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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $339.32 M.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $256.48 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 248.2%. Conversely, Ray Dalio reduced exposure by 38.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Insulet Corporation (PODD)
Major holders include Cliff Asness ($335.48 M), Renaissance Technologies (RenTech) ($89.39 M), Ken Fisher ($12 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.14 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $256.48 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited PODD. The total reported sell value was $9.34 M.
Yes, 0 managers opened new positions in PODD, and 3 increased their existing holdings. The total reported buy value was $265.83 M.