OF
CMPX icon

Optimize Financial’s Compass Therapeutics CMPX Stock Holding History

Optimize Financial’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 		$176K Sell
80,160
-279
-0.3% -$824 0.06% 290
2026
Q1 		$426K Buy
+80,439
New +$464K 0.21% 176

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
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 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

Optimize Financial's CMPX Position: Q2 2026 in Review

Optimize Financial reduced its Compass Therapeutics (CMPX) stake by 0.35% in Q2 2026, selling an estimated $824 and leaving 80,160 shares worth $176K. The position accounts for 0.06% of the portfolio, ranked #290.

Optimize Financial first reported a position in CMPX in Q1 2026 and has held it in 2 quarters since. The position peaked at $426K in Q1 2026. 216 funds tracked by Wall St. Rank hold CMPX as of Q2 2026.

  • Optimize Financial held 80,160 shares of Compass Therapeutics worth $176K as of Q2 2026.
  • Optimize Financial sold 279 Compass Therapeutics shares in Q2 2026, an estimated $824.
  • Compass Therapeutics made up 0.06% of Optimize Financial's portfolio in Q2 2026, its #290 holding.
  • Optimize Financial first reported a position in Compass Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • Optimize Financial's Compass Therapeutics position peaked at $426K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held Compass Therapeutics as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.