Compass Inc. Class ACOMP
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 371 institutions reported holding Compass Inc. Class A (COMP) in their 13F filings, up 28 from Q3 2025. 74 opened new positions and 51 sold out. The largest holders were Vanguard Group Inc. ($780.4M), FMR LLC ($734.5M) and BlackRock, Inc. ($414.0M). 10 famous investors held it, including Gavin Baker (2.0% of Atreides Management's portfolio), Lee Ainslie (1.4% of Maverick Capital's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Compass Inc. Class A
- CUSIP
- 20464U100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $651.2M |
| Exits | 51 | $72.1M |
All 13F filers, Q3 2025 → Q4 2025: 125,227,383 shares bought and 79,070,228 shares sold, net +46,157,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 371 holders
| Vanguard Group Inc. | 0.01% | Add +5.2% | 73,836,046 | $780.4M |
| FMR LLC | 0.04% | Add +4.2% | 69,493,347 | $734.5M |
| BlackRock, Inc. | 0.01% | Add +5.1% | 39,168,522 | $414.0M |
| SB Investment Advisers (uk) Ltd. | 2.65% | Reduce -44.0% | 25,062,973 | $264.9M |
| Maverick Capital | 1.43% | New | 12,637,206 | $133.6M |
| Geode Capital Management, LLC | 0.01% | Add +5.9% | 12,308,523 | $130.1M |
| State Street Corp. | 0.00% | Add +6.4% | 10,892,738 | $115.1M |
| T. Rowe Price Associates Inc. | 0.01% | Add +2241.3% | 9,362,368 | $99.0M |
| Atreides Management | 1.96% | New | 8,723,434 | $92.2M |
| Southpoint Capital Advisors LP | 1.97% | Add +220.0% | 8,000,000 | $84.6M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -4.4% | 7,429,194 | $78.5M |
| Rubric Capital Management LP | 0.89% | New | 7,000,000 | $74.0M |
| Winslow Capital Management, LLC | 0.25% | No change | 6,934,620 | $73.3M |
| Kanen Wealth Management LLC | 20.52% | Add +32.6% | 6,401,147 | $67.6M |
| Wellington Management Group LLP | 0.01% | New | 6,328,425 | $66.9M |
| Philosophy Capital Management LLC | 7.15% | Add +71.8% | 5,779,926 | $61.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.2% | 5,713,447 | $60.4M |
| Nuveen, LLC | 0.02% | Reduce -2.0% | 5,705,722 | $60.3M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Reduce -19.8% | 5,660,859 | $59.8M |
| Artisan Partners Limited Partnership | 0.09% | Reduce -3.4% | 5,468,996 | $57.8M |
| Summit Partners Public Asset Management, LLC | 1.54% | Reduce -2.2% | 5,185,000 | $54.8M |
| JPMorgan Chase & Co. | 0.00% | Add +871.2% | 5,171,616 | $54.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +40.6% | 5,051,193 | $53.4M |
| Long Pond Capital, LP | 6.21% | Add +222.6% | 5,000,000 | $52.9M |
| Renaissance Technologies | 0.08% | Add +26.5% | 4,843,800 | $51.2M |
| Capital International Investors | 0.01% | New | 4,748,742 | $50.2M |
| Northern Trust Corp. | 0.01% | Reduce -0.5% | 4,272,251 | $45.2M |
| Pertento Partners LLP | 4.84% | New | 4,166,293 | $44.0M |
| Millennium Management | 0.03% | Add +9.7% | 4,013,164 | $42.4M |
| Driehaus Capital Management LLC | 0.28% | New | 3,864,996 | $40.9M |
| Alta Park Capital, LP | 4.57% | Add +5.7% | 3,595,040 | $38.0M |
| UBS Group AG | 0.01% | Reduce -22.8% | 3,505,729 | $37.1M |
| Marshall Wace, LLP | 0.04% | Add +94.8% | 3,433,048 | $36.3M |
| Granahan Investment Management, LLC | 1.42% | Reduce -34.8% | 3,136,223 | $33.1M |
| Discovery Capital Management, LLC / CT | 1.78% | Add +35.8% | 3,087,561 | $32.6M |
| BNP Paribas Financial Markets | 0.02% | Add +195.1% | 2,876,142 | $30.4M |
| Morgan Stanley | 0.00% | Reduce -38.5% | 2,596,079 | $27.4M |
| Senvest Management, LLC | 0.80% | Add +366.5% | 2,448,974 | $25.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Add +42.1% | 2,301,599 | $24.3M |
| Jacobs Levy Equity Management, Inc. | 0.09% | Reduce -33.7% | 2,277,942 | $24.1M |
| Canada Pension Plan Investment Board | 0.02% | Add +182.8% | 2,243,500 | $23.7M |
| Think Investments LP | 2.86% | Reduce -19.7% | 2,117,900 | $22.4M |
| Two Sigma Investments, LP | 0.03% | Add +830.4% | 2,076,299 | $21.9M |
| Nixon Capital, LLC | 5.65% | Add +1.7% | 2,026,009 | $21.4M |
| Canyon Capital Advisors LLC | 2.78% | New | 2,000,936 | $21.1M |
| Point72 Asset Management | 0.03% | Add +135.6% | 1,963,588 | $20.8M |
| Schonfeld Strategic Advisors LLC | 0.10% | Add +303.1% | 1,924,271 | $20.3M |
| Luxor Capital Group, LP | 3.00% | Reduce -8.5% | 1,864,974 | $19.7M |
| TIG Advisors, LLC | 0.94% | Add +4766.2% | 1,837,781 | $19.4M |
| PSquared Asset Management AG | 8.65% | New | 1,751,304 | $18.5M |
| Emerald Advisers, LLC | 0.57% | Add +9.6% | 1,739,511 | $18.4M |
| Nearwater Capital Markets, Ltd | 0.31% | New | 1,724,700 | $18.2M |
| Readystate Asset Management LP | 1.38% | New | 1,699,344 | $18.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +74.6% | 1,665,000 | $17.6M |
| Voleon Capital Management LP | 0.38% | Add +931.5% | 1,659,215 | $17.5M |
| Citadel Advisors | 0.01% | Reduce -85.5% | 1,585,750 | $16.8M |
| Bank of New York Mellon Corp | 0.00% | Add +4.1% | 1,492,253 | $15.8M |
| Verition Fund Management LLC | 0.09% | Reduce -37.0% | 1,425,690 | $15.1M |
| Two Sigma Advisers, LP | 0.03% | Add +385.8% | 1,414,200 | $14.9M |
| Intercapital, LLC | 7.61% | — | 1,371,662 | $14.5M |
| New York State Common Retirement Fund | 0.02% | Add +24.6% | 1,345,243 | $14.2M |
| Pillsbury Lake Capital LLC | 5.74% | — | 1,332,113 | $14.1M |
| Bank of America Corp. | 0.00% | Reduce -74.8% | 1,313,095 | $13.9M |
| Fred Alger Management, LLC | 0.05% | Reduce -71.5% | 1,270,563 | $13.4M |
| Divisadero Street Capital Management, LP | 0.75% | Add +66.7% | 1,250,000 | $13.2M |
| Metavasi Capital LP | 5.52% | Reduce -32.5% | 1,186,004 | $12.5M |
| Hennessy Advisors Inc. | 0.43% | Reduce -6.1% | 1,160,000 | $12.3M |
| Jain Global LLC | 0.12% | New | 1,138,635 | $12.0M |
| Lighthouse Investment Partners, LLC | 0.39% | Reduce -63.3% | 1,113,254 | $11.8M |
| Invesco Ltd. | 0.00% | Add +8.4% | 1,086,055 | $11.5M |
| Emerald Mutual Fund Advisers Trust | 0.55% | Add +0.4% | 1,073,746 | $11.3M |
| Engle Capital Management, L.P. | 4.33% | Add +107.4% | 1,062,000 | $11.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.1% | 1,052,623 | $11.1M |
| Steamboat Capital Partners, LLC | 2.85% | Add +17.3% | 981,344 | $10.4M |
| Swiss National Bank | 0.01% | Add +6.8% | 971,400 | $10.3M |
| Barrier Capital Management, LLC | 7.40% | New | 952,074 | $10.1M |
| Principal Financial Group Inc. | 0.01% | Add +49.3% | 950,978 | $10.1M |
| Caption Management, LLC | 0.44% | Add +599.8% | 909,670 | $9.6M |
| Barclays PLC | 0.00% | Add +13.1% | 831,257 | $8.8M |
| Allianz Asset Management GmbH | 0.01% | Reduce -1.3% | 735,239 | $7.8M |
| Bwcp, LP | 1.18% | New | 674,153 | $7.1M |
| Hillsdale Investment Management Inc. | 0.20% | Reduce -0.9% | 672,600 | $7.1M |
| Union Square Park Capital Management, LLC | 5.51% | Reduce -41.9% | 667,287 | $7.1M |
| Rhumbline Advisers | 0.01% | Reduce -17.6% | 652,231 | $6.9M |
| Boussard & Gavaudan Investment Management LLP | 1.03% | Add +34.3% | 639,465 | $6.8M |
| Brighton Jones LLC | 0.24% | Add +0.1% | 628,046 | $6.6M |
| OP Asset Management Ltd | 0.08% | Add +48.0% | 626,499 | $6.6M |
| Ossiam | 0.13% | Add +41.0% | 612,849 | $6.5M |
| Walleye Capital LLC | 0.04% | New | 598,445 | $6.3M |
| Engineers Gate Manager LP | 0.07% | Reduce -67.2% | 595,985 | $6.3M |
| Wells Fargo & Company | 0.00% | Add +79.0% | 565,936 | $6.0M |
| Focus Partners Wealth | 0.01% | Reduce -15.8% | 535,168 | $5.7M |
| AQR Capital Management | 0.00% | Reduce -31.4% | 529,768 | $5.6M |
| Susquehanna Advisors Group, Inc. | 0.21% | No change | 516,198 | $5.5M |
| Cannell Capital LLC | 3.48% | Reduce -71.7% | 515,309 | $5.4M |
| Alliancebernstein L.P. | 0.00% | No change | 514,760 | $5.4M |
| Lansing Management LP | 3.56% | Add +144.2% | 507,000 | $5.4M |
| Yost Capital Management, LP | 7.67% | New | 500,000 | $5.3M |
| Simon Quick Advisors, LLC | 0.23% | No change | 498,465 | $5.3M |
| ExodusPoint Capital Management, LP | 0.06% | New | 497,634 | $5.3M |
"% of holder's portfolio" is COMP's weight in each manager's 13F, not the share of Compass Inc. Class A the manager owns.