Compass Inc - Class A (COMP) — 13F Holders Deep Dive (Q2 2026)

COMP ranks #1361 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

COMP is a top-conviction position for Kanen Wealth Management LLC — at 19.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in COMP belongs to FMR LLC, but the position matters far more to Kanen Wealth Management LLC, who has 19.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

GAMMA Investing LLC has added to its COMP position for two straight quarters, increasing it by $22.4K to reach $48.0K today.

Essential Partners LLC has trimmed its COMP position for two straight quarters, cutting it by $4.4K while still holding $9.0K.

COMP is down 5.1% today, but institutions show net buying of $1.2B this quarter — a divergence between today's price move and the underlying institutional flow.

COMP posted net income of $66.8M over the trailing twelve months, and currently trades at a P/E of 76.8.

• Profitable — net income of $66.8M over the trailing twelve months
• Revenue grew 67.8% year over year
• Net income improved year over year, from -$54.2M to $66.8M
• Generated $216.7M in positive operating cash flow
• Current ratio of 0.86x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.96x equity — within a conventional range