Quantessence Capital’s Insmed INSM Stock Holding History

Quantessence 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
2025 Q4	–	Sell	-28,157	Closed	-$4.05M	–	88
2025 Q3	$4.05M	Sell	28,157 -47,571	-63%	-$5.83M	1.28%	17
2025 Q2	$7.62M	Buy	+75,728	New	+$5.79M	2.24%	4

Other funds holding INSM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DGM

Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Quantessence Capital's INSM Position: Q4 2025 in Review

Quantessence Capital sold out of Insmed (INSM) in Q4 2025, closing a stake of 28,157 shares — an estimated $4.05M sold.

Quantessence Capital first reported a position in INSM in Q2 2025 and held it in 2 quarters. The position peaked at $7.62M in Q2 2025. 676 funds tracked by Wall St. Rank hold INSM as of Q4 2025.

Quantessence Capital reported no remaining Insmed position as of Q4 2025 after selling out during the quarter.
Quantessence Capital sold 28,157 Insmed shares in Q4 2025, an estimated $4.05M.
Quantessence Capital first reported a position in Insmed in Q2 2025 and held it in 2 quarters.
Quantessence Capital's Insmed position peaked at $7.62M in Q2 2025.
676 funds tracked by Wall St. Rank held Insmed as of Q4 2025.

Based on Quantessence Capital's 13F filing for Q4 2025, filed 17 Feb 2026.