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Hood River Capital Management’s Insmed INSM Stock Holding History

Hood River 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 		$113M Buy
1,056,871
+368,317
+53% +$44.6M 0.82% 34
2026
Q1 		$113M Buy
688,554
+50,977
+8% +$7.84M 1.13% 22
2025
Q4 		$111M Sell
637,577
-243,826
-28% -$44.5M 1.22% 22
2025
Q3 		$127M Sell
881,403
-18,200
-2% -$2.23M 1.5% 15
2025
Q2 		$90.5M Sell
899,603
-658,683
-42% -$50.4M 1.26% 22
2025
Q1 		$119M Buy
1,558,286
+32,658
+2% +$2.5M 2.03% 5
2024
Q4 		$105M Buy
1,525,628
+53,073
+4% +$3.82M 1.56% 10
2024
Q3 		$107M Buy
1,472,555
+157,163
+12% +$11.6M 1.74% 12
2024
Q2 		$88.1M Buy
1,315,392
+352,891
+37% +$13.7M 1.83% 11
2024
Q1 		$26.1M Buy
962,501
+56,682
+6% +$1.59M 0.58% 61
2023
Q4 		$28.1M Buy
+905,819
New +$23.5M 0.77% 53
2022
Q2 		– Sell
-449,595
Closed -$10.6M – 128
2022
Q1 		$10.6M Buy
449,595
+459
+0.1% +$10.7K 0.35% 76
2021
Q4 		$12.2M Buy
449,136
+35
+0% +$1K 0.37% 74
2021
Q3 		$12.4M Sell
449,101
-17,326
-4% -$455K 0.38% 74
2021
Q2 		$13.3M Sell
466,427
-6,800
-1% -$202K 0.4% 81
2021
Q1 		$16.1M Sell
473,227
-48,329
-9% -$1.85M 0.52% 76
2020
Q4 		$17.4M Buy
+521,556
New +$19.1M 0.57% 72

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

Hood River Capital Management's INSM Position: Q2 2026 in Review

Hood River Capital Management increased its Insmed (INSM) stake by 53% in Q2 2026, buying an estimated $44.6M and bringing the position to 1,056,871 shares worth $113M. The position accounts for 0.82% of the portfolio, ranked #34.

Hood River Capital Management first reported a position in INSM in Q4 2020 and has held it in 17 quarters since. The position peaked at $127M in Q3 2025. 663 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Hood River Capital Management held 1,056,871 shares of Insmed worth $113M as of Q2 2026.
  • Hood River Capital Management bought 368,317 Insmed shares in Q2 2026, an estimated $44.6M.
  • Insmed made up 0.82% of Hood River Capital Management's portfolio in Q2 2026, its #34 holding.
  • Hood River Capital Management first reported a position in Insmed in Q4 2020 and has held it in 17 quarters since.
  • Hood River Capital Management's Insmed position peaked at $127M in Q3 2025.
  • 663 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

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