PCH
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Polar Capital Holdings’s Insmed INSM Stock Holding History

Polar Capital Holdings’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
Q2 		$95M Buy
890,872
+522,765
+142% +$63.3M 0.22% 87
2026
Q1 		$60.2M Buy
368,107
+23,879
+7% +$3.67M 0.21% 86
2025
Q4 		$59.9M Sell
344,228
-27,659
-7% -$5.05M 0.23% 86
2025
Q3 		$53.6M Sell
371,887
-326,073
-47% -$39.9M 0.26% 94
2025
Q2 		$70.2M Sell
697,960
-30,795
-4% -$2.35M 0.37% 70
2025
Q1 		$55.6M Sell
728,755
-1,245
-0.2% -$95.2K 0.34% 85
2024
Q4 		$50.4M Buy
730,000
+50,000
+7% +$3.6M 0.28% 90
2024
Q3 		$49.6M Buy
680,000
+425,000
+167% +$31.4M 0.24% 89
2024
Q2 		$17.1M Buy
255,000
+3,300
+1% +$128K 0.1% 149
2024
Q1 		$6.83M Sell
251,700
-252,575
-50% -$7.07M 0.04% 224
2023
Q4 		$15.6M Sell
504,275
-357,125
-41% -$9.26M 0.1% 154
2023
Q3 		$21.8M Sell
861,400
-829,949
-49% -$19M 0.16% 137
2023
Q2 		$35.7M Hold
1,691,349
– – 0.18% 109
2023
Q1 		$28.8M Buy
1,691,349
+150,000
+10% +$2.91M 0.19% 117
2022
Q4 		$30.8M Buy
1,541,349
+150,000
+11% +$2.9M 0.25% 112
2022
Q3 		$30K Buy
1,391,349
+759,500
+120% +$18.2M 0.19% 109
2022
Q2 		$12.5K Hold
631,849
– – 0.07% 183
2022
Q1 		$14.8K Sell
631,849
-1,166,360
-65% -$27.1M 0.07% 195
2021
Q4 		$49K Hold
1,798,209
– – 0.18% 105
2021
Q3 		$49.5K Buy
1,798,209
+861,771
+92% +$22.6M 0.2% 106
2021
Q2 		$26.7K Hold
936,438
– – 0.12% 141
2021
Q1 		$31.9M Buy
936,438
+235,137
+34% +$8.99M 0.2% 125
2020
Q4 		$23.3M Buy
+701,301
New +$25.6M 0.14% 139

Other funds holding INSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Polar Capital Holdings's INSM Position: Q2 2026 in Review

Polar Capital Holdings increased its Insmed (INSM) stake by 142% in Q2 2026, buying an estimated $63.3M and bringing the position to 890,872 shares worth $95M. The position accounts for 0.22% of the portfolio, ranked #87.

Polar Capital Holdings first reported a position in INSM in Q4 2020 and has held it in 23 quarters since. 663 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Polar Capital Holdings held 890,872 shares of Insmed worth $95M as of Q2 2026.
  • Polar Capital Holdings bought 522,765 Insmed shares in Q2 2026, an estimated $63.3M.
  • Insmed made up 0.22% of Polar Capital Holdings's portfolio in Q2 2026, its #87 holding.
  • Polar Capital Holdings first reported a position in Insmed in Q4 2020 and has held it in 23 quarters since.
  • 663 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.