Holders over time
- INSP
- VRTX
| Quarter | INSP | VRTX |
|---|---|---|
| Q3 2020 | 8 holders, $638m | 31 holders, $21.9bn |
| Q4 2020 | 10 holders, $936m | 30 holders, $18.4bn |
| Q1 2021 | 10 holders, $790m | 31 holders, $15.4bn |
| Q2 2021 | 11 holders, $277m | 30 holders, $12.7bn |
| Q3 2021 | 11 holders, $486m | 35 holders, $10.1bn |
| Q4 2021 | 10 holders, $282m | 28 holders, $12.4bn |
| Q1 2022 | 14 holders, $1.3bn | 23 holders, $16.1bn |
| Q2 2022 | 13 holders, $790m | 25 holders, $18.1bn |
| Q3 2022 | 14 holders, $436m | 22 holders, $18.4bn |
| Q4 2022 | 15 holders, $740m | 28 holders, $18.4bn |
| Q1 2023 | 15 holders, $738m | 26 holders, $21.4bn |
| Q2 2023 | 18 holders, $1.2bn | 27 holders, $24.7bn |
| Q3 2023 | 13 holders, $1.1bn | 33 holders, $24.3bn |
| Q4 2023 | 10 holders, $1.6bn | 32 holders, $28.6bn |
| Q1 2024 | 8 holders, $2.0bn | 31 holders, $29.8bn |
| Q2 2024 | 7 holders, $666m | 29 holders, $33.4bn |
| Q3 2024 | 11 holders, $1.6bn | 27 holders, $33.5bn |
| Q4 2024 | 11 holders, $1.2bn | 26 holders, $28.5bn |
| Q1 2025 | 10 holders, $627m | 21 holders, $35.4bn |
| Q2 2025 | 7 holders, $649m | 21 holders, $32.3bn |
| Q3 2025 | 8 holders, $232m | 22 holders, $25.9bn |
| Q4 2025 | 10 holders, $554m | 26 holders, $31.8bn |
| Q1 2026 | 4 holders, $199m | 25 holders, $31.8bn |
| Q2 2026 | 3 holders, $45m | 26 holders, $34.6bn |
Inspire Med Sys Inc
- Holders
- 10
- Reported value
- $627m
- Buyers
- 6
- Sellers
- 4
Breadth +2 among 95 comparable managers.
Vertex Pharmaceuticals Inc
- Holders
- 21
- Reported value
- $35.4bn
- Buyers
- 10
- Sellers
- 11
Breadth -1 among 95 comparable managers.
Who holds both, Q1 2025
Both (5)
Artisan Partners LP, Baillie Gifford & Co, Janus Henderson Group Ltd, PDT Partners LLC, Renaissance Technologies LLC
Only INSP (5)
Bridgewater Associates LP, Dragoneer Investment Group LLC, ExodusPoint Capital Management LP, Man Group PLC, Winton Group Ltd
Only VRTX (16)
AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Capital Research Global Investors, Capital World Investors, Element Capital Management LLC, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
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.