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Silverarc Capital Management’s Insmed INSM Stock Holding History

Silverarc Capital Management’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 		$3.67M Sell
34,438
-1,412
-4% -$171K 0.38% 56
2026
Q1 		$5.86M Sell
35,850
-35,406
-50% -$5.44M 0.6% 39
2025
Q4 		$12.4M Sell
71,256
-135,392
-66% -$24.7M 1.72% 19
2025
Q3 		$29.8M Sell
206,648
-42,412
-17% -$5.2M 4.01% 7
2025
Q2 		$25.1M Sell
249,060
-72,306
-22% -$5.53M 4.62% 6
2025
Q1 		$24.5M Sell
321,366
-50,864
-14% -$3.89M 5.01% 5
2024
Q4 		$25.7M Buy
372,230
+24,535
+7% +$1.77M 5.62% 3
2024
Q3 		$25.4M Buy
347,695
+207,695
+148% +$15.3M 5.7% 3
2024
Q2 		$9.38M Buy
140,000
+26,384
+23% +$1.02M 2.21% 13
2024
Q1 		$3.08M Sell
113,616
-41,888
-27% -$1.17M 0.86% 35
2023
Q4 		$4.82M Buy
155,504
+5,117
+3% +$133K 1.43% 32
2023
Q3 		$3.8M Buy
150,387
+5,923
+4% +$135K 1.15% 37
2023
Q2 		$3.05M Buy
144,464
+670
+0.5% +$12.7K 0.94% 36
2023
Q1 		$2.45M Buy
143,794
+19,329
+16% +$376K 1.01% 38
2022
Q4 		$2.49M Sell
124,465
-99,551
-44% -$1.92M 0.71% 48
2022
Q3 		$4.83M Buy
224,016
+11,534
+5% +$277K 1.63% 24
2022
Q2 		$4.19M Buy
212,482
+110,415
+108% +$2.31M 1.29% 25
2022
Q1 		$2.4K Buy
102,067
+1,446
+1% +$33.6K 0.99% 26
2021
Q4 		$2.74M Sell
100,621
-73,967
-42% -$2.11M 1.11% 29
2021
Q3 		$4.81M Sell
174,588
-2,845
-2% -$74.6K 2.72% 11
2021
Q2 		$5.05K Sell
177,433
-13,377
-7% -$397K 2.25% 11
2021
Q1 		$6.5M Buy
190,810
+15,810
+9% +$604K 3.54% 4
2020
Q4 		$5.83M Buy
+175,000
New +$6.39M 3.38% 5

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

Silverarc Capital Management's INSM Position: Q2 2026 in Review

Silverarc Capital Management reduced its Insmed (INSM) stake by 3.9% in Q2 2026, selling an estimated $171K and leaving 34,438 shares worth $3.67M. The position accounts for 0.38% of the portfolio, ranked #56.

Silverarc Capital Management first reported a position in INSM in Q4 2020 and has held it in 23 quarters since. The position peaked at $29.8M in Q3 2025. 663 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

  • Silverarc Capital Management held 34,438 shares of Insmed worth $3.67M as of Q2 2026.
  • Silverarc Capital Management sold 1,412 Insmed shares in Q2 2026, an estimated $171K.
  • Insmed made up 0.38% of Silverarc Capital Management's portfolio in Q2 2026, its #56 holding.
  • Silverarc Capital Management first reported a position in Insmed in Q4 2020 and has held it in 23 quarters since.
  • Silverarc Capital Management's Insmed position peaked at $29.8M in Q3 2025.
  • 663 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Silverarc Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.