
Compass, Inc.: shareholders and insiders
Price
$10.21
November 13, 2026Market cap $7.6B
What Ploutos Investor adds for Compass
Part of Ploutos Investor, €9.99 a month
- The full history: 7 fiscal years, from 2019
- The estimated fair value, with its range and its certainty
- The full analysis, 18 a month
- More questions to the chat on its filings
- Excel with every year
- An email when it reports, changes its dividend or an officer buys
Sign in with a free account to see the last 5 fiscal years.
Notes on these figures
- Most of the reported profit is a tax credit, not money earned from customers. We leave out the P/E and the earnings growth, which would not compare with a company that paid tax.
Insiders and their shares
Purchases and sales by officers and directors from Nov 15, 2025 to Nov 13, 2026, from their own Form 4 filings.
Bought on the market
–
nobody
Sold on the market
$4.7M
3 people
From Nov 15, 2025 to Nov 15, 2026, the days the chart shows. Change its range and the figures follow.
How the sales were made, as a share of their value
- Under a set plan100%
- The rest0%
By year
Insiders' open-market purchases (up) and sales (down), by value, since Nov 15, 2025, on a log scale: each gridline is ten times the last. From the SEC's quarterly data sets of Form 4 filings.
2026·no buys·sold $3.0M by 2 people
- 2025: no buys, sold $1.7M by 2 people
- 2026: no buys, sold $3.0M by 2 people
- Nov 11, 2026Robert L. ReffkinChairman and CEOKind10b5-1
- Nov 11, 2026Robert L. ReffkinChairman and CEOKind10b5-1
- Nov 2, 2026Steven J SordelloDirectorKind
- Sep 15, 2026Timothy B. GustavsonChief Accounting OfficerKind
- Sep 15, 2026Timothy B. GustavsonChief Accounting OfficerKind
- Sep 15, 2026Ethan Charles GlassChief Legal OfficerKind
- Sep 15, 2026Ethan Charles GlassChief Legal OfficerKind
- Sep 15, 2026Scott R. WahlersCFOKind
- Sep 15, 2026Scott R. WahlersCFOKind
- Aug 3, 2026Steven J SordelloDirectorKind
- Aug 3, 2026Robert L. ReffkinChairman and CEOKind10b5-1
- Jul 1, 2026Robert L. ReffkinChairman and CEOKind10b5-1
- Jun 15, 2026Timothy B. GustavsonChief Accounting OfficerKind
- Jun 15, 2026Timothy B. GustavsonChief Accounting OfficerKind
- Jun 15, 2026Ethan Charles GlassChief Legal OfficerKind
- Jun 15, 2026Ethan Charles GlassChief Legal OfficerKind
- Jun 15, 2026Scott R. WahlersCFOKind
- Jun 15, 2026Scott R. WahlersCFOKind
- Jun 11, 2026Josh N. McCarterDirectorKind
- Jun 11, 2026Josh N. McCarterDirectorKind
- Jun 3, 2026Robert L. ReffkinChairman and CEOKind10b5-1
- Jun 3, 2026Robert L. ReffkinChairman and CEOKind10b5-1
- Jan 7, 2026Scott R. WahlersCFOKind10b5-1
| Date | Person | Kind | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Nov 11, 2026 | Robert L. ReffkinChairman and CEO | 10b5-1 | 83.3K | $10.10 | $841.7K | Form 4 |
| Nov 11, 2026 | Robert L. ReffkinChairman and CEO | 10b5-1 | 18.9K | $10.10 | $191.2K | Form 4 |
| Nov 2, 2026 | Steven J SordelloDirector | 2,419 | – | – | Form 4 | |
| Sep 15, 2026 | Timothy B. GustavsonChief Accounting Officer | 2,299 | – | – | Form 4 | |
| Sep 15, 2026 | Timothy B. GustavsonChief Accounting Officer | 1,176 | $10.65 | $12.5K | Form 4 | |
| Sep 15, 2026 | Ethan Charles GlassChief Legal Officer | 101.7K | – | – | Form 4 | |
| Sep 15, 2026 | Ethan Charles GlassChief Legal Officer | 51.0K | $10.65 | $542.8K | Form 4 | |
| Sep 15, 2026 | Scott R. WahlersCFO | 47.5K | – | – | Form 4 | |
| Sep 15, 2026 | Scott R. WahlersCFO | 24.3K | $10.65 | $258.8K | Form 4 | |
| Aug 3, 2026 | Steven J SordelloDirector | 2,419 | – | – | Form 4 | |
| Aug 3, 2026 | Robert L. ReffkinChairman and CEO | 10b5-1 | 23.5K | $11.70 | $274.4K | Form 4 |
| Jul 1, 2026 | Robert L. ReffkinChairman and CEO | 10b5-1 | 23.5K | $12.51 | $293.3K | Form 4 |
| Jun 15, 2026 | Timothy B. GustavsonChief Accounting Officer | 2,299 | – | – | Form 4 | |
| Jun 15, 2026 | Timothy B. GustavsonChief Accounting Officer | 1,176 | $8.59 | $10.1K | Form 4 | |
| Jun 15, 2026 | Ethan Charles GlassChief Legal Officer | 101.7K | – | – | Form 4 | |
| Jun 15, 2026 | Ethan Charles GlassChief Legal Officer | 51.0K | $8.59 | $437.8K | Form 4 | |
| Jun 15, 2026 | Scott R. WahlersCFO | 47.5K | – | – | Form 4 | |
| Jun 15, 2026 | Scott R. WahlersCFO | 24.2K | $8.59 | $208.2K | Form 4 | |
| Jun 11, 2026 | Josh N. McCarterDirector | 35.3K | – | – | Form 4 | |
| Jun 11, 2026 | Josh N. McCarterDirector | 35.3K | – | – | Form 4 | |
| Jun 3, 2026 | Robert L. ReffkinChairman and CEO | 10b5-1 | 22.9K | $7.68 | $175.4K | Form 4 |
| Jun 3, 2026 | Robert L. ReffkinChairman and CEO | 10b5-1 | 600 | $8.28 | $5.0K | Form 4 |
| Jan 7, 2026 | Scott R. WahlersCFO | 10b5-1 | 100.0K | $12.03 | $1.2M | Form 4 |
From the Form 4s insiders file with the SEC within two business days of each trade. Before Jun 5, 2026 the table lists open-market purchases and sales only (no grants, option exercises or tax withholding), from the SEC's quarterly data sets. The 10b5-1 mark comes from the form's own box (since April 2023) or from a footnote of the filing that names the plan, where there is one.
Insiders and their shares
Every buy and sale by COMP's officers and directors from 2021 up to November 14, 2025, 5 more calendar years
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Major holders (over 5%)
Whoever comes to own more than 5% of a class of shares reports it to the SEC on Schedule 13D or 13G. Here is each holder's latest filing.
- FMRwith 1 more personCLASS A COMMON STOCKShare of class14.5%
- Vanguard Portfolio ManagementShare of class8.15%
- BlackRock, Inc.Class A StockShare of class7.00%
- Vanguard Capital ManagementShare of class5.02%
| Holder | Kind of stake | Share of class | Shares | Filed | Filing |
|---|---|---|---|---|---|
| FMRwith 1 more personCLASS A COMMON STOCK | 14.5% | 107M | May 6, 20265 filings since May 12, 2025 | 13G/A | |
| Vanguard Portfolio Management | 8.15% | 60.54M | Apr 29, 2026 | 13G | |
| BlackRock, Inc.Class A Stock | 7.00% | 52.55M | Jul 27, 2026 | 13G/A | |
| Vanguard Capital Management | 5.02% | 37.56M | Jul 31, 2026 | 13G |
Fell to 5% or less (4)
Holders whose latest filing says they hold 5% or less. After it they need not file again, so what they hold today is not known.
From the Schedule 13D and 13G filed with the SEC since Dec 18, 2024, when they became structured data. A holder who has filed nothing since then is not shown here. A 13D is updated within two business days of any material change, a 13G up to 45 days after the quarter of the change, so the shares are those of the filing. The large managers also appear in the 13Fs.
Well-known managers
Which of the about 30 investment managers we track held the shares at the quarter end, and what they changed from the quarter before.
- Renaissance TechnologiesIn the quarter+469%
- Point72 (Cohen)In the quarter
- AQR CapitalIn the quarter+47%
- Citadel Advisors (Griffin)In the quarter-95%
- Millennium Mgmt (Englander)In the quarter-93%
- D.E. ShawIn the quarter-65%
| Manager | Shares | In the quarter | Value | % of their portfolio |
|---|---|---|---|---|
| Renaissance Technologies | 2.28M | +469% | $20M | 0.03% |
| Point72 (Cohen) | 877.3K | $11M | 0.02% | |
| AQR Capital | 1.94M | +47% | $24M | 0.01% |
| Citadel Advisors (Griffin) | 539.5K | -95% | $6.7M | 0.00% |
| Millennium Mgmt (Englander) | 384.8K | -93% | $4.7M | 0.00% |
| D.E. Shaw | 139.8K | -65% | $1.7M | 0.00% |
From the 13Fs managers file with the SEC up to 45 days after each quarter end. They show only long positions on that day, not short sales or what has changed since. No recent 13F: Pershing Square (Ackman), Scion (Burry).
Short interest
How many of the company's shares have been sold borrowed and not yet bought back, twice a month.
On Oct 15, 2026, 7.74% of its shares outstanding were held short, +6.1% since the report before.
- Shares held short
- 57.49M
- 7.74%
- Since the report before54.17M on Sep 30, 2026
- +6.1%
- 3.5
- 16.38M
- More days to cover thanof 4,578 US-listed companies with enough volume
- 41%
- Report date
- Oct 15, 2026
- Shares held short
- Oct 31, 2023: Shares held short 19.01M
- Nov 15, 2023: Shares held short 18.78M
- Nov 30, 2023: Shares held short 16.45M
- Dec 15, 2023: Shares held short 17.96M
- Dec 29, 2023: Shares held short 15.76M
- Jan 12, 2024: Shares held short 16.95M
- Jan 31, 2024: Shares held short 17.35M
- Feb 15, 2024: Shares held short 18.97M
- Feb 29, 2024: Shares held short 17.99M
- Mar 15, 2024: Shares held short 17.26M
- Mar 28, 2024: Shares held short 26.92M
- Apr 15, 2024: Shares held short 26.56M
- Apr 30, 2024: Shares held short 26.53M
- May 15, 2024: Shares held short 26.15M
- May 31, 2024: Shares held short 25.76M
- Jun 14, 2024: Shares held short 26.51M
- Jun 28, 2024: Shares held short 25.56M
- Jul 15, 2024: Shares held short 26.97M
- Jul 31, 2024: Shares held short 25.15M
- Aug 15, 2024: Shares held short 23.40M
- Aug 30, 2024: Shares held short 22.00M
- Sep 13, 2024: Shares held short 18.92M
- Sep 30, 2024: Shares held short 18.35M
- Oct 15, 2024: Shares held short 19.57M
- Oct 31, 2024: Shares held short 19.09M
- Nov 15, 2024: Shares held short 19.05M
- Nov 29, 2024: Shares held short 18.70M
- Dec 13, 2024: Shares held short 18.25M
- Dec 31, 2024: Shares held short 16.50M
- Jan 15, 2025: Shares held short 17.02M
- Jan 31, 2025: Shares held short 13.31M
- Feb 14, 2025: Shares held short 13.44M
- Feb 28, 2025: Shares held short 16.76M
- Mar 14, 2025: Shares held short 19.72M
- Mar 31, 2025: Shares held short 22.54M
- Apr 15, 2025: Shares held short 26.88M
- Apr 30, 2025: Shares held short 29.43M
- May 15, 2025: Shares held short 28.42M
- May 30, 2025: Shares held short 27.20M
- Jun 13, 2025: Shares held short 27.79M
- Jun 30, 2025: Shares held short 31.48M
- Jul 15, 2025: Shares held short 33.60M
- Jul 31, 2025: Shares held short 31.05M
- Aug 15, 2025: Shares held short 32.04M
- Aug 29, 2025: Shares held short 29.77M
- Sep 15, 2025: Shares held short 32.87M
- Sep 30, 2025: Shares held short 36.95M
- Oct 15, 2025: Shares held short 38.95M
- Oct 31, 2025: Shares held short 50.80M
- Nov 14, 2025: Shares held short 50.64M
- Nov 28, 2025: Shares held short 50.31M
- Dec 15, 2025: Shares held short 50.50M
- Dec 31, 2025: Shares held short 52.87M
- Jan 15, 2026: Shares held short 41.11M
- Jan 30, 2026: Shares held short 47.83M
- Feb 13, 2026: Shares held short 41.94M
- Feb 27, 2026: Shares held short 53.82M
- Mar 13, 2026: Shares held short 46.73M
- Mar 31, 2026: Shares held short 45.92M
- Apr 15, 2026: Shares held short 36.39M
- Apr 30, 2026: Shares held short 40.39M
- May 15, 2026: Shares held short 38.54M
- May 29, 2026: Shares held short 43.43M
- Jun 15, 2026: Shares held short 46.40M
- Jun 30, 2026: Shares held short 51.89M
- Jul 15, 2026: Shares held short 48.51M
- Jul 31, 2026: Shares held short 46.82M
- Aug 14, 2026: Shares held short 43.88M
- Aug 31, 2026: Shares held short 40.44M
- Sep 15, 2026: Shares held short 45.20M
- Sep 30, 2026: Shares held short 54.17M
- Oct 15, 2026: Shares held short 57.49M
As brokers report them to the regulator twice a month, mid-month and at month end, published about eight business days later. A short position is shares sold borrowed and not yet bought back. The share count is the one the company's market value is figured on, from its filings. Days to cover is the shares held short over the average daily volume of the weeks between two reports.
Short sales in daily trading54.7% of the shares in the last 14 sessions' reported trades were short sales.
In the last 14 sessions, 54.7% of the shares in the reported trades were short sales, against 60.4% in the 14 before.
- Last 14 sessionsOct 27, 2026 – Nov 13, 2026
- 54.7%
- The 14 beforeOct 7, 2026 – Oct 26, 2026
- 60.4%
- Change
- -5.7 pts
- Short sales a dayon average, of 6.60M shares
- 3.61M
- More than atof 3,649 US-listed companies, same days
- 67%
- Median of alleight in ten from 34.6% to 63.4%
- 50.1%
- Short sales
- Oct 7, 2026: Short sales 70.2%
- Oct 8, 2026: Short sales 62.4%
- Oct 9, 2026: Short sales 69.7%
- Oct 12, 2026: Short sales 64.3%
- Oct 13, 2026: Short sales 63.6%
- Oct 14, 2026: Short sales 65.6%
- Oct 15, 2026: Short sales 57.6%
- Oct 16, 2026: Short sales 63%
- Oct 19, 2026: Short sales 58.8%
- Oct 20, 2026: Short sales 53.1%
- Oct 21, 2026: Short sales 58.7%
- Oct 22, 2026: Short sales 51.9%
- Oct 23, 2026: Short sales 44.8%
- Oct 26, 2026: Short sales 60.1%
- Oct 27, 2026: Short sales 69%
- Oct 28, 2026: Short sales 52.5%
- Oct 29, 2026: Short sales 55.3%
- Oct 30, 2026: Short sales 64.9%
- Nov 2, 2026: Short sales 40.3%
- Nov 3, 2026: Short sales 45.7%
- Nov 4, 2026: Short sales 39.9%
- Nov 5, 2026: Short sales 52.1%
- Nov 6, 2026: Short sales 45.1%
- Nov 9, 2026: Short sales 64%
- Nov 10, 2026: Short sales 71%
- Nov 11, 2026: Short sales 50.5%
- Nov 12, 2026: Short sales 52.4%
- Nov 13, 2026: Short sales 63.2%
This is not the number of shares sold short today: it measures short sales within each day's trading, and only trades made off the exchanges. Much of it is market makers, who sell shares they do not have to fill buyers' orders and cover soon after, so for a heavily traded stock the share is often around half.
What the insiders hold
The shares each insider reports holding after their latest trade (Form 4), for those who traded on the market in the last three years.
- Robert L. ReffkinChairman and CEODirectly8.17M
- Scott R. WahlersCFODirectly341.6K
- Steven J SordelloDirectorDirectly252.2K
- Josh N. McCarterDirectorDirectly217.4K
- Ethan Charles GlassChief Legal OfficerDirectly202.2K
- Timothy B. GustavsonChief Accounting OfficerDirectly29.6K
| Person | Directly | Indirectly | After the trade of | Filing |
|---|---|---|---|---|
| Robert L. ReffkinChairman and CEO | 8.17M | – | Nov 11, 2026 | Form 4 |
| Scott R. WahlersCFO | 341.6K | – | Sep 15, 2026 | Form 4 |
| Steven J SordelloDirector | 252.2K | – | Nov 2, 2026 | Form 4 |
| Josh N. McCarterDirector | 217.4K | – | Jun 11, 2026 | Form 4 |
| Ethan Charles GlassChief Legal Officer | 202.2K | – | Sep 15, 2026 | Form 4 |
| Timothy B. GustavsonChief Accounting Officer | 29.6K | – | Sep 15, 2026 | Form 4 |
A lower bound: it counts only the 6 officers and directors with a market trade since Nov 16, 2023. Anyone who neither bought nor sold since is not here, whatever they hold. The share is against the share count on the latest 10-K's cover.
The ETFs that hold it
Which of the 269 US equity ETFs we track hold the stock, and at what weight, from the funds' N-PORT filings.
- EWUiShares MSCI United Kingdom ETFWeight in the fund1.60%
- IQLTiShares MSCI Intl Quality Factor ETFWeight in the fund0.53%
- EFAViShares MSCI EAFE Min Vol Factor ETFWeight in the fund0.53%
- EFGiShares MSCI EAFE Growth ETFWeight in the fund0.50%
- IWOiShares Russell 2000 Growth ETFWeight in the fund0.45%
- FENIFidelity Enhanced International ETFWeight in the fund0.45%
- VNQVanguard Real Estate Index FundWeight in the fund0.40%
- VGKVanguard European Stock Index FundWeight in the fund0.34%
- IEURiShares Core MSCI Europe ETFWeight in the fund0.33%
- IWMiShares Russell 2000 ETFWeight in the fund0.27%
39 of the 269 ETFs we track, not of every ETF on the market. The ten largest weights. Positions as each fund filed them in its latest N-PORT.
Institutional investors by quarter
Every manager that reports positions to the SEC (Form 13F), quarter by quarter: how many hold the stock, how many shares and dollars between them, and who entered, left, added or trimmed during the quarter.
- Managers
- Q3 2025: Managers 344
- Q4 2025: Managers 371
- Q1 2026: Managers 421
- Q2 2026: Managers 435
Institutional investors by quarter
The fund managers holding COMP, quarter by quarter, from Q2 2021 to Q2 2025, 17 more quarters
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Q2 2026: 435 managers held 709M shares, worth $8.7B. During the quarter 85 opened a position, 71 closed one, 157 added and 116 trimmed.
The largest holders, Q2 2026
- FMRIn the quarter+0.6%
- Vanguard Portfolio ManagementIn the quarter+7.8%
- BlackRockIn the quarter+9.7%
- Vanguard Capital ManagementIn the quarter+4.9%
- Sb Investment Advisers (uk)In the quarter-2.3%
- Capital International InvestorsIn the quarter+7.1%
- Geode Capital ManagementIn the quarter+14%
- Castle Hook PartnersIn the quarter+581%
- State StreetIn the quarter+13%
- D1 Capital PartnersIn the quarter
| Manager | Shares | In the quarter | Value |
|---|---|---|---|
| FMR | 108M | +0.6% | $1.3B |
| Vanguard Portfolio Management | 64.70M | +7.8% | $798M |
| BlackRock | 55.41M | +9.7% | $683M |
| Vanguard Capital Management | 32.40M | +4.9% | $400M |
| Sb Investment Advisers (uk) | 21.50M | -2.3% | $265M |
| Capital International Investors | 21.37M | +7.1% | $263M |
| Geode Capital Management | 18.65M | +14% | $230M |
| Castle Hook Partners | 17.03M | +581% | $210M |
| State Street | 16.60M | +13% | $205M |
| D1 Capital Partners | 15.22M | $188M |
From the SEC's Form 13F data sets, Q3 2025 to Q2 2026: the long positions of every manager with more than $100 million under management, as filed up to 45 days after each quarter end. Short positions and options are not in them. Shares as reported each quarter, not adjusted for splits. The stock is matched by its CUSIP, through the SEC's fails-to-deliver files.
Pay against performance, the say-on-pay vote, buybacks by quarter and trading plans are read for S&P 500 companies only.
The full analysis
What do Compass's filings show?
Who buys and sells is one part of Compass's picture. The full Ploutos AI analysis reads everything the company has filed and shows what stands behind it, with a source for every figure.
- A fair value range built from the filings
- Earnings quality, debt and red flags
- Insider and institutional moves
- The case for and the case against
Have COMP's insiders bought or sold?
From Jun 5, 2026 to Nov 13, 2026 Compass's insiders bought 0 and sold $1.8M of shares on the market. 100% of the sales were under set 10b5-1 plans.
Which well-known managers hold COMP?
6 of the managers we track held the shares on Sep 30, 2026. The largest position was AQR Capital's, worth $24M.
Is every insider transaction a purchase or a sale?
No. Many are part of their pay: share awards, option exercises and shares the company keeps for the tax. Only code P is a purchase with their own money, and code S a sale on the market.
Related pages
The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.
The figures come from the company's SEC filings and the share price, and describe what it has reported. They are not a score or a fair value.