CMPX β€” COMPASS THERAPEUTICS INC

Ownership history in BVF INC/IL  Β·  2 quarters on record

AI Ownership Summary

BVF INC/IL reported COMPASS THERAPEUTICS INC (CMPX) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 1.4% in 2025 Q4. The latest visible filing shows CMPX at 1.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CMPX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BVF INC/IL's position in COMPASS THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CMPX was reported at 1.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.4% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BVF INC/IL held CMPX β€” position size vs. price
% of Fund (quarterly)    CMPX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 7,764,842 +3,014,842 +63.5% 1.40% $41.7M 2026-02-14 (Est.) $6.28
2025 Q3 INITIATED 4,750,000 β€” β€” 0.67% $16.6M 2025-11-14 $4.83

FAQ About BVF INC/IL and CMPX

These are the practical questions this page is built to answer before you even open the full history table.

How long has BVF INC/IL reported owning CMPX?

BVF INC/IL reported CMPX across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported CMPX position in BVF INC/IL's portfolio?

The largest reported portfolio weight for CMPX was 1.40% in 2025 Q4.

What is the latest reported CMPX position on this page?

The most recent filing on this page is 2025 Q4, when BVF INC/IL reported 7,764,842 shares, equal to 1.40% of portfolio, with an estimated market value of $41.7M.

What does the chart on this CMPX ownership page compare?

The chart compares BVF INC/IL's quarterly CMPX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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