First Light Asset Management’s Insulet PODD Stock Holding History

First Light 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 Q2	–	Sell	-17,022	Closed	-$4.47M	–	42
2025 Q1	$4.47M	Sell	17,022 -16,799	-50%	-$4.55M	0.51%	33
2024 Q4	$8.83M	Sell	33,821 -125,261	-79%	-$31.5M	0.84%	31
2024 Q3	$37M	Sell	159,082 -56,555	-26%	-$11.6M	3.08%	16
2024 Q2	$43.5M	Buy	215,637 +64,373	+43%	+$11.6M	3.81%	8
2024 Q1	$25.9M	Buy	+151,264	New	+$28.2M	1.99%	22

Other funds holding PODD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Light Asset Management's PODD Position: Q2 2025 in Review

First Light Asset Management sold out of Insulet (PODD) in Q2 2025, closing a stake of 17,022 shares — an estimated $4.47M sold.

First Light Asset Management first reported a position in PODD in Q1 2024 and held it in 5 quarters. The position peaked at $43.5M in Q2 2024. 796 funds tracked by Wall St. Rank hold PODD as of Q2 2025.

First Light Asset Management reported no remaining Insulet position as of Q2 2025 after selling out during the quarter.
First Light Asset Management sold 17,022 Insulet shares in Q2 2025, an estimated $4.47M.
First Light Asset Management first reported a position in Insulet in Q1 2024 and held it in 5 quarters.
First Light Asset Management's Insulet position peaked at $43.5M in Q2 2024.
796 funds tracked by Wall St. Rank held Insulet as of Q2 2025.

Based on First Light Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.