Bayesian Capital Management’s Insmed INSM Stock Holding History

Bayesian Capital Management’s Portfolio INSM Stock Details INSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$608K	Buy	+5,700	New	+$690K	0.39%	71
2025 Q3	–	Sell	-3,500	Closed	-$352K	–	665
2025 Q2	$352K	Buy	+3,500	New	+$268K	0.06%	358
2024 Q1	–	Sell	-29,565	Closed	-$916K	–	937
2023 Q4	$916K	Buy	+29,565	New	+$767K	0.1%	250
2023 Q1	–	Sell	-16,696	Closed	-$334K	–	939
2022 Q4	$334K	Sell	16,696 -1,600	-9%	-$30.9K	0.05%	452
2022 Q3	$394K	Buy	+18,296	New	+$439K	0.08%	340
2022 Q2	–	Sell	-18,000	Closed	-$423K	–	922
2022 Q1	$423K	Buy	+18,000	New	+$418K	0.06%	424
2020 Q2	–	Sell	-11,500	Closed	-$184K	–	637
2020 Q1	$184K	Buy	+11,500	New	+$273K	0.04%	598

Other funds holding INSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

DGM

Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Bayesian Capital Management's INSM Position: Q2 2026 in Review

Bayesian Capital Management opened a new position in Insmed (INSM) in Q2 2026: 5,700 shares worth $608K. The stake represents 0.39% of the portfolio and ranks #71 among its holdings. This is a return to the name: Bayesian Capital Management previously reported a position in INSM as recently as Q2 2025.

Bayesian Capital Management first reported a position in INSM in Q1 2020 and has held it in 7 quarters since. The position peaked at $916K in Q4 2023. 666 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

Bayesian Capital Management held 5,700 shares of Insmed worth $608K as of Q2 2026.
Insmed was a new Bayesian Capital Management position in Q2 2026.
Insmed made up 0.39% of Bayesian Capital Management's portfolio in Q2 2026, its #71 holding.
Bayesian Capital Management first reported a position in Insmed in Q1 2020 and has held it in 7 quarters since.
Bayesian Capital Management's Insmed position peaked at $916K in Q4 2023.
666 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Bayesian Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.