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Rock Springs Capital Management’s Insulet PODD Stock Holding History

Rock Springs Capital 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
2025
Q1 		– Sell
-114,250
Closed -$29.8M – 107
2024
Q4 		$29.8M Sell
114,250
-19,750
-15% -$4.97M 1.14% 32
2024
Q3 		$31.2M Sell
134,000
-61,000
-31% -$12.5M 1.01% 38
2024
Q2 		$39.4M Sell
195,000
-125,000
-39% -$22.5M 1.18% 33
2024
Q1 		$54.8M Sell
320,000
-111,750
-26% -$20.8M 1.39% 24
2023
Q4 		$93.7M Buy
431,750
+51,750
+14% +$8.88M 2.31% 13
2023
Q3 		$60.6M Sell
380,000
-179,000
-32% -$40.1M 1.62% 21
2023
Q2 		$161M Buy
559,000
+22,250
+4% +$6.76M 3.83% 3
2023
Q1 		$171M Buy
536,750
+12,500
+2% +$3.71M 4.08% 3
2022
Q4 		$154M Buy
524,250
+5,750
+1% +$1.59M 3.71% 3
2022
Q3 		$119M Buy
518,500
+16,500
+3% +$4.13M 3.07% 7
2022
Q2 		$109M Buy
502,000
+20,300
+4% +$4.61M 3.18% 6
2022
Q1 		$128M Buy
481,700
+17,950
+4% +$4.41M 3.23% 3
2021
Q4 		$123M Buy
463,750
+26,184
+6% +$7.6M 2.85% 5
2021
Q3 		$124M Buy
437,566
+28,816
+7% +$8.22M 2.62% 4
2021
Q2 		$112M Buy
408,750
+37,750
+10% +$10.3M 2.22% 7
2021
Q1 		$96.8M Buy
371,000
+53,000
+17% +$14.2M 2.11% 9
2020
Q4 		$81.3M Buy
318,000
+2,500
+0.8% +$620K 1.72% 13
2020
Q3 		$74.6M Buy
315,500
+22,500
+8% +$4.74M 1.89% 10
2020
Q2 		$56.9M Buy
293,000
+1,000
+0.3% +$191K 1.56% 12
2020
Q1 		$48.4M Buy
292,000
+31,500
+12% +$5.76M 2% 9
2019
Q4 		$44.6M Hold
260,500
– – 1.41% 14
2019
Q3 		$43M Buy
260,500
+16,000
+7% +$2.25M 1.71% 11
2019
Q2 		$29.2M Buy
+244,500
New +$25.1M 1.06% 28

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Rock Springs Capital Management's PODD Position: Q1 2025 in Review

Rock Springs Capital Management sold out of Insulet (PODD) in Q1 2025, closing a stake of 114,250 shares — an estimated $29.8M sold.

Rock Springs Capital Management first reported a position in PODD in Q2 2019 and held it in 23 quarters. The position peaked at $171M in Q1 2023. 719 funds tracked by Wall St. Rank hold PODD as of Q1 2025.

  • Rock Springs Capital Management reported no remaining Insulet position as of Q1 2025 after selling out during the quarter.
  • Rock Springs Capital Management sold 114,250 Insulet shares in Q1 2025, an estimated $29.8M.
  • Rock Springs Capital Management first reported a position in Insulet in Q2 2019 and held it in 23 quarters.
  • Rock Springs Capital Management's Insulet position peaked at $171M in Q1 2023.
  • 719 funds tracked by Wall St. Rank held Insulet as of Q1 2025.

Based on Rock Springs Capital Management's 13F filing for Q1 2025, filed 15 May 2025.