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Stempoint Capital’s Insmed INSM Stock Holding History

Stempoint 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
-43,419
Closed -$6.25M – 99
2025
Q3 		$6.25M Sell
43,419
-18,159
-29% -$2.22M 1.25% 25
2025
Q2 		$6.2M Sell
61,578
-25,481
-29% -$1.95M 1.99% 19
2025
Q1 		$6.64M Sell
87,059
-19,551
-18% -$1.5M 2.12% 19
2024
Q4 		$7.36M Buy
+106,610
New +$7.68M 1.84% 19
2024
Q3 		– Sell
-86,980
Closed -$5.83M – 61
2024
Q2 		$5.83M Sell
86,980
-185,468
-68% -$7.19M 1.71% 20
2024
Q1 		$7.39M Buy
272,448
+98,869
+57% +$2.77M 1.95% 17
2023
Q4 		$5.38M Buy
+173,579
New +$4.5M 1.44% 25

Other funds holding INSM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Stempoint Capital's INSM Position: Q4 2025 in Review

Stempoint Capital sold out of Insmed (INSM) in Q4 2025, closing a stake of 43,419 shares — an estimated $6.25M sold.

Stempoint Capital first reported a position in INSM in Q4 2023 and held it in 7 quarters. The position peaked at $7.39M in Q1 2024. 676 funds tracked by Wall St. Rank hold INSM as of Q4 2025.

  • Stempoint Capital reported no remaining Insmed position as of Q4 2025 after selling out during the quarter.
  • Stempoint Capital sold 43,419 Insmed shares in Q4 2025, an estimated $6.25M.
  • Stempoint Capital first reported a position in Insmed in Q4 2023 and held it in 7 quarters.
  • Stempoint Capital's Insmed position peaked at $7.39M in Q1 2024.
  • 676 funds tracked by Wall St. Rank held Insmed as of Q4 2025.

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