Cliff Asness's INSM Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 468,260 shares of Insmed Incorporated (INSM) worth $81.5 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in INSM, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 237,571 shares. Largest reduction occurred in Q4 2014, reducing 31,090 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Insmed Incorporated (INSM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Insmed Incorporated (INSM) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +180,974 | Add 62.99% | 468,260 | $174.04 |
| Q3 2025 | +237,571 | Add 477.87% | 287,286 | $142.50 |
| Q2 2025 | -1,524 | Reduce 2.97% | 49,715 | $100.64 |
| Q1 2025 | -12,932 | Reduce 20.15% | 51,239 | $76.29 |
| Q4 2024 | +1,291 | Add 2.05% | 64,171 | $69.04 |
| Q3 2024 | +2,353 | Add 3.89% | 62,880 | $73.00 |
| Q2 2024 | +22,616 | Add 59.66% | 60,527 | $67.00 |
| Q1 2024 | +1,486 | Add 4.08% | 37,911 | $27.13 |
| Q4 2023 | +4,454 | Add 13.93% | 36,425 | $30.99 |
| Q3 2023 | -1,543 | Reduce 4.60% | 31,971 | $25.25 |
| Q2 2023 | -532 | Reduce 1.56% | 33,514 | $21.10 |
| Q1 2023 | -578 | Reduce 1.67% | 34,046 | $17.05 |
| Q4 2022 | +6,726 | Add 24.11% | 34,624 | $19.98 |
| Q3 2022 | +19 | Add 0.07% | 27,898 | $21.54 |
| Q2 2022 | -674 | Reduce 2.36% | 27,879 | $19.73 |
| Q2 2021 | -20,757 | Reduce 42.09% | 28,553 | $28.47 |
| Q4 2020 | -10,084 | Reduce 16.98% | 49,310 | $33.30 |
| Q3 2020 | +8,318 | Add 16.29% | 59,394 | $32.14 |
| Q2 2020 | -3,025 | Reduce 5.59% | 51,076 | $27.55 |
| Q1 2020 | -15,974 | Reduce 22.80% | 54,101 | $16.03 |
| Q4 2019 | -11,281 | Reduce 13.87% | 70,075 | $23.87 |
| Q3 2019 | -5,842 | Reduce 6.70% | 81,356 | $17.64 |
| Q2 2019 | +5,734 | Add 7.04% | 87,198 | $25.60 |
| Q1 2019 | +7,743 | Add 10.50% | 81,464 | $29.07 |
| Q4 2018 | -29,655 | Reduce 28.69% | 73,721 | $13.12 |
| Q3 2018 | +4,373 | Add 4.42% | 103,376 | $20.22 |
| Q1 2018 | +3,071 | Add 3.20% | 99,003 | $22.52 |
| Q4 2017 | +15,756 | Add 19.65% | 95,932 | $31.18 |
| Q3 2017 | +67,311 | Add 523.21% | 80,176 | $31.21 |
| Q2 2017 | +515 | Add 4.17% | 12,865 | $17.18 |
| Q3 2016 | -1,010 | Reduce 7.56% | 12,350 | $14.49 |
| Q1 2016 | -21,447 | Reduce 61.62% | 13,360 | $12.65 |
| Q4 2015 | -7,551 | Reduce 17.83% | 34,807 | $18.16 |
| Q3 2015 | +13,038 | Add 44.47% | 42,358 | $18.58 |
| Q2 2015 | +29,320 | New Buy | 29,320 | $24.42 |
| Q4 2014 | -31,090 | Sold Out | 0 | $0.00 |
| Q2 2014 | -25,800 | Reduce 45.35% | 31,090 | $19.97 |
| Q2 2013 | +56,890 | Add 0.00% | 56,890 | $11.95 |
Cliff Asness's Insmed Incorporated Investment FAQs
Cliff Asness first purchased Insmed Incorporated (INSM) in Q2 2013, acquiring 56,890 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Insmed Incorporated (INSM) for 50 quarters since Q2 2013.
Cliff Asness's largest addition to Insmed Incorporated (INSM) was in Q3 2025, adding 287,286 shares worth $40.94 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 468,260 shares of Insmed Incorporated (INSM), valued at approximately $81.5 M.
As of the Q4 2025 filing, Insmed Incorporated (INSM) represents approximately 0.04% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Insmed Incorporated (INSM) was 468,260 shares, as reported at the end of Q4 2025.