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Compass, Inc.

COMP Real Estate
$7.31 +$0.47 (6.87%)
Market Cap: $5.43 B
Gurus Holding
7
Popularity Rank
#959
% of Shares Held
2.72%
Net Activity (Q4 2025)
+$139.12 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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $147.61 M.

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

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $139.12 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 135.6%. Conversely, Jefferies Group reduced exposure by 92.1%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q4 2025)

+$156.36 M
Total Buy Value
New Buys 1
Additions 3
-$17.24 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for Compass, Inc. (COMP)

Major holders include Lee Ainslie ($133.58 M), Renaissance Technologies (RenTech) ($51.2 M), Steven Cohen ($20.76 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 20.19 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $139.12 M, with 4 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited COMP. The total reported sell value was $17.24 M.

Yes, 1 managers opened new positions in COMP, and 3 increased their existing holdings. The total reported buy value was $156.36 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.43% New Buy 12,637,206 $133.58 M Q4 2025
0.08% Add 26.5% 4,843,800 $51.2 M Q4 2025
0.02% Add 135.6% 1,963,588 $20.76 M Q4 2025
0.00% Reduce -31.5% 529,768 $5.6 M Q4 2025
0.00% Reduce -87.5% 172,282 $1.82 M Q4 2025
0.00% Add 46.3% 32,082 $339,107 Q4 2025
0.00% Reduce -92.1% 14,174 $149,819 Q4 2025
Date
Insider Name
Transaction
Value
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SEC Form