393.3k $82.5m | Reduced -27.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 383.4k $80.5m | Reduced -15.3k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 369.2k $77.5m | Added +14.1k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 341.7k $71.7m | Added +33.2k |
| Legal & General Group Plc 0.02% of their portfolio | 326.0k $68.4m | Reduced -5.1k |
| SG Americas Securities, LLC 0.07% of their portfolio | 318.8k $66.9m | Added +279.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 304.1k $63.8m | Reduced -188.8k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 299.6k $62.9m | Reduced -60.9k |
| Nuveen, LLC 0.02% of their portfolio | 298.8k $62.7m | Added +64.3k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 298.6k $62.7m | Added +65.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 287.2k $59.7m | Added +42.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 282.6k $59.3m | Added +6.8k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 257.7k $53.8m | Reduced -113.9k |
| Assenagon Asset Management S.A. 0.09% of their portfolio | 257.7k $54.1m | Added +100.7k |
| ACADIAN ASSET MANAGEMENT LLC 0.08% of their portfolio | 256.6k $53.8m | Added +139.5k |
| Allianz Asset Management GmbH 0.06% of their portfolio | 247.1k $51.9m | Reduced -39.0k |
| Aberdeen Group plc 0.08% of their portfolio | 244.8k $51.4m | Added +19.3k |
| Vinva Investment Management Ltd 0.60% of their portfolio | 228.8k $48.5m | Added +104.9k |
| Freestone Grove Partners LP 0.34% of their portfolio | 226.6k $47.5m | Added +28.1k |
| Quantinno Capital Management LP 0.08% of their portfolio | 225.0k $47.2m | Added +58.4k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 224.9k $47.2m | Reduced -33.9k |
| Swiss National Bank 0.02% of their portfolio | 206.5k $43.3m | Added +13.6k |
| Chicago Capital, LLC 1.14% of their portfolio | 202.2k $42.4m | Added +20.0k |
| NOMURA ASSET MANAGEMENT CO LTD 0.10% of their portfolio | 187.9k $39.4m | Added +28.4k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 185.7k $39.0m | Added +59.8k |
| Robeco Institutional Asset Management B.V. 0.05% of their portfolio | 180.7k $37.9m | Reduced -34.8k |
| Stephens Investment Management Group LLC 0.51% of their portfolio | 177.7k $37.3m | Added +36.7k |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 176.0k $36.9m | Reduced -73.1k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.37% of their portfolio | 172.5k $36.2m | Added +56.7k |
| PARNASSUS INVESTMENTS, LLC 0.10% of their portfolio | 169.0k $35.5m | Added +2.1k |
| Capital World Investors 0.00% of their portfolio | 168.0k $35.3m | Added +1 |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 166.5k $34.9m | Added +5.5k |
| Schonfeld Strategic Advisors LLC 0.28% of their portfolio | 164.1k $34.4m | Added +118.2k |
| Bellevue Group AG 0.82% of their portfolio | 163.7k $34.3m | Reduced -23.0k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.06% of their portfolio | 162.7k $34.1m | Added +25.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 160.1k $33.6m | Added +12.7k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 157.5k $33.0m | Added +1.4k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 156.6k $32.9m | Reduced -24.2k |
| Parkman Healthcare Partners LLC 3.41% of their portfolio | 156.6k $32.9m | Added +15.7k |
| Vanguard Global Advisers, LLC 0.02% of their portfolio | 154.5k $32.4m | First filing |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 153.4k $32.2m | Added +56.1k |
| AMI ASSET MANAGEMENT CORP 2.01% of their portfolio | 150.3k $31.5m | Reduced -5.0k |
| AustralianSuper Pty Ltd 0.16% of their portfolio | 145.1k $30.5m | Reduced -171.7k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 144.8k $30.4m | Added +53.7k |
| Eversept Partners, LP 1.99% of their portfolio | 143.5k $30.1m | Added +68.8k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 143.5k $30.1m | Added +9.8k |
| TD Asset Management Inc 0.02% of their portfolio | 140.8k $29.5m | Added +96.7k |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 0.84% of their portfolio | 139.4k $29.3m | Added +26.3k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio | 139.1k $29.2m | Reduced -6.7k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 133.6k $28.0m | Added +105.6k |
| Baird Financial Group, Inc. 0.04% of their portfolio | 133.4k $28.0m | Added +10.4k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 132.5k $27.8m | Added +58.2k |
| BARCLAYS PLC 0.01% of their portfolio | 128.5k $27.0m | Reduced -97.4k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.02% of their portfolio | 121.4k $25.5m | First filing |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 118.6k $24.9m | Reduced -10.1k |
| SEB Asset Management AB 0.11% of their portfolio | 117.7k $24.7m | First filing |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 114.2k $24.0m | Reduced -3.3k |
| BLAIR WILLIAM & CO/IL 0.07% of their portfolio | 112.6k $23.6m | Reduced -18.8k |
| Hudson Bay Capital Management LP 0.14% of their portfolio | 110.0k $23.1m | Added +30.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 107.8k $22.6m | Reduced -3.5k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.07% of their portfolio | 107.7k $22.6m | Reduced -27.1k |
| TREMBLANT CAPITAL GROUP 0.72% of their portfolio | 107.2k $22.5m | Reduced -1.2k |
| CONGRESS ASSET MANAGEMENT CO 0.16% of their portfolio | 105.2k $22.1m | Added +4.7k |