CMPX at a glance
Compass Therapeutics, Inc. (CMPX, SEC CIK 1738021) filed its latest 10-K annual report on March 5, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 22, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Compass Therapeutics, Inc. (CMPX) reported revenue of $0 (down 100.0% from FY2024) and a net loss of $66.5 million. Diluted EPS was -$0.42.
- As of June 30, 2026, 26 institutional investment managers tracked by SignalX reported holding Compass Therapeutics, Inc. (CMPX) shares worth $118.8 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Lerner Neil on October 1, 2026 of 20,000 shares at $0.92 per share.
- In the last 90 days, CMPX insiders reported 2 open-market purchases ($21K) and 0 open-market sales ($0) on Form 4, a net purchase of $21K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $0
- −100.0% vs prior year
- Insiders · 90 days
- 2 buys · 0 sells
- Net +$21K
- 13F holders
- 26 funds
- $118.8M · −3 vs prior quarter
- Latest 8-K
- Sep 22, 2026
- Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $0; no product-sale revenue, unchanged from prior-year quarter
- Net loss $25.154M vs $19.881M YoY; operating margin not applicable
- Tovecimig R&D $12.261M vs $8.112M, highest program spend
- Cash, equivalents and marketable securities $180M; operating cash use $32.007M vs $25.040M
- FDA feedback expected Q3 2026; potential BLA filing later this year for tovecimig
Risk Factors
- New forum-selection risk triggered by June 23, 2026 amended bylaws, requiring specified Delaware or Massachusetts courts
- Regulatory and compliance exposure from Securities Act claims restricted to Delaware or Massachusetts federal courts
- Macroeconomic risk from July 2026 U.S. tariffs of approximately 10%–12.5% on virtually all imports
- Operational risk from tariff-driven costs for active pharmaceutical ingredients, raw materials, laboratory equipment, and research materials
- Financing risk from deteriorating credit markets making debt or equity financing costlier, more dilutive, or unavailable
AI summary of the CMPX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Management signals tovecimig’s potential use in second-line BTC treatment
- FDA discussions planned before a potential BLA submission for COMPANION-002 data
Item 2.02: Results of Operations and Financial Condition
- Filing contains only the signature page and Exhibit 101 reference
- No earnings figures, reporting-period results, or management commentary available in the provided text
Item 7.01: Regulation FD Disclosure
- Standard Regulation FD disclaimer; accompanying disclosure is not treated as filed under Exchange Act Section 18
- Limited liability and incorporation-by-reference protections for the disclosed material
AI summaries of CMPX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CMPX
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- Fund moves. Which tracked funds opened, added or cut CMPX, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Lerner Neil | Buy | Oct 1, 2026 | 20,000 | $0.92 |
| Lerner Neil | Buy | Sep 24, 2026 | 2,500 | $1.14 |
| Anderman Jonathan | A | Apr 29, 2026 | 25,000 | $1.89 |
| Anderman Jonathan | Buy | Apr 29, 2026 | 25,000 | $1.89 |
| Lerner Neil | A | Apr 29, 2026 | 15,000 | $1.89 |
| Lerner Neil | Buy | Apr 29, 2026 | 15,000 | $1.89 |
| Schuetz Thomas J. | F | Feb 8, 2026 | 36,687 | $6.52 |
| Schuetz Thomas J. | F | Jan 9, 2026 | 46,777 | $5.35 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $850K | $0 |
| Operating Income | -$50.4M | -$56.6M | -$72.8M |
| Net Income | -$42.5M | -$49.4M | -$66.5M |
| Op. Margin | - | -6661.8% | - |
| Net Margin | - | -5808.8% | - |
| Balance Sheet | |||
| Total Assets | - | $140.4M | $219.6M |
| Equity | - | $125.2M | $196.8M |
| ROE | - | -39.4% | -33.8% |
| Per Share | |||
| EPS | $-0.33 | $-0.36 | $-0.42 |
| Cash Flow | |||
| Operating CF | -$40.6M | -$44.9M | -$49.1M |
| CapEx | - | $44K | $25K |
Source: XBRL data in Compass Therapeutics, Inc. (CMPX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CMPX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 26 | $118.8M |
| Q1 2026 | 29 | $200.1M |
| Q4 2025 | 25 | $219.5M |
| Q3 2025 | 21 | $146.6M |
| Q2 2025 | 24 | $84.3M |
| Q1 2025 | 21 | $51.5M |
| Q4 2024 | 13 | $32.5M |
| Q3 2024 | 11 | $25.2M |
- Millennium Management+3.87M (+457%)
- AQR Capital Management+3.31M (+1651%)
- State Street Corp+3.26M (+49%)
- Citadel Advisors LLC+2.85M (+395%)
- Vanguard Portfolio Management LLC+2.69M (+248%)
- Blackstone Group−957.9K (-52%)
- FMR LLC (Fidelity)−589.5K (-33%)
- Prudential Financial−472.6K (-96%)
- Bank of America Corp−298.7K (-35%)
- JPMorgan Chase & Co−58.3K (-7%)
- StoneX Group Inc.+15.0K
- Ameriprise Financial−1.60M
- Raymond James Financial−121.9K
- Franklin Resources−66.6K
- U.S. Bancorp−77
Source: 13F-HR filings on SEC EDGAR (aggregated from 170 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CMPX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 8-K | Sep 22, 2026 | - | Analysis | - |
| SC 13G | Aug 7, 2026 | - | - | |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 8-K | May 5, 2026 | - | Analysis | - |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 29, 2026 | - | - | - |
| 4 | Apr 29, 2026 | - | - | - |
| 8-K | Apr 27, 2026 | - | Analysis | - |
| 10-K | Mar 5, 2026 | Dec 31, 2025 | - | |
| 8-K | Mar 5, 2026 | - | Analysis | - |
| 4 | Feb 10, 2026 | - | - | |
| SC 13G | Jan 21, 2026 | - | - | |
| 4 | Jan 12, 2026 | - | - | |
| 8-K | Jan 6, 2026 | - | - | |
| 4 | Jan 5, 2026 | - | - | |
| 4 | Jan 5, 2026 | - | - | |
| 4 | Jan 5, 2026 | - | - |
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CMPX SEC filings: frequently asked questions
Are CMPX insiders buying or selling?
In the last 90 days, Compass Therapeutics, Inc. (CMPX) officers, directors and 10% owners reported 2 open-market purchases worth $21,250 by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CMPX stock?
As of June 30, 2026, the largest Compass Therapeutics, Inc. (CMPX) holders among the 13F filers tracked by SignalX were BlackRock ($24.7 million), State Street Corp ($21.8 million), Vanguard Capital Management LLC ($13.4 million), Millennium Management ($10.3 million), Vanguard Portfolio Management LLC ($8.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CMPX's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Compass Therapeutics, Inc. (CMPX) reported revenue of $0 (down 100.0% from FY2024) and a net loss of $66.5 million. Diluted EPS was -$0.42. The figures come from the XBRL data in the 10-K.
What did CMPX report in its latest 8-K?
Compass Therapeutics, Inc. (CMPX) filed an 8-K on September 22, 2026 reporting Item 7.01 (Regulation FD Disclosure). Management signals tovecimig’s potential use in second-line BTC treatment.
What are the latest CMPX SEC filings?
Compass Therapeutics, Inc. (CMPX) filed its latest 10-K annual report on March 5, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 22, 2026 and a Form 4 insider filing on October 2, 2026.
What is CMPX's SEC CIK number?
Compass Therapeutics, Inc. (CMPX)'s SEC Central Index Key (CIK) is 1738021. EDGAR lists every CMPX filing under that number.
Ask anything about CMPX
The research agent reads CMPX's filings, financials, insider trades and 13F holders, then answers with sources.