Treatment progress: Social media chatter highlights growing enthusiasm for Compass Pathways' psilocybin-based therapy aimed at treatment-resistant depression. The stock experienced a notable rally before a modest pullback as discussions intensified around clinical advancements.
Market reactions: Observers note that recent data updates have fueled optimism among participants, with many pointing to potential long-term implications for mental health treatments. This has kept the ticker in active conversation despite the recent price correction.
Note: This discussion summary was generated from an AI condensation of post data.
Compass Pathways Hedge Fund Activity
We have seen 111 institutional investors add shares of Compass Pathways stock to their portfolio, and 66 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DEEP TRACK CAPITAL, LP added 4,827,173 shares (+65.8%) to their portfolio in Q1 2026, for an estimated $26,477,043
- MARSHALL WACE, LLP added 4,038,335 shares (+inf%) to their portfolio in Q1 2026, for an estimated $22,150,267
- BIT CAPITAL GMBH added 3,202,420 shares (+1108.8%) to their portfolio in Q1 2026, for an estimated $17,565,273
- BAKER BROS. ADVISORS LP added 2,344,720 shares (+inf%) to their portfolio in Q1 2026, for an estimated $12,860,789
- TORONTO DOMINION BANK removed 2,251,258 shares (-89.0%) from their portfolio in Q1 2026, for an estimated $12,348,150
- TANG CAPITAL MANAGEMENT LLC removed 2,200,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $15,180,000
- RTW INVESTMENTS, LP added 1,875,000 shares (+21.4%) to their portfolio in Q1 2026, for an estimated $10,284,375
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Compass Pathways Price Targets
Multiple analysts have issued price targets for $CMPS recently. We have seen 9 analysts offer price targets for $CMPS in the last 6 months, with a median target of $18.0.
Here are some recent targets:
- Jason McCarthy from Maxim Group set a target price of $20.0 on 05/15/2026
- Judah Frommer from Morgan Stanley set a target price of $17.0 on 05/14/2026
- Leonid Timashev from RBC Capital set a target price of $22.0 on 05/14/2026
- Thomas Shrader from BTIG set a target price of $14.0 on 05/13/2026
- Andrew Tsai from Jefferies set a target price of $18.0 on 05/04/2026
- Patrick R. Trucchio from HC Wainwright & Co. set a target price of $70.0 on 04/28/2026
- Madison El-Saadi from B. Riley Securities set a target price of $17.0 on 04/24/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.