David Shaw’s Insmed INSM Stock Holding History

David Shaw’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	$1.6M	Buy	15,000 +3,600	+32%	+$436K	﹤0.01%	3390
2026 Q1	$1.86M	Sell	11,400 -700	-6%	-$108K	﹤0.01%	2971
2025 Q4	$2.11M	Sell	12,100 -49,600	-80%	-$9.05M	﹤0.01%	3010
2025 Q3	$8.89M	Buy	+61,700	New	+$7.56M	0.01%	1784
2020 Q1	–	Sell	-10,000	Closed	-$239K	–	4082
2019 Q4	$239K	Hold	10,000	–	–	﹤0.01%	3723
2019 Q3	$176K	Hold	10,000	–	–	﹤0.01%	3647
2019 Q2	$256K	Hold	10,000	–	–	﹤0.01%	3370
2019 Q1	$291K	Hold	10,000	–	–	﹤0.01%	3230
2018 Q4	$131K	Hold	10,000	–	–	﹤0.01%	3613
2018 Q3	$202K	Buy	+10,000	New	+$226K	﹤0.01%	3545
2016 Q1	–	Sell	-38,200	Closed	-$693K	–	3588
2015 Q4	$693K	Buy	+38,200	New	+$673K	﹤0.01%	2883

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

David Shaw's INSM Position: Q2 2026 in Review

David Shaw increased its Insmed (INSM) stake by 4.5% in Q2 2026, buying an estimated $30.5M and bringing the position to 5,877,959 shares worth $627M. The position accounts for 0.3% of the portfolio, ranked #47.

David Shaw first reported a position in INSM in Q2 2013 and has held it in 53 quarters since. The position peaked at $920M in Q1 2026. 663 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

David Shaw held 5,877,959 shares of Insmed worth $627M as of Q2 2026.
David Shaw bought 252,134 Insmed shares in Q2 2026, an estimated $30.5M.
Insmed made up 0.3% of David Shaw's portfolio in Q2 2026, its #47 holding.
David Shaw first reported a position in Insmed in Q2 2013 and has held it in 53 quarters since.
David Shaw's Insmed position peaked at $920M in Q1 2026.
663 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.