COMP

Compass Inc - Class A
Real EstateUSCUSIP 20464U100◍ Confluence graph
Tracked 13F Holders
388
-152 QoQ
13F Value (tracked)
$5.4B
Insider Net · 180d
-$748K
0↑ 1↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)40 adding · 24 trimming
Insider net (180d)-$748K

Who owns COMP?

388 tracked 13F filers

388 tracked 13F filers disclose a position in COMP as of the latest SEC 13F filings, a combined $5.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1FMR LLC
$786.2M
107.6M
+55%
Added · +38.1M sh
Q1 2026
2VANGUARD PORTFOLIO MANAGEMENT LLC
$438.9M
60.0M
First observed position
No prior filed position
Q1 2026
3BlackRock, Inc.
$369.4M
50.5M
+29%
Added · +11.4M sh
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$225.7M
30.9M
First observed position
No prior filed position
Q1 2026
5SB INVESTMENT ADVISERS (UK) LTD
$160.9M
22.0M
−12%
Reduced · −3.1M sh
Q1 2026
6GEODE CAPITAL MANAGEMENT, LLC
$230.0M
18.6M
+14%
Added · +2.2M sh
Q2 2026
7STATE STREET CORP
$204.6M
16.6M
+13%
Added · +1.9M sh
Q2 2026
8DIMENSIONAL FUND ADVISORS LP
$112.4M
15.4M
+107%
Added · +8.0M sh
Q1 2026
9D1 Capital Partners L.P.
$187.7M
15.2M
New
+15.2M sh
Q2 2026
10Parsifal Capital Management, LP
$146.2M
11.9M
−0.5%
Reduced · −59K sh
Q2 2026
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$84.7M
11.6M
+103%
Added · +5.9M sh
Q1 2026
12CITADEL ADVISORS LLC
$78.1M
10.7M
+574%
Added · +9.1M sh
Q1 2026
13Artisan Partners Limited Partnership
$73.4M
10.0M
+84%
Added · +4.6M sh
Q1 2026
14Senvest Management, LLC
$67.1M
9.2M
+275%
Added · +6.7M sh
Q1 2026
15MARSHALL WACE, LLP
$65.2M
8.9M
+160%
Added · +5.5M sh
Q1 2026
16PRICE T ROWE ASSOCIATES INC /MD/
$51.6M
7.1M
−25%
Reduced · −2.3M sh
Q1 2026
17Winslow Capital Management, LLC
$85.5M
6.9M
Held
Q2 2026
18Philosophy Capital Management LLC
$83.0M
6.7M
−0.7%
Reduced · −47K sh
Q2 2026
19UBS Group AG
$49.0M
6.7M
+91%
Added · +3.2M sh
Q1 2026
20GOLDMAN SACHS GROUP INC
$48.0M
6.6M
+30%
Added · +1.5M sh
Q1 2026
21Kanen Wealth Management LLC
$46.8M
6.4M
+0.1%
Added · +7K sh
Q1 2026
22Pertento Partners LLP
$75.8M
6.1M
+26%
Added · +1.3M sh
Q2 2026
23DISCOVERY CAPITAL MANAGEMENT, LLC / CT
$44.4M
6.1M
+97%
Added · +3.0M sh
Q1 2026
24Southpoint Capital Advisors LP
$43.9M
6.0M
−25%
Reduced · −2.0M sh
Q1 2026
25JPMORGAN CHASE & CO
$39.2M
5.7M
+11%
Added · +556K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is COMP being bought or sold by institutions?

Last quarter, 15 funds opened a new position in COMP and 25 added to an existing one, while 24 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
15
funds
Added
25
funds
Reduced
24
funds
Exited
0
funds

Funds that own COMP also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN216 funds$178.6B
NVIDIA CORPNVDA210 funds$343.6B
MICROSOFT CORPMSFT210 funds$233.9B
META PLATFORMS INC-CLASS AMETA210 funds$96.3B
APPLE INCAAPL205 funds$259.5B
BROADCOM INCAVGO202 funds$139.6B
ALPHABET INC-CL CGOOG196 funds$116.6B
ALPHABET INC-CL AGOOGL195 funds$137.2B
ELI LILLY & COLLY195 funds$68.7B
JPMORGAN CHASE & COJPM195 funds$52.6B
MICRON TECHNOLOGY INCMU194 funds$38.4B
ADVANCED MICRO DEVICESAMD194 funds$34.1B

Ranked by how many of COMP's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$748K
1 insiders
Net
-$748K
4 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 3, 2026Reffkin Robert L.Chairman and CEO, DirectorSell (S)23K$274K
Jul 1, 2026Reffkin Robert L.Chairman and CEO, DirectorSell (S)23K$293K
Jun 3, 2026Reffkin Robert L.Chairman and CEO, DirectorSell (S)23K$175K
Jun 3, 2026Reffkin Robert L.Chairman and CEO, DirectorSell (S)600$5K
Jan 7, 2026Wahlers Scott R.CFOSell (S)100K$1.2M
Dec 17, 2025Wahlers Scott R.CFOSell (S)27K$293K
Dec 12, 2025Wahlers Scott R.CFOSell (S)24K$259K
Nov 25, 2025Serwin Bradley KGeneral CounselSell (S)21K$230K
Nov 25, 2025Wahlers Scott R.CFOSell (S)50K$549K
Nov 24, 2025Serwin Bradley KGeneral CounselSell (S)21K$220K
Nov 21, 2025Serwin Bradley KGeneral CounselSell (S)14K$140K
Nov 12, 2025Serwin Bradley KGeneral CounselSell (S)904$9K

Institutional ownership over time

199 funds+15 since Q3 2024
0176351Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.8B · 1 values withheld

Share classes

Class13F holdersValue held
COMPthis pagecs388 funds$5.5B
20464UAA80.250 04/15/31 CVT1 funds$7.6M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Connected entities for COMP

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Ask your agent what changed in COMP

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

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curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/COMP/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for COMP.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for COMP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.