Compass, Inc. - CMPGY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RHUMBLINE ADVISERS | History | Added to | 40,423 | 1,188 | 0.0% | 0.0% | 1 | +995 | 2.52% | Q3 2026 | Nov 10, 2026 |
| Sterling Capital Management LLC | History | Added to | 20,881 | 615 | 0.01% | 0.01% | 2 | +2,146 | 11.45% | Q3 2026 | Oct 22, 2026 |
| BOSTON FAMILY OFFICE LLC | History | New | 8,715 | 256 | 0.02% | — | 3 | +8,715 | New | Q3 2026 | Nov 12, 2026 |
| GAMMA Investing LLC | History | Added to | 8,526 | 250 | 0.01% | 0.01% | 4 | +935 | 12.32% | Q3 2026 | Oct 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,470 | 131 | 0.0% | 0.0% | 5 | -344 | -7.15% | Q3 2026 | Nov 06, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 796 | 23 | 0.0% | 0.0% | 6 | +592 | 290.2% | Q3 2026 | Nov 05, 2026 |
| Westside Investment Management, Inc. | History | No change | 762 | 22 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| IMA Advisory Services, Inc. | History | No change | 426 | 13 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ancora Advisors LLC | History | No change | 148 | 4 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 105 | 3 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -12,221 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,482 | -100.0% | Q3 2026 | Oct 29, 2026 |