AC
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Aaron Cowen’s Compass Therapeutics CMPX Stock Holding History

Aaron Cowen’s Portfolio CMPX Stock Details CMPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.9M Sell
14,101,159
-206,220
-1% -$609K 0.56% 45
2026
Q1 		$75.7M Buy
14,307,379
+125,000
+0.9% +$722K 1.93% 21
2025
Q4 		$76.2M Buy
14,182,379
+81,220
+0.6% +$375K 1.56% 28
2025
Q3 		$49.4M Buy
14,101,159
+6,951,666
+97% +$22M 1.26% 33
2025
Q2 		$18.6M Buy
+7,149,493
New +$14.7M 0.56% 44

Other funds holding CMPX

TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $345M AUM 134.64% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aaron Cowen's CMPX Position: Q2 2026 in Review

Aaron Cowen reduced its Compass Therapeutics (CMPX) stake by 1.4% in Q2 2026, selling an estimated $609K and leaving 14,101,159 shares worth $30.9M. The position accounts for 0.56% of the portfolio, ranked #45.

Aaron Cowen first reported a position in CMPX in Q2 2025 and has held it in 5 quarters since. The position peaked at $76.2M in Q4 2025. 213 funds tracked by Wall St. Rank hold CMPX as of Q2 2026.

  • Aaron Cowen held 14,101,159 shares of Compass Therapeutics worth $30.9M as of Q2 2026.
  • Aaron Cowen sold 206,220 Compass Therapeutics shares in Q2 2026, an estimated $609K.
  • Compass Therapeutics made up 0.56% of Aaron Cowen's portfolio in Q2 2026, its #45 holding.
  • Aaron Cowen first reported a position in Compass Therapeutics in Q2 2025 and has held it in 5 quarters since.
  • Aaron Cowen's Compass Therapeutics position peaked at $76.2M in Q4 2025.
  • 213 funds tracked by Wall St. Rank held Compass Therapeutics as of Q2 2026.

Based on Suvretta Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.