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Bayesian Capital Management’s Insulet PODD Stock Holding History

Bayesian 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
2025
Q3 		– Sell
-12,400
Closed -$3.9M – 749
2025
Q2 		$3.9M Buy
+12,400
New +$3.58M 0.62% 33
2025
Q1 		– Sell
-7,932
Closed -$2.07M – 889
2024
Q4 		$2.07M Buy
+7,932
New +$2M 0.25% 120
2024
Q3 		– Sell
-3,300
Closed -$666K – 969
2024
Q2 		$666K Buy
+3,300
New +$595K 0.08% 306
2023
Q3 		– Sell
-1,332
Closed -$384K – 923
2023
Q2 		$384K Sell
1,332
-10,832
-89% -$3.29M 0.04% 466
2023
Q1 		$3.88M Buy
12,164
+7,600
+167% +$2.25M 0.48% 46
2022
Q4 		$1.34M Buy
+4,564
New +$1.26M 0.2% 122
2020
Q2 		– Sell
-2,090
Closed -$346K – 726
2020
Q1 		$346K Sell
2,090
-16,523
-89% -$3.02M 0.07% 406
2019
Q4 		$3.19M Buy
18,613
+11,000
+144% +$1.83M 0.54% 29
2019
Q3 		$1.26M Buy
7,613
+4,669
+159% +$656K 0.24% 107
2019
Q2 		$351K Buy
+2,944
New +$302K 0.07% 333
2018
Q3 		– Sell
-4,531
Closed -$388K – 762
2018
Q2 		$388K Buy
+4,531
New +$406K 0.09% 329
2018
Q1 		– Sell
-13,000
Closed -$897K – 769
2017
Q4 		$897K Buy
13,000
+3,800
+41% +$249K 0.18% 188
2017
Q3 		$507K Buy
+9,200
New +$502K 0.12% 261
2017
Q1 		– Sell
-20,902
Closed -$788K – 641
2016
Q4 		$788K Buy
20,902
+12,802
+158% +$477K 0.2% 193
2016
Q3 		$332K Sell
8,100
-1,100
-12% -$43.5K 0.22% 169
2016
Q2 		$278K Buy
9,200
+2,100
+30% +$65.3K 0.17% 251
2016
Q1 		$235K Sell
7,100
-900
-11% -$28.3K 0.22% 232
2015
Q4 		$302K Buy
+8,000
New +$269K 0.43% 98

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bayesian Capital Management's PODD Position: Q3 2025 in Review

Bayesian Capital Management sold out of Insulet (PODD) in Q3 2025, closing a stake of 12,400 shares — an estimated $3.9M sold.

Bayesian Capital Management first reported a position in PODD in Q4 2015 and held it in 18 quarters. The position peaked at $3.9M in Q2 2025. 813 funds tracked by Wall St. Rank hold PODD as of Q3 2025.

  • Bayesian Capital Management reported no remaining Insulet position as of Q3 2025 after selling out during the quarter.
  • Bayesian Capital Management sold 12,400 Insulet shares in Q3 2025, an estimated $3.9M.
  • Bayesian Capital Management first reported a position in Insulet in Q4 2015 and held it in 18 quarters.
  • Bayesian Capital Management's Insulet position peaked at $3.9M in Q2 2025.
  • 813 funds tracked by Wall St. Rank held Insulet as of Q3 2025.

Based on Bayesian Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.