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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $153.77 M.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $74.48 M net inflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 171.9%. Conversely, Jefferies Group reduced exposure by 31.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Insulet Corporation (PODD)
Major holders include Cliff Asness ($130.5 M), Renaissance Technologies (RenTech) ($86.21 M), Ray Dalio ($16.3 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 917,444 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $74.48 M, with 6 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited PODD. The total reported sell value was $24.9 M.
Yes, 1 managers opened new positions in PODD, and 5 increased their existing holdings. The total reported buy value was $99.39 M.
