Portman Square Capital’s Insulet PODD Stock Holding History

Portman Square Capital’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
2025 Q3	–	Sell	-41,723	Closed	-$13.1M	–	201
2025 Q2	$13.1M	Sell	41,723 -16,911	-29%	-$4.88M	1.41%	56
2025 Q1	$15.4M	Buy	58,634 +9,620	+20%	+$2.6M	2.13%	70
2024 Q4	$12.8M	Buy	49,014 +9,516	+24%	+$2.4M	2.46%	55
2024 Q3	$9.19M	Sell	39,498 -4,641	-11%	-$953K	3.04%	97
2024 Q2	$8.91M	Buy	44,139 +8,644	+24%	+$1.56M	3%	103
2024 Q1	$6.08M	Buy	+35,495	New	+$6.62M	1.38%	142
2023 Q4	–	Sell	-109,738	Closed	-$18.8M	–	490
2023 Q3	$17.5M	Buy	109,738 +26,793	+32%	+$6M	2.41%	59
2023 Q2	$23.9M	Buy	82,945 +155	+0.2%	+$47.1K	4.2%	34
2023 Q1	$26.4M	Buy	82,790 +7,886	+11%	+$2.34M	6.64%	20
2022 Q4	$22.1M	Buy	+74,904	New	+$20.7M	10.8%	12

Other funds holding PODD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return