Holocene Advisors
INSM icon

Holocene Advisors’s Insmed INSM Stock Holding History

Holocene Advisors’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 		$20.6M Buy
+192,879
New +$23.4M 0.05% 270
2026
Q1 		– Sell
-801,165
Closed -$139M – 895
2025
Q4 		$139M Sell
801,165
-282,516
-26% -$51.6M 0.29% 95
2025
Q3 		$156M Sell
1,083,681
-933,125
-46% -$114M 0.36% 67
2025
Q2 		$203M Sell
2,016,806
-9,616
-0.5% -$735K 0.5% 61
2025
Q1 		$155M Buy
2,026,422
+1,338,710
+195% +$102M 0.45% 62
2024
Q4 		$47.5M Buy
+687,712
New +$49.5M 0.15% 167
2024
Q1 		– Sell
-1,614,862
Closed -$50M – 785
2023
Q4 		$50M Sell
1,614,862
-193,626
-11% -$5.02M 0.2% 151
2023
Q3 		$45.7M Sell
1,808,488
-274,390
-13% -$6.28M 0.2% 146
2023
Q2 		$43.9M Sell
2,082,878
-132,269
-6% -$2.51M 0.19% 146
2023
Q1 		$37.8M Buy
2,215,147
+76,280
+4% +$1.48M 0.19% 153
2022
Q4 		$42.7M Buy
2,138,867
+408,359
+24% +$7.89M 0.26% 119
2022
Q3 		$37.3M Sell
1,730,508
-1,163,314
-40% -$27.9M 0.24% 126
2022
Q2 		$57.1M Buy
2,893,822
+150,243
+5% +$3.15M 0.34% 102
2022
Q1 		$64.5M Buy
2,743,579
+606,993
+28% +$14.1M 0.34% 99
2021
Q4 		$58.2M Sell
2,136,586
-50,689
-2% -$1.45M 0.3% 108
2021
Q3 		$60.2M Sell
2,187,275
-314,004
-13% -$8.24M 0.33% 100
2021
Q2 		$71.2M Buy
2,501,279
+723,666
+41% +$21.5M 0.4% 89
2021
Q1 		$60.5M Buy
1,777,613
+849,522
+92% +$32.5M 0.38% 81
2020
Q4 		$30.9M Sell
928,091
-210,131
-18% -$7.68M 0.19% 160
2020
Q3 		$36.6M Buy
1,138,222
+31,389
+3% +$902K 0.28% 116
2020
Q2 		$30.5M Buy
1,106,833
+245,920
+29% +$5.83M 0.27% 110
2020
Q1 		$13.8M Buy
+860,913
New +$20.4M 0.15% 145

Other funds holding INSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
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
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
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

Holocene Advisors's INSM Position: Q2 2026 in Review

Holocene Advisors opened a new position in Insmed (INSM) in Q2 2026: 192,879 shares worth $20.6M. The stake represents 0.05% of the portfolio and ranks #270 among its holdings. This is a return to the name: Holocene Advisors previously reported a position in INSM as recently as Q4 2025.

Holocene Advisors first reported a position in INSM in Q1 2020 and has held it in 22 quarters since. The position peaked at $203M in Q2 2025. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Holocene Advisors held 192,879 shares of Insmed worth $20.6M as of Q2 2026.
  • Insmed was a new Holocene Advisors position in Q2 2026.
  • Insmed made up 0.05% of Holocene Advisors's portfolio in Q2 2026, its #270 holding.
  • Holocene Advisors first reported a position in Insmed in Q1 2020 and has held it in 22 quarters since.
  • Holocene Advisors's Insmed position peaked at $203M in Q2 2025.
  • 665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.