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
2024 Q2	–	Sell	-100,000	Closed	-$2.71M	–	85
2024 Q1	$2.71M	Buy	+100,000	New	+$2.8M	0.15%	55

Other funds holding INSM

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

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

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

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.