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Palo Alto Investors’s Compass Therapeutics CMPX Stock Holding History

Palo Alto Investors’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
Q1 		$8.01M Sell
1,514,504
-1,017,915
-40% -$5.88M 1.23% 22
2025
Q4 		$13.6M Buy
+2,532,419
New +$11.7M 1.89% 15

Other funds holding CMPX

TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Palo Alto Investors's CMPX Position: Q1 2026 in Review

Palo Alto Investors reduced its Compass Therapeutics (CMPX) stake by 40% in Q1 2026, selling an estimated $5.88M and leaving 1,514,504 shares worth $8.01M. The position accounts for 1.23% of the portfolio, ranked #22.

Palo Alto Investors first reported a position in CMPX in Q4 2025 and has held it in 2 quarters since. The position peaked at $13.6M in Q4 2025. 201 funds tracked by Wall St. Rank hold CMPX as of Q1 2026.

  • Palo Alto Investors held 1,514,504 shares of Compass Therapeutics worth $8.01M as of Q1 2026.
  • Palo Alto Investors sold 1,017,915 Compass Therapeutics shares in Q1 2026, an estimated $5.88M.
  • Compass Therapeutics made up 1.23% of Palo Alto Investors's portfolio in Q1 2026, its #22 holding.
  • Palo Alto Investors first reported a position in Compass Therapeutics in Q4 2025 and has held it in 2 quarters since.
  • Palo Alto Investors's Compass Therapeutics position peaked at $13.6M in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Compass Therapeutics as of Q1 2026.

Based on Palo Alto Investors's 13F filing for Q1 2026, filed 15 May 2026.