Compass Pathways PLC (CMPS) 13F Filings: Institutional Buyers & Sellers (Q2 2026)

CMPS ranks #2723 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CMPS is a disclosed holding of Two Sigma (Two Sigma Investments), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

CMPS is a top-conviction position for NEXTBio Capital Management LP — at 11.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CMPS belongs to Deep Track Capital, LP, but the position matters far more to NEXTBio Capital Management LP, who has 11.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Deep Track Capital, LP has added to its CMPS position for two straight quarters, increasing it by $121.5M to reach $172.1M today.

CenterBook Partners LP has trimmed its CMPS position for two straight quarters, cutting it by $2.2M while still holding $1.8M.

CMPS is down 0.1% today, but institutions show net buying of $154.6M this quarter — a divergence between today's price move and the underlying institutional flow.

CMPS reported a net loss of $287.9M in its latest fiscal year.

• Not yet profitable — net loss of $287.9M in the latest fiscal year
• Net income declined year over year, from -$155.1M to -$287.9M
• Operating cash flow was negative, using $157.2M in cash
• Current ratio of 0.77x — below the conventional 1.5x liquidity buffer
• Total liabilities currently exceed total assets (negative shareholder equity)