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Patient Square Capital’s Insmed INSM Stock Holding History

Patient Square 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 		$25.8M Sell
157,500
-109,500
-41% -$16.8M 4.57% 3
2025
Q4 		$46.5M Sell
267,000
-59,400
-18% -$10.8M 9.95% 2
2025
Q3 		$47M Sell
326,400
-32,400
-9% -$3.97M 12.57% 2
2025
Q2 		$36.1M Buy
358,800
+28,550
+9% +$2.18M 13.02% 2
2025
Q1 		$25.2M Buy
330,250
+23,083
+8% +$1.77M 10.42% 2
2024
Q4 		$21.2M Buy
307,167
+135,463
+79% +$9.76M 7.93% 3
2024
Q3 		$12.5M Buy
+171,704
New +$12.7M 4.65% 4

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

Patient Square Capital's INSM Position: Q1 2026 in Review

Patient Square Capital reduced its Insmed (INSM) stake by 41% in Q1 2026, selling an estimated $16.8M and leaving 157,500 shares worth $25.8M. The position accounts for 4.57% of the portfolio, ranked #3.

Patient Square Capital first reported a position in INSM in Q3 2024 and has held it in 7 quarters since. The position peaked at $47M in Q3 2025. 669 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

  • Patient Square Capital held 157,500 shares of Insmed worth $25.8M as of Q1 2026.
  • Patient Square Capital sold 109,500 Insmed shares in Q1 2026, an estimated $16.8M.
  • Insmed made up 4.57% of Patient Square Capital's portfolio in Q1 2026, its #3 holding.
  • Patient Square Capital first reported a position in Insmed in Q3 2024 and has held it in 7 quarters since.
  • Patient Square Capital's Insmed position peaked at $47M in Q3 2025.
  • 669 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

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