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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Baillie Gifford & Co's PODD Position: Q1 2026 in Review

Baillie Gifford & Co reduced its Insulet (PODD) stake by 0.92% in Q1 2026, selling an estimated $4.74M and leaving 2,029,492 shares worth $426M. The position accounts for 0.44% of the portfolio, ranked #49.

Baillie Gifford & Co first reported a position in PODD in Q4 2023 and has held it in 10 quarters since. The position peaked at $671M in Q2 2025. 784 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

Baillie Gifford & Co held 2,029,492 shares of Insulet worth $426M as of Q1 2026.
Baillie Gifford & Co sold 18,877 Insulet shares in Q1 2026, an estimated $4.74M.
Insulet made up 0.44% of Baillie Gifford & Co's portfolio in Q1 2026, its #49 holding.
Baillie Gifford & Co first reported a position in Insulet in Q4 2023 and has held it in 10 quarters since.
Baillie Gifford & Co's Insulet position peaked at $671M in Q2 2025.
784 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on Baillie Gifford & Co's 13F filing for Q1 2026, filed 8 May 2026.