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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
2026
Q2 		$363K Buy
+3,401
New +$412K 1.07% 39
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

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

Quantessence Capital's INSM Position: Q2 2026 in Review

Quantessence Capital opened a new position in Insmed (INSM) in Q2 2026: 3,401 shares worth $363K. The stake represents 1.07% of the portfolio and ranks #39 among its holdings. This is a return to the name: Quantessence Capital previously reported a position in INSM as recently as Q3 2025.

Quantessence Capital first reported a position in INSM in Q2 2025 and has held it in 3 quarters since. The position peaked at $7.62M in Q2 2025. 666 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Quantessence Capital held 3,401 shares of Insmed worth $363K as of Q2 2026.
  • Insmed was a new Quantessence Capital position in Q2 2026.
  • Insmed made up 1.07% of Quantessence Capital's portfolio in Q2 2026, its #39 holding.
  • Quantessence Capital first reported a position in Insmed in Q2 2025 and has held it in 3 quarters since.
  • Quantessence Capital's Insmed position peaked at $7.62M in Q2 2025.
  • 666 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

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