Novo Holdings A/S’s Insmed INSM Stock Holding History

Novo Holdings A/S’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	-200,000	Closed	-$34.8M	–	23
2025 Q4	$34.8M	Hold	200,000	–	–	2.7%	16
2025 Q3	$28.8M	Sell	200,000 -480,000	-71%	-$58.8M	1.86%	19
2025 Q2	$68.4M	Sell	680,000 -44,666	-6%	-$3.42M	4.83%	7
2025 Q1	$55.3M	Hold	724,666	–	–	4.21%	7
2024 Q4	$50M	Hold	724,666	–	–	3.03%	10
2024 Q3	$52.9M	Sell	724,666 -75,334	-9%	-$5.56M	2.63%	12
2024 Q2	$53.6M	Sell	800,000 -539,304	-40%	-$20.9M	2.89%	9
2024 Q1	$36.3M	Hold	1,339,304	–	–	2.51%	13
2023 Q4	$41.5M	Hold	1,339,304	–	–	2.56%	15
2023 Q3	$33.8M	Hold	1,339,304	–	–	2.5%	17
2023 Q2	$28.3M	Hold	1,339,304	–	–	2.18%	17
2023 Q1	$22.8M	Buy	1,339,304 +499,304	+59%	+$9.7M	1.51%	22
2022 Q4	$16.8M	Buy	840,000 +70,000	+9%	+$1.35M	1.05%	24
2022 Q3	$16.6M	Hold	770,000	–	–	0.79%	26
2022 Q2	$15.2M	Buy	770,000 +64,162	+9%	+$1.34M	0.75%	25
2022 Q1	$16.6M	Buy	705,838 +9,998	+1%	+$232K	0.88%	21
2021 Q4	$19M	Hold	695,840	–	–	0.9%	22
2021 Q3	$19.2M	Hold	695,840	–	–	0.99%	24
2021 Q2	$19.8M	Buy	695,840 +239,209	+52%	+$7.1M	0.88%	24
2021 Q1	$15.6M	Buy	456,631 +26,524	+6%	+$1.01M	0.64%	27
2020 Q4	$14.3M	Hold	430,107	–	–	0.61%	29
2020 Q3	$13.8M	Hold	430,107	–	–	0.69%	23
2020 Q2	$11.8M	Buy	+430,107	New	+$10.2M	0.76%	22

Other funds holding INSM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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 Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Novo Holdings A/S's INSM Position: Q1 2026 in Review

Novo Holdings A/S sold out of Insmed (INSM) in Q1 2026, closing a stake of 200,000 shares — an estimated $34.8M sold.

Novo Holdings A/S first reported a position in INSM in Q2 2020 and held it in 23 quarters. The position peaked at $68.4M in Q2 2025. 669 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

Novo Holdings A/S reported no remaining Insmed position as of Q1 2026 after selling out during the quarter.
Novo Holdings A/S sold 200,000 Insmed shares in Q1 2026, an estimated $34.8M.
Novo Holdings A/S first reported a position in Insmed in Q2 2020 and held it in 23 quarters.
Novo Holdings A/S's Insmed position peaked at $68.4M in Q2 2025.
669 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on Novo Holdings A/S's 13F filing for Q1 2026, filed 15 May 2026.