OrbiMed’s Insmed INSM Stock Holding History

OrbiMed’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	-25,400	Closed	-$4.42M	–	121
2025 Q4	$4.42M	Buy	25,400 +11,941	+89%	+$2.18M	0.09%	92
2025 Q3	$1.94M	Hold	13,459	–	–	0.05%	98
2025 Q2	$1.35M	Sell	13,459 -15,200	-53%	-$1.16M	0.03%	89
2025 Q1	$2.19M	Sell	28,659 -65,900	-70%	-$5.04M	0.05%	90
2024 Q4	$6.53M	Buy	+94,559	New	+$6.81M	0.13%	80
2020 Q1	–	Sell	-59,000	Closed	-$1.41M	–	151
2019 Q4	$1.41M	Sell	59,000 -503,300	-90%	-$10.2M	0.02%	124
2019 Q3	$9.92M	Buy	+562,300	New	+$10.9M	0.19%	79
2018 Q4	–	Sell	-1,829,300	Closed	-$37M	–	139
2018 Q3	$37M	Sell	1,829,300 -1,098,591	-38%	-$24.8M	0.45%	64
2018 Q2	$69.2M	Hold	2,927,891	–	–	0.83%	39
2018 Q1	$65.9M	Buy	2,927,891 +1,431,100	+96%	+$37.7M	0.82%	42
2017 Q4	$46.7M	Sell	1,496,791 -378,225	-20%	-$11.2M	0.59%	49
2017 Q3	$58.5M	Sell	1,875,016 -2,518,493	-57%	-$48M	0.56%	54
2017 Q2	$75.4M	Sell	4,393,509 -417,396	-9%	-$7.13M	0.79%	43
2017 Q1	$84.2M	Sell	4,810,905 -490,900	-9%	-$7.57M	0.95%	33
2016 Q4	$70.1M	Buy	5,301,805 +50,705	+1%	+$692K	0.89%	37
2016 Q3	$76.2M	Buy	5,251,100 +1,092,500	+26%	+$13.7M	0.87%	45
2016 Q2	$41M	Buy	4,158,600 +688,700	+20%	+$8.04M	0.43%	55
2016 Q1	$44M	Hold	3,469,900	–	–	0.46%	51
2015 Q4	$63M	Buy	3,469,900 +324,599	+10%	+$5.72M	0.57%	47
2015 Q3	$58.4M	Buy	3,145,301 +1,436,801	+84%	+$35.9M	0.59%	46
2015 Q2	$41.7M	Buy	+1,708,500	New	+$38.8M	0.35%	58
2014 Q3	–	Sell	-538,500	Closed	-$10.8M	–	137
2014 Q2	$10.8M	Buy	+538,500	New	+$7.97M	0.13%	81

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

OrbiMed's INSM Position: Q1 2026 in Review

OrbiMed sold out of Insmed (INSM) in Q1 2026, closing a stake of 25,400 shares — an estimated $4.42M sold.

OrbiMed first reported a position in INSM in Q2 2014 and held it in 22 quarters. The position peaked at $84.2M in Q1 2017. 669 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

OrbiMed reported no remaining Insmed position as of Q1 2026 after selling out during the quarter.
OrbiMed sold 25,400 Insmed shares in Q1 2026, an estimated $4.42M.
OrbiMed first reported a position in Insmed in Q2 2014 and held it in 22 quarters.
OrbiMed's Insmed position peaked at $84.2M in Q1 2017.
669 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

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