IG
PODD icon

Ithaka Group’s Insulet PODD Stock Holding History

Ithaka Group’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 		$5.94M Buy
28,331
+463
+2% +$116K 1.23% 28
2025
Q4 		$7.92M Buy
27,868
+394
+1% +$123K 1.41% 25
2025
Q3 		$8.48M Sell
27,474
-178
-0.6% -$55.8K 1.45% 25
2025
Q2 		$8.69M Sell
27,652
-2,772
-9% -$800K 1.49% 23
2025
Q1 		$7.99M Buy
30,424
+1,389
+5% +$376K 1.63% 23
2024
Q4 		$7.58M Sell
29,035
-786
-3% -$198K 1.4% 27
2024
Q3 		$6.94M Sell
29,821
-468
-2% -$96.1K 1.32% 26
2024
Q2 		$6.11M Sell
30,289
-1,333
-4% -$240K 1.13% 29
2024
Q1 		$5.42M Sell
31,622
-663
-2% -$124K 1.02% 29
2023
Q4 		$7.01M Sell
32,285
-3,439
-10% -$590K 1.38% 26
2023
Q3 		$5.7M Sell
35,724
-156
-0.4% -$34.9K 1.31% 28
2023
Q2 		$10.3M Sell
35,880
-5,638
-14% -$1.71M 2.16% 19
2023
Q1 		$13.2M Sell
41,518
-50,192
-55% -$14.9M 2.79% 16
2022
Q4 		$27M Buy
91,710
+40,366
+79% +$11.1M 3.1% 15
2022
Q3 		$11.8M Sell
51,344
-499
-1% -$125K 2.62% 19
2022
Q2 		$11.3M Sell
51,843
-2,481
-5% -$564K 2.26% 19
2022
Q1 		$14.5M Buy
54,324
+631
+1% +$155K 2% 24
2021
Q4 		$14.3M Sell
53,693
-1,566
-3% -$454K 1.74% 26
2021
Q3 		$15.7M Sell
55,259
-1,522
-3% -$434K 1.92% 25
2021
Q2 		$15.6M Buy
56,781
+295
+0.5% +$80.2K 1.89% 24
2021
Q1 		$14.7M Buy
+56,486
New +$15.1M 2% 20

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

Ithaka Group's PODD Position: Q1 2026 in Review

Ithaka Group increased its Insulet (PODD) stake by 1.7% in Q1 2026, buying an estimated $116K and bringing the position to 28,331 shares worth $5.94M. The position accounts for 1.23% of the portfolio, ranked #28.

Ithaka Group first reported a position in PODD in Q1 2021 and has held it in 21 quarters since. The position peaked at $27M in Q4 2022. 784 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

  • Ithaka Group held 28,331 shares of Insulet worth $5.94M as of Q1 2026.
  • Ithaka Group bought 463 Insulet shares in Q1 2026, an estimated $116K.
  • Insulet made up 1.23% of Ithaka Group's portfolio in Q1 2026, its #28 holding.
  • Ithaka Group first reported a position in Insulet in Q1 2021 and has held it in 21 quarters since.
  • Ithaka Group's Insulet position peaked at $27M in Q4 2022.
  • 784 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on Ithaka Group's 13F filing for Q1 2026, filed 12 May 2026.