Summit Partners Public Asset Management’s Insmed INSM Stock Holding History

Summit Partners Public Asset 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
2025 Q4	–	Sell	-100,000	Closed	-$14.4M	–	165
2025 Q3	$14.4M	Buy	100,000 +50,000	+100%	+$6.13M	0.3%	90
2025 Q2	$5.03M	Buy	+50,000	New	+$3.82M	0.13%	112
2024 Q3	–	Sell	-200,900	Closed	-$13.5M	–	127
2024 Q2	$13.5M	Buy	200,900 +100,800	+101%	+$3.91M	0.51%	60
2024 Q1	$2.72M	Buy	+100,100	New	+$2.8M	0.09%	112

Other funds holding INSM

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

BlackRock New York $6.73T AUM 46.02% 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

Summit Partners Public Asset Management's INSM Position: Q1 2026 in Review

Summit Partners Public Asset Management reduced its Insmed (INSM) stake by 28% in Q1 2026, selling an estimated $39.3M and leaving 653,445 shares worth $107M. The position accounts for 2.87% of the portfolio, ranked #5.

Summit Partners Public Asset Management first reported a position in INSM in Q4 2023 and has held it in 9 quarters since. The position peaked at $158M in Q4 2025. 672 funds tracked by Wall St. Rank hold INSM as of Q1 2026.

Summit Partners Public Asset Management held 653,445 shares of Insmed worth $107M as of Q1 2026.
Summit Partners Public Asset Management sold 255,635 Insmed shares in Q1 2026, an estimated $39.3M.
Insmed made up 2.87% of Summit Partners Public Asset Management's portfolio in Q1 2026, its #5 holding.
Summit Partners Public Asset Management first reported a position in Insmed in Q4 2023 and has held it in 9 quarters since.
Summit Partners Public Asset Management's Insmed position peaked at $158M in Q4 2025.
672 funds tracked by Wall St. Rank held Insmed as of Q1 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q1 2026, filed 15 May 2026.