Yarbrough Capital’s Insulet PODD Stock Holding History

Yarbrough 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	–	Sell	-2,068	Closed	-$588K	–	132
2025 Q4	$588K	Hold	2,068	–	–	0.02%	108
2025 Q3	$638K	Sell	2,068 -1,994	-49%	-$625K	0.02%	107
2025 Q2	$1.28M	Hold	4,062	–	–	0.05%	89
2025 Q1	$1.07M	Hold	4,062	–	–	0.05%	90
2024 Q4	$1.06M	Hold	4,062	–	–	0.04%	91
2024 Q3	$945K	Hold	4,062	–	–	0.04%	90
2024 Q2	$820K	Buy	4,062 +2,068	+104%	+$373K	0.03%	98
2024 Q1	$342K	Hold	1,994	–	–	0.01%	172
2023 Q4	$433K	Sell	1,994 -1,141	-36%	-$196K	0.02%	149
2023 Q3	$500K	Buy	3,135 +1,994	+175%	+$446K	0.03%	121
2023 Q2	$329K	Hold	1,141	–	–	0.02%	171
2023 Q1	$364K	Hold	1,141	–	–	0.03%	161
2022 Q4	$336K	Hold	1,141	–	–	0.03%	134
2022 Q3	$262K	Hold	1,141	–	–	0.02%	168
2022 Q2	$249K	Sell	1,141 -238	-17%	-$54.1K	0.02%	168
2022 Q1	$367K	Buy	1,379 +238	+21%	+$58.4K	0.02%	173
2021 Q4	$304K	Buy	+1,141	New	+$331K	0.02%	190

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

Yarbrough Capital's PODD Position: Q1 2026 in Review

Yarbrough Capital sold out of Insulet (PODD) in Q1 2026, closing a stake of 2,068 shares — an estimated $588K sold.

Yarbrough Capital first reported a position in PODD in Q4 2021 and held it in 17 quarters. The position peaked at $1.28M in Q2 2025. 785 funds tracked by Wall St. Rank hold PODD as of Q1 2026.

Yarbrough Capital reported no remaining Insulet position as of Q1 2026 after selling out during the quarter.
Yarbrough Capital sold 2,068 Insulet shares in Q1 2026, an estimated $588K.
Yarbrough Capital first reported a position in Insulet in Q4 2021 and held it in 17 quarters.
Yarbrough Capital's Insulet position peaked at $1.28M in Q2 2025.
785 funds tracked by Wall St. Rank held Insulet as of Q1 2026.

Based on Yarbrough Capital's 13F filing for Q1 2026, filed 14 Apr 2026.