Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

COMPASS INC (COMP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +34
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — COMP

Based on 361 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
361 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 — +30% more funds vs a year ago

fund count last 6Q
+84 new funds entered over the past year (+30% 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.
🟡

Slight buying edge — 56% buying

209 buying161 selling
Last quarter: 209 funds bought or added vs 161 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new COMP position: 62 → 53 → 75 → 88. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 31% new

■ 39% conviction (2yr+) ■ 30% medium ■ 31% new
Of the 361 current holders: 141 (39%) held >2 years, 108 held 1–2 years, and 112 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.
💰

Value +48% but shares only +14% — price-driven

Value
+48%
Shares
+14%
Last quarter: the total dollar value of institutional holdings rose +48%, but actual share count only changed +14%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

62 → 62 → 53 → 75 → 88 new funds/Q
New funds entering each quarter: 62 → 53 → 75 → 88. A growing number of institutions are discovering COMP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 46% of holders stayed 2+ years

■ 46% veterans ■ 15% 1-2yr ■ 40% new
Of 376 current holders: 172 (46%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
41 of 361 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in COMP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 6 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: COMP
2026 Q1 Stats Unlock in 21 days 376 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 376 343 9.62%
13F Shares 517M 452M 14.34%
Total Value $5.37B $3.63B 48.09%
New Positions 90 78 +12
Increased Positions 137 129 +8
Closed Positions 55 50 +5
Reduced Positions 124 104 +20
Total Calls 14 17 -17.65%
Total Puts 4 4 -
PUT/CALL Ratio 0.29 0.24 Bullish

Statistics: COMP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

376 + investors

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

Top 25 institutional holders of COMP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ALPINE ASSOCIATES MANAGEMENT INC. 0.41% 962,209 $7.0M
2 HENNESSY ADVISORS INC 0.30% 1,121,100 $8.2M
3 Revolve Wealth Partners, LLC 0.22% 229,617 $1.7M
4 INVESTMENT HOUSE LLC 0.12% 328,475 $2.4M
5 Lesa Sroufe & Co 0.12% 25,089 —
6 WealthCare Investment Partners, LLC 0.10% 46,413 $368K
7 MOODY NATIONAL BANK TRUST DIVISION 0.09% 132,861 $971K
8 HARBOR CAPITAL ADVISORS, INC. 0.09% 148,270 $1K
9 Riverbend Wealth Management, LLC 0.07% 17,401 $127K
10 Horizon Wealth Management, LLC 0.05% 43,512 $318K
11 Mesirow Financial Investment Management, Inc. 0.04% 340,959 $2.5M
12 Clare Market Investments LLC 0.04% 24,200 $177K
13 Crown Wealth Group, LLC 0.03% 15,800 $115K
14 OP Asset Management Ltd 0.03% 370,601 $3.1M
15 Optas, LLC 0.03% 28,613 $209K
16 Abacus Wealth Partners, LLC 0.03% 45,807 $335K
17 Verum Partners LLC 0.02% 17,236 $126K
18 Abel Hall, LLC 0.02% 14,467 $106K
19 Joel Isaacson & Co., LLC 0.01% 61,730 $451K
20 Berman McAleer LLC 0.01% 14,777 $108K
21 Cache Advisors, LLC 0.01% 15,937 $116K
22 MB, LEVIS & ASSOCIATES, LLC 0.01% 4,300 $31K
23 Essex Financial Services, Inc. 0.01% 29,637 $217K
24 Police & Firemen's Retirement System of New Jersey 0.01% 173,551 $1.3M
25 Birch Hill Investment Advisors LLC 0.01% 32,300 $236K
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 — 2 quarters in a row: For 2 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?

Slight buying edge — 56% buying: Last quarter: 209 funds bought or added vs 161 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for COMP holders?

Elite ownership — 45% AUM from top-100 funds: 41 of 361 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in COMP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held COMP?

Mixed — 39% long-term, 31% new: Of the 361 current holders: 141 (39%) held >2 years, 108 held 1–2 years, and 112 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.

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.