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INSM · VRTX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

INSMVRTX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • INSM
  • VRTX
010203040202120222023202420252026
Holders and value by quarter
QuarterINSMVRTX
Q3 20209 holders, $1.2bn31 holders, $21.9bn
Q4 20208 holders, $1.0bn30 holders, $18.4bn
Q1 20216 holders, $816m31 holders, $15.4bn
Q2 20216 holders, $800m30 holders, $12.7bn
Q3 20217 holders, $803m35 holders, $10.1bn
Q4 20217 holders, $760m28 holders, $12.4bn
Q1 20228 holders, $680m23 holders, $16.1bn
Q2 20227 holders, $566m25 holders, $18.1bn
Q3 202210 holders, $379m22 holders, $18.4bn
Q4 20228 holders, $360m28 holders, $18.4bn
Q1 20236 holders, $282m26 holders, $21.4bn
Q2 20236 holders, $353m27 holders, $24.7bn
Q3 20237 holders, $415m33 holders, $24.3bn
Q4 20238 holders, $539m32 holders, $28.6bn
Q1 20248 holders, $437m31 holders, $29.8bn
Q2 202416 holders, $2.2bn29 holders, $33.4bn
Q3 202418 holders, $2.3bn27 holders, $33.5bn
Q4 202414 holders, $1.6bn26 holders, $28.5bn
Q1 202514 holders, $1.9bn21 holders, $35.4bn
Q2 202523 holders, $3.7bn21 holders, $32.3bn
Q3 202520 holders, $5.8bn22 holders, $25.9bn
Q4 202519 holders, $6.6bn26 holders, $31.8bn
Q1 202619 holders, $7.0bn25 holders, $31.8bn
Q2 202621 holders, $5.0bn26 holders, $34.6bn
INSM

Insmed Inc

Holders
16
Reported value
$2.2bn
Buyers
10
Sellers
6

Breadth +4 among 94 comparable managers.

Pharmaceuticals and biotechnologyHealthcare: biopharma and medtech · L3VLUPPharmaceutical preparations
VRTX

Vertex Pharmaceuticals Inc

Holders
29
Reported value
$33.4bn
Buyers
12
Sellers
18

Breadth -6 among 94 comparable managers.

Pharmaceuticals and biotechnologyHealthcare: biopharma and medtech · L3VLUPPharmaceutical preparations

Who holds both, Q2 2024

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only INSM (7)

Farallon Capital Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Soros Fund Management LLC, Viking Global Investors LP, Winton Group Ltd, Woodline Partners LP

Only VRTX (20)

Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Invesco Ltd, Jane Street Group LLC, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Wellington Management Group LLP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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