RG
PODD icon

Redmile Group’s Insulet PODD Stock Holding History

Redmile Group’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
Q2 		– Sell
-27,109
Closed -$7.12M – 56
2025
Q1 		$7.12M Buy
27,109
+17,550
+184% +$4.75M 0.67% 30
2024
Q4 		$2.5M Buy
+9,559
New +$2.41M 0.17% 52
2014
Q2 		– Sell
-457,048
Closed -$21.7M – 56
2014
Q1 		$21.7M Buy
457,048
+94,012
+26% +$4.16M 2.59% 13
2013
Q4 		$13.5M Sell
363,036
-235,964
-39% -$8.72M 1.66% 29
2013
Q3 		$21.7M Buy
599,000
+25,700
+4% +$862K 3.27% 12
2013
Q2 		$18M Buy
+573,300
New +$16.2M 3.17% 12

Other funds holding PODD

Vanguard Group
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
BlackRock New York $5.72T 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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Redmile Group's PODD Position: Q2 2025 in Review

Redmile Group sold out of Insulet (PODD) in Q2 2025, closing a stake of 27,109 shares — an estimated $7.12M sold.

Redmile Group first reported a position in PODD in Q2 2013 and held it in 6 quarters. The position peaked at $21.7M in Q3 2013. 795 funds tracked by Wall St. Rank hold PODD as of Q2 2025.

  • Redmile Group reported no remaining Insulet position as of Q2 2025 after selling out during the quarter.
  • Redmile Group sold 27,109 Insulet shares in Q2 2025, an estimated $7.12M.
  • Redmile Group first reported a position in Insulet in Q2 2013 and held it in 6 quarters.
  • Redmile Group's Insulet position peaked at $21.7M in Q3 2013.
  • 795 funds tracked by Wall St. Rank held Insulet as of Q2 2025.

Based on Redmile Group's 13F filing for Q2 2025, filed 14 Aug 2025.