Follow-The-Filings

Security

INSM

Insmed Inc. · COM PAR $.01

Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners 1 new 1 exit max 5.6% (Stanley Druckenmiller - D...)

grid → activity →
owners 16
max % 5.6%
tracked value $6.3B
qoq N 1 A 5 R 7 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Stanley Druckenmiller - Duquesne Family Office LLC 2026 Q1 5.6% Reduce -0.15 pp 1,154,090 $189M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.6% Add +0.14 pp 5,625,825 $920M hist
Two Sigma Investments, LP 2025 Q4 stale 0.2% Exit -0.24 pp 962,156 $167M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.2% New 0.2% 295,579 $48M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Reduce -0.02 pp 1,157,786 $189M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Add +0.03 pp 2,182,571 $357M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add +0.01 pp 21,076,344 $3.7B hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.05 pp 2,910,971 $507M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.01 pp 675,485 $109M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Reduce -0.01 pp 312,565 $51M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Reduce -0.04 pp 221,707 $36M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 42,934 $7M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce 0.00 pp 20,300 $3M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.0% Reduce -0.01 pp 20,000 $3M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.01 pp 10,010 $2M hist
Ancora Advisors LLC 2026 Q1 0.0% — 214 $35 hist
Farallon Capital Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 3,000 $522 hist

16 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $305.21M $363.71M $606.42M
Gross profit * $239.64M $277.96M $483.48M
Gross margin * 78.5% 76.4% 79.7%
Net income -$749.57M -$913.77M -$1.28B
Net margin * -245.6% -251.2% -210.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $929.06M $1.62B $1.79B
Total non-current assets * $400.77M $403.57M $470.35M
Total assets $1.33B $2.03B $2.26B
Total current liabilities $225.63M $297.53M $468.87M
Total non-current liabilities * $1.44B $1.44B $1.06B
Total equity -$331.92M $285.38M $738.98M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$536.25M -$683.88M -$935.01M
Cash from investing -$223.6M -$583.18M -$64.58M
Cash from financing $168.44M $1.34B $954.07M
Net change in cash -$591.66M $72.66M -$44.58M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders