This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/INSM/capital-change-brief"
Use Arkolith's capital_change_brief for INSM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $3.7B | 24.2M | ▲+4.1% Added · +951K sh | Q1 2026 | |
| 2 | Darwin Global Management, Ltd. | $2.6B | 16.8M | ▼−20% Reduced · −4.1M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $2.7B | 16.7M | ▲+11% Added · +1.6M sh | Q1 2026 | |
| 4 | FMR LLC | $2.2B | 13.2M | ▲+33% Added · +3.2M sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7B | 10.4M | ▲New +10.4M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $1.6B | 9.6M | ▲New +9.6M sh | Q1 2026 | |
| 7 | BAKER BROS. ADVISORS LP | $1.2B | 7.4M | ▲+13% Added · +828K sh | Q1 2026 | |
| 8 | Artisan Partners Limited Partnership | $1.1B | 6.5M | ▲+35% Added · +1.7M sh | Q1 2026 | |
| 9 | D. E. Shaw & Co., Inc. | $919.9M | 5.6M | ▲+29% Added · +1.3M sh | Q1 2026 | |
| 10 | STATE STREET CORP | $907.8M | 5.6M | ▲+6.7% Added · +350K sh | Q1 2026 | |
| 11 | RTW INVESTMENTS, LP | $791.9M | 4.8M | ▲~0% Added · +1 sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $733.3M | 4.5M | ▲+3.5% Added · +151K sh | Q1 2026 | |
| 13 | PRICE T ROWE ASSOCIATES INC /MD/ | $505.7M | 3.1M | ▼−23% Reduced · −947K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $500.0M | 3.1M | ▲+55% Added · +1.1M sh | Q1 2026 | |
| 15 | NORGES BANK | $506.6M | 2.9M | ▲+50% Added · +976K sh | Q4 2025 | |
| 16 | FRANKLIN RESOURCES INC | $428.0M | 2.6M | ▼−5.0% Reduced · −138K sh | Q1 2026 | |
| 17 | CITADEL ADVISORS LLC | $356.9M | 2.2M | ▲+89% Added · +1.0M sh | Q1 2026 | |
| 18 | Orbis Allan Gray Ltd | $306.2M | 1.9M | ▼−55% Reduced · −2.3M sh | Q1 2026 | |
| 19 | UBS Group AG | $284.1M | 1.7M | ▼−7.0% Reduced · −130K sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $245.7M | 1.5M | ▼−13% Reduced · −223K sh | Q1 2026 | |
| 21 | Integral Health Asset Management, LLC | $245.3M | 1.5M | ▲+20% Added · +250K sh | Q1 2026 | |
| 22 | WESTFIELD CAPITAL MANAGEMENT CO LP | $240.1M | 1.5M | ▲+240% Added · +1.0M sh | Q1 2026 | |
| 23 | SEI INVESTMENTS CO | $228.2M | 1.4M | ▲+57% Added · +506K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $221.5M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 25 | MORGAN STANLEY | $217.7M | 1.3M | ▼−18% Reduced · −300K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 9, 2026 | Lewis William | Chair and CEO, Director | Option exercise (M) | 6K | $191K |
| Jul 9, 2026 | Lewis William | Chair and CEO, Director | Option exercise (M) | 4K | $76K |
| Jul 9, 2026 | Lewis William | Chair and CEO, Director | Sell (S) | 5K | $583K |
| Jul 9, 2026 | Lewis William | Chair and CEO, Director | Sell (S) | 2K | $275K |
| Jul 9, 2026 | Lewis William | Chair and CEO, Director | Sell (S) | 3K | $398K |
| Jul 9, 2026 | Lewis William | Chair and CEO, Director | Option exercise (M) | 6K | $0 |
| Jul 9, 2026 | Lewis William | Chair and CEO, Director | Option exercise (M) | 4K | $0 |
| Jul 6, 2026 | Flammer Martina M.D. | Chief Medical Officer | Option exercise (M) | 8K | $231K |
| Jul 6, 2026 | Flammer Martina M.D. | Chief Medical Officer | Option exercise (M) | 4K | $86K |
| Jul 6, 2026 | Flammer Martina M.D. | Chief Medical Officer | Sell (S) | 5K | $529K |
| Jul 6, 2026 | Flammer Martina M.D. | Chief Medical Officer | Sell (S) | 7K | $824K |
| Jul 6, 2026 | Flammer Martina M.D. | Chief Medical Officer | Option exercise (M) | 8K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 223 funds | $73.8B |
| NVIDIA CORPNVDA | 219 funds | $378.5B |
| AMAZON.COM INCAMZN | 219 funds | $197.4B |
| MICROSOFT CORPMSFT | 218 funds | $255.2B |
| BROADCOM INCAVGO | 218 funds | $147.0B |
| INTUITIVE SURGICAL INCISRG | 216 funds | $24.1B |
| META PLATFORMS INC-CLASS AMETA | 215 funds | $115.0B |
| MICRON TECHNOLOGY INCMU | 214 funds | $35.8B |
| APPLE INCAAPL | 213 funds | $274.8B |
| ALPHABET INC-CL AGOOGL | 213 funds | $169.5B |
| VISA INC-CLASS A SHARESV | 210 funds | $57.8B |
| BOSTON SCIENTIFIC CORPBSX | 210 funds | $16.3B |
Ranked by how many of INSM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for INSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.