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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

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
10-Q
8-K 2.02,9.01
SCHEDULE 13G —
SCHEDULE 13G/A —
8-K 5.07
10-Q
SCHEDULE 13G/A —
8-K 2.02,9.01
SCHEDULE 13G —
8-K 1.01,9.01
DEF 14A
DEFA14A
SCHEDULE 13G/A —
10-K

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

Ownership over time

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