Ticker · CUSIP 457669307

INSM

INSMED INC

Healthcare·Biotechnology

···Share

Holders (tracked)

Combined shares

18,041,087

Combined value

$3.14B

Last close

$144.48

Quarter

2025Q4

Price is -17.0% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$144.48+71.83 (+98.87%)H $211.41 · L $65.08 · Avg Vol 2.9M

Congress buyCongress sell

Tracked holders · last 8 quarters

+4 vs previous quarter over the last 8.

SEC event timeline

27 events

D.E. Shaw & Co. trimmed2026-02-17
−1,306,469 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+111,100 shares · 2025Q4
Position
Wellington Management trimmed2026-02-17
−231,905 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+180,974 shares · 2025Q4
Position
Stanley Druckenmiller (Duquesne) trimmed2026-02-17
−941,683 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−900,346 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+189,376 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−1,024,458 shares · 2025Q4
Position
Steve Cohen (Point72) exited2026-02-17
−464,217 shares · 2025Q4
Position
T. Rowe Price trimmed2026-02-17
−2,892,000 shares · 2025Q4
Position
Lee Ainslie (Maverick Capital) exited2026-02-13
−656,539 shares · 2025Q4
Position
Renaissance Technologies trimmed2026-02-12
−326,987 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+2,910,971 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−134,010 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+237,571 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+214,395 shares · 2025Q3
Position
Steve Cohen (Point72) trimmed2025-11-14
−26,450 shares · 2025Q3
Position
Two Sigma Investments added2025-11-14
+396,272 shares · 2025Q3
Position
D.E. Shaw & Co. added2025-11-14
+2,234,845 shares · 2025Q3
Position
Wellington Management trimmed2025-11-14
−441,656 shares · 2025Q3
Position
Stanley Druckenmiller (Duquesne) added2025-11-14
+170,000 shares · 2025Q3
Position
Ron Baron (Baron Capital / BAMCO) added2025-11-14
+1,500 shares · 2025Q3
Position
Lee Ainslie (Maverick Capital) trimmed2025-11-14
−147,594 shares · 2025Q3
Position
T. Rowe Price trimmed2025-11-14
−4,299,239 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−1,934,899 shares · 2025Q3
Position
Renaissance Technologies added2025-11-13
+44,200 shares · 2025Q3
Position
Norges Bank (Norway SWF) trimmed2025-11-12
−100,658 shares · 2024Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for INSM →

Follow-the-investor returns

If you'd copied each holder of INSM…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
T. Rowe Price	2016Q1	$31.16	+363.7%	$583.6M
Wellington Management	2017Q4	$67.68	+113.5%	$70.2M
Ron Baron (Baron Capital / BAMCO)	2024Q3	$74.55	+93.8%	$5.5M
Norges Bank (Norway SWF)	2016Q1	$83.01	+74.1%	$420.6M
Steve Cohen (Point72)	2016Q2	$86.79	+66.5%	$2.3M
Steve Cohen (Point72)	2016Q2	$86.79	+66.5%	$2.3M
Renaissance Technologies	2016Q1	$100.60	+43.6%	$3.7M
Two Sigma Investments	2017Q2	$119.52	+20.9%	$139.0M
Stanley Druckenmiller (Duquesne)	2020Q2	$141.52	+2.1%	$214.1M
AQR Capital Management	2016Q1	$144.22	+0.2%	$67.7M
Paul Tudor Jones (Tudor Investment)	2016Q1	$159.02	-9.1%	$9.8M
Paul Tudor Jones (Tudor Investment)	2016Q1	$159.02	-9.1%	$9.8M
Ken Griffin (Citadel Advisors)	2016Q2	$168.59	-14.3%	$167.2M
Ken Griffin (Citadel Advisors)	2016Q2	$168.59	-14.3%	$167.2M
Ken Griffin (Citadel Advisors)	2016Q2	$168.59	-14.3%	$167.2M
Izzy Englander (Millennium Mgmt)	2016Q1	$174.01	-17.0%	$189.5M
Izzy Englander (Millennium Mgmt)	2016Q1	$174.01	-17.0%	$189.5M
D.E. Shaw & Co.	2016Q1	$174.02	-17.0%	$1.7M
D.E. Shaw & Co.	2016Q1	$174.02	-17.0%	$1.7M
D.E. Shaw & Co.	2016Q1	$174.02	-17.0%	$1.7M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Norges Bank (Norway SWF)
+2,910,971
$506.6M
Paul Tudor Jones (Tudor Investment)
+111,100
$19.3M

Added to2

Two Sigma Investments
+189,376
$33.0M
AQR Capital Management
+180,974
$31.5M

Trimmed7

D.E. Shaw & Co.
−1,306,469
$227.4M
Izzy Englander (Millennium Mgmt)
−1,024,458
$178.3M
Ken Griffin (Citadel Advisors)
−900,346
$156.7M
Renaissance Technologies
−326,987
$56.9M
Wellington Management
−231,905
$40.4M
T. Rowe Price
−2,892,000
$503K
Stanley Druckenmiller (Duquesne)
−941,683
$164K

Exited2

Lee Ainslie (Maverick Capital)
−656,539
$94.5M
Steve Cohen (Point72)
−464,217
$66.9M

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	12	29,357,808	$27.54B	—
2022Q2	11	29,431,725	$22.59B	-1
2022Q3	13	23,868,972	$514.1M	+2
2022Q4	13	25,326,335	$506.0M	—
2023Q1	12	23,389,919	$398.8M	-1
2023Q2	11	22,826,549	$481.6M	-1
2023Q3	12	25,759,557	$650.4M	+1
2023Q4	12	27,034,174	$837.8M	—
2024Q1	13	26,352,960	$715.0M	+1
2024Q2	19	34,684,670	$2.32B	+6
2024Q3	19	18,401,517	$1.34B	—
2024Q4	18	18,327,361	$1.27B	-1
2025Q1	17	18,736,182	$1.43B	-1
2025Q2	21	26,198,071	$2.64B	+4
2025Q3	16	23,303,170	$3.36B	-5
2025Q4	20	18,041,087	$3.14B	+4

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2025-10-03	Gilbert Cisneros	Sell	$1K – $15K	PDF ↗
2025-09-22	Gilbert Cisneros	Sell (P)	$1K – $15K	PDF ↗
2025-08-08	Gilbert Cisneros	Sell (P)	$1K – $15K	PDF ↗
2025-07-07	Gilbert Cisneros	Sell (P)	$1K – $15K	PDF ↗
2025-06-16	Josh Gottheimer	Buy	$1K – $15K	PDF ↗
2025-04-09	Josh Gottheimer	Sell (P)	$1K – $15K	PDF ↗

Who owns INSM

20 super-investors · 2025Q4

Tracked stake

18.04M

Combined value

$3.14B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New3Added2Trim12Sold2Held1

#	Manager	Shares	Value	% of book	Last action
1	D.E. Shaw & Co.	4.35M	$757M	0.4%	Trim−1.31M
2	T. Rowe Price	4.04M	$703M	0.1%	Trim−2.89M
3	Norges Bank Norway SWF	2.91M	$507M	0.1%	New+2.91M
4	Stanley Druckenmiller Duquesne	1.48M	$258M	5.7%	Trim−941.7K
5	Izzy Englander Millennium Mgmt	1.31M	$228M	0.1%	Trim−1.02M
6	Ken Griffin Citadel Advisors	1.16M	$201M	0.0%	Trim−900.3K
7	Two Sigma Investments	962.2K	$167M	0.2%	Added+189.4K
8	Wellington Management	486.1K	$85M	0.0%	Trim−231.9K
9	AQR Capital Management	468.3K	$81M	0.0%	Added+181.0K
10	Ken Griffin Citadel Advisors	432.9K	$75M	0.0%	Trim−900.3K
11	Ken Griffin Citadel Advisors	218.8K	$38M	0.0%	Trim−900.3K
12	Paul Tudor Jones Tudor Investment	68.0K	$12M	0.0%	New+111.1K
13	Paul Tudor Jones Tudor Investment	43.1K	$8M	0.0%	New+111.1K
14	Ron Baron Baron Capital / BAMCO	38.2K	$7M	0.0%	Held
15	Renaissance Technologies	25.9K	$5M	0.0%	Trim−327.0K
16	Steve Cohen Point72	15.7K	$3M	0.0%	Sold−464.2K
17	Steve Cohen Point72	14.9K	$3M	0.0%	Sold−464.2K
18	D.E. Shaw & Co.	12.1K	$2M	0.0%	Trim−1.31M
19	D.E. Shaw & Co.	1.6K	$278K	0.0%	Trim−1.31M
20	Izzy Englander Millennium Mgmt	1.2K	$209K	0.0%	Trim−1.02M

Recent moves

20 transactions

TRIMIzzy Englander (Millennium Mgmt)
−1,024,458 · 2025Q4
ADDAQR Capital Management
+180,974 · 2025Q4
SOLDSteve Cohen (Point72)
−464,217 · 2025Q4
TRIMWellington Management
−231,905 · 2025Q4
TRIMStanley Druckenmiller (Duquesne)
−941,683 · 2025Q4
TRIMT. Rowe Price
−2,892,000 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−900,346 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+111,100 · 2025Q4
TRIMD.E. Shaw & Co.
−1,306,469 · 2025Q4
ADDTwo Sigma Investments
+189,376 · 2025Q4
SOLDLee Ainslie (Maverick Capital)
−656,539 · 2025Q4
TRIMRenaissance Technologies
−326,987 · 2025Q4
NEWNorges Bank (Norway SWF)
+2,910,971 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−134,010 · 2025Q3
TRIMSteve Cohen (Point72)
−26,450 · 2025Q3
ADDIzzy Englander (Millennium Mgmt)
+214,395 · 2025Q3
ADDTwo Sigma Investments
+396,272 · 2025Q3
ADDD.E. Shaw & Co.
+2,234,845 · 2025Q3
TRIMLee Ainslie (Maverick Capital)
−147,594 · 2025Q3
TRIMT. Rowe Price
−4,299,239 · 2025Q3

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