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Compass, Inc.

COMP Real Estate
$8.4 $-0.07 (-0.83%)
Market Cap: $6.28 B
Gurus Holding
4
Popularity Rank
#2436
% of Shares Held
1.43%
Net Activity (Q1 2026)
-$76.33 M

Guru Ownership Trend

Guru Analysis for Compass, Inc. (COMP)

Compass, Inc. (COMP), a key player in the Real Estate sector, continues to attract institutional attention.

As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $89.96 M.

Top institutional holders include Lee Ainslie and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bearish. This is evidenced by a $76.33 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 149.6%. Conversely, Lee Ainslie reduced exposure by 59.1%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$5.79 M
Total Buy Value
New Buys 0
Additions 1
-$82.12 M
Total Sell Value
Reductions 3
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
1

FAQs for Compass, Inc. (COMP)

Major holders include Lee Ainslie ($37.81 M), Renaissance Technologies (RenTech) ($30.59 M), Cliff Asness ($9.67 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 10.71 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $76.33 M, with 1 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited COMP. The total reported sell value was $82.12 M.

Yes, 0 managers opened new positions in COMP, and 1 increased their existing holdings. The total reported buy value was $5.79 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.44% Reduce -59.1% 5,172,396 $37.81 M Q1 2026
0.05% Reduce -13.6% 4,184,242 $30.59 M Q1 2026
0.00% Add 149.6% 1,322,276 $9.67 M Q1 2026
0.00% Reduce -2.8% 31,171 $227,860 Q1 2026
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