Compass, Inc.
COMP- Exchange
- NYSE
- Industry
- Real Estate Agents & Managers (For Others)
- SEC CIK
- 0001563190
No open-market purchases or sales by Compass, Inc. insiders were filed in the last 90 days; 437 institutions reported holding it in 13F filings for Q2 2026, worth $8.72B in total; superinvestors D1 Capital Partners and Maverick Capital hold it.
Key figures
- Market capClose on Nov 9, 2026
- $8.27B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +24 vs. previous quarter
- 437
- 13F valueReported value at the end of Q2 2026
- $8.72B
- Superinvestors holdingAt the end of Q2 2026
- 2
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $6.96B
- +23.7% year over year
- Net income, FY2025
- -$58.5M
- No comparable prior period
- Free cash flow, FY2025
- $203.3M
- +92.2% year over year
- Revenue, Q3 FY2026
- $3.90B
- +111.1% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2025: $58.5M (0.8% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 57.5M
- Shares sold short
- Change
- +3.32M
- +6.1% vs. previous
- Days to cover
- 3.51
- At average daily volume
Superinvestors holding COMP, Q2 2026
Go to the superinvestors tab2 superinvestors report holding Compass, Inc. on Form 13F. Percentages are the stock's share of each portfolio.
D1 Capital Partners
Dan Sundheim
0.5%
Compass, Inc.'s share of the portfolio
- Shares
- 15,224,831
- Value
- $187.7M
Latest insider trades
See all insider tradesOpen-market purchases and sales by Compass, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Aug 5, 2026 (view filing)4:42 PM ET | Aug 3 | 2 days | Reffkin Robert L.Chairman and CEO | SSaleClass A Common Stock | −23.5K | $11.70 | −$274.4K | −0.3%7.76M after | 10b5-1 |
| Jul 2, 2026 (view filing)4:09 PM ET | Jul 1 | 1 day | Reffkin Robert L.Chairman and CEO | SSaleClass A Common Stock | −23.5K | $12.51 | −$293.3K | −0.3%7.78M after | 10b5-1 |
| Jun 5, 2026 (view filing) | Jun 3 | 2 days | Reffkin Robert L.Chairman and CEO | SSaleClass A Common Stock | −23.5K | $7.70 | −$180.5K | −0.3%7.80M after | 2 lots10b5-1 |
| Jan 8, 2026 (view filing) | Jan 7 | 1 day | Wahlers Scott R.CFO | SSaleClass A Common Stock | −100.0K | $12.03 | −$1.20M | −28.6%250.1K after | 10b5-1 |
| Dec 19, 2025 (view filing) | Dec 17 | 2 days | Wahlers Scott R.CFO | SSaleClass A Common Stock | −26.6K | $11.00 | −$292.6K | −7.8%313.6K after | 10b5-1 |
| Dec 16, 2025 (view filing) | Dec 12 | 4 days | Wahlers Scott R.CFO | SSaleClass A Common Stock | −23.5K | $11.00 | −$258.5K | −6.5%340.2K after | 10b5-1 |
| Nov 28, 2025 (view filing) | Nov 25 | 3 days | Wahlers Scott R.CFO | SSaleClass A Common Stock | −49.9K | $11.00 | −$548.9K | −12.1%363.7K after | 10b5-1 |
| Nov 25, 2025 (view filing) | Nov 21-25 | 4 days | Serwin Bradley KGeneral Counsel | SSaleClass A Common Stock | −55.9K | $10.56 | −$590.2K | −17.8%258.7K after | 3 lots10b5-1 |
| Nov 13, 2025 (view filing) | Nov 11-12 | 2 days | Serwin Bradley KGeneral Counsel | SSaleClass A Common Stock | −1.81K | $9.25 | −$16.7K | −0.6%314.6K after | 2 lots10b5-1 |
| Aug 26, 2025 (view filing) | Aug 22-25 | 4 days | Serwin Bradley KGeneral Counsel and Secretary | SSaleClass A Common Stock | −26.1K | $9.25 | −$241.7K | −9.4%252.2K after | 2 lots10b5-1 |
Top 10 13F holders, Q2 2026
See all 437 holdersThe largest institutional positions in Compass, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 108,165,933 | $1.33B | 0.06% | +611,331+0.6% | Added |
| Vanguard Portfolio Management LLC | 64,702,896 | $797.8M | 0.04% | +4,666,018+7.8% | Added |
| BlackRock, Inc. | 55,411,412 | $683.2M | 0.01% | +4,883,493+9.7% | Added |
| Vanguard Capital Management LLC | 32,402,495 | $399.5M | 0.01% | +1,525,548+4.9% | Added |
| SB Investment Advisers (UK) Ltd | 21,504,702 | $265.2M | 3.46% | −500,000−2.3% | Reduced |
| Capital International Investors | 21,368,816 | $263.5M | 0.05% | +1,425,400+7.1% | Added |
| Geode Capital Management, LLC | 18,646,930 | $230.0M | 0.01% | +2,230,771+13.6% | Added |
| Castle Hook Partners LP | 17,025,377 | $209.9M | 2.25% | +14,526,708+581.4% | Added |
| State Street Corp | 16,595,990 | $204.6M | 0.01% | +1,943,429+13.3% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 15,224,831 | $187.7M | 0.54% | +15,224,831 | New |
Holders of 5% or more of COMP
See all 4 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Compass, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| FMR LLC | 13G/A | 14.50%107.4M shares | +1.80 ppfrom 12.70% | Nov 12, 20246 filings | May 6, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G | 8.15%60.5M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| BlackRock, Inc. | 13G/A | 7.00%52.5M shares | – | Oct 24, 20243 filings | Jul 27, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.02%37.6M shares | New | Jul 31, 20261 filing | Jul 31, 2026 | SEC |
Politician trades
All politician trades in COMP1 member of Congress reported 1 trade in Compass, Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Sep 4, 2026 |  Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
House · CA · Sep 4, 2026
Buy$1K-$15K