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Iron Triangle Partners’s Insulet PODD Stock Holding History

Iron Triangle Partners’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
-68,041
Closed -$21.4M – 35
2025
Q2 		$21.4M Sell
68,041
-37,988
-36% -$11M 3.28% 13
2025
Q1 		$27.8M Sell
106,029
-47,985
-31% -$13M 4.39% 8
2024
Q4 		$40.2M Buy
154,014
+44,014
+40% +$11.1M 4.43% 10
2024
Q3 		$25.6M Sell
110,000
-154,041
-58% -$31.6M 3.55% 13
2024
Q2 		$53.3M Buy
+264,041
New +$47.6M 5.42% 8
2022
Q4 		– Sell
-80,000
Closed -$18.4M – 33
2022
Q3 		$18.4M Buy
+80,000
New +$20M 3.21% 13

Other funds holding PODD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Iron Triangle Partners's PODD Position: Q3 2025 in Review

Iron Triangle Partners sold out of Insulet (PODD) in Q3 2025, closing a stake of 68,041 shares — an estimated $21.4M sold.

Iron Triangle Partners first reported a position in PODD in Q3 2022 and held it in 6 quarters. The position peaked at $53.3M in Q2 2024. 812 funds tracked by Wall St. Rank hold PODD as of Q3 2025.

  • Iron Triangle Partners reported no remaining Insulet position as of Q3 2025 after selling out during the quarter.
  • Iron Triangle Partners sold 68,041 Insulet shares in Q3 2025, an estimated $21.4M.
  • Iron Triangle Partners first reported a position in Insulet in Q3 2022 and held it in 6 quarters.
  • Iron Triangle Partners's Insulet position peaked at $53.3M in Q2 2024.
  • 812 funds tracked by Wall St. Rank held Insulet as of Q3 2025.

Based on Iron Triangle Partners's 13F filing for Q3 2025, filed 14 Nov 2025.