What smart money is saying about Compass, Inc.
1 fund in our archive has pitched Compass, Inc. — most recently Third Avenue Small-Cap Value Fund in March 2026.
Headquartered in New York, New York, and established in 2012, Compass, Inc. delivers real estate brokerage services throughout the United States. The company's core offering is a sophisticated, cloud-based platform that integrates a comprehensive suite of software tools. These tools are designed for customer relationship management, marketing, client support, operational oversight, and various other essential functions, complementing its primary brokerage and adjacent real estate services. Compass further enhances agent efficiency through mobile applications for on-the-go business management, alongside crafting user-friendly interfaces and automating workflows to streamline agent-client interactions. The company, which was previously known as Urban Compass, Inc., officially adopted its current name in January 2021.
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Position history
Between Q1 2026 and Q2 2026, 4 fund letters reported a position in Compass, Inc. — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 0 | 0 | 0 |
| Q1 2026 | 1 | 1 | 0 | 1 |
Fund activity · 4 positions · 1 move
- HoldsGator Financial Partners Financials Sector Hedge FundsJune 2026
“Our long positions in Compass, UBS, UMB Financial, Voya Financial, and Société Générale were the top contributors to the Funds’ performance.”
Compass, Inc. - June 2026
“Real estate and consumer discretionary also contributed meaningfully to relative performance. Despite our underweight to real estate, the portfolio’s holdings in the sector gained 62% during Q2, due to Compass, which benefited from improved sentiment toward rate-sensitive housing-related stocks following a strong quarter.”
Compass, Inc. - HoldsTowle Value StrategyJune 2026
“Below are the largest contributors and detractors to quarterly performance (as measured by contribution to return): Company Contribution % Company Contribution % 1. Methode Electronics (MEI) 3.88% 1. Alpha Met. (AMR) -0.57% 2. Oscar Health (OSCR) 2.89% 2. AdvanSix Inc. (ASIX) -0.53% 3. Molina Healthcare (MOH) 1.56% 3. Oshkosh Corp. (OSK) -0.46% 4. TD SYNNEX (SNX) 1.51% 4. PVH Corp. (PVH) -0.39% 5. Compass, Inc. (COMP) 1.45%”
Compass, Inc. - New positionThird Avenue Small-Cap Value FundMarch 2026
“During the quarter, the Fund initiated positions in five new holdings, Qualys, Inc., Compass, Inc., Harley-Davidson, Inc., Catalyst Pharmaceuticals, Inc. and Robert Half Inc.”
Compass, Inc.
Also mentioned · 1
These funds discuss Compass, Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedBoussard & Gavaudan Gestion Sas Market InsightsJuly 2026
“Stock indices, on the other hand, performed rather poorly, particularly those heavily weighted towards technology, such as the Nasdaq and the Taiwan index.”
Compass, Inc.
Fund coverage · 1 thesis
- Third Avenue Small-Cap Value FundMarch 2026
Compass is a tech-enabled residential brokerage positioned to benefit from industry consolidation, operating leverage, and eventual transaction recovery.
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