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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
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.