PAI
CMPX icon

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
Q2 		$12.8M Buy
5,831,813
+4,317,309
+285% +$12.7M 1.76% 19
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 $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
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

Palo Alto Investors's CMPX Position: Q2 2026 in Review

Palo Alto Investors increased its Compass Therapeutics (CMPX) stake by 285% in Q2 2026, buying an estimated $12.7M and bringing the position to 5,831,813 shares worth $12.8M. The position accounts for 1.76% of the portfolio, ranked #19.

Palo Alto Investors first reported a position in CMPX in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.6M in Q4 2025. 216 funds tracked by Wall St. Rank hold CMPX as of Q2 2026.

  • Palo Alto Investors held 5,831,813 shares of Compass Therapeutics worth $12.8M as of Q2 2026.
  • Palo Alto Investors bought 4,317,309 Compass Therapeutics shares in Q2 2026, an estimated $12.7M.
  • Compass Therapeutics made up 1.76% of Palo Alto Investors's portfolio in Q2 2026, its #19 holding.
  • Palo Alto Investors first reported a position in Compass Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • Palo Alto Investors's Compass Therapeutics position peaked at $13.6M in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Compass Therapeutics as of Q2 2026.

Based on Palo Alto Investors's 13F filing for Q2 2026, filed 17 Aug 2026.