JO
PODD icon

John Overdeck’s Insulet PODD Stock Holding History

John Overdeck’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
2022
Q1 		– Sell
-1,100
Closed -$293K – 3960
2021
Q4 		$293K Sell
1,100
-5,800
-84% -$1.68M ﹤0.01% 3659
2021
Q3 		$1.96M Buy
6,900
+4,900
+245% +$1.4M ﹤0.01% 2012
2021
Q2 		$549K Buy
+2,000
New +$544K ﹤0.01% 3011
2021
Q1 		– Sell
-2,400
Closed -$614K – 4170
2020
Q4 		$614K Sell
2,400
-500
-17% -$124K ﹤0.01% 2354
2020
Q3 		$686K Sell
2,900
-700
-19% -$147K ﹤0.01% 2013
2020
Q2 		$699K Buy
3,600
+400
+13% +$76.5K ﹤0.01% 1762
2020
Q1 		$530K Buy
+3,200
New +$585K ﹤0.01% 1886

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 $3.37T AUM 44.26% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

John Overdeck's PODD Position: Q2 2026 in Review

John Overdeck increased its Insulet (PODD) stake by 150% in Q2 2026, buying an estimated $190M and bringing the position to 1,903,734 shares worth $290M. The position accounts for 0.21% of the portfolio, ranked #98.

John Overdeck first reported a position in PODD in Q2 2013 and has held it in 32 quarters since. 720 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

  • John Overdeck held 1,903,734 shares of Insulet worth $290M as of Q2 2026.
  • John Overdeck bought 1,141,385 Insulet shares in Q2 2026, an estimated $190M.
  • Insulet made up 0.21% of John Overdeck's portfolio in Q2 2026, its #98 holding.
  • John Overdeck first reported a position in Insulet in Q2 2013 and has held it in 32 quarters since.
  • 720 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.