Baillie Gifford & Co’s Insulet PODD Stock Holding History

Baillie Gifford & Co’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	$311M	Buy	2,042,313 +12,821	+0.6%	+$2.14M	0.28%	76
2026 Q1	$426M	Sell	2,029,492 -18,877	-0.9%	-$4.74M	0.44%	49
2025 Q4	$582M	Sell	2,048,369 -43,329	-2%	-$13.5M	0.48%	45
2025 Q3	$646M	Sell	2,091,698 -43,370	-2%	-$13.6M	0.48%	42
2025 Q2	$671M	Sell	2,135,068 -115,687	-5%	-$33.4M	0.5%	37
2025 Q1	$591M	Sell	2,250,755 -104,928	-4%	-$28.4M	0.52%	41
2024 Q4	$615M	Buy	2,355,683 +79,982	+4%	+$20.1M	0.47%	45
2024 Q3	$530M	Buy	2,275,701 +389,639	+21%	+$80M	0.4%	52
2024 Q2	$381M	Buy	1,886,062 +443,783	+31%	+$80M	0.3%	67
2024 Q1	$247M	Buy	1,442,279 +229,520	+19%	+$42.8M	0.19%	91
2023 Q4	$263M	Buy	+1,212,759	New	+$208M	0.21%	89

Other funds holding PODD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co's PODD Position: Q2 2026 in Review

Baillie Gifford & Co increased its Insulet (PODD) stake by 0.63% in Q2 2026, buying an estimated $2.14M and bringing the position to 2,042,313 shares worth $311M. The position accounts for 0.28% of the portfolio, ranked #76.

Baillie Gifford & Co first reported a position in PODD in Q4 2023 and has held it in 11 quarters since. The position peaked at $671M in Q2 2025. 726 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

Baillie Gifford & Co held 2,042,313 shares of Insulet worth $311M as of Q2 2026.
Baillie Gifford & Co bought 12,821 Insulet shares in Q2 2026, an estimated $2.14M.
Insulet made up 0.28% of Baillie Gifford & Co's portfolio in Q2 2026, its #76 holding.
Baillie Gifford & Co first reported a position in Insulet in Q4 2023 and has held it in 11 quarters since.
Baillie Gifford & Co's Insulet position peaked at $671M in Q2 2025.
726 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

Based on Baillie Gifford & Co's 13F filing for Q2 2026, filed 6 Aug 2026.