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Sofinnova Investments’s Insmed INSM Stock Holding History

Sofinnova Investments’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 		$56.6M Buy
346,075
+189,274
+121% +$29.1M 2.15% 14
2025
Q4 		$27.3M Buy
156,801
+52,462
+50% +$9.57M 1.18% 31
2025
Q3 		$15M Sell
104,339
-209,584
-67% -$25.7M 0.82% 36
2025
Q2 		$31.6M Buy
313,923
+9,669
+3% +$739K 1.93% 19
2025
Q1 		$23.2M Buy
304,254
+47,973
+19% +$3.67M 1.52% 21
2024
Q4 		$17.7M Sell
256,281
-30,026
-10% -$2.16M 1.29% 24
2024
Q3 		$20.9M Buy
286,307
+58,560
+26% +$4.32M 1.66% 20
2024
Q2 		$15.3M Buy
+227,747
New +$8.83M 0.79% 36
2022
Q4 		– Sell
-220,665
Closed -$4.75M – 56
2022
Q3 		$4.75M Buy
220,665
+213,295
+2,894% +$5.11M 0.28% 48
2022
Q2 		$145K Buy
7,370
+2,002
+37% +$42K 0.01% 58
2022
Q1 		$126K Sell
5,368
-436,405
-99% -$10.1M 0.01% 60
2021
Q4 		$12M Sell
441,773
-93,347
-17% -$2.67M 0.7% 39
2021
Q3 		$14.7M Sell
535,120
-309,049
-37% -$8.11M 0.87% 28
2021
Q2 		$24M Buy
844,169
+225,219
+36% +$6.68M 1.38% 17
2021
Q1 		$21.1M Buy
618,950
+309,288
+100% +$11.8M 1.27% 23
2020
Q4 		$10.3M Sell
309,662
-305,481
-50% -$11.2M 0.61% 34
2020
Q3 		$19.8M Buy
615,143
+131,176
+27% +$3.77M 1.47% 16
2020
Q2 		$13.3M Buy
+483,967
New +$11.5M 0.84% 28
2019
Q2 		– Sell
-140,057
Closed -$4.07M – 79
2019
Q1 		$4.07M Buy
+140,057
New +$3.63M 0.39% 45

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

Sofinnova Investments's INSM Position: Q1 2026 in Review

Sofinnova Investments increased its Insmed (INSM) stake by 121% in Q1 2026, buying an estimated $29.1M and bringing the position to 346,075 shares worth $56.6M. The position accounts for 2.15% of the portfolio, ranked #14.

Sofinnova Investments first reported a position in INSM in Q1 2019 and has held it in 19 quarters since. 669 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

  • Sofinnova Investments held 346,075 shares of Insmed worth $56.6M as of Q1 2026.
  • Sofinnova Investments bought 189,274 Insmed shares in Q1 2026, an estimated $29.1M.
  • Insmed made up 2.15% of Sofinnova Investments's portfolio in Q1 2026, its #14 holding.
  • Sofinnova Investments first reported a position in Insmed in Q1 2019 and has held it in 19 quarters since.
  • 669 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on Sofinnova Investments's 13F filing for Q1 2026, filed 15 May 2026.