ACM
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American Capital Management’s Insulet PODD Stock Holding History

American Capital Management’s Portfolio PODD Stock Details PODD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.48M Buy
29,455
+10,180
+53% +$1.7M 0.2% 52
2026
Q1 		$4.04M Buy
19,275
+385
+2% +$96.8K 0.22% 53
2025
Q4 		$5.37M Sell
18,890
-140
-0.7% -$43.8K 0.24% 48
2025
Q3 		$5.88M Buy
19,030
+1,715
+10% +$537K 0.23% 49
2025
Q2 		$5.44M Buy
17,315
+415
+2% +$120K 0.23% 47
2025
Q1 		$4.44M Buy
16,900
+2,100
+14% +$568K 0.18% 47
2024
Q4 		$3.86M Hold
14,800
– – 0.14% 48
2024
Q3 		$3.44M Buy
14,800
+3,197
+28% +$656K 0.11% 49
2024
Q2 		$2.34M Buy
11,603
+170
+1% +$30.6K 0.08% 53
2024
Q1 		$1.96M Sell
11,433
-332
-3% -$61.9K 0.06% 53
2023
Q4 		$2.55M Buy
+11,765
New +$2.02M 0.09% 54

Other funds holding PODD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

American Capital Management's PODD Position: Q2 2026 in Review

American Capital Management increased its Insulet (PODD) stake by 53% in Q2 2026, buying an estimated $1.7M and bringing the position to 29,455 shares worth $4.48M. The position accounts for 0.2% of the portfolio, ranked #52.

American Capital Management first reported a position in PODD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.88M in Q3 2025. 731 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

  • American Capital Management held 29,455 shares of Insulet worth $4.48M as of Q2 2026.
  • American Capital Management bought 10,180 Insulet shares in Q2 2026, an estimated $1.7M.
  • Insulet made up 0.2% of American Capital Management's portfolio in Q2 2026, its #52 holding.
  • American Capital Management first reported a position in Insulet in Q4 2023 and has held it in 11 quarters since.
  • American Capital Management's Insulet position peaked at $5.88M in Q3 2025.
  • 731 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

Based on American Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.