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Sheets Smith Investment Management’s Insulet PODD Stock Holding History

Sheets Smith Investment 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
Q3 		$1.32M Sell
4,260
-800
-16% -$251K 0.85% 48
2025
Q2 		$1.59M Buy
5,060
+419
+9% +$121K 1.4% 34
2025
Q1 		$1.22M Buy
4,641
+1,509
+48% +$408K 1.21% 23
2024
Q4 		$818K Buy
+3,132
New +$789K 0.69% 53
2020
Q4 		$655K Buy
+2,562
New +$636K 0.59% 53

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 $6.73T AUM 46.02% 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 $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 $1.61T 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

Sheets Smith Investment Management's PODD Position: Q3 2025 in Review

Sheets Smith Investment Management reduced its Insulet (PODD) stake by 16% in Q3 2025, selling an estimated $251K and leaving 4,260 shares worth $1.32M. The position accounts for 0.85% of the portfolio, ranked #48.

Sheets Smith Investment Management first reported a position in PODD in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.59M in Q2 2025. 813 funds tracked by Wall St. Rank hold PODD as of Q3 2025.

  • Sheets Smith Investment Management held 4,260 shares of Insulet worth $1.32M as of Q3 2025.
  • Sheets Smith Investment Management sold 800 Insulet shares in Q3 2025, an estimated $251K.
  • Insulet made up 0.85% of Sheets Smith Investment Management's portfolio in Q3 2025, its #48 holding.
  • Sheets Smith Investment Management first reported a position in Insulet in Q4 2020 and has held it in 5 quarters since.
  • Sheets Smith Investment Management's Insulet position peaked at $1.59M in Q2 2025.
  • 813 funds tracked by Wall St. Rank held Insulet as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.