TwinBeech Capital’s Insulet PODD Stock Holding History

TwinBeech Capital’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	$210K	Buy	+1,000	New	+$251K	0.02%	507
2025 Q4	–	Sell	-22,298	Closed	-$6.88M	–	800
2025 Q3	$6.88M	Sell	22,298 -57,058	-72%	-$17.9M	0.27%	116
2025 Q2	$24.9M	Buy	+79,356	New	+$22.9M	0.56%	57
2024 Q2	–	Sell	-27,043	Closed	-$4.64M	–	740
2024 Q1	$4.64M	Buy	+27,043	New	+$5.04M	0.1%	220
2023 Q4	–	Sell	-185,201	Closed	-$29.5M	–	860
2023 Q3	$29.5M	Buy	+185,201	New	+$41.5M	0.57%	43
2022 Q2	–	Sell	-4,564	Closed	-$1.22M	–	679
2022 Q1	$1.22M	Sell	4,564 -10,274	-69%	-$2.52M	0.05%	295
2021 Q4	$3.95M	Buy	+14,838	New	+$4.3M	0.22%	125
2020 Q3	–	Sell	-4,055	Closed	-$788K	–	550
2020 Q2	$788K	Buy	+4,055	New	+$775K	0.17%	171

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

TwinBeech Capital's PODD Position: Q1 2026 in Review

TwinBeech Capital opened a new position in Insulet (PODD) in Q1 2026: 1,000 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #507 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in PODD as recently as Q3 2025.

TwinBeech Capital first reported a position in PODD in Q2 2020 and has held it in 8 quarters since. The position peaked at $29.5M in Q3 2023. 784 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

TwinBeech Capital held 1,000 shares of Insulet worth $210K as of Q1 2026.
Insulet was a new TwinBeech Capital position in Q1 2026.
Insulet made up 0.02% of TwinBeech Capital's portfolio in Q1 2026, its #507 holding.
TwinBeech Capital first reported a position in Insulet in Q2 2020 and has held it in 8 quarters since.
TwinBeech Capital's Insulet position peaked at $29.5M in Q3 2023.
784 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.