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Ikarian Capital’s Insmed INSM Stock Holding History

Ikarian Capital’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
Q1 		– Sell
-8,600
Closed -$1.5M – 188
2025
Q4 		$1.5M Sell
8,600
-91,400
-91% -$16.7M 0.12% 118
2025
Q3 		$14.4M Buy
+100,000
New +$12.3M 1.45% 13
2025
Q1 		– Sell
-150,000
Closed -$10.4M – 194
2024
Q4 		$10.4M Buy
+150,000
New +$10.8M 1.41% 13
2024
Q3 		– Sell
-5,070
Closed -$34M – 162
2024
Q2 		$34M Sell
5,070
-342,130
-99% -$13.3M 5.92% 3
2024
Q1 		$9.42M Buy
347,200
+347,000
+173,500% +$9.71M 1.03% 31
2023
Q4 		$6.2K Buy
200
+198
+9,900% +$5.13K ﹤0.01% 136
2023
Q3 		$5.05K Sell
2
-199,998
-100% -$4.57M ﹤0.01% 138
2023
Q2 		$4.22M Hold
200,000
– – 0.67% 45
2023
Q1 		$3.41M Buy
+200,000
New +$3.89M 0.77% 46
2022
Q4 		– Sell
-100,000
Closed -$2.15M – 95
2022
Q3 		$2.15M Buy
+100,000
New +$2.4M 0.43% 57
2020
Q2 		– Sell
-300,000
Closed -$4.81M – 188
2020
Q1 		$4.81M Buy
300,000
+238,800
+390% +$5.66M 0.36% 65
2019
Q4 		$1.46M Buy
+61,200
New +$1.24M 0.24% 68

Other funds holding INSM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ikarian Capital's INSM Position: Q1 2026 in Review

Ikarian Capital reduced its Insmed (INSM) stake by 55% in Q1 2026, selling an estimated $788K and leaving 4,214 shares worth $689K. The position accounts for 0.06% of the portfolio, ranked #120.

Ikarian Capital first reported a position in INSM in Q1 2020 and has held it in 15 quarters since. The position peaked at $16.5M in Q2 2025. 669 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

  • Ikarian Capital held 4,214 shares of Insmed worth $689K as of Q1 2026.
  • Ikarian Capital sold 5,123 Insmed shares in Q1 2026, an estimated $788K.
  • Insmed made up 0.06% of Ikarian Capital's portfolio in Q1 2026, its #120 holding.
  • Ikarian Capital first reported a position in Insmed in Q1 2020 and has held it in 15 quarters since.
  • Ikarian Capital's Insmed position peaked at $16.5M in Q2 2025.
  • 669 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on Ikarian Capital's 13F filing for Q1 2026, filed 15 May 2026.