Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Compass Inc (COMP)

421 + Investors. Track Smart Money conviction in COMP. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +51
Streak
9Q ▲
Buyers last Q
67%

Smart Money Signals — COMP

Based on 423 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added COMP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
423 hedge funds hold COMP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +38% more funds vs a year ago

fund count last 6Q
+116 new funds entered over the past year (+38% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 67% buying

300 buying151 selling
Last quarter: 300 funds were net buyers (120 opened a brand new position + 180 added to an existing one). Only 151 were sellers (82 trimmed + 69 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+29 vs last Q)

new funds entering per quarter
Funds opening a new COMP position: 55 → 80 → 91 → 120. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 36% long-term, 38% new

36% conviction (2yr+) 27% medium 38% new
Of the 423 current holders: 151 (36%) held >2 years, 113 held 1–2 years, and 159 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +28%, value -12%

Value
-11%
Shares
+27%
Last quarter: funds added +28% more shares while total portfolio value only changed -12%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

64 → 55 → 80 → 91 → 120 new funds/Q
New funds entering each quarter: 55 → 80 → 91 → 120. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 41% veterans vs 42% newcomers

41% veterans 17% 1-2yr 42% new
Entry-cohort mix of 443 holders: 183 (41%) are 2+ year veterans, 76 entered 1–2 years ago, and 184 (42%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
50 of 414 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — COMP

In 2026 Q1, 300 hedge funds were net buyers of COMP (120 opened a new position, 180 added to an existing one), while 151 reduced or exited (82 trimmed, 69 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 39% of total institutional value in COMP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +51 funds (more new holders than closures). Total institutional holders: 423.

Hedge Fund Ownership: COMP

How many hedge funds hold COMP — quarterly history vs. share price
Quarterly hedge fund ownership of COMP vs. share price

Market Analysis: COMP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: COMP

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Compass Inc (COMP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much COMP has moved relative to its sector benchmark (XLRE) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 4d ago
COMP
+2.3%
XLRE
+0.2%

COMP outperformed XLRE by +2.1% since June 30, 2026.

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

31 top-rated funds 5 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: COMP
2026 Q2 Stats Unlock in 46 days 421 + Investors

Track Smart Money conviction in COMP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 421 372 13.17%
13F Shares 663M 519M 27.79%
Total Value $4.81B $5.44B -11.67%
New Positions 118 91 +27
Increased Positions 174 120 +54
Closed Positions 69 58 +11
Reduced Positions 76 105 -29
Total Calls 22 16 37.5%
Total Puts 7 4 75.0%
PUT/CALL Ratio 0.32 0.25 Bullish

Statistics: COMP

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Financial Highlights

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Institutional Holders (2026 Q2)

421 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in COMP. Verified SEC 13F-HR filings.

QUARTER:
Top 2 COMP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Versant Capital Management, Inc 0.00% 3,721 $46K
2 MassMutual Private Wealth & Trust, FSB 0.00% 196 $2K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Compass Inc (COMP)

What does the Smart Money Trend signal show for COMP?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added COMP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for COMP?

More buyers than sellers — 67% buying: Last quarter: 300 funds were net buyers (120 opened a brand new position + 180 added to an existing one). Only 151 were sellers (82 trimmed + 69 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for COMP holders?

Strong quality — 39% AUM from major funds: 50 of 414 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held COMP?

Mixed — 36% long-term, 38% new: Of the 423 current holders: 151 (36%) held >2 years, 113 held 1–2 years, and 159 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Compass Inc (COMP) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), COMP has gained +2.3% vs +0.2% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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