Soleus Capital Management’s Insulet PODD Stock Holding History

Soleus 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
2026 Q1	$118M	Buy	562,500 +412,500	+275%	+$104M	4.78%	4
2025 Q4	$42.6M	Buy	+150,000	New	+$46.9M	1.57%	16
2024 Q4	–	Sell	-16,750	Closed	-$3.9M	–	101
2024 Q3	$3.9M	Sell	16,750 -2,050	-11%	-$421K	0.3%	65
2024 Q2	$3.79M	Buy	+18,800	New	+$3.39M	0.33%	67
2023 Q4	–	Sell	-127,680	Closed	-$20.4M	–	97
2023 Q3	$20.4M	Buy	+127,680	New	+$28.6M	1.88%	16
2021 Q3	–	Sell	-8,980	Closed	-$2.46M	–	80
2021 Q2	$2.46M	Buy	+8,980	New	+$2.44M	0.38%	46
2020 Q4	–	Sell	-3,632	Closed	-$859K	–	77
2020 Q3	$859K	Sell	3,632 -368	-9%	-$77.5K	0.46%	47
2020 Q2	$777K	Buy	+4,000	New	+$765K	0.44%	45

Other funds holding PODD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Soleus Capital Management's PODD Position: Q1 2026 in Review

Soleus Capital Management increased its Insulet (PODD) stake by 275% in Q1 2026, buying an estimated $104M and bringing the position to 562,500 shares worth $118M. The position accounts for 4.78% of the portfolio, ranked #4.

Soleus Capital Management first reported a position in PODD in Q2 2020 and has held it in 8 quarters since. 784 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

Soleus Capital Management held 562,500 shares of Insulet worth $118M as of Q1 2026.
Soleus Capital Management bought 412,500 Insulet shares in Q1 2026, an estimated $104M.
Insulet made up 4.78% of Soleus Capital Management's portfolio in Q1 2026, its #4 holding.
Soleus Capital Management first reported a position in Insulet in Q2 2020 and has held it in 8 quarters since.
784 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on Soleus Capital Management's 13F filing for Q1 2026, filed 14 May 2026.