Rtw Investments 13F: Adds $27M to COMPASS Pathways (CMPS) Stake

RTW Investments has significantly increased its stake in COMPASS Pathways plc (NasdaqGS:CMPS), a company specializing in mental health therapies. According to its latest filing with the SEC, RTW added 1.88 million shares during the reporting period, boosting its holdings by 21.4% to a total of 10.63 million shares. This stake is now valued at approximately $128.4 million.

What Changed in RTW Investments' COMPASS Pathways Position

RTW Investments' move to increase its position in COMPASS Pathways reflects a notable addition of 1.88 million shares, bringing its total to 10.63 million shares. This represents a 21.4% increase from the previous holding of 8.76 million shares, as reported for the filing period.

Other Institutional Activity in COMPASS Pathways

In addition to RTW Investments, Deep Track Capital, LP also increased its holdings significantly by 4.83 million shares, ending with 12.16 million shares worth about $67.3 million. Marshall Wace, LLP and Tang Capital Management LLC both entered new positions with 4.04 million shares and 4.00 million shares valued at $22.3 million and $22.1 million, respectively. Bit Capital GmbH saw a dramatic increase of over 3.2 million shares, now holding 3.49 million shares valued at $19.3 million. ARK Investment Management LLC also grew its stake by 1.14 million shares to 3.3 million shares, valued at $18.3 million.

COMPASS Pathways plc Stock Down 6.8%

Shares of COMPASS Pathways plc (NasdaqGS:CMPS) are trading around $12.08. The company has a market capitalization of approximately $1.63 billion. Although it is not yet profitable, with a forward P/E ratio of -11.43, the stock shows a beta of 2.51, indicating higher volatility compared to the market. The stock's 52-week range is between $2.25 and $14.76, with a 50-day moving average of $9.61 and a 200-day moving average of $7.05.

Recent Earnings

COMPASS Pathways is not currently profitable, reporting an EPS of -$3.14. The company has not disclosed a net profit margin, and its return on equity stands at -68.5%. Investors are looking forward to the next earnings report, scheduled for July 30, 2026.

Insider Buying and Selling at COMPASS Pathways plc

Several insiders at COMPASS Pathways made notable 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. Additionally, Gino Santini purchased 30,158 shares. These transactions were not part of any pre-planned trading program.

Analysts Set New Price Targets

Analysts remain bullish on COMPASS Pathways. On May 15, 2026, Maxim Group maintained its 'buy' rating with a price target of $20. Morgan Stanley also kept its 'buy' rating, setting a target of $17 on May 14. Jefferies initiated coverage with a 'buy' rating and an $18 target on May 4. The consensus among 15 analysts is a 'strong buy', with a mean price target of $22.20.

About COMPASS Pathways

COMPASS Pathways plc is a biotechnology company focused on developing mental health treatments. Its flagship product, COMP360 psilocybin therapy, is undergoing Phase III trials for treatment-resistant depression and Phase II trials for post-traumatic stress disorder and anorexia nervosa. Headquartered in London, the company operates mainly in the UK and the US, under the leadership of CEO Mr. Kabir Kumar Nath.

Bottom Line

RTW Investments' increased stake in COMPASS Pathways is a significant development in the company's shareholder landscape. Investors closely monitor these filings to gauge institutional confidence. It's important to remember that these 13F filings are historical records and may not reflect current positions.