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 Q2	$160M	Buy	1,049,000 +486,500	+86%	+$81.1M	5.5%	4
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Soleus Capital Management's PODD Position: Q2 2026 in Review

Soleus Capital Management increased its Insulet (PODD) stake by 86% in Q2 2026, buying an estimated $81.1M and bringing the position to 1,049,000 shares worth $160M. The position accounts for 5.5% of the portfolio, ranked #4.

Soleus Capital Management first reported a position in PODD in Q2 2020 and has held it in 9 quarters since. 730 funds tracked by Wall St. Rank hold PODD as of Q2 2026.

Soleus Capital Management held 1,049,000 shares of Insulet worth $160M as of Q2 2026.
Soleus Capital Management bought 486,500 Insulet shares in Q2 2026, an estimated $81.1M.
Insulet made up 5.5% of Soleus Capital Management's portfolio in Q2 2026, its #4 holding.
Soleus Capital Management first reported a position in Insulet in Q2 2020 and has held it in 9 quarters since.
730 funds tracked by Wall St. Rank held Insulet as of Q2 2026.

Based on Soleus Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.