Marshall Wace
PODD icon

Marshall Wace’s Insulet PODD Stock Holding History

Marshall Wace’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 		$127M Buy
606,482
+281,765
+87% +$70.8M 0.13% 126
2025
Q4 		$92.3M Buy
324,717
+44,247
+16% +$13.8M 0.08% 184
2025
Q3 		$86.6M Sell
280,470
-348,098
-55% -$109M 0.09% 200
2025
Q2 		$197M Buy
628,568
+24,062
+4% +$6.94M 0.22% 70
2025
Q1 		$159M Buy
604,506
+117,990
+24% +$31.9M 0.2% 80
2024
Q4 		$127M Buy
486,516
+111,119
+30% +$28M 0.15% 107
2024
Q3 		$87.4M Sell
375,397
-120,034
-24% -$24.6M 0.11% 169
2024
Q2 		$100M Buy
+495,431
New +$89.3M 0.13% 139
2024
Q1 		– Sell
-152,306
Closed -$33M – 2733
2023
Q4 		$33M Buy
152,306
+150,906
+10,779% +$25.9M 0.06% 332
2023
Q3 		$223K Sell
1,400
-105,485
-99% -$23.6M ﹤0.01% 1956
2023
Q2 		$30.8M Buy
106,885
+88,852
+493% +$27M 0.06% 336
2023
Q1 		$5.75M Sell
18,033
-113,362
-86% -$33.6M 0.01% 929
2022
Q4 		$38.7M Buy
131,395
+42,504
+48% +$11.7M 0.09% 255
2022
Q3 		$20.4M Sell
88,891
-429,685
-83% -$108M 0.04% 458
2022
Q2 		$113M Buy
518,576
+128,304
+33% +$29.2M 0.23% 85
2022
Q1 		$104M Sell
390,272
-138,838
-26% -$34.1M 0.2% 103
2021
Q4 		$141M Buy
+529,110
New +$154M 0.26% 68
2021
Q1 		– Sell
-41,049
Closed -$10.5M – 2780
2020
Q4 		$10.5M Buy
41,049
+20,709
+102% +$5.14M 0.06% 332
2020
Q3 		$4.81M Sell
20,340
-28,128
-58% -$5.92M 0.03% 527
2020
Q2 		$9.42M Sell
48,468
-8,973
-16% -$1.72M 0.07% 300
2020
Q1 		$9.52M Buy
+57,441
New +$10.5M 0.1% 222
2019
Q4 		– Sell
-753
Closed -$124K – 1990
2019
Q3 		$124K Sell
753
-95,469
-99% -$13.4M ﹤0.01% 1367
2019
Q2 		$11.5M Buy
+96,222
New +$9.87M 0.09% 243
2016
Q3 		– Sell
-21,334
Closed -$645K – 1091
2016
Q2 		$645K Buy
21,334
+13,161
+161% +$409K 0.01% 787
2016
Q1 		$271K Buy
+8,173
New +$257K ﹤0.01% 939

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

Marshall Wace's PODD Position: Q1 2026 in Review

Marshall Wace increased its Insulet (PODD) stake by 87% in Q1 2026, buying an estimated $70.8M and bringing the position to 606,482 shares worth $127M. The position accounts for 0.13% of the portfolio, ranked #126.

Marshall Wace first reported a position in PODD in Q1 2016 and has held it in 25 quarters since. The position peaked at $197M in Q2 2025. 784 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

  • Marshall Wace held 606,482 shares of Insulet worth $127M as of Q1 2026.
  • Marshall Wace bought 281,765 Insulet shares in Q1 2026, an estimated $70.8M.
  • Insulet made up 0.13% of Marshall Wace's portfolio in Q1 2026, its #126 holding.
  • Marshall Wace first reported a position in Insulet in Q1 2016 and has held it in 25 quarters since.
  • Marshall Wace's Insulet position peaked at $197M in Q2 2025.
  • 784 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.