Hudson Bay Capital Management
PODD icon

Hudson Bay Capital Management’s Insulet PODD Stock Holding History

Hudson Bay Capital 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
2026
Q2 		$23.6M Buy
155,000
+45,000
+41% +$7.5M 0.06% 200
2026
Q1 		$23.1M Buy
110,000
+30,000
+38% +$7.54M 0.08% 175
2025
Q4 		$22.7M Buy
80,000
+67,496
+540% +$21.1M 0.07% 211
2025
Q3 		$3.86M Buy
+12,504
New +$3.92M 0.01% 619
2023
Q4 		– Sell
-27,500
Closed -$4.39M – 860
2023
Q3 		$4.39M Buy
+27,500
New +$6.16M 0.03% 321

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 $3.38T AUM 44.17% 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

Hudson Bay Capital Management's PODD Position: Q2 2026 in Review

Hudson Bay Capital Management increased its Insulet (PODD) stake by 41% in Q2 2026, buying an estimated $7.5M and bringing the position to 155,000 shares worth $23.6M. The position accounts for 0.06% of the portfolio, ranked #200.

Hudson Bay Capital Management first reported a position in PODD in Q3 2023 and has held it in 5 quarters since. 731 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

  • Hudson Bay Capital Management held 155,000 shares of Insulet worth $23.6M as of Q2 2026.
  • Hudson Bay Capital Management bought 45,000 Insulet shares in Q2 2026, an estimated $7.5M.
  • Insulet made up 0.06% of Hudson Bay Capital Management's portfolio in Q2 2026, its #200 holding.
  • Hudson Bay Capital Management first reported a position in Insulet in Q3 2023 and has held it in 5 quarters since.
  • 731 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

Based on Hudson Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.