$PODD is held by 16 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 4.78%, with an average of 0.40% of portfolio. Largest holder: Soleus Capital Management, L.P. at 4.78%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
INSULET CORP
13F holders
789
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 789 · Source: 13F-HR01
TB Capital Gestao de Recursos Ltda.
—
—
02
Parthenon LLC
—
—
03
State Street
—
—
04
Axa S.a.
—
—
05
Roberts Capital Advisors, LLC
—
—
06
Envestnet Asset Management Inc.
—
—
07
Massachusetts Institute of Technology
—
—
08
Nomura Asset Management Co. Ltd.
—
—
09
Poplar Forest Capital LLC
—
—
10
Bank of Nova Scotia Trust Co.
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
16 holders · Q1 202601
Soleus Capital Management, L.P.
4.78% ↑ +3.2pp
α +16.0pts
02
Bellevue Group AG
0.82% held
α +12.2pts
03
Vestal Point Capital, LP
0.30% NEW
α +16.2pts
04
Oxford Asset Management LLP
0.22% NEW
α +10.3pts
05
Sharpepoint LLC
0.13% held
α +11.4pts
06
Voloridge Investment Management, LLC
0.07% held
α +15.5pts
07
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.03% held
α +27.5pts
08
WINTON GROUP Ltd
0.03% held
α +27.0pts
09
New Age Alpha Advisors, LLC
0.03% held
α +10.8pts
10
Erste Asset Management GmbH
0.02% held
α +33.4pts
11
Banque Pictet & Cie SA
0.01% held
α +10.3pts
12
Citigroup Inc.
0.01% held
α +26.3pts
13
Wellington Management Group LLP
0.00% held
α +10.5pts
14
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
15
Quarry LP
0.00% held
α +10.6pts
16
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
14 transactions · 9 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
6 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $PODD lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $PODD — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:18 UTC.