Rtw Investments 13F: Adds $22M to COMPASS Pathways (CMPS) Stake

Rtw Investments has boosted its holdings in CMPS by 1.88 million shares, according to a recent SEC filing dated May 15, 2026. This increase brings Rtw's total stake to approximately 10.63 million shares, valued at about $122.6 million. The move reflects a 21.4% increase from its previous position of 8.76 million shares.

What Changed in Rtw Investments' CMPS Position

Rtw Investments enhanced its stake in CMPS by adding 1.88 million shares, pushing its total to 10.63 million shares. This adjustment represents a 21.4% growth in their holdings, with the investment now valued at $122.6 million.

Other Institutional Activity in CMPS

Several other funds have also been active in CMPS. Deep Track Capital, LP significantly increased its holdings by 4.83 million shares, ending with 12.16 million shares valued at $67.3 million. Marshall Wace, LLP and Tang Capital Management LLC both entered new positions with 4.04 million and 4.00 million shares, valued at $22.3 million and $22.1 million respectively. Meanwhile, Bit Capital GmbH made a notable addition of 3.20 million shares, bringing its total to 3.49 million shares worth $19.3 million. ARK Investment Management LLC also grew its stake by 1.15 million shares, finishing with 3.30 million shares valued at $18.3 million.

COMPASS Pathways plc Stock Down 24.1%

Shares of CMPS traded around $11.53. The company has a market cap of approximately $122.6 million. The stock's activity has been closely monitored by institutional investors, as reflected in recent filings.

Insider Buying and Selling at COMPASS Pathways plc

Several insiders made purchases on May 27, 2026. Kathleen Tregoning acquired 41,119 shares, while Jeffrey Jonas, Daphne Karydas, Wayne Joseph Riley, and Justin Gover each bought 21,110 shares. Gino Santini purchased 30,158 shares. These transactions were not made under any pre-planned trading programs.

Analysts Set New Price Targets

On May 15, 2026, Maxim Group maintained its buy rating on CMPS, setting a price target of $20. A day earlier, Morgan Stanley also maintained a buy rating with a $17 target. Jefferies initiated coverage with a buy rating and an $18 target on May 4, 2026. The analyst consensus remains positive, with a strong buy recommendation and an average target price of $18, based on multiple opinions.

Bottom Line

Rtw Investments' increased stake in CMPS highlights ongoing interest from institutional investors. While the recent filing only reflects holdings as of the reporting period, the activity suggests confidence in the company's potential. Investors and analysts alike continue to watch CMPS closely, with several maintaining optimistic price targets.