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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Hudson Bay Capital Management's PODD Position: Q1 2026 in Review

Hudson Bay Capital Management increased its Insulet (PODD) stake by 38% in Q1 2026, buying an estimated $7.54M and bringing the position to 110,000 shares worth $23.1M. The position accounts for 0.08% of the portfolio, ranked #175.

Hudson Bay Capital Management first reported a position in PODD in Q3 2023 and has held it in 4 quarters since. 785 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

  • Hudson Bay Capital Management held 110,000 shares of Insulet worth $23.1M as of Q1 2026.
  • Hudson Bay Capital Management bought 30,000 Insulet shares in Q1 2026, an estimated $7.54M.
  • Insulet made up 0.08% of Hudson Bay Capital Management's portfolio in Q1 2026, its #175 holding.
  • Hudson Bay Capital Management first reported a position in Insulet in Q3 2023 and has held it in 4 quarters since.
  • 785 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on Hudson Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.