Cormorant Asset Management’s Insmed INSM Stock Holding History

Cormorant Asset 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	$8M	Sell	75,000 -115,000	-61%	-$13.9M	0.41%	34
2026 Q1	$31.1M	Sell	190,000 -85,000	-31%	-$13.1M	1.56%	18
2025 Q4	$47.9M	Sell	275,000 -155,000	-36%	-$28.3M	2.21%	14
2025 Q3	$61.9M	Sell	430,000 -110,000	-20%	-$13.5M	4.27%	9
2025 Q2	$54.3M	Buy	540,000 +15,000	+3%	+$1.15M	4.05%	7
2025 Q1	$40.1M	Sell	525,000 -125,000	-19%	-$9.56M	3.01%	9
2024 Q4	$44.9M	Buy	650,000 +150,000	+30%	+$10.8M	2.46%	10
2024 Q3	$36.5M	Sell	500,000 -175,000	-26%	-$12.9M	1.94%	18
2024 Q2	$45.2M	Buy	675,000 +100,000	+17%	+$3.88M	2.61%	12
2024 Q1	$15.6M	Hold	575,000	–	–	0.68%	37
2023 Q4	$17.8M	Hold	575,000	–	–	0.85%	30
2023 Q3	$14.5M	Buy	+575,000	New	+$13.2M	0.85%	29
2021 Q3	–	Sell	-250,000	Closed	-$7.12M	–	93
2021 Q2	$7.12M	Sell	250,000 -50,000	-17%	-$1.48M	0.24%	74
2021 Q1	$10.2M	Hold	300,000	–	–	0.23%	73
2020 Q4	$9.99M	Sell	300,000 -50,000	-14%	-$1.83M	0.24%	65
2020 Q3	$11.2M	Sell	350,000 -100,000	-22%	-$2.87M	0.43%	53
2020 Q2	$12.4M	Buy	450,000 +87,727	+24%	+$2.08M	0.47%	53
2020 Q1	$5.81M	Buy	+362,273	New	+$8.59M	0.27%	56

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

Cormorant Asset Management's INSM Position: Q2 2026 in Review

Cormorant Asset Management reduced its Insmed (INSM) stake by 61% in Q2 2026, selling an estimated $13.9M and leaving 75,000 shares worth $8M. The position accounts for 0.41% of the portfolio, ranked #34.

Cormorant Asset Management first reported a position in INSM in Q1 2020 and has held it in 18 quarters since. The position peaked at $61.9M in Q3 2025. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

Cormorant Asset Management held 75,000 shares of Insmed worth $8M as of Q2 2026.
Cormorant Asset Management sold 115,000 Insmed shares in Q2 2026, an estimated $13.9M.
Insmed made up 0.41% of Cormorant Asset Management's portfolio in Q2 2026, its #34 holding.
Cormorant Asset Management first reported a position in Insmed in Q1 2020 and has held it in 18 quarters since.
Cormorant Asset Management's Insmed position peaked at $61.9M in Q3 2025.
665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

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