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	$4.81M	Buy	45,100 +39,600	+720%	+$4.8M	﹤0.01%	2439
2026 Q1	$899K	Buy	5,500 +3,900	+244%	+$600K	﹤0.01%	3512
2025 Q4	$278K	Sell	1,600 -8,400	-84%	-$1.53M	﹤0.01%	4189
2025 Q3	$1.44M	Hold	10,000	–	–	﹤0.01%	3212
2025 Q2	$1.01M	Hold	10,000	–	–	﹤0.01%	3231
2025 Q1	$763K	Hold	10,000	–	–	﹤0.01%	3261
2024 Q4	$690K	Hold	10,000	–	–	﹤0.01%	3426
2024 Q3	$730K	Buy	+10,000	New	+$738K	﹤0.01%	3481
2020 Q1	–	Sell	-45,000	Closed	-$1.07M	–	4083
2019 Q4	$1.07M	Hold	45,000	–	–	﹤0.01%	2933
2019 Q3	$794K	Hold	45,000	–	–	﹤0.01%	2950
2019 Q2	$1.15M	Hold	45,000	–	–	﹤0.01%	2594
2019 Q1	$1.31M	Hold	45,000	–	–	﹤0.01%	2438
2018 Q4	$590K	Buy	+45,000	New	+$718K	﹤0.01%	3002
2016 Q1	–	Sell	-50,000	Closed	-$907K	–	3589
2015 Q4	$907K	Buy	50,000 +10,000	+25%	+$176K	﹤0.01%	2705
2015 Q3	$743K	Buy	+40,000	New	+$998K	﹤0.01%	2806

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.