Palo Alto Investors’s Insmed INSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $67.9M | Sell |
415,269
-74,213
| -15% | -$11.4M | 10.39% | 1 |
|
|
2025
Q4 | $85.2M | Sell |
489,482
-2,323
| -0.5% | -$424K | 11.86% | 1 |
|
|
2025
Q3 | $70.8M | Sell |
491,805
-373,308
| -43% | -$45.7M | 13.11% | 1 |
|
|
2025
Q2 | $87.1M | Sell |
865,113
-122,040
| -12% | -$9.33M | 18.52% | 1 |
|
|
2025
Q1 | $75.3M | Sell |
987,153
-616,312
| -38% | -$47.1M | 14.34% | 1 |
|
|
2024
Q4 | $111M | Sell |
1,603,465
-337,528
| -17% | -$24.3M | 17.15% | 1 |
|
|
2024
Q3 | $142M | Sell |
1,940,993
-197,970
| -9% | -$14.6M | 18.4% | 1 |
|
|
2024
Q2 | $143M | Sell |
2,138,963
-2,284,406
| -52% | -$88.6M | 16.61% | 1 |
|
|
2024
Q1 | $120M | Sell |
4,423,369
-1,088,352
| -20% | -$30.5M | 13.53% | 1 |
|
|
2023
Q4 | $171M | Sell |
5,511,721
-377,770
| -6% | -$9.8M | 15.39% | 1 |
|
|
2023
Q3 | $149M | Hold |
5,889,491
| – | – | 14.07% | 2 |
|
|
2023
Q2 | $124M | Hold |
5,889,491
| – | – | 10.04% | 5 |
|
|
2023
Q1 | $100M | Buy |
5,889,491
+18,200
| +0.3% | +$354K | 8.32% | 6 |
|
|
2022
Q4 | $117M | Buy |
5,871,291
+30,893
| +0.5% | +$597K | 10% | 4 |
|
|
2022
Q3 | $126M | Hold |
5,840,398
| – | – | 9.95% | 3 |
|
|
2022
Q2 | $115M | Sell |
5,840,398
-40,901
| -0.7% | -$857K | 10.04% | 4 |
|
|
2022
Q1 | $138M | Sell |
5,881,299
-144,407
| -2% | -$3.36M | 10.69% | 3 |
|
|
2021
Q4 | $164M | Buy |
6,025,706
+6,600
| +0.1% | +$189K | 10.49% | 3 |
|
|
2021
Q3 | $166M | Hold |
6,019,106
| – | – | 10.01% | 3 |
|
|
2021
Q2 | $171M | Buy |
6,019,106
+194,599
| +3% | +$5.78M | 9.44% | 4 |
|
|
2021
Q1 | $198M | Sell |
5,824,507
-281,473
| -5% | -$10.8M | 11.3% | 1 |
|
|
2020
Q4 | $203M | Buy |
6,105,980
+73,024
| +1% | +$2.67M | 10.66% | 2 |
|
|
2020
Q3 | $194M | Buy |
6,032,956
+30,667
| +0.5% | +$881K | 10.64% | 2 |
|
|
2020
Q2 | $165M | Sell |
6,002,289
-53,334
| -0.9% | -$1.26M | 9.93% | 4 |
|
|
2020
Q1 | $97.1M | Sell |
6,055,623
-793,137
| -12% | -$18.8M | 8.13% | 3 |
|
|
2019
Q4 | $164M | Sell |
6,848,760
-390,889
| -5% | -$7.95M | 9% | 2 |
|
|
2019
Q3 | $128M | Sell |
7,239,649
-651,268
| -8% | -$12.6M | 8.51% | 2 |
|
|
2019
Q2 | $202M | Buy |
7,890,917
+237,300
| +3% | +$6.61M | 9.82% | 2 |
|
|
2019
Q1 | $222M | Hold |
7,653,617
| – | – | 9.28% | 2 |
|
|
2018
Q4 | $100M | Buy |
7,653,617
+296,334
| +4% | +$4.73M | 5.35% | 7 |
|
|
2018
Q3 | $149M | Buy |
7,357,283
+120,700
| +2% | +$2.73M | 6.01% | 7 |
|
|
2018
Q2 | $171M | Buy |
7,236,583
+76,993
| +1% | +$1.98M | 6.84% | 5 |
|
|
2018
Q1 | $161M | Buy |
7,159,590
+755,004
| +12% | +$19.9M | 6.89% | 5 |
|
|
2017
Q4 | $200M | Buy |
6,404,586
+232,770
| +4% | +$6.88M | 8.6% | 5 |
|
|
2017
Q3 | $193M | Buy |
6,171,816
+550,000
| +10% | +$10.5M | 8.11% | 5 |
|
|
2017
Q2 | $96.5M | Buy |
5,621,816
+87,666
| +2% | +$1.5M | 4.5% | 6 |
|
|
2017
Q1 | $96.9M | Buy |
5,534,150
+87,634
| +2% | +$1.35M | 4.58% | 7 |
|
|
2016
Q4 | $72.1M | Buy |
5,446,516
+355,218
| +7% | +$4.85M | 4.11% | 8 |
|
|
2016
Q3 | $73.9M | Buy |
5,091,298
+36,585
| +0.7% | +$458K | 4.29% | 6 |
|
|
2016
Q2 | $49.8M | Buy |
5,054,713
+263,913
| +6% | +$3.08M | 3.76% | 6 |
|
|
2016
Q1 | $60.7M | Hold |
4,790,800
| – | – | 4.71% | 7 |
|
|
2015
Q4 | $87M | Buy |
4,790,800
+22,000
| +0.5% | +$388K | 4.84% | 6 |
|
|
2015
Q3 | $88.6M | Buy |
4,768,800
+35,199
| +0.7% | +$879K | 4.26% | 7 |
|
|
2015
Q2 | $116M | Buy |
4,733,601
+84,153
| +2% | +$1.91M | 5.14% | 7 |
|
|
2015
Q1 | $96.7M | Buy |
4,649,448
+23,800
| +0.5% | +$419K | 4.78% | 8 |
|
|
2014
Q4 | $71.6M | Buy |
4,625,648
+733,449
| +19% | +$10.4M | 4.2% | 10 |
|
|
2014
Q3 | $50.8M | Buy |
3,892,199
+2,930,098
| +305% | +$44.2M | 3.79% | 10 |
|
|
2014
Q2 | $19.2M | Buy |
962,101
+645,402
| +204% | +$9.56M | 1.43% | 19 |
|
|
2014
Q1 | $6.03M | Buy |
316,699
+24,500
| +8% | +$466K | 0.5% | 27 |
|
|
2013
Q4 | $4.97M | Buy |
292,199
+25,900
| +10% | +$397K | 0.46% | 26 |
|
|
2013
Q3 | $4.16M | Hold |
266,299
| – | – | 0.44% | 25 |
|
|
2013
Q2 | $3.19M | Buy |
+266,299
| New | +$2.72M | 0.38% | 23 |
|
Other funds holding INSM
DGM
VPM
VCM
BBA
Palo Alto Investors's INSM Position: Q1 2026 in Review
Palo Alto Investors reduced its Insmed (INSM) stake by 15% in Q1 2026, selling an estimated $11.4M and leaving 415,269 shares worth $67.9M. The position accounts for 10.39% of the portfolio, ranked #1.
Palo Alto Investors first reported a position in INSM in Q2 2013 and has held it in 52 quarters since. The position peaked at $222M in Q1 2019. 672 funds tracked by Wall St. Rank hold INSM as of Q1 2026.
- Palo Alto Investors held 415,269 shares of Insmed worth $67.9M as of Q1 2026.
- Palo Alto Investors sold 74,213 Insmed shares in Q1 2026, an estimated $11.4M.
- Insmed made up 10.39% of Palo Alto Investors's portfolio in Q1 2026, its #1 holding.
- Palo Alto Investors first reported a position in Insmed in Q2 2013 and has held it in 52 quarters since.
- Palo Alto Investors's Insmed position peaked at $222M in Q1 2019.
- 672 funds tracked by Wall St. Rank held Insmed as of Q1 2026.
Based on Palo Alto Investors's 13F filing for Q1 2026, filed 15 May 2026.