Compass, Inc.: which funds bought and sold
Institutions that bought and sold Compass shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 239 institutions that filed 13F reports for both quarters added to or opened positions in Compass, and 179 cut or closed them. Together they added a net 39.3M shares, +6.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 10.7M shares (+4.1%); index fund managers were net buyers of 15.5M shares (+7.9%). 79 opened a new position and 58 sold out entirely.
Bought, Q2 2026 239 institutions, 79 of them new holders Sold, Q2 2026 179 institutions, 58 of them sold out
Net change, all compared +39.3M shares (+6.0%)
Net change, active managers +10.7M shares (+4.1%), 37 bought, 35 sold
Buyers versus sellers
239 bought 65 179 sold
Active managers and hedge funds 37 bought · 35 sold · +10.7M
Index fund managers 10 bought · 1 sold · +15.5M
Other institutions 192 bought · 143 sold · +13.1M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| D1 Capital Partners L.P. Hedge fund | +15.2M New position | 15.2M | $188M |
| Castle Hook Partners LP Hedge fund | +14.5M +581.4% | 17.0M | $210M |
| Divisadero Street Capital Management, LP | +6.1M +180.4% | 9.5M | $117M |
| Avantyr Capital Partners, LP | +5.6M New position | 5.6M | $69.1M |
| Dendur Capital LP Hedge fund | +5.4M New position | 5.4M | $66.7M |
| Avala Global LP Hedge fund | +5.2M +245.9% | 7.3M | $89.9M |
| Blackrock, Inc. Index funds | +4.9M +9.7% | 55.4M | $683M |
| Vanguard Portfolio Management LLC Index funds | +4.7M +7.8% | 64.7M | $798M |
| Rubric Capital Management LP Hedge fund | +4.5M +119.3% | 8.2M | $101M |
| Susquehanna International Group, LLP | +4.3M +584.2% | 5.0M | $61.8M |
| Artisan Partners Limited Partnership Active manager | +3.8M +38.0% | 13.9M | $171M |
| Senvest Management, LLC | +3.4M +36.9% | 12.6M | $155M |
| Jpmorgan Chase & Co | +3.0M +51.7% | 8.7M | $105M |
| Goldentree Asset Management LP | +2.8M New position | 2.8M | $35M |
| Conversant Capital LLC | +2.6M New position | 2.6M | $32.4M |
| Long Pond Capital, LP | +2.4M +195.4% | 3.6M | $44.3M |
| Geode Capital Management, LLC Index funds | +2.2M +13.6% | 18.6M | $230M |
| New York State Common Retirement Fund | +2.0M +85.9% | 4.4M | $54.6M |
| USS Investment Management Ltd | +2.0M New position | 2.0M | $25.2M |
| Tensile Capital Management LP | +2.0M +100.9% | 4.0M | $49.5M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| D1 Capital Partners L.P. Hedge fund | +15.2M New position | 15.2M | $188M |
| Castle Hook Partners LP Hedge fund | +14.5M +581.4% | 17.0M | $210M |
| Dendur Capital LP Hedge fund | +5.4M New position | 5.4M | $66.7M |
| Avala Global LP Hedge fund | +5.2M +245.9% | 7.3M | $89.9M |
| Rubric Capital Management LP Hedge fund | +4.5M +119.3% | 8.2M | $101M |
| Artisan Partners Limited Partnership Active manager | +3.8M +38.0% | 13.9M | $171M |
| Penn Capital Management Company, LLC Active manager | +2.0M New position | 2.0M | $24.8M |
| Irenic Capital Management LP Hedge fund | +1.8M New position | 1.8M | $22.2M |
| Discovery Capital Management, LLC / Ct Hedge fund | +1.5M +23.9% | 7.5M | $92.8M |
| Capital International Investors Active manager | +1.4M +7.1% | 21.4M | $263M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Dimensional Fund Advisors LP | −13.1M −85.0% | 2.3M | $28.5M |
| Citadel Advisors LLC Hedge fund | −10.1M −95.0% | 539K | $6.7M |
| Marshall Wace, LLP Hedge fund | −6.4M −71.3% | 2.6M | $31.6M |
| Southpoint Capital Advisors LP Hedge fund | −6.0M Sold out | 0 | — |
| Schonfeld Strategic Advisors LLC Hedge fund | −5.8M −76.5% | 1.8M | $21.9M |
| Millennium Management LLC Hedge fund | −4.9M −92.7% | 385K | $4.7M |
| Balyasny Asset Management L.P. Hedge fund | −4.0M −86.8% | 601K | $7.4M |
| Renaissance Technologies LLC Hedge fund | −3.8M −90.4% | 402K | $5M |
| UBS Group AG | −3.1M −46.6% | 3.6M | $44.1M |
| Qube Research & Technologies Ltd Hedge fund | −2.7M Sold out | 0 | — |
| Jacobs Levy Equity Management, Inc Active manager | −1.9M −98.8% | 23K | $278,362 |
| Granahan Investment Management, LLC | −1.9M Sold out | 0 | — |
| Connor, Clark & Lunn Investment Management Ltd. | −1.9M −52.3% | 1.7M | $21M |
| Goldman Sachs Group Inc | −1.9M −28.2% | 4.7M | $58.2M |
| Price T Rowe Associates Inc Active manager | −1.8M −25.9% | 5.2M | $64.4M |
| Nuveen, LLC | −1.7M −30.6% | 4.0M | $48.9M |
| Cooper Creek Partners Management LLC | −1.4M Sold out | 0 | — |
| Charles Schwab Investment Management Inc Index funds | −1.4M −11.7% | 10.2M | $126M |
| Bwcp, LP | −1.3M Sold out | 0 | — |
| Canada Pension Plan Investment Board | −1.3M −86.4% | 198K | $2.4M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Citadel Advisors LLC Hedge fund | −10.1M −95.0% | 539K | $6.7M |
| Marshall Wace, LLP Hedge fund | −6.4M −71.3% | 2.6M | $31.6M |
| Southpoint Capital Advisors LP Hedge fund | −6.0M Sold out | 0 | — |
| Schonfeld Strategic Advisors LLC Hedge fund | −5.8M −76.5% | 1.8M | $21.9M |
| Millennium Management LLC Hedge fund | −4.9M −92.7% | 385K | $4.7M |
| Balyasny Asset Management L.P. Hedge fund | −4.0M −86.8% | 601K | $7.4M |
| Renaissance Technologies LLC Hedge fund | −3.8M −90.4% | 402K | $5M |
| Qube Research & Technologies Ltd Hedge fund | −2.7M Sold out | 0 | — |
| Jacobs Levy Equity Management, Inc Active manager | −1.9M −98.8% | 23K | $278,362 |
| Price T Rowe Associates Inc Active manager | −1.8M −25.9% | 5.2M | $64.4M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| D1 Capital Partners L.P.Hedge fund | 15.2M | $188M |
| Avantyr Capital Partners, LP | 5.6M | $69.1M |
| Dendur Capital LPHedge fund | 5.4M | $66.7M |
| Goldentree Asset Management LP | 2.8M | $35M |
| Conversant Capital LLC | 2.6M | $32.4M |
| USS Investment Management Ltd | 2.0M | $25.2M |
| Penn Capital Management Company, LLCActive manager | 2.0M | $24.8M |
| Irenic Capital Management LPHedge fund | 1.8M | $22.2M |
| Maplelane Capital, LLCHedge fund | 1.4M | $17.1M |
| Karl Kapital LLC | 1.2M | $14.8M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Southpoint Capital Advisors LPHedge fund | 6.0M | $43.9M |
| Qube Research & Technologies LtdHedge fund | 2.7M | $19.6M |
| Granahan Investment Management, LLC | 1.9M | $13.8M |
| Cooper Creek Partners Management LLC | 1.4M | $10.3M |
| Bwcp, LP | 1.3M | $9.5M |
| Arrowstreet Capital, Limited PartnershipHedge fund | 1.2M | $8.4M |
| Hennessy Advisors Inc | 1.1M | $8.2M |
| Metavasi Capital LP | 1.0M | $7.6M |
| Hillsdale Investment Management Inc. | 878K | $6.4M |
| Think Investments LP | 817K | $6M |
Who holds the shares
- Institutions reporting
- 432
- Ten largest holders
- 52.4% of 13F-reported shares
- Index fund managers
- 29.7% of 13F-reported shares
- Active managers and hedge funds
- 38.7% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 37 | 35 | 14 | 7 | +10.7M | +4.1% |
| Index fund managers | 10 | 1 | 0 | 0 | +15.5M | +7.9% |
| Other institutions | 192 | 143 | 65 | 51 | +13.1M | +6.5% |