# Baron SMID Cap ETF Sells Insulet Stock

> Baron Capital exits Insulet Corporation after Q2 2026 performance review.
- Title: Baron SMID Cap ETF Sells Insulet Stock · Yahoo Finance
- Summary: Baron Capital exits Insulet Corporation after Q2 2026 performance review. Baron SMID Cap ETF sold its Insulet Corporation shares to reassess competitive…
- Keywords: baron smid cap etf, insulet corporation, podd, nasdaq, omnipod, insulin delivery, ai stocks, hedge funds, trump tariffs, onshoring, business, finance
- Source: Yahoo Finance — https://finance.yahoo.com/markets/stocks/articles/bcsm-exits-insulet-corporation-podd-124807842.html
- Published: 2026-09-17T12:48:07+00:00
- Read time: 1 min
- Topics: baron smid cap etf, insulet corporation, podd, nasdaq, omnipod, insulin delivery, ai stocks, hedge funds, trump tariffs, onshoring, business, finance
## Baron SMID Cap ETF Q2 2026 Report
Baron Capital released its second-quarter 2026 investor letter for its Baron SMID Cap ETF, gaining 15.62% NAV while underperforming the Russell 2500 Growth Index's 24.02% return.
## Insulet Corporation Exit
Baron SMID Cap ETF sold its holdings in Insulet Corporation (NASDAQ:PODD), an American medical device company known for its Omnipod insulin delivery system.
## Insulet Stock Performance
Insulet Corporation closed at $140.60 per share on September 16, 2026, down 4.27% over the past month and 57.84% over the past 52 weeks.
## Insulet Market Position
Insulet Corporation has a market capitalization of $9.75 billion with shares trading between $126.40 and $354.88 over the past 52 weeks.
## Insulet's Business
Insulet Corporation is the global leader in tubeless automated insulin delivery devices with over 600,000 active customers and $2.7 billion in 2025 revenues.
## Baron's Reason for Exit
Baron SMID Cap ETF sold its position to reevaluate accelerating competitive landscape and safety issues affecting Insulet's AID production.

> Insulet Corporation (NASDAQ:PODD) is the global leader in tubeless automated insulin delivery (AID) devices. It has over 600,000 active global customers using its AID devices and had $2.7 billion in revenues in 2025 which is a fraction of the $19 billion worldwide type 1 diabetes market it predicts in 2028, and the additional $12 billion type 2 market in 2028. We sold our position in the quarter to re evaluate the accelerating competitive landscape and to assess a series of safety issues that have affected Insulet's AID production. We admire the company and its products and are keeping Insulet on our radar.
## Key takeaway

Baron SMID Cap ETF sold its Insulet Corporation shares to reassess competitive risks and safety concerns in the insulin delivery market.