David Shaw’s Insulet PODD Stock Holding History

David Shaw’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	-15,300	Closed	-$4.72M	–	4916
2025 Q3	$4.72M	Buy	+15,300	New	+$4.79M	﹤0.01%	2265
2024 Q2	–	Sell	-28,900	Closed	-$4.95M	–	4777
2024 Q1	$4.95M	Buy	28,900 +27,600	+2,123%	+$5.15M	﹤0.01%	1895
2023 Q4	$282K	Sell	1,300 -2,600	-67%	-$446K	﹤0.01%	3768
2023 Q3	$622K	Buy	+3,900	New	+$873K	﹤0.01%	3338
2022 Q4	–	Sell	-10,000	Closed	-$2.29M	–	5062
2022 Q3	$2.29M	Hold	10,000	–	–	﹤0.01%	2871
2022 Q2	$2.18M	Buy	+10,000	New	+$2.27M	﹤0.01%	2991
2021 Q4	–	Sell	-10,000	Closed	-$2.84M	–	5647
2021 Q3	$2.84M	Hold	10,000	–	–	﹤0.01%	2676
2021 Q2	$2.75M	Buy	+10,000	New	+$2.72M	﹤0.01%	2614
2020 Q4	–	Sell	-27,300	Closed	-$6.46M	–	4116
2020 Q3	$6.46M	Hold	27,300	–	–	0.01%	1522
2020 Q2	$5.3M	Sell	27,300 -3,900	-13%	-$746K	0.01%	1632
2020 Q1	$5.17M	Buy	31,200 +12,800	+70%	+$2.34M	0.01%	1439
2019 Q4	$3.15M	Buy	+18,400	New	+$3.07M	﹤0.01%	2111
2018 Q4	–	Sell	-17,000	Closed	-$1.8M	–	3936
2018 Q3	$1.8M	Hold	17,000	–	–	﹤0.01%	2269
2018 Q2	$1.46M	Buy	+17,000	New	+$1.52M	﹤0.01%	2448
2014 Q2	–	Sell	-5,000	Closed	-$237K	–	4456
2014 Q1	$237K	Buy	+5,000	New	+$221K	﹤0.01%	4021

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

David Shaw's PODD Position: Q2 2026 in Review

David Shaw increased its Insulet (PODD) stake by 219% in Q2 2026, buying an estimated $48.8M and bringing the position to 426,520 shares worth $64.9M. The position accounts for 0.03% of the portfolio, ranked #633.

David Shaw first reported a position in PODD in Q2 2013 and has held it in 46 quarters since. The position peaked at $151M in Q3 2018. 720 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

David Shaw held 426,520 shares of Insulet worth $64.9M as of Q2 2026.
David Shaw bought 292,923 Insulet shares in Q2 2026, an estimated $48.8M.
Insulet made up 0.03% of David Shaw's portfolio in Q2 2026, its #633 holding.
David Shaw first reported a position in Insulet in Q2 2013 and has held it in 46 quarters since.
David Shaw's Insulet position peaked at $151M in Q3 2018.
720 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.