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PODD Insulet Corporation

Health Care, filed as INSULET CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 1

  • 2 Owners
  • Max 1.8%
  • $13M
  • 2 add 1 exit

In 2026 Q2 Nathan Fischel and David Witzke added to Insulet, while Ron Baron sold out.

Who owns this now

Largest portfolio weights among holders, up to 1.8% (Nathan Fischel, Dafna Capital Management). Not free-float ownership.

  1. Nathan Fischel Add 1.8%
  2. David Witzke Add 0.59%

Who owns PODD

Sorted by value, long equity only, as of 2026 Q2.

History
Nathan Fischel, Dafna Capital Management 1.8%, was 0.52% Add +469.2% 61,870 $9.4M History
David Witzke, Avidity Partners Management 0.59%, was 0.39% Add +140.0% 24,000 $3.7M History
Ron Baron, Bamco Inc. (Baron Capital) exited 2026 Q2 Last 2026 Q1 0.01% Exit −0.01% 11,229 $2.4M History

2 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by PODD's executives, directors and 10% owners in the last 12 months, from their Form 4s

All PODD insider trades
  • $2.9M bought by 4 insiders
  • $602K sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Ashley McEvoy CEO
    Buy
    $162K 1,100 shares at $147.47 +4.9% to stake
    Traded Aug 21 Filed Aug 24
    ↗
  2. Timothy C. Stonesifer Director
    Buy
    $400K 2,790 shares at $143.51 +45% to stake
    Traded Jun 3 Filed Jun 4
    ↗
  3. Luciana Borio Director
    Sale
    $60K 418 shares at $143.27 8.8% of stake
    Traded Jun 3 Filed Jun 4
    ↗
  4. Elizabeth H Weatherman Director
    Buy
    $497K 3,450 shares at $144.20 +50% to stake
    Traded Jun 3 Filed Jun 3
    ↗
  5. Michael R Minogue Director
    Buy
    $500K 2,030 shares at $246.23 +13% to stake
    Traded Feb 25 Filed Feb 26
    ↗
  6. Ashley McEvoy CEO
    Buy
    $1M 4,300 shares at $239.35 +45% to stake
    Traded Feb 20 Filed Feb 23
    ↗
  7. Wayne A.i. Frederick Director
    Sale
    $543K 1,851 shares at $293.09 46% of stake
    Traded Dec 15, 2025 Filed Dec 16, 2025
    ↗
  8. Timothy C. Stonesifer Director
    Buy
    $300K 962 shares at $311.73 +27% to stake
    Traded Dec 5, 2025 Filed Dec 8, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 29 stock grants and 24 share withholdings for taxes.

Congress

3 members of Congress traded PODD in the last three years: 1 buy and 6 sales. 3 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Sep 18 filed Oct 12
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Aug 18 filed Sep 10
  3. Tina Smith D-MNSpouse Sell $100K–$250K May 7 filed May 10
  4. Tina Smith D-MNSpouse Partial sale $100K–$250K Apr 29 filed May 10
  5. Markwayne Mullin R-OKSpouse Sell $1K–$15K Jan 4, 2024 filed Aug 12, 2025
  6. Tina Smith D-MNSpouse Partial sale $50K–$100K Apr 4, 2024 filed Apr 19, 2024

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 5.02 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 5.03,5.07,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
8-K 7.01,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Gross profit $1.16B $1.45B $1.94B
Net income $206.3M $418.3M $247.1M

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.58B $1.89B $1.91B
Total non-current assets * $1.01B $1.2B $1.28B
Total assets $2.59B $3.09B $3.19B
Total current liabilities $451.2M $528.4M $680.1M
Total non-current liabilities * $1.4B $1.35B $0.995B
Total equity $0.733B $1.21B $1.52B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $145.7M $430.3M $569.3M
Cash from investing -$119.4M -$146.2M -$222.7M
Cash from financing -$13.6M -$28.1M -$595.3M
Net change in cash $14.5M $249.2M -$237.3M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.