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Lion Point Capital’s Insmed INSM Stock Holding History

Lion Point 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
2025
Q4 		– Sell
-6,250
Closed -$900K – 41
2025
Q3 		$900K Sell
6,250
-4,400
-41% -$539K 5.11% 7
2025
Q2 		$1.07M Sell
10,650
-19,850
-65% -$1.52M 7.28% 5
2025
Q1 		$2.33M Sell
30,500
-6,200
-17% -$474K 14.84% 1
2024
Q4 		$2.53M Sell
36,700
-15,500
-30% -$1.12M 13.27% 1
2024
Q3 		$3.81M Sell
52,200
-18,135
-26% -$1.34M 8.49% 2
2024
Q2 		$4.71M Hold
70,335
– – 8.59% 3
2024
Q1 		$1.91M Hold
70,335
– – 1.07% 9
2023
Q4 		$2.18M Hold
70,335
– – 1.09% 10
2023
Q3 		$1.78M Buy
70,335
+20,000
+40% +$457K 0.79% 10
2023
Q2 		$1.06M Hold
50,335
– – 0.48% 17
2023
Q1 		$858K Sell
50,335
-346,834
-87% -$6.74M 0.35% 22
2022
Q4 		$7.63M Hold
397,169
– – 1.09% 14
2022
Q3 		$7.63M Hold
397,169
– – 1.68% 20
2022
Q2 		$7.63M Buy
+397,169
New +$8.32M 0.87% 19

Other funds holding INSM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Lion Point Capital's INSM Position: Q4 2025 in Review

Lion Point Capital sold out of Insmed (INSM) in Q4 2025, closing a stake of 6,250 shares — an estimated $900K sold.

Lion Point Capital first reported a position in INSM in Q2 2022 and held it in 14 quarters. The position peaked at $7.63M in Q4 2022. 676 funds tracked by Wall St. Rank hold INSM as of Q4 2025.

  • Lion Point Capital reported no remaining Insmed position as of Q4 2025 after selling out during the quarter.
  • Lion Point Capital sold 6,250 Insmed shares in Q4 2025, an estimated $900K.
  • Lion Point Capital first reported a position in Insmed in Q2 2022 and held it in 14 quarters.
  • Lion Point Capital's Insmed position peaked at $7.63M in Q4 2022.
  • 676 funds tracked by Wall St. Rank held Insmed as of Q4 2025.

Based on Lion Point Capital's 13F filing for Q4 2025, filed 17 Feb 2026.