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/research/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, FMR. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/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 2026-05-06, the biggest revenue drivers are: Omnipod Products ($758.4M, +36.9% YoY); U.S. Omnipod ($515.6M, +28.3% YoY); International Omnipod ($242.9M, +59.4% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/PODD.

What are PODD's largest expenses?

INSULET CORP's latest 10-Q reports these as the largest expense items: Selling, general and administrative expenses ($317.2M, +21.7% YoY); Cost of revenue ($232.7M, +45.5% YoY); Research and development expenses ($89.7M, +50.6% YoY). Sourced directly from SEC EDGAR filing text for Q1 2026 (quarter ended March 31, 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

70.4/100

Rank #313 of 2,879 stocksTOP 25%

View Healthcare peers →

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

Revenue Growth

88.5/100

Profitability

50.3/100

Balance Sheet

79.8/100

Earnings Quality

71.6/100

Free Cash Flow

73.6/100

Institutional Flow

79.2/100

Revenue Scale

67.5/100

Dilution Risk

38.8/100

PODD Stock Analysis & AI Quality Score

AI stock analysis and institutional research for INSULET CORP (PODD), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores PODD at 70.4/100 on a 32-signal composite quality model, placing it at rank #313 of 2,879 stocks — the top 25% of the AI-ranked universe. PODD scores in the top quartile across revenue growth (88.5), balance sheet strength (79.8), institutional flow (79.2). Shareholder dilution risk is elevated at 38.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), INSULET CORP reports quarterly revenue of $761.7M, net income of $91.1M, an operating margin of 16.0%. Top institutional holders of PODD by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, FMR, 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 8 and 83 since 2021, currently 70.4 — an improving long-term trajectory across 56 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

✓ 29/29 datapoints verified

AI-extracted from INSULET CORP's 10-Q filed 2026-05-06 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Insulet's Q1 revenue surged 33.9% YoY to $761.7M, driven by Omnipod 5 volume growth and international expansion, though gross margin compressed 240 bps due to voluntary medical device correction costs.

Biggest Revenue Drivers

Total revenue: $761.7M+33.9% YoY

Omnipod Products$758.4M+36.9% YoY

Higher sales volume largely attributable to growing customer base and higher price

Within Omnipod Products

U.S. Omnipod$515.6M+28.3% YoY

Growth from expanding customer base; excludes $148.5M related-party sales in Q1 2025

International Omnipod$242.9M+59.4% YoY

Volume growth from new customers and higher average selling price for Omnipod 5 conversions

Drug Delivery$3.3M-77.9% YoY

Substantially all drug delivery revenue consists of Neulasta Onpro kit pods sold to Amgen

Largest Expense Items

Selling, general and administrative expenses$317.2M+21.7% YoY

Year-over-year headcount additions in commercial and customer experience teams; increased commercial investments for market development and demand generation

Cost of revenue$232.7M+45.5% YoY

Increased inventory excess and obsolescence reserve from pod configuration transition and higher warranty costs from voluntary medical device correction

Research and development expenses$89.7M+50.6% YoY

Continued investment in Omnipod and pipeline products including closed-loop AID system for type 2 diabetes and Omnipod 6

Margins: Gross margin declined 240 basis points to 69.5% from 71.9% YoY, primarily due to increased inventory excess and obsolescence reserves from pod configuration transitions and higher warranty costs from the voluntary medical device correction issued in March 2026. These headwinds were partially offset by improved manufacturing efficiencies and higher average selling price.

Watch Items from the Filing

Three customers (distributors) represent 65% of Q1 2026 revenue: Distributor A 21%, Distributor B 25%, Distributor C 19%.
Voluntary medical device correction for Omnipod 5 pods estimated at approximately $30M total cost; more than half expected in 2026, remainder in 2027 including incremental manual quality inspections.
EOFlow litigation: Court awarded Insulet $452M damages ($59.4M after adjustment); EOFlow has appealed and filed motion to stay injunction. Damages not yet recorded due to uncertain collectability.
Tariffs currently exempt for certain medical devices; elimination of exemption would have material impact on future gross margins.

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

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

Revenue

Q1 2026

$761.7M

Net Income

Q1 2026

$91.1M

Free Cash Flow

Q1 2026

$89.5M

Operating Margin

Q1 2026

16.0%

ROIC

Q1 2026

5.5%

D/E Ratio

Q1 2026

0.74

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+88.5% YoY

$2.07BFY 2024

FY18 $563.8MFY19 $738.2MFY21 $1.10BFY24 $2.07B

Net Income

+2389.9% YoY

$418.3MFY 2024

FY18 $3.3MFY19 $11.6MFY21 $16.8MFY24 $418.3M

Operating Income

+145.2% YoY

$308.9MFY 2024

FY18 $27.4MFY19 $50.0MFY21 $126.0MFY24 $308.9M

EPS (Diluted)

+2308.3% YoY

$5.78FY 2024

FY18 $0.05FY19 $0.19FY21 $0.24FY24 $5.78

Total Assets

+50.7% YoY

$3.09BFY 2024

FY18 $928.7MFY19 $1.14BFY21 $2.05BFY24 $3.09B

Total Debt

+12.7% YoY

$1.46BFY 2024

FY18 $592.0MFY19 $887.9MFY21 $1.30BFY24 $1.46B

Op. Cash Flow

+731.7% YoY

$430.2MFY 2024

FY18 $35.9MFY19 $98.4MFY21 $-68.1MFY24 $430.2M

Metric	FY 2024	FY 2021	FY 2019	FY 2018	FY 2016	FY 2015
Revenue	$2.07B +88.5%	$1.10B +48.8%	$738.2M +30.9%	$563.8M +53.6%	$367.0M +39.1%	$263.9M
Net Income	$418.3M +2389.9%	$16.8M +44.8%	$11.6M +251.5%	$3.3M +111.4%	$-28.9M +60.7%	$-73.5M
Operating Income	$308.9M +145.2%	$126.0M +152.0%	$50.0M +82.5%	$27.4M +356.0%	$-10.7M +78.0%	$-48.7M
EPS (Diluted)	$5.78 +2308.3%	$0.24 +26.3%	$0.19 +280.0%	$0.05 +110.4%	$-0.48	—
Total Assets	$3.09B +50.7%	$2.05B +79.3%	$1.14B +23.1%	$928.7M +103.4%	$456.6M +66.0%	$275.1M
Total Debt	$1.46B +12.7%	$1.30B +46.3%	$887.9M +50.0%	$592.0M +77.9%	$332.8M +93.8%	$171.7M
Operating Cash Flow	$430.2M +731.7%	$-68.1M -169.2%	$98.4M +174.1%	$35.9M +125.6%	$15.9M +226.8%	$-12.6M

AI Insight: PODD Financial Trends

Revenue growth accelerates to double digits while operating margin stabilizes near 16%, but net income volatility and Q1 2026 cash flow deceleration warrant scrutiny.

• Revenue grew 56% from Q2 2024 ($488M) to Q1 2026 ($762M), with Q4 2025 peak at $784M showing sustained momentum.

• Operating margin improved from 11.3% in Q2 2024 to 16.0% in Q1 2026, with recent quarters (Q3–Q4 2025) stabilizing near 16%.

• Total debt declined 33% from $1,860M peak in Q2 2025 to $967M in Q1 2026, strengthening balance sheet leverage.

• Operating cash flow averaged $135M over last four quarters, showing consistent conversion despite net income swings.

⚠ Net income volatile and declining: $102M in Q4 2025 to $91M in Q1 2026; $22M in Q2 2025 signals operational margin pressure.

⚠ Operating cash flow fell 37% Q4 2025 ($183M) to Q1 2026 ($114M), first sharp decline in three quarters.

⚠ Revenue growth slowed to -2.8% Q4 2025 to Q1 2026 after 11% growth prior quarter; potential seasonal or demand weakness.

AI Insight: PODD Ratio Trends

Operating leverage stabilizing after 2025 volatility; balance sheet strengthened with D/E halved from mid-2024 peak.

• Operating margin recovered to 16.0% in Q1 2026 after dipping from 18.7% highs; TTM OpMargin at 17.5% shows consistent mid-to-high teens profitability.

• Debt-to-equity fell from 1.44x in Q2 2024 to 0.74x in TTM and Q1 2026, reflecting material deleveraging over two years.

• ROIC surged to 23.6% in Q4 2025, highest in dataset; TTM ROIC at 22.4% demonstrates strong capital efficiency sustained.

⚠ Net profit margin compressed to 3.5% in Q2 2025 before recovering; Q1 2026 NPM at 12.0% still below Q4 2025's 13.0%.

⚠ ROE/ROA showed sharp dips in Q1–Q2 2025 (ROE down to 6.2%, ROA to 2.6%), signaling transient earnings or operational pressure.

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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.
$1.3B6,375,943 sh
VANGUARD CAPITAL MANAGEMENT LLC
$960.9M4,579,274 sh
FMR LLC
$834.1M3,974,712 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$723.9M3,449,987 sh
STATE STREET CORP
$638.4M3,042,454 sh
BAILLIE GIFFORD & CO
$425.9M2,029,492 sh
GEODE CAPITAL MANAGEMENT, LLC
$423.6M2,025,698 sh
Capital Research Global Investors
$350.3M1,669,556 sh
AQR CAPITAL MANAGEMENT LLC
$335.5M1,598,724 sh
AMERICAN CENTURY COMPANIES INC
$333.9M1,591,410 sh

Fund	Value	Shares
BlackRock, Inc.	$1.3B	6,375,943
VANGUARD CAPITAL MANAGEMENT LLC	$960.9M	4,579,274
FMR LLC	$834.1M	3,974,712
VANGUARD PORTFOLIO MANAGEMENT LLC	$723.9M	3,449,987
STATE STREET CORP	$638.4M	3,042,454
BAILLIE GIFFORD & CO	$425.9M	2,029,492
GEODE CAPITAL MANAGEMENT, LLC	$423.6M	2,025,698
Capital Research Global Investors	$350.3M	1,669,556
AQR CAPITAL MANAGEMENT LLC	$335.5M	1,598,724
AMERICAN CENTURY COMPANIES INC	$333.9M	1,591,410

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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.

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.