SEC ownership of Compass, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001563190.

Comparable stake leader

FMR LLC

Disclosed value leader

FMR LLC

Comparable rows

50/50

Latest evidence

31 Mar 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 2 signals
Latest 13D/G holder
FMR LLC
Latest parsed ownership date
31 Mar 2026
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001563190
Issuer location
New York, NY

Ownership snapshot

Top shareholders of Compass, Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
FMR LLC
Disclosed value leader
FMR LLC
Comparable rows
50/50
Latest evidence
31 Mar 2026
13F 13D/G 3/4/5 Lead comparable stake: 14% 13D/G row: FMR LLC Showing 1-8 of 50 holder rows.

Quick read

FMR LLC leads the comparable SEC ownership view at 14%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens FMR LLC's linked filing trail.
Comparable ownership Top 5
FMR LLC 14%
Robert L. Reffkin 4.6%
SB INVESTMENT ADVISERS (UK) LTD 4.5%
VANGUARD PORTFOLIO MANAGEMENT LLC 8.1%
BlackRock, Inc. 6.8%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
FMR LLC
13F 13D/G
Company
14%
from 13D/G
$786,224,143
107,554,602 shares
31 Mar 2026
Robert L. Reffkin
3/4/5 13D/G
Chairman and CEO, Director
4.6%
from 13D/G
$187,271,532
19,486,244 shares
mixed-class rows
04 Feb 2026
SB INVESTMENT ADVISERS (UK) LTD
13D/G 13F
SB Investment Advisers (UK) Limited · Company
4.5%
$321,808,573
25,062,973 shares
-$295,413,732 31 Dec 2025
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
Company
13F
8.1%
$438,869,578
60,036,878 shares
31 Mar 2026
BlackRock, Inc.
13F
Company
13F
6.8%
$369,359,089
50,527,919 shares
31 Mar 2026
VANGUARD CAPITAL MANAGEMENT LLC
13F
Company
13F
4.2%
$225,710,483
30,876,947 shares
31 Mar 2026
Capital International Investors
13F
Company
13F
2.7%
$145,786,371
19,943,416 shares
31 Mar 2026
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
2.2%
$120,022,697
16,416,159 shares
31 Mar 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$3,151,408.

Buys
$0
Insiders: 0
Sells
$3,151,408
Insiders: 2
Net
-$3,151,408
Shares: -283,796
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 283,796
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 150,086 $0 $1,753,786 -$1,753,786
6-9 0 107,581 $0 $1,155,929 -$1,155,929
9-12 0 26,129 $0 $241,694 -$241,694

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 24 reporting-owner rows connected to Compass, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
24
Largest Forms 3/4/5 holder
SVF Excalibur (Cayman) Ltd
Net 12M change
-$3,151,409
Latest report
14 May 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
SVF Excalibur (Cayman) Ltd 10%+ Owner $439,842,998 Filing P/S 24 Mar 2025
Robert L. Reffkin Chairman and CEO, Director $187,271,532 Mixed 04 Feb 2026
Kalani Reelitz Chief Financial Officer $6,252,034 Mixed 03 Jul 2025
Scott R. Wahlers Cfo $4,485,805 -$2,302,831 -34% Mixed 23 Mar 2026
Gregory M. Hart Chief Operating Officer $4,263,623 Mixed 01 Dec 2023
Bradley K. Serwin General Counsel $3,625,403 -$848,578 -19% Mixed 21 Nov 2025
Frank Martell Director $1,814,583 Median 14 May 2026
Steven J. Sordello Director $1,808,179 Median 14 May 2026
Jr. Charles E. Phillips Director $1,729,853 Median 14 May 2026
Robert S. Lehman Chief Business Officer $1,670,779 Mixed 09 Dec 2022
Josh N. McCarter Director $1,589,537 Median 14 May 2026
Dawanna Williams Director $1,484,054 Median 14 May 2026
Pamela Thomas-Graham Director $1,363,958 Median 14 May 2026
Allan Leinwand Director $1,327,788 Median 14 May 2026
Joseph Sirosh Chief Technology Officer $1,202,694 Mixed 17 Aug 2022
Ethan Charles Glass Chief Legal Officer $957,048 Mixed 23 Mar 2026
Kristen M. Ankerbrandt Chief Financial Officer $649,981 Mixed 06 Jul 2022
Housenbold Jeffrey T. Director $471,734 Mixed 03 Jul 2024
Anand Mehta Chief People Officer $467,764 Mixed 10 Dec 2021
Priyanka Singh Chief People Officer $437,074 Mixed 05 Dec 2022

Recent insider transactions for Compass, Inc.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Frank Martell COMP Class A Common Stock Options Exercise 19.3% 35,288 218,233 14 May 2026 Direct
Frank Martell COMP Restricted Stock Unit (RSU) Award 27,702 27,702 14 May 2026 Direct
Frank Martell COMP Restricted Stock Unit (RSU) Options Exercise -100% -35,288 0 14 May 2026 Direct
Allan Leinwand COMP Class A Common Stock Options Exercise 35,288 35,288 14 May 2026 Direct
Allan Leinwand COMP Restricted Stock Unit (RSU) Award 27,702 27,702 14 May 2026 Direct
Allan Leinwand COMP Restricted Stock Unit (RSU) Options Exercise -100% -35,288 0 14 May 2026 Direct
Jr. Charles E. Phillips COMP Class A Common Stock Options Exercise 17.5% 35,288 236,642 14 May 2026 Direct
Jr. Charles E. Phillips COMP Restricted Stock Unit (RSU) Award 27,702 27,702 14 May 2026 Direct
Jr. Charles E. Phillips COMP Restricted Stock Unit (RSU) Options Exercise -100% -35,288 0 14 May 2026 Direct
Steven J. Sordello COMP Class A Common Stock Options Exercise 16.6% 35,288 247,357 14 May 2026 Direct
Steven J. Sordello COMP Restricted Stock Unit (RSU) Award 37,379 27,702 14 May 2026 Direct
Steven J. Sordello COMP Restricted Stock Unit (RSU) Options Exercise -100% -35,288 0 14 May 2026 Direct
Pamela Thomas-Graham COMP Class A Common Stock Options Exercise 23.3% 35,288 186,588 14 May 2026 Direct
Pamela Thomas-Graham COMP Restricted Stock Unit (RSU) Award 27,702 27,702 14 May 2026 Direct
Pamela Thomas-Graham COMP Restricted Stock Unit (RSU) Options Exercise -100% -35,288 0 14 May 2026 Direct
Dawanna Williams COMP Class A Common Stock Options Exercise 21% 35,288 203,017 14 May 2026 Direct
Dawanna Williams COMP Restricted Stock Unit (RSU) Award 27,702 27,702 14 May 2026 Direct
Dawanna Williams COMP Restricted Stock Unit (RSU) Options Exercise -100% -35,288 0 14 May 2026 Direct
Josh N. McCarter COMP Class A Common Stock Options Exercise 35,288 35,288 14 May 2026 Direct
Josh N. McCarter COMP Restricted Stock Unit (RSU) Award 27,702 27,702 14 May 2026 Direct
Josh N. McCarter COMP Restricted Stock Unit (RSU) Options Exercise -100% -35,288 0 14 May 2026 Direct
Steven J. Sordello COMP Class A Common Stock Options Exercise 1.32% 2,773 212,069 01 May 2026 Direct
Steven J. Sordello COMP Restricted Stock Unit (RSU) Options Exercise -100% -2,773 0 01 May 2026 Direct
Scott R. Wahlers COMP Class A Common Stock Tax liability -5.78% -18,103 295,179 23 Mar 2026 Direct
Scott R. Wahlers COMP Class A Common Stock Options Exercise 12.8% 35,460 313,282 23 Mar 2026 Direct
Scott R. Wahlers COMP Restricted Stock Unit (RSU) Award 196,199 196,199 23 Mar 2026 Direct
Scott R. Wahlers COMP Performance Stock Unit (PSU) Options Exercise -50% -35,460 35,461 23 Mar 2026 Direct
Scott R. Wahlers COMP Performance Stock Unit (PSU) Award 70,921 70,921 23 Mar 2026 Direct
Timothy B. Gustavson COMP Restricted Stock Unit (RSU) Award 147,562 64,696 23 Mar 2026 Direct
Ethan Charles Glass COMP Restricted Stock Unit (RSU) Award 156,959 156,959 23 Mar 2026 Direct
Scott R. Wahlers COMP Class A Common Stock Tax liability -9.43% -28,941 277,822 16 Mar 2026 Direct
Scott R. Wahlers COMP Class A Common Stock Options Exercise 22.7% 56,690 306,763 16 Mar 2026 Direct
Scott R. Wahlers COMP Restricted Stock Unit (RSU) Options Exercise -17.5% -56,690 267,488 16 Mar 2026 Direct
Ethan Charles Glass COMP Class A Common Stock Tax liability -33.6% -50,970 100,636 16 Mar 2026 Direct
Ethan Charles Glass COMP Class A Common Stock Options Exercise 204% 101,733 151,606 16 Mar 2026 Direct
Ethan Charles Glass COMP Restricted Stock Unit (RSU) Options Exercise -44.4% -101,733 127,167 16 Mar 2026 Direct
Allan Leinwand COMP Class A Common Stock Gift 26.1% 30,296 146,352 03 Mar 2026 By Leinwand Family Living Trust
Allan Leinwand COMP Class A Common Stock Gift -100% -30,296 0 03 Mar 2026 Direct
Robert L. Reffkin COMP Class A Common Stock Tax liability -55.3% -638,797 515,796 04 Feb 2026 Direct
Robert L. Reffkin COMP Class A Common Stock Options Exercise 1,154,593 1,154,593 04 Feb 2026 Direct
Robert L. Reffkin COMP Restricted Stock Unit (RSU) Options Exercise -53.1% -1,154,593 1,019,899 04 Feb 2026 Direct
Steven J. Sordello COMP Class A Common Stock Options Exercise 1.34% 2,773 209,296 02 Feb 2026 Direct
Steven J. Sordello COMP Restricted Stock Unit (RSU) Options Exercise -50% -2,773 2,773 02 Feb 2026 Direct
Scott R. Wahlers COMP Class A Common Stock Sale -28.6% $1,202,602 $12.03 -99,986 250,073 07 Jan 2026 Direct
Scott R. Wahlers COMP Class A Common Stock Tax liability -10.2% -39,895 350,059 06 Jan 2026 Direct
Scott R. Wahlers COMP Class A Common Stock Options Exercise 24.3% 76,329 389,954 06 Jan 2026 Direct
Scott R. Wahlers COMP Restricted Stock Unit (RSU) Options Exercise -100% -76,329 0 06 Jan 2026 Direct
Ethan Charles Glass COMP Class A Common Stock Tax liability -51% -51,859 49,873 06 Jan 2026 Direct
Ethan Charles Glass COMP Class A Common Stock Options Exercise 101,732 101,732 06 Jan 2026 Direct
Ethan Charles Glass COMP Restricted Stock Unit (RSU) Options Exercise -34.8% -101,732 190,750 06 Jan 2026 Direct
* marks a reported price that did not pass the local price check.
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