TimesSquare Capital Management’s Insmed INSM Stock Holding History

TimesSquare Capital 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
2026 Q2	$77.6M	Buy	728,096 +143,298	+25%	+$17.4M	1.14%	24
2026 Q1	$95.6M	Buy	584,798 +94,292	+19%	+$14.5M	1.62%	12
2025 Q4	$85.4M	Buy	490,506 +65,421	+15%	+$11.9M	1.29%	22
2025 Q3	$61.2M	Sell	425,085 -448,406	-51%	-$54.9M	0.88%	40
2025 Q2	$87.9M	Sell	873,491 -190,657	-18%	-$14.6M	1.27%	25
2025 Q1	$81.2M	Buy	1,064,148 +379,764	+55%	+$29M	1.31%	21
2024 Q4	$47.2M	Buy	684,384 +200,515	+41%	+$14.4M	0.69%	59
2024 Q3	$35.3M	Buy	+483,869	New	+$35.7M	0.53%	78

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

TimesSquare Capital Management's INSM Position: Q2 2026 in Review

TimesSquare Capital Management increased its Insmed (INSM) stake by 25% in Q2 2026, buying an estimated $17.4M and bringing the position to 728,096 shares worth $77.6M. The position accounts for 1.14% of the portfolio, ranked #24.

TimesSquare Capital Management first reported a position in INSM in Q3 2024 and has held it in 8 quarters since. The position peaked at $95.6M in Q1 2026. 665 funds tracked by Wall St. Rank hold INSM as of Q2 2026.

TimesSquare Capital Management held 728,096 shares of Insmed worth $77.6M as of Q2 2026.
TimesSquare Capital Management bought 143,298 Insmed shares in Q2 2026, an estimated $17.4M.
Insmed made up 1.14% of TimesSquare Capital Management's portfolio in Q2 2026, its #24 holding.
TimesSquare Capital Management first reported a position in Insmed in Q3 2024 and has held it in 8 quarters since.
TimesSquare Capital Management's Insmed position peaked at $95.6M in Q1 2026.
665 funds tracked by Wall St. Rank held Insmed as of Q2 2026.

Based on TimesSquare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.