LECAP Asset Management’s Insulet PODD Stock Holding History

LECAP Asset 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 Q2	$709K	Sell	4,655 -5,832	-56%	-$972K	0.3%	140
2026 Q1	$2.2M	Buy	10,487 +1,558	+17%	+$392K	0.83%	17
2025 Q4	$2.54M	Buy	+8,929	New	+$2.79M	1.01%	4
2025 Q3	–	Sell	-1,678	Closed	-$527K	–	374
2025 Q2	$527K	Buy	+1,678	New	+$484K	0.19%	198
2024 Q4	–	Sell	-4,560	Closed	-$1.06M	–	387
2024 Q3	$1.06M	Buy	4,560 +918	+25%	+$189K	0.23%	159
2024 Q2	$735K	Sell	3,642 -590	-14%	-$106K	0.16%	215
2024 Q1	$725K	Sell	4,232 -2,727	-39%	-$509K	0.15%	225
2023 Q4	$1.51M	Buy	+6,959	New	+$1.19M	0.55%	54

Other funds holding PODD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

LECAP Asset Management's PODD Position: Q2 2026 in Review

LECAP Asset Management reduced its Insulet (PODD) stake by 56% in Q2 2026, selling an estimated $972K and leaving 4,655 shares worth $709K. The position accounts for 0.3% of the portfolio, ranked #140.

LECAP Asset Management first reported a position in PODD in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.54M in Q4 2025. 722 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

LECAP Asset Management held 4,655 shares of Insulet worth $709K as of Q2 2026.
LECAP Asset Management sold 5,832 Insulet shares in Q2 2026, an estimated $972K.
Insulet made up 0.3% of LECAP Asset Management's portfolio in Q2 2026, its #140 holding.
LECAP Asset Management first reported a position in Insulet in Q4 2023 and has held it in 8 quarters since.
LECAP Asset Management's Insulet position peaked at $2.54M in Q4 2025.
722 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.