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
-5,600
Closed -$1.49M – 3961
2021
Q4 		$1.49M Sell
5,600
-800
-13% -$232K ﹤0.01% 2200
2021
Q3 		$1.82M Buy
6,400
+100
+2% +$28.5K ﹤0.01% 2078
2021
Q2 		$1.73M Buy
6,300
+4,300
+215% +$1.17M ﹤0.01% 1992
2021
Q1 		$522K Sell
2,000
-3,700
-65% -$991K ﹤0.01% 2889
2020
Q4 		$1.46M Buy
5,700
+1,800
+46% +$447K ﹤0.01% 1720
2020
Q3 		$923K Sell
3,900
-1,200
-24% -$253K ﹤0.01% 1817
2020
Q2 		$991K Sell
5,100
-1,400
-22% -$268K ﹤0.01% 1543
2020
Q1 		$1.08M Buy
+6,500
New +$1.19M 0.01% 1353

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.