Palo Alto Investors LP: INSM position timeline

Palo Alto Investors LP held 413,980 INSM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 413,980 shares

   Change vs previous 13F -1,289 shares

   6.1% of the 13F portfolio, value $44,138,548.

   13F-HR/A 0002073679-26-000102 filed by Palo Alto Investors LP
   Filed 2026-08-19 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 415,269 shares

   Change vs previous 13F -74,213 shares

   10.39% of the 13F portfolio, value $67,904,787.

   13F-HR 0001306923-26-000004 filed by Palo Alto Investors LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 489,482 shares

   Change vs previous 13F -2,323 shares

   11.86% of the 13F portfolio, value $85,189,447.

   13F-HR 0001306923-26-000002 filed by Palo Alto Investors LP
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 491,805 shares

   Change vs previous 13F -373,308 shares

   13.11% of the 13F portfolio, value $70,824,838.

   13F-HR 0001306923-25-000019 filed by Palo Alto Investors LP
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 865,113 shares

   Change vs previous 13F -122,040 shares

   18.52% of the 13F portfolio, value $87,064,972.

   13F-HR 0001306923-25-000016 filed by Palo Alto Investors LP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 987,153 shares

   Change vs previous 13F -616,312 shares

   14.34% of the 13F portfolio, value $75,309,902.

   13F-HR 0001306923-25-000014 filed by Palo Alto Investors LP
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 1,603,465 shares

   Change vs previous 13F -337,528 shares

   17.15% of the 13F portfolio, value $110,703,224.

   13F-HR 0001306923-25-000010 filed by Palo Alto Investors LP
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 1,940,993 shares

   Change vs previous 13F not available

   18.4% of the 13F portfolio, value $141,692,489.

   13F-HR 0001306923-24-000012 filed by Palo Alto Investors LP
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).