What is the 13F Pro Quality Score for PODD?

13F Pro ranks INSULET CORP (PODD) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View PODD's current score at https://13fpro.ai/company/PODD (free sign-up required for the full ranking).

Which hedge funds own the most PODD stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of PODD include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/PODD as soon as new 13F filings post.

Where does 13F Pro source PODD data?

All INSULET CORP fundamentals and ownership data come directly from SEC EDGAR. INSULET CORP files with the SEC under CIK 1145197. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is PODD in?

INSULET CORP (PODD) is classified in the Healthcare sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/healthcare.

What drives PODD's revenue?

Per INSULET CORP's latest 10-Q filed with the SEC on 2026-08-05, the biggest revenue drivers are: U.S. Omnipod ($544.1M, +20.1% YoY); International Omnipod ($251.8M, +35.5% YoY); Drug Delivery ($5.8M, -43.1% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/PODD.

What are PODD's largest expenses?

INSULET CORP's latest 10-Q reports these as the largest expense items: Selling, general and administrative ($344.8M, +33.8% YoY); Cost of revenue ($239.1M, +21.5% YoY); Research and development ($88.1M, +20.0% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is PODD research updated on 13F Pro?

PODD's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

INSULET CORP(PODD)Stock Analysis

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13F Pro Quality Score

71.3/100

Rank #191 of 2,961 stocksTOP 10%

View Healthcare peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

88.5/100

Profitability

72.3/100

Balance Sheet

88.0/100

Earnings Quality

70.8/100

Free Cash Flow

54.8/100

Institutional Flow

68.0/100

Revenue Scale

70.1/100

Dilution Risk

37.5/100

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Why PODD Scores 71/100

exact factor attribution · 2026-09-11

PODD's composite is driven by revenue growth and capital efficiency. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+7.7 pts

89th pct

Capital efficiency

+3.8 pts

88th pct

Profitability

+3.3 pts

72th pct

Scale

+3.0 pts

70th pct

Earnings quality

+2.1 pts

71th pct

Institutional flow

+0.9 pts

68th pct

Free cash flow

+0.7 pts

55th pct

Earnings growth

+0.3 pts

57th pct

Shareholder dilution

-0.6 pts

38th pct

Latest change (2026-08-06): 70 → 71 · ↑ Profit margin 50→76; ↑ Capital efficiency 80→89; despite ↓ Revenue growth 88→70

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

PODD Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for INSULET CORP (PODD), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores PODD at 71.3/100 on a 32-signal composite quality model, placing it at rank #191 of 2,961 stocks — the top 10% of the AI-ranked universe. PODD scores in the top quartile across revenue growth (88.5), balance sheet strength (88.0). Shareholder dilution risk is elevated at 37.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), INSULET CORP reports quarterly revenue of $801.7M, net income of $95.0M, an operating margin of 16.2%. Top institutional holders of PODD by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. PODD trades on the Nasdaq exchange and files with the SEC under CIK 1145197. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PODD daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for INSULET CORP directly from SEC EDGAR. INSULET CORP's 13F Pro composite quality score has ranged between 40 and 82 since 2021, currently 71.3 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about INSULET CORP

Quirks, history, and lore behind PODD — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. medical device company · mid-cap · listed on Nasdaq · headquartered in Massachusetts.
2
The Numbers
Annual revenue in the range of roughly $2 billion, growing double-digits year over year as it expands into new geographies — all from selling essentially one core product family.
3
The History
Founded in the early 2000s, it set out to liberate diabetes patients from the tangle of tubes and bulky hardware that defined older therapy — a radical idea at the time.
4
The Secret
Its business model is classic razor-and-blades: the device is almost a loss leader, but patients need a fresh disposable pod every few days, forever.
5
The Lore
Its flagship system is so tubeless and discreet that users wear it directly on their skin — no tubing, no belt clip — making it a cult favorite among active and pediatric patients who want to forget they're wearing a pump at all.
6
The Giveaway
Its ticker is a wink at its hero product: the OmniPod, a small wearable insulin pump shaped like a little pod that sticks right to your body — no tubes required.

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What's Driving PODD's Business? Latest 10-Q Breakdown

✓ 35/35 datapoints verified

AI-extracted from INSULET CORP's 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Total revenue rose 23.5% YoY to $801.7M on Omnipod volume growth, while two voluntary medical device corrections drove a $29.3 million net charge in the quarter.

Biggest Revenue Drivers

U.S. Omnipod$544.1M+20.1% YoY

Higher sales volume driven by growing our customer base

International Omnipod$251.8M+35.5% YoY

Higher volumes from growing customer base and higher average selling price for Omnipod 5 versus DASH

Biggest Revenue Drivers

Total revenue: $801.7M+23.5% YoY

U.S. Omnipod$544.1M+20.1% YoY

Higher sales volume driven by growing our customer base

International Omnipod$251.8M+35.5% YoY

Higher volumes from growing customer base and higher average selling price for Omnipod 5 versus DASH

Drug Delivery$5.8M-43.1% YoY

Lower order volumes from our partner (Amgen Neulasta Onpro pods)

Largest Expense Items

Selling, general and administrative$344.8M+33.8% YoY

Headcount additions across commercial, regulatory/quality and customer experience teams, plus prior-year stock compensation reversal from former CEO departure

Cost of revenue$239.1M+21.5% YoY

Higher volumes, partly offset by improved manufacturing efficiencies; includes higher warranty costs from the May 2026 device correction

Research and development$88.1M+20.0% YoY

Continued investment in Omnipod 6 and a fully closed-loop AID system for type 2 diabetes

Margins: Gross margin was 70.2% versus 69.7% a year ago, a 50 basis point gain from improved manufacturing efficiencies and higher volumes, partially offset by higher warranty costs from the May 2026 correction.

Watch Items from the Filing

Two voluntary medical device corrections for cannula tears drove a $29.3 million net quarterly charge; total cost estimated at $60-70 million, mostly in 2026.
Distributor concentration: Distributors A, B and C were 25%, 17% and 22% of quarterly revenue, and 33%, 16% and 16% of trade receivables at June 30, 2026.
Federal Circuit reversed the $452 million EOFlow trade-secret judgment on statute-of-limitations grounds; Insulet filed a rehearing petition July 29, 2026.
New securities class action (filed July 2, 2026) alleges misleading statements on Omnipod quality and safety; no accrual recorded as loss is not deemed probable.
Cash fell to $534.9M from $716.1M after $300M of accelerated share repurchases; net debt-to-total capital rose to 17% from 9%.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$801.7M

Net Income

Q2 2026

$95.0M

Free Cash Flow

Q2 2026

$55.9M

Operating Margin

Q2 2026

16.2%

ROIC

Q2 2026

21.7%

D/E Ratio

Q2 2026

0.68

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+30.7% YoY

$2.71BFY 2025

FY22 $1.31BFY23 $1.70BFY24 $2.07BFY25 $2.71B

Net Income

-40.9% YoY

$247.1MFY 2025

FY22 $4.6MFY23 $206.3MFY24 $418.3MFY25 $247.1M

Operating Income

+53.4% YoY

$473.8MFY 2025

FY22 $37.6MFY23 $220.1MFY24 $308.9MFY25 $473.8M

EPS (Diluted)

-39.8% YoY

$3.48FY 2025

FY22 $0.07FY23 $2.94FY24 $5.78FY25 $3.48

Total Assets

+3.3% YoY

$3.19BFY 2025

FY22 $2.25BFY23 $2.59BFY24 $3.09BFY25 $3.19B

Total Debt

-33.9% YoY

$967.6MFY 2025

FY22 $1.46BFY23 $1.47BFY24 $1.46BFY25 $967.6M

Op. Cash Flow

+32.3% YoY

$569.3MFY 2025

FY22 $119.0MFY23 $145.7MFY24 $430.2MFY25 $569.3M

Free Cash Flow

+23.7% YoY

$377.7MFY 2025

FY22 $-3.9MFY23 $70.1MFY24 $305.3MFY25 $377.7M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$2.71B +30.7%	$2.07B +22.1%	$1.70B +30.0%	$1.31B +18.8%	$1.10B +21.5%	$904.4M
Net Income	$247.1M -40.9%	$418.3M +102.8%	$206.3M +4384.8%	$4.6M -72.6%	$16.8M +147.1%	$6.8M
Operating Income	$473.8M +53.4%	$308.9M +40.3%	$220.1M +485.4%	$37.6M -70.2%	$126.0M +144.7%	$51.5M
EPS (Diluted)	$3.48 -39.8%	$5.78 +96.6%	$2.94 +4100.0%	$0.07 -70.8%	$0.24 +140.0%	$0.10
Total Assets	$3.19B +3.3%	$3.09B +19.3%	$2.59B +15.0%	$2.25B +9.9%	$2.05B +9.4%	$1.87B
Total Debt	$967.6M -33.9%	$1.46B -0.1%	$1.47B +0.6%	$1.46B +12.1%	$1.30B +20.8%	$1.07B
Operating Cash Flow	$569.3M +32.3%	$430.2M +195.3%	$145.7M +22.4%	$119.0M +274.7%	$-68.1M -181.1%	$84.0M
Free Cash Flow	$377.7M +23.7%	$305.3M +335.5%	$70.1M +1897.4%	$-3.9M +97.8%	$-180.0M -300.0%	$-45.0M

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Available Research

13F Pro tracks comprehensive data for INSULET CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of PODD

BlackRock, Inc.
$1.0B6,690,192 sh
VANGUARD CAPITAL MANAGEMENT LLC
$689.0M4,525,333 sh
STATE STREET CORP
$486.8M3,197,555 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$468.3M3,075,932 sh
AQR CAPITAL MANAGEMENT LLC
$373.8M2,455,135 sh
BAILLIE GIFFORD & CO
$310.9M2,042,313 sh
GEODE CAPITAL MANAGEMENT, LLC
$304.0M2,003,861 sh
TWO SIGMA INVESTMENTS, LP
$289.8M1,903,734 sh
Invesco Ltd.
$258.0M1,694,651 sh
T. Rowe Price Investment Management, Inc.
$230.2M1,512,160 sh

Fund	Value	Shares
BlackRock, Inc.	$1.0B	6,690,192
VANGUARD CAPITAL MANAGEMENT LLC	$689.0M	4,525,333
STATE STREET CORP	$486.8M	3,197,555
VANGUARD PORTFOLIO MANAGEMENT LLC	$468.3M	3,075,932
AQR CAPITAL MANAGEMENT LLC	$373.8M	2,455,135
BAILLIE GIFFORD & CO	$310.9M	2,042,313
GEODE CAPITAL MANAGEMENT, LLC	$304.0M	2,003,861
TWO SIGMA INVESTMENTS, LP	$289.8M	1,903,734
Invesco Ltd.	$258.0M	1,694,651
T. Rowe Price Investment Management, Inc.	$230.2M	1,512,160

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Is PODD a good stock to buy?

13F Pro's AI-powered analysis of INSULET CORP (PODD) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PODD are available on the PODD stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. PODD is classified as a mid company.

Which hedge funds own PODD?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PODD. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of INSULET CORP's investment landscape.