This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CMPX/capital-change-brief"
Use Arkolith's capital_change_brief for CMPX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | TANG CAPITAL MANAGEMENT LLC | $88.8M | 16.8M | —Held | Q1 2026 | |
| 2 | ORBIMED ADVISORS LLC | $80.5M | 15.2M | —Held | Q1 2026 | |
| 3 | SUVRETTA CAPITAL MANAGEMENT, LLC | $75.7M | 14.3M | ▲+0.9% Added · +125K sh | Q1 2026 | |
| 4 | Vivo Capital, LLC | $50.5M | 9.5M | —Held | Q1 2026 | |
| 5 | BlackRock, Inc. | $50.3M | 9.5M | ▲+1.3% Added · +117K sh | Q1 2026 | |
| 6 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $44.9M | 8.5M | ▲+91% Added · +4.0M sh | Q1 2026 | |
| 7 | Enavate Sciences GP, LLC | $41.2M | 7.8M | —Held | Q1 2026 | |
| 8 | BVF INC/IL | $41.1M | 7.8M | —Held | Q1 2026 | |
| 9 | STATE STREET CORP | $35.4M | 6.7M | ▲+37% Added · +1.8M sh | Q1 2026 | |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | $31.9M | 6.0M | ▲New +6.0M sh | Q1 2026 | |
| 11 | RTW INVESTMENTS, LP | $22.1M | 4.2M | ▲+67% Added · +1.7M sh | Q1 2026 | |
| 12 | DEERFIELD MANAGEMENT COMPANY, L.P. | $19.1M | 3.6M | —Held | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $18.9M | 3.6M | ▲+1.8% Added · +63K sh | Q1 2026 | |
| 14 | Rock Springs Capital Management LP | $17.5M | 3.3M | ▼−16% Reduced · −622K sh | Q1 2026 | |
| 15 | Logos Global Management LP | $16.7M | 3.1M | ▲+174% Added · +2.0M sh | Q1 2026 | |
| 16 | Qube Research & Technologies Ltd | $13.5M | 2.6M | ▲+477% Added · +2.1M sh | Q1 2026 | |
| 17 | UBS Group AG | $12.7M | 2.4M | ▲14× Added · +2.2M sh | Q1 2026 | |
| 18 | Sofinnova Investments, Inc. | $10.9M | 2.1M | ▼−39% Reduced · −1.3M sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $10.6M | 2.0M | ▲+31% Added · +478K sh | Q1 2026 | |
| 20 | BRAIDWELL LP | $10.4M | 2.0M | ▼−29% Reduced · −822K sh | Q1 2026 | |
| 21 | Blackstone Inc. | $9.8M | 1.9M | ▼−70% Reduced · −4.3M sh | Q1 2026 | |
| 22 | FMR LLC | $9.5M | 1.8M | ▼−30% Reduced · −778K sh | Q1 2026 | |
| 23 | AMERIPRISE FINANCIAL INC | $8.4M | 1.6M | ▲+94% Added · +774K sh | Q1 2026 | |
| 24 | Palo Alto Investors LP | $8.0M | 1.5M | ▼−40% Reduced · −1.0M sh | Q1 2026 | |
| 25 | Birchview Capital, LP | $7.8M | 1.5M | ▼−8.0% Reduced · −127K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 29, 2026 | Anderman Jonathan | General Counsel | Buy (P) | 25K | $47K |
| Apr 29, 2026 | Lerner Neil | Chief Accounting Officer | Buy (P) | 15K | $28K |
| Feb 8, 2026 | Schuetz Thomas J. | CHIEF EXECUTIVE OFFICER, Director | Tax withholding (F) | 37K | $239K |
| Jan 9, 2026 | Schuetz Thomas J. | CHIEF EXECUTIVE OFFICER, Director | Tax withholding (F) | 47K | $250K |
| Jan 2, 2026 | Anderman Jonathan | General Counsel | Grant (A) | 150K | $776K |
| Jan 2, 2026 | Anderman Jonathan | General Counsel | Grant (A) | 720K | $0 |
| Jan 2, 2026 | Ferneau Philip | Director | Grant (A) | 90K | $0 |
| Jan 2, 2026 | GORDON CARL L | Director | Grant (A) | 90K | $0 |
| Jan 2, 2026 | Boylan James P | Director | Grant (A) | 90K | $0 |
| Jan 2, 2026 | GRAY MARY ANN | Director | Grant (A) | 90K | $0 |
| Jan 2, 2026 | Lerner Neil | Chief Accounting Officer | Grant (A) | 63K | $323K |
| Jan 2, 2026 | Lerner Neil | Chief Accounting Officer | Grant (A) | 435K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| STRYKER CORPSYK | 52 funds | $1.1B |
| ELI LILLY & COLLY | 51 funds | $5.1B |
| INTUITIVE SURGICAL INCISRG | 51 funds | $2.0B |
| DANAHER CORPDHR | 51 funds | $1.4B |
| BOSTON SCIENTIFIC CORPBSX | 51 funds | $1.3B |
| MICROSOFT CORPMSFT | 50 funds | $18.4B |
| AMAZON.COM INCAMZN | 50 funds | $14.0B |
| UNITEDHEALTH GROUP INCUNH | 50 funds | $2.2B |
| META PLATFORMS INC-CLASS AMETA | 49 funds | $8.2B |
| JPMORGAN CHASE & COJPM | 49 funds | $5.9B |
| COSTCO WHOLESALE CORPCOST | 49 funds | $4.1B |
| BANK OF AMERICA CORPBAC | 49 funds | $1.9B |
Ranked by how many of CMPX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CMPX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.