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Compass, Inc.

COMP
Exchange
NYSE
Industry
Real Estate Agents & Managers (For Others)
SEC CIK
0001563190

In the last 90 days, Compass, Inc. insiders filed 0 open-market purchases and 2 sales; 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.

13F holders, Q2 2025

Institutional positions in Compass, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
314
+5 vs. Q1 2025
Shares held
408.1M
+18.2M (+4.7%) vs. Q1 2025
Total value
$2.56B
−$841.4M (−24.7%) vs. Q1 2025
New holders
58
96 more added
Sold out
53
106 more reduced

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting COMP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2025: 314 institutions
Q1 2021: 0 institutionsQ2 2021: 83 institutionsQ3 2021: 112 institutionsQ4 2021: 148 institutionsQ1 2022: 129 institutionsQ2 2022: 159 institutionsQ3 2022: 156 institutionsQ4 2022: 178 institutionsQ1 2023: 177 institutionsQ2 2023: 195 institutionsQ3 2023: 190 institutionsQ4 2023: 188 institutionsQ1 2024: 200 institutionsQ2 2024: 211 institutionsQ3 2024: 246 institutionsQ4 2024: 284 institutionsQ1 2025: 310 institutionsQ2 2025: 314 institutionsQ3 2025: 343 institutionsQ4 2025: 371 institutionsQ1 2026: 419 institutionsQ2 2026: 437 institutions
Value heldQ2 2025: $2.56B
Q1 2021: $0Q2 2021: $3.06BQ3 2021: $3.24BQ4 2021: $2.35BQ1 2022: $2.17BQ2 2022: $1.05BQ3 2022: $676.4MQ4 2022: $664.2MQ1 2023: $966.3MQ2 2023: $1.03BQ3 2023: $889.6MQ4 2023: $1.13BQ1 2024: $1.17BQ2 2024: $1.23BQ3 2024: $2.14BQ4 2024: $2.12BQ1 2025: $3.40BQ2 2025: $2.56BQ3 2025: $3.59BQ4 2025: $5.25BQ1 2026: $4.83BQ2 2026: $8.72B
Institutions holding COMP and their total value by quarter
QuarterHoldersValue
Q2 2026437$8.72B
Q1 2026419$4.83B
Q4 2025371$5.25B
Q3 2025343$3.59B
Q2 2025314$2.56B
Q1 2025310$3.40B
Q4 2024284$2.12B
Q3 2024246$2.14B
Q2 2024211$1.23B
Q1 2024200$1.17B
Q4 2023188$1.13B
Q3 2023190$889.6M
Q2 2023195$1.03B
Q1 2023177$966.3M
Q4 2022178$664.2M
Q3 2022156$676.4M
Q2 2022159$1.05B
Q1 2022129$2.17B
Q4 2021148$2.35B
Q3 2021112$3.24B
Q2 202183$3.06B
Q1 20210$0

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Compass, Inc.; share changes are against Q1 2025.

Institutions holding COMP in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Legacy Wealth Managment, LLC100$6280.00%+100New
CVA Family Office, LLC97$6090.00%00.0%Unchanged
Farther Finance Advisors, LLC75$4710.00%+47+167.9%Added
JFS Wealth Advisors, LLC72$4530.00%+72New
Twin Peaks Wealth Advisors, LLC44$3730.00%+44New
Bryn Mawr Trust Co43$2700.00%00.0%Unchanged
Fortitude Family Office, LLC30$1880.00%+30New
SJS Investment Consulting Inc.20$1260.00%−791−97.5%Reduced
Skopos Labs, Inc.18$1140.00%−70−79.5%Reduced
DiNuzzo Private Wealth, Inc.5$320.00%+5New
HFM Investment Advisors, LLC4$250.00%+4New
Northwestern Mutual Wealth Management Co1$60.00%+1New
Bay Harbor Wealth Management, LLC1$60.00%+1New
Hemington Wealth Management122$00.00%+122New
Driehaus Capital Management LLC0$00.00%−8,238,614−100.0%Sold out
Whale Rock Capital Management LLC0$00.00%−3,757,979−100.0%Sold out
Senvest Management, LLC0$00.00%−2,897,511−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−920,857−100.0%Sold out
Monashee Investment Management LLC0$00.00%−600,000−100.0%Sold out
Acadian Asset Management LLC0$00.00%−552,431−100.0%Sold out
EAM Global Investors LLC0$00.00%−476,671−100.0%Sold out
Walleye Capital LLC0$00.00%−475,718−100.0%Sold out
EAM Investors, LLC0$00.00%−442,297−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−374,250−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−388,050−100.0%Sold out
Ardsley Advisory Partners LP0$00.00%−317,800−100.0%Sold out
Morgens Waterfall Vintiadis & Co Inc0$00.00%−300,000−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−228,737−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−201,194−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−180,430−100.0%Sold out
Voleon Capital Management LP0$00.00%−135,215−100.0%Sold out
Bayforest Capital Ltd0$00.00%−101,909−100.0%Sold out
HRT Financial LP0$00.00%−98,898−100.0%Sold out
Quadrature Capital Ltd0$00.00%−94,442−100.0%Sold out
Natixis Advisors, L.P.0$00.00%−90,625−100.0%Sold out
Harvest Investment Services, LLC0$00.00%−88,404−100.0%Sold out
Options Solutions, LLC0$00.00%−86,313−100.0%Sold out
Harbour Capital Advisors, LLC0$00.00%−84,580−100.0%Sold out
Aigen Investment Management, LP0$00.00%−66,423−100.0%Sold out
Jennison Associates LLC0$00.00%−58,753−100.0%Sold out
Simplex Trading, LLC0$00.00%−52,590−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−43,166−100.0%Sold out
Moran Wealth Management, LLC0$00.00%−29,437−100.0%Sold out
Twinbeech Capital LP0$00.00%−25,171−100.0%Sold out
Baader Bank INC0$00.00%−21,856−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−16,290−100.0%Sold out
Pallas Capital Advisors LLC0$00.00%−13,550−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−13,394−100.0%Sold out
Plato Investment Management Ltd0$00.00%−12,444−100.0%Sold out
Everence Capital Management Inc0$00.00%−12,240−100.0%Sold out
Independent Advisor Alliance0$00.00%−11,140−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−6,334−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−4,829−100.0%Sold out
NewSquare Capital LLC0$00.00%−2,631−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−1,625−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−1,335−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−1,173−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−1,000−100.0%Sold out
Logan Capital Management Inc0$00.00%−500−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−311−100.0%Sold out
True Wealth Design, LLC0$00.00%−175−100.0%Sold out
SWAN Capital LLC0$00.00%−120−100.0%Sold out
Stephens Consulting, LLC0$00.00%−120−100.0%Sold out
Bell Investment Advisors, Inc0$00.00%−57−100.0%Sold out
Rialto Wealth Management, LLC0$00.00%−53−100.0%Sold out
Dunhill Financial, LLC0$00.00%−22−100.0%Sold out
TFC Financial Management0$00.00%−2−100.0%Sold out
Lindbrook Capital, LLC––––Not filed