Steven Cohen’s Insmed INSM Stock Holding History

Steven Cohen’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	$57.3M	Buy	+536,997	New	+$65M	0.06%	379
2025 Q4	–	Sell	-464,217	Closed	-$84.7M	–	4026
2025 Q3	$66.9M	Sell	464,217 -26,450	-5%	-$3.24M	0.11%	205
2025 Q2	$49.4M	Buy	+490,667	New	+$37.5M	0.1%	253
2024 Q4	–	Sell	-315,151	Closed	-$23M	–	2244
2024 Q3	$23M	Sell	315,151 -543,149	-63%	-$40.1M	0.06%	377
2024 Q2	$57.5M	Buy	+858,300	New	+$33.3M	0.15%	189
2023 Q4	–	Sell	-16	Closed	-$415	–	2443
2023 Q3	$413	Buy	+16	New	+$366	﹤0.01%	2374
2023 Q1	–	Sell	-1,291,580	Closed	-$25.8M	–	2386
2022 Q4	$25.8M	Sell	1,291,580 -249,894	-16%	-$4.83M	0.09%	274
2022 Q3	$33.2M	Sell	1,541,474 -119,380	-7%	-$2.86M	0.13%	206
2022 Q2	$32.8M	Sell	1,660,854 -703,806	-30%	-$14.7M	0.14%	201
2022 Q1	$55.6M	Sell	2,364,660 -34,592	-1%	-$804K	0.22%	131
2021 Q4	$65.4M	Sell	2,399,252 -1,192,736	-33%	-$34.1M	0.26%	89
2021 Q3	$98.9M	Buy	3,591,988 +716,392	+25%	+$18.8M	0.43%	37
2021 Q2	$81.8M	Sell	2,875,596 -1,626	-0.1%	-$48.3K	0.37%	51
2021 Q1	$98M	Buy	2,877,222 +2,597,121	+927%	+$99.3M	0.46%	42
2020 Q4	$9.32M	Sell	280,101 -24,450	-8%	-$893K	0.05%	453
2020 Q3	$9.79M	Buy	304,551 +262,874	+631%	+$7.56M	0.05%	412
2020 Q2	$1.15M	Sell	41,677 -3,286,999	-99%	-$77.9M	0.01%	665
2020 Q1	$53.4M	Buy	3,328,676 +3,087,841	+1,282%	+$73.2M	0.43%	54
2019 Q4	$5.75M	Sell	240,835 -471,654	-66%	-$9.59M	0.03%	479
2019 Q3	$12.6M	Sell	712,489 -34,777	-5%	-$672K	0.08%	305
2019 Q2	$19.1M	Buy	747,266 +675,166	+936%	+$18.8M	0.1%	257
2019 Q1	$2.1M	Sell	72,100 -243,050	-77%	-$6.3M	0.01%	693
2018 Q4	$4.13M	Sell	315,150 -334,150	-51%	-$5.33M	0.02%	595
2018 Q3	$13.1M	Buy	+649,300	New	+$14.7M	0.05%	407
2017 Q4	–	Sell	-110,410	Closed	-$3.45M	–	981
2017 Q3	$3.45M	Buy	+110,410	New	+$2.1M	0.02%	600
2017 Q2	–	Sell	-50,000	Closed	-$876K	–	907
2017 Q1	$876K	Buy	+50,000	New	+$771K	﹤0.01%	748
2016 Q3	–	Sell	-201,354	Closed	-$1.99M	–	784
2016 Q2	$1.99M	Buy	+201,354	New	+$2.35M	0.01%	560
2015 Q1	–	Sell	-2,840,830	Closed	-$43.9M	–	736
2014 Q4	$43.9M	Buy	2,840,830 +271,194	+11%	+$3.85M	0.31%	97
2014 Q3	$33.5M	Buy	2,569,636 +1,917,949	+294%	+$28.9M	0.25%	107
2014 Q2	$13M	Buy	+651,687	New	+$9.65M	0.08%	280

Other funds holding INSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 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 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

Steven Cohen's INSM Position: Q2 2026 in Review

Steven Cohen opened a new position in Insmed (INSM) in Q2 2026: 536,997 shares worth $57.3M. The stake represents 0.06% of the portfolio and ranks #379 among its holdings. This is a return to the name: Steven Cohen previously reported a position in INSM as recently as Q3 2025.

Steven Cohen first reported a position in INSM in Q2 2014 and has held it in 30 quarters since. The position peaked at $98.9M in Q3 2021. 663 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

Steven Cohen held 536,997 shares of Insmed worth $57.3M as of Q2 2026.
Insmed was a new Steven Cohen position in Q2 2026.
Insmed made up 0.06% of Steven Cohen's portfolio in Q2 2026, its #379 holding.
Steven Cohen first reported a position in Insmed in Q2 2014 and has held it in 30 quarters since.
Steven Cohen's Insmed position peaked at $98.9M in Q3 2021.
663 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.