First Turn Management’s Insulet PODD Stock Holding History

First Turn 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	-51,408	Closed	-$16.2M	–	36
2025 Q2	$16.2M	Buy	51,408 +2,058	+4%	+$594K	3.01%	13
2025 Q1	$13M	Buy	+49,350	New	+$13.4M	2.61%	19
2024 Q1	–	Sell	-115,366	Closed	-$25M	–	36
2023 Q4	$25M	Buy	+115,366	New	+$19.8M	3.59%	10

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 Turn Management's PODD Position: Q3 2025 in Review

First Turn Management sold out of Insulet (PODD) in Q3 2025, closing a stake of 51,408 shares — an estimated $16.2M sold.

First Turn Management first reported a position in PODD in Q4 2023 and held it in 3 quarters. The position peaked at $25M in Q4 2023. 812 funds tracked by Wall St. Rank hold PODD as of Q3 2025.

First Turn Management reported no remaining Insulet position as of Q3 2025 after selling out during the quarter.
First Turn Management sold 51,408 Insulet shares in Q3 2025, an estimated $16.2M.
First Turn Management first reported a position in Insulet in Q4 2023 and held it in 3 quarters.
First Turn Management's Insulet position peaked at $25M in Q4 2023.
812 funds tracked by Wall St. Rank held Insulet as of Q3 2025.

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