Palo Alto Investors LP’s Insmed Inc Position
Does Palo Alto Investors LP own Insmed Inc (IM8N)? Yes — 415.3K shares worth $68M (+10.39% of its 13F portfolio) as of Q1 2026, down from 489.5K shares the prior filed quarter.
Position Value
$68M
Q1 2026
Shares
415.3K
% of Portfolio
+10.39%
Quarters Held
30
currently held
Position History IM8N
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 415.3K | $68M | +10.39% |
| Q4 2025 | 489.5K | $85M | +11.86% |
| Q3 2025 | 491.8K | $71M | +13.11% |
| Q2 2025 | 865.1K | $87M | +18.52% |
| Q1 2025 | 987.2K | $75M | +14.34% |
| Q4 2024 | 1.60M | $111M | +17.15% |
| Q3 2024 | 1.94M | $142M | +18.40% |
| Q2 2024 | 2.14M | $143M | +16.61% |
| Q1 2024 | 4.42M | $120M | +13.53% |
| Q4 2023 | 5.51M | $171M | +15.39% |
| Q3 2023 | 5.89M | $149M | +14.07% |
| Q2 2023 | 5.89M | $124M | +10.04% |
| Q1 2023 | 5.89M | $100M | +8.32% |
| Q4 2022 | 5.87M | $117M | +10.00% |
| Q3 2022 | 5.84M | $126M | +9.95% |
| Q2 2022 | 5.84M | $115M | +10.04% |
| Q1 2022 | 5.88M | $138M | +10.69% |
| Q4 2021 | 6.03M | $164M | +10.49% |
| Q3 2021 | 6.02M | $166M | +10.01% |
| Q2 2021 | 6.02M | $171M | +9.44% |
| Q1 2021 | 5.82M | $198M | +11.30% |
| Q4 2020 | 6.11M | $203M | +10.66% |
| Q3 2020 | 6.03M | $194M | +10.64% |
| Q2 2020 | 6.00M | $165M | +9.93% |
| Q1 2020 | 6.06M | $97M | +8.13% |
| Q4 2019 | 6.85M | $164M | +9.00% |
| Q3 2019 | 7.24M | $128M | +8.51% |
| Q2 2019 | 7.89M | $202M | +9.82% |
| Q1 2019 | 7.65M | $222M | +9.28% |
| Q4 2018 | 7.65M | $100M | +5.35% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Palo Alto Investors LP’s full portfolio or all institutional holders of IM8N.