Follow-The-Filings

Security · featured owners

INSM Insmed Inc.

Health Care COM PAR $.01 Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 6.1%
  • $426M
  • 1 new 1 add 2 reduce

INSM (Insmed Inc.) is held in 4 featured 13F books as of 2026 Q2. Palo Alto Investors is the largest tracked holder by portfolio weight (6.1%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 6.1% (Palo Alto Investors) · not free-float ownership

  1. Palo Alto Investors reduce 6.1%
  2. Stanley Druckenmiller add 2.9%
  3. Lee Ainslie new 2.0%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Lee Ainslie - Maverick Capital 2026 Q2 2.0% New 2.0% 2,150,762 $229M history
Stanley Druckenmiller - Duquesne Family Office 2026 Q2 2.9% Add +23.4% 1,424,690 $152M history
Palo Alto Investors 2026 Q2 6.1% Reduce −0.3% 413,980 $44M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 <0.01% Reduce −50.0% 10,000 $1M history

4 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 7 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 7.01,8.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 15 rows shown

Filed Form Detail Links
4 Period Sep 9, 2026 Filing Doc
4 Period Aug 17, 2026 Filing Doc
4 Period Aug 10, 2026 Filing Doc
4 Period Aug 6, 2026 Filing Doc
4 Period Jul 23, 2026 Filing Doc
4 Period Jul 9, 2026 Filing Doc
4 Period Jul 6, 2026 Filing Doc
4 Period Jun 25, 2026 Filing Doc
4 Period Jun 22, 2026 Filing Doc
4 Period Jun 23, 2026 Filing Doc
4 Period Jun 8, 2026 Filing Doc
4 Period Jun 3, 2026 · 5 forms Filing Doc
4 Period May 22, 2026 Filing Doc
4 Period May 18, 2026 Filing Doc
4 Period May 13, 2026 · 7 forms Filing Doc

Updated 4 days ago Source: SEC EDGAR submissions All on EDGAR

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 -$0.75B -$0.914B -$1.28B
Net margin * -245.6% -251.2% -210.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $0.929B $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 $0.168B $1.34B $0.954B
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