GATEWAY INVESTMENT ADVISERS LLC has opened a new $63.5M position in $INSM, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $INSM.
$INSM Hedge Fund Activity
We have seen 344 institutional investors add shares of $INSM stock to their portfolio, and 274 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 7,411,277 shares (+47.4%) to their portfolio in Q3 2025, for an estimated $1,067,298,000
- PRICE T ROWE ASSOCIATES INC /MD/ removed 4,299,239 shares (-38.3%) from their portfolio in Q3 2025, for an estimated $619,133,408
- FMR LLC added 4,087,702 shares (+80.3%) to their portfolio in Q3 2025, for an estimated $588,669,965
- D. E. SHAW & CO., INC. added 2,234,845 shares (+65.3%) to their portfolio in Q3 2025, for an estimated $321,840,028
- DEEP TRACK CAPITAL, LP removed 1,750,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $252,017,499
- ORBIS ALLAN GRAY LTD added 1,726,734 shares (+113.3%) to their portfolio in Q3 2025, for an estimated $248,666,963
- ARTISAN PARTNERS LIMITED PARTNERSHIP added 1,623,342 shares (+49.0%) to their portfolio in Q3 2025, for an estimated $233,777,481
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$INSM Insider Trading Activity
$INSM insiders have traded $INSM stock on the open market 107 times in the past 6 months. Of those trades, 0 have been purchases and 107 have been sales.
Here’s a breakdown of recent trading of $INSM stock by insiders over the last 6 months:
- MARTINA M.D. FLAMMER (Chief Medical Officer) has made 0 purchases and 28 sales selling 257,489 shares for an estimated $40,042,154.
- ORLOV S NICOLE SCHAEFFER (Chief People Strategy Officer) has made 0 purchases and 11 sales selling 116,520 shares for an estimated $18,223,351.
- LEO LEE has made 0 purchases and 5 sales selling 75,000 shares for an estimated $14,692,249.
- WILLIAM LEWIS (Chair and CEO) has made 0 purchases and 32 sales selling 67,853 shares for an estimated $11,499,551.
- MICHAEL ALEXANDER SMITH (Chief Legal Officer) has made 0 purchases and 17 sales selling 54,560 shares for an estimated $9,027,782.
- MELVIN MD SHAROKY has made 0 purchases and 4 sales selling 50,000 shares for an estimated $8,064,900.
- ROGER ADSETT (Chief Operating Officer) has made 0 purchases and 5 sales selling 29,290 shares for an estimated $3,936,296.
- ELIZABETH M ANDERSON has made 0 purchases and 2 sales selling 15,000 shares for an estimated $2,981,600.
- SARA BONSTEIN (Chief Financial Officer) has made 0 purchases and 3 sales selling 4,642 shares for an estimated $808,733.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$INSM Congressional Stock Trading
Members of Congress have traded $INSM stock 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $INSM stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 10/03, 09/22, 08/08.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$INSM Analyst Ratings
Wall Street analysts have issued reports on $INSM in the last several months. We have seen 14 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 01/06/2026
- Goldman Sachs issued a "Buy" rating on 12/18/2025
- HC Wainwright & Co. issued a "Buy" rating on 12/18/2025
- TD Cowen issued a "Buy" rating on 12/18/2025
- Wells Fargo issued a "Overweight" rating on 12/16/2025
- Mizuho issued a "Outperform" rating on 12/01/2025
- RBC Capital issued a "Outperform" rating on 10/31/2025
To track analyst ratings and price targets for $INSM, check out Quiver Quantitative's $INSM forecast page.
$INSM Price Targets
Multiple analysts have issued price targets for $INSM recently. We have seen 20 analysts offer price targets for $INSM in the last 6 months, with a median target of $216.0.
Here are some recent targets:
- Matthew Harrison from Morgan Stanley set a target price of $162.0 on 01/30/2026
- Eliana Merle from Barclays set a target price of $231.0 on 01/28/2026
- Adam Walsh from Roth Capital set a target price of $212.0 on 01/23/2026
- Leonid Timashev from RBC Capital set a target price of $200.0 on 01/21/2026
- Ashwani Verma from UBS set a target price of $215.0 on 01/06/2026
- Vamil Divan from Guggenheim set a target price of $221.0 on 12/18/2025
- Andrew S. Fein from HC Wainwright & Co. set a target price of $230.0 on 12/18/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $INSM ticker page for more data.
