What smart money is saying about Compass, Inc.
2 funds in our archive have pitched Compass, Inc. — most recently Artisan Partners U.S. Mid-Cap Growth Strategy in September 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 Q4 2026, 9 fund letters reported a position in Compass, Inc., with 2 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 0 | 0 |
| Q3 2026 | 4 | 1 | 0 | 1 |
| Q2 2026 | 3 | 0 | 0 | 0 |
| Q1 2026 | 1 | 1 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 9 positions · 2 moves
- October 2026
Listed in Malborough Multi-Cap Growth’s reported holdings.
Compass, Inc. - September 2026
“Compass is a residential real estate brokerage that uses an integrated technology platform to enhance agent productivity and client engagement.”
Compass, Inc. - September 2026
“Compass is a residential real estate brokerage that uses an integrated technology platform to enhance agent productivity and client engagement. Recent results exceeded expectations, with pro forma revenue growing 14% year over year as the company continued to gain share despite a challenging housing environment.”
Compass, Inc. - September 2026
“In addition to Lattice Semiconductor and Robinhood, we added to Compass and Twilio. Compass is a residential real estate brokerage that uses an integrated technology platform to enhance agent productivity and client engagement. Recent results exceeded expectations, with pro forma revenue growing 14% year over year as the company continued to gain share despite a challenging housing environment. Management also raised its cost synergy target from its post- acquisition integration of Anywhere Real Estate as it continues to integrate its technology across the combined agent base. We expect Compass to benefit from an eventual housing recovery, while its increased scale, technology platform and growing inventory of exclusive and coming-soon listings provide additional company-specific growth opportunities. We initiated a GardenSM position late last quarter and added to it on the pullback.”
Compass, Inc. - September 2026
“All three businesses incentivise managers to grow, but they also share a common mindset regarding ‘how’ they grow. They look to grow by solving more problems, helping customers save money, and ultimately providing more value. Other businesses in our portfolio, such as Cintas and Compass, also share these traits.”
Compass, Inc. - 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 · 2
These funds discuss Compass, Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- September 2026
“Our worst performers were US residential estate agency Compass (-7%) and supermarket retailer Tesco (-7%).”
Compass, Inc. - 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 · 2 theses
- Artisan Partners U.S. Mid-Cap Growth StrategySeptember 2026
Compass, Inc. combines real estate brokerage with technology and has upside from scale, synergies and an eventual housing recovery.
Read the full 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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