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Insmed Inc

INSM

Holders

2

Combined Value

$192.04M

Combined Shares

1,174,390

Current Price

$97.85

52W High

$212.75

vs 52W High

−54.0%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$45.59$95.54$145.50$195.45Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $67.00Q3 2024 · implied price $73.00Q4 2024 · implied price $69.04Q1 2025 · implied price $76.29Q2 2025 · implied price $100.64Q3 2025 · implied price $144.01Q4 2025 · implied price $174.04Q1 2026 · implied price $163.52Andreas Halvorsen - Viking Global Investors · bought 1,035,970 shares @ ~$67.00 · Q2 2024 (new position)George Soros - Soros Fund Management · bought 470,700 shares @ ~$67.00 · Q2 2024 (new position)Stanley Druckenmiller - Duquesne Family Office · bought 20,000 shares @ ~$67.00 · Q2 2024 (new position)George Soros - Soros Fund Management · bought 7,901 shares @ ~$73.00 · Q3 2024Andreas Halvorsen - Viking Global Investors · sold 1,035,970 shares @ ~$67.00 · Q3 2024 (sold out)Stanley Druckenmiller - Duquesne Family Office · bought 573,470 shares @ ~$69.04 · Q4 2024Jim Simons - Renaissance Technologies · bought 25,287 shares @ ~$69.04 · Q4 2024 (new position)George Soros - Soros Fund Management · sold 23,512 shares @ ~$69.04 · Q4 2024Stanley Druckenmiller - Duquesne Family Office · bought 775,580 shares @ ~$76.29 · Q1 2025George Soros - Soros Fund Management · sold 147,878 shares @ ~$76.29 · Q1 2025Jim Simons - Renaissance Technologies · sold 25,287 shares @ ~$69.04 · Q1 2025 (sold out)Stanley Druckenmiller - Duquesne Family Office · bought 984,385 shares @ ~$100.64 · Q2 2025Jim Simons - Renaissance Technologies · bought 308,687 shares @ ~$100.64 · Q2 2025 (new position)George Soros - Soros Fund Management · sold 307,211 shares @ ~$76.29 · Q2 2025 (sold out)Stanley Druckenmiller - Duquesne Family Office · bought 70,000 shares @ ~$144.01 · Q3 2025Jim Simons - Renaissance Technologies · bought 44,200 shares @ ~$144.01 · Q3 2025Stanley Druckenmiller - Duquesne Family Office · sold 941,683 shares @ ~$174.04 · Q4 2025Jim Simons - Renaissance Technologies · sold 326,987 shares @ ~$174.04 · Q4 2025Stanley Druckenmiller - Duquesne Family Office · sold 327,662 shares @ ~$163.52 · Q1 2026Jim Simons - Renaissance Technologies · sold 5,600 shares @ ~$163.52 · Q1 2026BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Stanley Druckenmiller - Duquesne Family Office$188.72M5.59%~$86.34+13.3%SELL Q1 2026Q1 2026
Jim Simons - Renaissance Technologies$3.32M0.01%~$106.07−7.8%SELL Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Stanley Druckenmiller - Duquesne Family OfficeSELL−$53.58M~$163.52
Q1 2026Jim Simons - Renaissance TechnologiesSELL−$915.7K~$163.52
Q4 2025Stanley Druckenmiller - Duquesne Family OfficeSELL−$163.89M~$174.04
Q4 2025Jim Simons - Renaissance TechnologiesSELL−$56.91M~$174.04
Q3 2025Stanley Druckenmiller - Duquesne Family OfficeBUY+$10.08M~$144.01
Q3 2025Jim Simons - Renaissance TechnologiesBUY+$6.37M~$144.01
Q2 2025Stanley Druckenmiller - Duquesne Family OfficeBUY+$99.07M~$100.64
Q2 2025Jim Simons - Renaissance TechnologiesNEW BUY+$31.07M~$100.64
Q2 2025George Soros - Soros Fund ManagementSOLD OUT−$23.44M~$76.29
Q1 2025Stanley Druckenmiller - Duquesne Family OfficeBUY+$59.17M~$76.29
Q1 2025George Soros - Soros Fund ManagementSELL−$11.28M~$76.29
Q1 2025Jim Simons - Renaissance TechnologiesSOLD OUT−$1.75M~$69.04
Q4 2024Stanley Druckenmiller - Duquesne Family OfficeBUY+$39.59M~$69.04
Q4 2024Jim Simons - Renaissance TechnologiesNEW BUY+$1.75M~$69.04
Q4 2024George Soros - Soros Fund ManagementSELL−$1.62M~$69.04
Q3 2024Andreas Halvorsen - Viking Global InvestorsSOLD OUT−$69.41M~$67.00
Q3 2024George Soros - Soros Fund ManagementBUY+$576.8K~$73.00
Q2 2024Andreas Halvorsen - Viking Global InvestorsNEW BUY+$69.41M~$67.00
Q2 2024George Soros - Soros Fund ManagementNEW BUY+$31.54M~$67.00
Q2 2024Stanley Druckenmiller - Duquesne Family OfficeNEW BUY+$1.34M~$67.00

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202621,174,390-22.1%$192.04M$163.52
Q4 202521,507,652-45.7%$262.39M$174.04
Q3 202522,776,322+4.3%$399.82M$144.01
Q2 202522,662,122+58.8%$267.92M$100.64
Q1 202521,676,261+56.1%$127.88M$76.29
Q4 202431,073,846+115.4%$74.14M$69.04
Q3 20242498,601-67.3%$36.40M$73.00
Q2 202431,526,670$102.29M$67.00