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Insulet Corporation

PODD Healthcare
$149.01 +$0.89 (0.60%)
Market Cap: $10.33 B
Gurus Holding
7
Popularity Rank
#984
% of Shares Held
4.53%
Net Activity (Q2 2026)
+$152.01 M

Guru Ownership Trend

Guru Analysis for Insulet Corporation (PODD)

Insulet Corporation (PODD), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $468.29 M.

Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $152.01 M net inflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 428.6%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 52.6%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$186.33 M
Total Buy Value
New Buys 1
Additions 4
-$34.31 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
5

FAQs for Insulet Corporation (PODD)

Major holders include Cliff Asness ($373.79 M), Renaissance Technologies (RenTech) ($30.77 M), Ray Dalio ($23.81 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 3.14 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $152.01 M, with 5 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited PODD. The total reported sell value was $34.31 M.

Yes, 1 managers opened new positions in PODD, and 4 increased their existing holdings. The total reported buy value was $186.33 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.13% Add 53.6% 2,455,135 $373.79 M Q2 2026
0.04% Reduce -52.6% 202,083 $30.77 M Q2 2026
0.10% Add 342.6% 156,413 $23.81 M Q2 2026
0.03% New Buy 140,151 $21.34 M Q2 2026
0.03% Add 376.4% 84,705 $12.9 M Q2 2026
0.00% Reduce -2.6% 55,746 $8.49 M Q2 2026
0.05% Add 428.6% 48,416 $7.37 M Q2 2026
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