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COMP Compass Inc.

Financials, filed as COMPASS INC (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 3 managers in 2026 Q2

  • 5 Owners
  • Max 2.5%
  • $402M
  • 2 new 1 add 1 small

In 2026 Q2 Ning Jin and Dan Sundheim opened positions in Compass, and Lee Ainslie added.

Who owns this now

Largest portfolio weights among holders, up to 2.5% (Ning Jin, Avantyr Capital Partners). Not free-float ownership.

  1. Ning Jin New 2.5%
  2. Lee Ainslie Add 0.64%
  3. Dan Sundheim New 0.54%
  4. Gavin Baker Add 0.49%
  5. Third Avenue Management 0.37%

Who owns COMP

Sorted by value, long equity only, as of 2026 Q2.

History
Dan Sundheim, D1 Capital Partners 0.54% New 0.54% 15,224,831 $188M History
Lee Ainslie, Maverick Capital 0.64%, was 0.43% Add +14.3% 5,912,783 $73M History
Gavin Baker, Atreides Management 0.49% Small add +1.7% 5,658,421 $70M History
Ning Jin, Avantyr Capital Partners 2.5% New 2.5% 5,603,477 $69M History
Third Avenue Management 0.37% Hold 187,469 $2.3M History

5 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by COMP's executives, directors and 10% owners in the last 12 months, from their Form 4s

All COMP insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales

No open-market buys or sales on file.

Also filed in the last 12 months, not counted as buying or selling: 23 option exercises, 13 sales to cover taxes, 12 share withholdings for taxes, and 4 gifts.

Congress

1 member of Congress traded COMP in the last three years: 1 buy and 0 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jul 16 filed Sep 4

SEC filings

Recent issuer filings from EDGAR, 15 shown.

Filed Form Detail Links
8-K 5.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
8-K 1.01,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc
10-K Filing Doc

Source: SEC EDGAR submissions, updated 14 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $4.88B $5.63B $6.96B
Net income -$321.3M -$154.4M -$58.5M
Net margin * -6.6% -2.7% -0.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $282M $330M $317.2M
Total non-current assets * $0.878B $0.848B $1.22B
Total assets $1.16B $1.18B $1.54B
Total current liabilities $292.5M $353.2M $367.3M
Total non-current liabilities * $435.8M $412.4M $384.9M
Total equity $428.7M $409.4M $782M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$25.9M $121.5M $216.7M
Cash from investing -$11.7M -$36.6M -$191.3M
Cash from financing -$157.4M -$28M -$50.2M
Net change in cash -$195M $56.9M -$24.8M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.