Follow-The-Filings

Security

PODD

Insulet Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners max 0.2% (Cliff Asness - Aqr Capita...)

grid → activity → earnings →
owners 16
max % 0.2%
tracked value $3.6B
qoq A 9 R 5

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.2% Add +0.09 pp 1,598,724 $335M hist
Two Sigma Investments, LP 2025 Q4 stale 0.2% Exit -0.15 pp 366,722 $104M hist
Renaissance Technologies LLC 2026 Q1 0.1% Add +0.01 pp 426,003 $89M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.04 pp 606,482 $127M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 8,701,472 $2.5B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.03 pp 1,058,238 $301M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 298,592 $63M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.03 pp 35,336 $7M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.01 pp 133,597 $28M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 153,439 $32M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce -0.01 pp 40,204 $8M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.01 pp 17,779 $4M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.0% Add 0.00 pp 11,229 $2M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 57,208 $12M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add 0.00 pp 11,239 $2M hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 64 $13 hist

16 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4/A PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 5.03,5.07,9.01 Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q 10-Q Filing Doc
8-K 7.01,9.01 Filing Doc
DEFA14A DEFA14A Filing Doc
4 PRIMARY DOCUMENT Filing Doc
4 PRIMARY DOCUMENT Filing Doc
8-K 7.01,9.01 Filing Doc

Updated 12 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

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

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 $995.1M
Total equity $732.7M $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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders