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 ($61.5m this quarter). Holder counts are more reliable. Shares outstanding: 69.4m as of 2026-07-29, 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 ≈ $152.63. Options: 16 managers hold calls ($23.8m notional), 12 hold puts ($25.8m).
Trends to Q2 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 |
| Q2 2026 | 728 |
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 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 |
| Q2 2026 | 410 | 388 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $110.9m | $196.1m | 1.77 |
| Q4 2025 | $84.1m | $81.6m | 0.97 |
| Q1 2026 | $35.7m | $14.7m | 0.41 |
| Q2 2026 | $23.8m | $25.8m | 1.09 |
Biggest buyers
| TWO SIGMA INVESTMENTS, LP | Added | +1.1m |
| AQR CAPITAL MANAGEMENT LLC | Added | +856.4k |
| CITADEL ADVISORS LLC | Added | +643.3k |
| Vestal Point Capital, LP | Added | +619.4k |
| Invesco Ltd. | Added | +598.1k |
| MILLENNIUM MANAGEMENT LLC | Added | +566.8k |
| Soleus Capital Management, L.P. | Added | +486.5k |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Added | +450.0k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Added | +351.0k |
| MORGAN STANLEY | Added | +333.1k |
Biggest sellers
| FMR LLC | Reduced | -3.0m |
| Capital Research Global Investors | Reduced | -1.5m |
| AMERICAN CENTURY COMPANIES INC | Reduced | -1.5m |
| MARSHALL WACE, LLP | Sold out | -606.5k |
| Artisan Partners Limited Partnership | Reduced | -432.7k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -427.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -374.1k |
| T. Rowe Price Investment Management, Inc. | Reduced | -303.6k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -223.9k |
| SG Americas Securities, LLC | Reduced | -217.1k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $5.3m34.8k shares |
| IMC-Chicago, LLC | Added | $4.4m28.7k shares |
| JANE STREET GROUP, LLC | Added | $4.2m27.8k shares |
| Squarepoint Ops LLC | New | $2.1m13.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.8m11.7k shares |
| Walleye Capital LLC | New | $1.1m7.1k shares |
| TUDOR INVESTMENT CORP ET AL | New | $959.2k6.3k shares |
| Point72 Asset Management, L.P. | Added | $959.2k6.3k shares |
| UBS Group AG | New | $729.0k4.8k shares |
| CSS LLC/IL | New | $685.1k4.5k shares |
Biggest puts
| SG Americas Securities, LLC | Reduced | $4.7m85.0k shares |
| CITADEL ADVISORS LLC | Added | $4.6m30.2k shares |
| IMC-Chicago, LLC | Added | $3.6m23.4k shares |
| D. E. Shaw & Co., Inc. | New | $3.3m21.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.1m20.6k shares |
| JANE STREET GROUP, LLC | Added | $3.0m20.0k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Added | $1.7m10.9k shares |
| Point72 Asset Management, L.P. | New | $1.2m7.9k shares |
| TUDOR INVESTMENT CORP ET AL | New | $319.7k2.1k shares |
| Walleye Capital LLC | New | $213.2k1.4k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2026 | 2 | $897.9k | 1 | $59.9k | — |
| Q3 2026 | 1 | $162.2k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-21 | McEvoy Ashley President and CEO, director | Bought | $162.2k1.1k shares |
| 2026-06-03 | WEATHERMAN ELIZABETH H Director | Bought | $497.5k3.5k shares |
| 2026-06-03 | STONESIFER TIMOTHY C. Director | Bought | $400.4k2.8k shares |
| 2026-06-03 | BORIO LUCIANA Director | Sold | $59.9k418 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 6.7m $1.0bn | Added +314.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 4.5m $689.0m | Reduced -53.9k |
| STATE STREET CORP 0.01% of their portfolio | 3.2m $486.8m | Added +155.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 3.1m $468.3m | Reduced -374.1k |
| AQR CAPITAL MANAGEMENT LLC 0.13% of their portfolio | 2.5m $373.8m | Added +856.4k |
| BAILLIE GIFFORD & CO 0.28% of their portfolio | 2.0m $310.9m | Added +12.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 2.0m $304.0m | Reduced -21.8k |
| TWO SIGMA INVESTMENTS, LP 0.22% of their portfolio | 1.9m $289.8m | Added +1.1m |
| Invesco Ltd. 0.02% of their portfolio | 1.7m $258.0m | Added +598.1k |
| T. Rowe Price Investment Management, Inc. 0.15% of their portfolio | 1.5m $230.2m | Reduced -303.6k |
| MORGAN STANLEY 0.01% of their portfolio | 1.5m $225.2m | Added +333.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.10% of their portfolio | 1.5m $224.0m | Added +241.1k |
| Clearbridge Investments, LLC 0.17% of their portfolio | 1.3m $200.9m | Reduced -1.6k |
| Soleus Capital Management, L.P. 5.50% of their portfolio | 1.0m $159.7m | Added +486.5k |
| NORGES BANK 0.02% of their portfolio | 1.0m $159.6m | Not comparable |
| JUPITER ASSET MANAGEMENT LTD 0.78% of their portfolio | 1.0m $156.3m | Added +316.8k |
| FMR LLC 0.01% of their portfolio | 964.3k $146.8m | Reduced -3.0m |
| MILLENNIUM MANAGEMENT LLC 0.09% of their portfolio | 865.4k $131.8m | Added +566.8k |
| FIL Ltd 0.09% of their portfolio | 840.0k $127.9m | Reduced -172.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 818.3k $124.6m | Reduced -45.7k |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 796.7k $121.3m | Added +643.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 773.4k $117.7m | Reduced -22.0k |
| FEDERATED HERMES, INC. 0.15% of their portfolio | 702.2k $106.9m | Reduced -11.7k |
| Vestal Point Capital, LP 2.38% of their portfolio | 670.0k $102.0m | Added +619.4k |
| Qube Research & Technologies Ltd 0.11% of their portfolio | 664.0k $101.1m | Added +22.3k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 649.9k $98.9m | Reduced -43.9k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.88% of their portfolio | 622.5k $94.8m | Added +450.0k |
| NORDEA INVESTMENT MANAGEMENT AB 0.08% of their portfolio | 618.2k $95.2m | Added +60.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 597.9k $91.0m | Added +54.1k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 595.1k $94.4m | Added +308.0k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 547.6k $83.4m | Added +178.4k |
| UBS Group AG 0.01% of their portfolio | 543.0k $82.7m | Added +97.1k |
| Man Group plc 0.14% of their portfolio | 517.2k $78.7m | Reduced -199.2k |
| Amundi 0.02% of their portfolio | 507.8k $77.3m | Added +60.9k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 506.4k $77.1m | Added +202.3k |
| Alecta Tjanstepension Omsesidigt 0.30% of their portfolio | 469.4k $71.5m | Added +75.1k |
| ACADIAN ASSET MANAGEMENT LLC 0.08% of their portfolio | 446.4k $67.9m | Added +189.8k |
| Vinva Investment Management Ltd 0.46% of their portfolio | 430.5k $68.5m | Added +201.6k |
| D. E. Shaw & Co., Inc. 0.04% of their portfolio | 426.5k $64.9m | Added +292.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 426.4k $64.9m | Added +30.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 398.1k $60.6m | Added +14.7k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 398.0k $60.6m | Reduced -8.1k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.08% of their portfolio | 367.7k $56.0m | Reduced -25.5k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.18% of their portfolio | 352.7k $53.7m | Added +351.0k |
| Stephens Investment Management Group LLC 0.55% of their portfolio | 337.7k $51.4m | Added +160.0k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 336.0k $51.2m | Reduced -5.7k |
| Quantinno Capital Management LP 0.06% of their portfolio | 316.9k $48.3m | Added +92.0k |
| Legal & General Group Plc 0.01% of their portfolio | 311.5k $47.4m | Reduced -14.6k |
| Nuveen, LLC 0.01% of their portfolio | 289.8k $44.1m | Reduced -9.0k |
| Aberdeen Group plc 0.06% of their portfolio | 287.8k $43.8m | Added +43.1k |
| Jupiter Topco LLC 0.02% of their portfolio | 275.3k $41.9m | First filing |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.18% of their portfolio | 273.7k $41.7m | Added +189.9k |
| Squarepoint Ops LLC 0.08% of their portfolio | 267.6k $40.7m | Added +246.3k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.14% of their portfolio | 266.7k $40.6m | Reduced -196.7k |
| Artisan Partners Limited Partnership 0.06% of their portfolio | 260.2k $39.6m | Reduced -432.7k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 249.2k $37.9m | Reduced -8.5k |
| Allianz Asset Management GmbH 0.05% of their portfolio | 247.1k $51.9m | Unchanged |
| Chicago Capital, LLC 0.89% of their portfolio | 241.8k $36.8m | Added +39.6k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 240.9k $36.7m | Reduced -58.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 239.7k $36.5m | Added +14.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 221.2k $33.7m | Added +135.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 214.3k $32.6m | Reduced -68.3k |
| NOMURA ASSET MANAGEMENT CO LTD 0.07% of their portfolio | 212.3k $32.3m | Added +24.4k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.12% of their portfolio | 206.0k $31.4m | Added +20.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 202.1k $30.8m | Reduced -223.9k |
| Swiss National Bank 0.02% of their portfolio | 195.3k $29.7m | Reduced -11.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 186.3k $28.4m | Added +42.8k |
| PARNASSUS INVESTMENTS, LLC 0.07% of their portfolio | 177.8k $27.1m | Added +8.8k |
| Defilade Capital Management, L.P. 3.61% of their portfolio | 176.9k $26.9m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 173.5k $26.4m | Added +13.4k |
| Capital World Investors 0.00% of their portfolio | 172.7k $26.3m | Added +4.7k |
| Robeco Institutional Asset Management B.V. 0.03% of their portfolio | 172.5k $26.3m | Reduced -8.2k |
| Caisse de depot et placement du Quebec 0.04% of their portfolio | 170.3k $25.9m | Added +168.9k |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 169.3k $25.8m | Reduced -88.5k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 166.0k $25.3m | Reduced -10.0k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 165.2k $25.2m | Added +7.7k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 165.0k $25.1m | Added +132.5k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 163.8k $25.0m | Added +31.3k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% of their portfolio | 160.4k $24.4m | Reduced -2.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 160.0k $24.4m | Reduced -6.5k |
| CITIGROUP INC 0.01% of their portfolio | 158.9k $24.2m | Added +92.4k |
| Bridgewater Associates, LP 0.10% of their portfolio | 156.4k $23.8m | Added +121.1k |
| TREMBLANT CAPITAL GROUP 0.68% of their portfolio | 156.1k $23.8m | Added +48.9k |
| Capital Research Global Investors 0.00% of their portfolio | 155.3k $23.6m | Reduced -1.5m |
| Hudson Bay Capital Management LP 0.11% of their portfolio | 155.0k $23.6m | Added +45.0k |
| Candriam S.C.A. 0.10% of their portfolio | 151.1k $23.0m | Added +105.3k |
| PFA Pension, Forsikringsaktieselskab 0.06% of their portfolio | 149.3k $22.7m | Added +109.7k |
| Vanguard Global Advisers, LLC 0.01% of their portfolio | 149.0k $22.7m | Reduced -5.5k |
| Eversept Partners, LP 1.24% of their portfolio | 148.8k $22.7m | Added +5.3k |
| Korea Investment CORP 0.04% of their portfolio | 145.7k $22.2m | Added +105.6k |
| ALGERT GLOBAL LLC 0.26% of their portfolio | 144.6k $22.0m | Added +62.3k |
| CAPITAL FUND MANAGEMENT S.A. 0.16% of their portfolio | 144.3k $22.0m | Added +114.5k |
| TUDOR INVESTMENT CORP ET AL 0.09% of their portfolio | 140.2k $21.3m | New |
| DF DENT & CO INC 0.40% of their portfolio | 138.2k $21.0m | New |
| SEI INVESTMENTS CO 0.02% of their portfolio | 136.4k $20.8m | Reduced -20.2k |
| Parkman Healthcare Partners LLC 2.05% of their portfolio | 131.4k $20.0m | Reduced -25.2k |
| AMI ASSET MANAGEMENT CORP 1.14% of their portfolio | 129.8k $19.8m | Reduced -20.5k |
| Bellevue Group AG 0.41% of their portfolio | 127.5k $19.4m | Reduced -36.2k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 127.1k $19.4m | Added +5.7k |
| TD Asset Management Inc 0.02% of their portfolio | 124.2k $18.9m | Reduced -16.6k |