Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CMPX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | TANG CAPITAL MANAGEMENT LLC | 16.8M | $88.8M | 0.0% | 12.142% | 4.51% |
| 2 | ORBIMED ADVISORS LLC | 15.2M | $80.5M | 0.0% | 11.006% | 1.70% |
| 3 | SUVRETTA CAPITAL MANAGEMENT, LLC | 14.3M | $75.7M | +0.9% | 10.346% | 2.05% |
| 4 | Vivo Capital, LLC | 9.5M | $50.5M | 0.0% | 6.903% | 4.21% |
| 5 | BlackRock, Inc. | 9.5M | $50.3M | +1.3% | 6.874% | 0.00% |
| 6 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 8.5M | $44.9M | +91.3% | 6.137% | 0.07% |
| 7 | Enavate Sciences GP, LLC | 7.8M | $41.2M | 0.0% | 5.632% | 11.72% |
| 8 | BVF INC/IL | 7.8M | $41.1M | 0.0% | 5.615% | 1.31% |
| 9 | STATE STREET CORP | 6.7M | $35.4M | +36.9% | 4.841% | 0.00% |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | 6.0M | $31.9M | — | 4.366% | 0.00% |
| 11 | RTW INVESTMENTS, LP | 4.2M | $22.1M | +67.5% | 3.027% | 0.22% |
| 12 | DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 3.6M | $19.1M | 0.0% | 2.608% | 0.23% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 3.6M | $18.9M | +1.8% | 2.579% | 0.00% |
| 14 | Rock Springs Capital Management LP | 3.3M | $17.5M | -15.8% | 2.390% | 1.03% |
| 15 | Logos Global Management LP | 3.1M | $16.7M | +173.9% | 2.278% | 0.83% |
| 16 | Blue Owl Capital Holdings LP | 2.9M | $15.6M | -15.1% | 2.127% | 4.18% |
| 17 | Sofinnova Investments, Inc. | 2.6M | $13.5M | -24.1% | 1.849% | 0.71% |
| 18 | Qube Research & Technologies Ltd | 2.6M | $13.5M | +477.3% | 1.844% | 0.02% |
| 19 | UBS Group AG | 2.4M | $12.7M | +1324.6% | 1.729% | 0.00% |
| 20 | GOLDMAN SACHS GROUP INC | 2.0M | $10.6M | +31.5% | 1.443% | 0.00% |
| 21 | BRAIDWELL LP | 2.0M | $10.4M | -29.5% | 1.421% | 0.35% |
| 22 | Blackstone Inc | 1.9M | $9.8M | -69.7% | 1.344% | 0.04% |
| 23 | FMR LLC | 1.8M | $9.5M | -30.2% | 1.303% | 0.00% |
| 24 | ROYCE & ASSOCIATES LP | 1.6M | $8.6M | +466.4% | 1.171% | 0.08% |
| 25 | AMERIPRISE FINANCIAL INC | 1.6M | $8.4M | +94.0% | 1.155% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CMPX — a direct measure of their conviction.
Filings activity in CMPX during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 195 | +15% | 199.99% | +0.00 pp | $913M | 2.7% |
| Q4 2025 | 169 | +41% | 199.99% | +12.12 pp | $938M | +78% |
| Q3 2025 | 120 | +18% | 187.87% | +88.98 pp | $527M | +90% |
| Q2 2025 | 102 | 4.7% | 98.89% | +25.41 pp | $278M | +35% |
| Q1 2025 | 107 | +16% | 73.48% | +21.49 pp | $206M | +41% |
| Q4 2024 | 92 | +15% | 51.99% | 8.17 pp | $146M | 14% |
| Q3 2024 | 80 | 3.6% | 60.16% | +27.03 pp | $169M | +82% |
| Q2 2024 | 83 | — | 33.13% | — | $93M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Apr 29, 2026 | Anderman Jonathan | Buy | 25K | $1.89 | $47K |
Quick answers to the most common questions about buying CMPX stock.
Based on Q1 2026 13F filings, institutional ownership of Compass Therapeutics, Inc. stands at 200.0%, held across 195 reporting institutions.
TANG CAPITAL MANAGEMENT LLC is the largest reported institutional holder of CMPX, with approximately 16,790,809 shares worth $0.09B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of CMPX.
Our composite Smart Money Score for CMPX is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
51 institutions opened new positions in CMPX during Q1 2026, while 25 fully exited. 66 added to existing positions and 75 trimmed.
CMPX institutional ownership rose by 0.00 percentage points quarter-over-quarter, with a net change of +26 holders.
The top 10 institutions account for 59.2% of all reported 13F value in CMPX, and the top 25 account for 81.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Compass Therapeutics, Inc. (CMPX) Institutional Ownership