Dmitry Balyasny’s Insulet PODD Stock Holding History

Dmitry Balyasny’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	–	Sell	-1,900	Closed	-$540K	–	3390
2025 Q4	$540K	Buy	1,900 +400	+27%	+$125K	﹤0.01%	2489
2025 Q3	$463K	Sell	1,500 -700	-32%	-$219K	﹤0.01%	2426
2025 Q2	$691K	Sell	2,200 -1,200	-35%	-$346K	﹤0.01%	2177
2025 Q1	$893K	Buy	3,400 +400	+13%	+$108K	﹤0.01%	2043
2024 Q4	$783K	Sell	3,000 -15,500	-84%	-$3.9M	﹤0.01%	2042
2024 Q3	$4.31M	Buy	18,500 +13,500	+270%	+$2.77M	0.01%	1328
2024 Q2	$1.01M	Buy	+5,000	New	+$901K	﹤0.01%	1789
2023 Q4	–	Sell	-63,400	Closed	-$10.1M	–	2812
2023 Q3	$10.1M	Buy	+63,400	New	+$14.2M	0.02%	843

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

Dmitry Balyasny's PODD Position: Q2 2026 in Review

Dmitry Balyasny increased its Insulet (PODD) stake by 502% in Q2 2026, buying an estimated $9.41M and bringing the position to 67,714 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #1047.

Dmitry Balyasny first reported a position in PODD in Q2 2017 and has held it in 25 quarters since. The position peaked at $39.8M in Q4 2017. 720 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

Dmitry Balyasny held 67,714 shares of Insulet worth $10.3M as of Q2 2026.
Dmitry Balyasny bought 56,475 Insulet shares in Q2 2026, an estimated $9.41M.
Insulet made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1047 holding.
Dmitry Balyasny first reported a position in Insulet in Q2 2017 and has held it in 25 quarters since.
Dmitry Balyasny's Insulet position peaked at $39.8M in Q4 2017.
720 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.