Balyasny Asset Management
PODD icon

Balyasny Asset Management’s Insulet PODD Stock Holding History

Balyasny Asset 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
Q1 		$2.36M Buy
11,239
+9,823
+694% +$2.47M ﹤0.01% 1710
2025
Q4 		$402K Buy
+1,416
New +$443K ﹤0.01% 2615
2025
Q3 		– Sell
-79,441
Closed -$24.9M – 3361
2025
Q2 		$25M Buy
79,441
+78,131
+5,964% +$22.5M 0.04% 579
2025
Q1 		$344K Buy
+1,310
New +$355K ﹤0.01% 2403
2024
Q3 		– Sell
-177,741
Closed -$36.5M – 3071
2024
Q2 		$35.9M Buy
+177,741
New +$32M 0.06% 393
2024
Q1 		– Sell
-44,932
Closed -$9.75M – 3007
2023
Q4 		$9.75M Buy
44,932
+40,881
+1,009% +$7.01M 0.02% 876
2023
Q3 		$646K Buy
+4,051
New +$907K ﹤0.01% 1678
2023
Q1 		– Sell
-141
Closed -$41.5K – 3043
2022
Q4 		$41.5K Sell
141
-138,985
-100% -$38.3M ﹤0.01% 2371
2022
Q3 		$31.9M Buy
+139,126
New +$34.8M 0.1% 273
2021
Q2 		– Sell
-61,411
Closed -$16M – 2271
2021
Q1 		$16M Sell
61,411
-57,028
-48% -$15.3M 0.08% 341
2020
Q4 		$30.3M Buy
118,439
+19,433
+20% +$4.82M 0.17% 163
2020
Q3 		$23.4M Sell
99,006
-21,525
-18% -$4.53M 0.17% 158
2020
Q2 		$23.4M Buy
120,531
+39,323
+48% +$7.52M 0.2% 134
2020
Q1 		$13.5M Buy
+81,208
New +$14.8M 0.16% 182
2019
Q4 		– Sell
-7,472
Closed -$1.23M – 1415
2019
Q3 		$1.23M Buy
7,472
+142
+2% +$20K 0.01% 790
2019
Q2 		$875K Sell
7,330
-50,988
-87% -$5.23M 0.01% 1116
2019
Q1 		$5.54M Sell
58,318
-1,682
-3% -$144K 0.04% 546
2018
Q4 		$4.76M Sell
60,000
-59,237
-50% -$5.01M 0.03% 515
2018
Q3 		$12.6M Sell
119,237
-70,499
-37% -$6.6M 0.06% 414
2018
Q2 		$16.3M Sell
189,736
-187,458
-50% -$16.8M 0.07% 360
2018
Q1 		$32.7M Sell
377,194
-199,422
-35% -$15.5M 0.14% 207
2017
Q4 		$39.8M Buy
576,616
+371,703
+181% +$24.4M 0.12% 212
2017
Q3 		$11.3M Buy
204,913
+176,820
+629% +$9.65M 0.04% 464
2017
Q2 		$1.44M Buy
+28,093
New +$1.22M 0.01% 1004

Other funds holding PODD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Balyasny Asset Management's PODD Position: Q1 2026 in Review

Balyasny Asset Management increased its Insulet (PODD) stake by 694% in Q1 2026, buying an estimated $2.47M and bringing the position to 11,239 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Balyasny Asset Management first reported a position in PODD in Q2 2017 and has held it in 24 quarters since. The position peaked at $39.8M in Q4 2017. 784 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

  • Balyasny Asset Management held 11,239 shares of Insulet worth $2.36M as of Q1 2026.
  • Balyasny Asset Management bought 9,823 Insulet shares in Q1 2026, an estimated $2.47M.
  • Insulet made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1710 holding.
  • Balyasny Asset Management first reported a position in Insulet in Q2 2017 and has held it in 24 quarters since.
  • Balyasny Asset Management's Insulet position peaked at $39.8M in Q4 2017.
  • 784 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.