PODD β€” INSULET CORP

Ownership history in SCHOLTZ & COMPANY, LLC  Β·  7 quarters on record

AI Ownership Summary

SCHOLTZ & COMPANY, LLC reported INSULET CORP (PODD) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.6% in 2025 Q4. The latest visible filing shows PODD at 1.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PODD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SCHOLTZ & COMPANY, LLC's position in INSULET CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PODD was reported at 1.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.6% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SCHOLTZ & COMPANY, LLC held PODD β€” position size vs. price
% of Fund (quarterly)    PODD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 12,976 +1,718 +15.3% 1.60% $3.7M 2026-02-14 (Est.) $242.74
2025 Q3 ADDED 11,258 +1,912 +20.5% 1.53% $3.5M 2025-11-12 $336.84
2025 Q2 REDUCED 9,346 -6 -0.1% 1.29% $2.9M 2025-08-04 $287.77
2025 Q1 ADDED 9,352 +272 +3.0% 1.22% $2.5M 2025-05-15 $322.02
2024 Q4 ADDED 9,080 +669 +8.0% 1.13% $2.4M 2025-02-12 $279.55
2024 Q3 REDUCED 8,411 -740 -8.1% 0.92% $2.0M 2024-11-12 $275.10
2024 Q2 INITIATED 9,151 β€” β€” 0.79% $1.8M 2024-08-08 $199.79

FAQ About SCHOLTZ & COMPANY, LLC and PODD

These are the practical questions this page is built to answer before you even open the full history table.

How long has SCHOLTZ & COMPANY, LLC reported owning PODD?

SCHOLTZ & COMPANY, LLC reported PODD across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported PODD position in SCHOLTZ & COMPANY, LLC's portfolio?

The largest reported portfolio weight for PODD was 1.60% in 2025 Q4.

What is the latest reported PODD position on this page?

The most recent filing on this page is 2025 Q4, when SCHOLTZ & COMPANY, LLC reported 12,976 shares, equal to 1.60% of portfolio, with an estimated market value of $3.7M.

What does the chart on this PODD ownership page compare?

The chart compares SCHOLTZ & COMPANY, LLC's quarterly PODD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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