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
2025 Q4	–	Sell	-2,100	Closed	-$648K	–	3468
2025 Q3	$648K	Sell	2,100 -3,300	-61%	-$1.03M	﹤0.01%	2282
2025 Q2	$1.7M	Sell	5,400 -1,200	-18%	-$346K	﹤0.01%	1816
2025 Q1	$1.73M	Sell	6,600 -14,700	-69%	-$3.98M	﹤0.01%	1765
2024 Q4	$5.56M	Buy	21,300 +5,000	+31%	+$1.26M	0.01%	1225
2024 Q3	$3.79M	Buy	16,300 +8,900	+120%	+$1.83M	0.01%	1390
2024 Q2	$1.49M	Buy	+7,400	New	+$1.33M	﹤0.01%	1632
2023 Q1	–	Sell	-34,800	Closed	-$10.2M	–	3044
2022 Q4	$10.2M	Buy	+34,800	New	+$9.6M	0.03%	746

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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.