COMP at a glance
Compass, Inc. (COMP, SEC CIK 1563190) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as September 17, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Compass, Inc. (COMP) reported revenue of $7.0 billion (up 23.7% from FY2024) and a net loss of $58.5 million. Diluted EPS was -$0.10.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding Compass, Inc. (COMP) shares worth $4.0 billion in 13F-HR filings.
- In the last 90 days, COMP insiders reported 0 open-market purchases ($0) and 1 open-market sale ($274K) on Form 4, a net sale of $274K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $7.0B
- +23.7% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$274K
- 13F holders
- 33 funds
- $4.0B · +0 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Global real estate services company with owned-brokerage and franchise businesses, offering technology-enabled brokerage and integrated services
- New this year: Completed acquisition of Anywhere Real Estate, adding 300,000+ real estate professionals and expanding franchise and integrated service offerings including relocation
- Strategic shift: Post-Anywhere Merger portfolio now includes Coldwell Banker, Sotheby’s, Corcoran, plus Christie’s International Real Estate franchise acquired in 2025, broadening brand diversity
- Quantitative highlight: Agent count surged to over 340,000 globally after merger, employee count more than tripled to 3,200 post-merger; divested 900 agents in Latter & Blum Texas sale
- Noteworthy fact: Compass platform integrates AI, machine learning, and OpenAI tools exclusively for Compass brand agents; newly acquired Christie’s uses a separate multi-tenant tech platform
Risk Factors
- Ongoing industry antitrust class action litigation against Compass and Anywhere with potential material adverse effects
- Exposure to U.S. residential real estate market decline due to elevated mortgage rates averaging low-6% range January 2026
- Operational risk from complex integration of Anywhere merger possibly disrupting $1B+ enhanced platform and costly synergy realization
- Competitive risk from pressure on mortgage and title revenue due to lender tightening and increased purchase/refinance competition
- Financial risk from increased indebtedness post-Anywhere merger including $1B Convertible Notes and $0.5B expanded 2025 Credit Facility
Management Discussion & Analysis
- Revenue $6,961.6M, up 23.7% YoY from $5,629.1M, driven by agent growth and acquisitions
- Operating margin (loss) -0.9% vs -2.7% in 2024, operating loss improved to $(63.4)M from $(154.8)M
- Best segment: Owned-brokerage business with majority revenue; Franchise business contributed minimally to revenue
- Cash uses: $18.1M merger-related expenses in 2025; $1B Convertible Notes issued post-2025 to repay debt and fund merger costs (net proceeds ~$880M)
- Forward outlook: Ongoing integration costs and stock-based compensation expected; regulatory changes in industry remain key emerging risk impacting revenue and profitability
AI summary of the COMP 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $4.306B, up 109.0% YoY from $2.060B; pro forma revenue up 14.3% to $4.306B
- Operating margin 2.9% vs 1.9% YoY; net margin 2.1% vs 1.9%
- Franchise and Integrated Services drove mix benefit; commissions expense 75.6% of revenue vs 81.8% YoY
- Anywhere merger added $34M quarterly integration expenses and $41M stock-based compensation
- $1.0B convertible notes issued; $502M revolving facility repaid and $97M spent on capped calls
Risk Factors
- No material risk-factor changes from the 2025 Form 10-K
- Carried-forward business, operational, and market risks remain applicable to Compass
- Additional unknown or currently immaterial risks could materially harm business, financial condition, or operating results
- July 2 issuance of 2,467,902 Class A shares created potential shareholder dilution
- April and May 2026 amendments to revolving-credit and receivables-financing agreements indicate ongoing financing and covenant exposure
AI summary of the COMP 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results for quarter ended June 30, 2026
- Press release issued August 4, 2026 and furnished as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $4.31B, up 14.3% pro forma; GAAP net income $92M and record Adjusted EBITDA $363M
- Brokerage GTV grew 15.9% pro forma versus market growth of 6%, signaling continued share gains
Item 5.07: Submission of Matters to a Vote of Security Holders
- All three Class II nominees elected through 2029; Allan Leinwand received 734.0M votes, Charles Phillips 633.9M, Pamela Thomas-Graham 731.8M
- PwC appointment ratified for 2026 by 822.5M votes, supporting auditor continuity
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 results cover the quarter ended March 31, 2026
- Press release issued May 5, 2026, with financial results furnished as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q1 revenue $2.70B, up 99% YoY, primarily reflecting Anywhere; pro forma revenue increased 7%
- GAAP net income $22M versus $51M loss, while Adjusted EBITDA reached $61M
AI summaries of COMP 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for COMP
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Gustavson Timothy B. | M | Sep 15, 2026 | 2,299 | - |
| Wahlers Scott R. | M | Sep 15, 2026 | 47,466 | - |
| Wahlers Scott R. | M | Sep 15, 2026 | 19,795 | - |
| Glass Ethan Charles | F | Sep 15, 2026 | 50,970 | $10.65 |
| Glass Ethan Charles | M | Sep 15, 2026 | 38,150 | - |
| Glass Ethan Charles | M | Sep 15, 2026 | 63,584 | - |
| Wahlers Scott R. | F | Sep 15, 2026 | 24,297 | $10.65 |
| Wahlers Scott R. | M | Sep 15, 2026 | 27,671 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $4.9B | $5.6B | $7.0B |
| Operating Income | - | -$154.8M | -$63.4M |
| Net Income | -$321.3M | -$154.4M | -$58.5M |
| Op. Margin | - | -2.7% | -0.9% |
| Net Margin | -6.6% | -2.7% | -0.8% |
| Balance Sheet | |||
| Total Assets | - | $1.2B | $1.5B |
| Equity | - | $409.4M | $782.0M |
| ROE | - | -37.7% | -7.5% |
| Per Share | |||
| EPS | $-0.69 | $-0.31 | $-0.10 |
| Cash Flow | |||
| Operating CF | - | $121.5M | $216.7M |
| CapEx | $11.2M | $15.7M | $13.4M |
Source: XBRL data in Compass, Inc. (COMP)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate COMP share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $4.00B |
| Q1 2026 | 33 | $2.48B |
| Q4 2025 | 30 | $2.64B |
| Q3 2025 | 31 | $1.92B |
| Q2 2025 | 30 | $1.45B |
| Q1 2025 | 26 | $1.45B |
| Q4 2024 | 23 | $843.9M |
| Q3 2024 | 19 | $170.2M |
- BlackRock+4.88M (+10%)
- Vanguard Portfolio Management LLC+4.67M (+8%)
- JPMorgan Chase & Co+2.96M (+52%)
- State Street Corp+1.94M (+13%)
- Bank of America Corp+1.70M (+145%)
- Dimensional Fund Advisors−13.07M (-85%)
- Citadel Advisors LLC−10.15M (-95%)
- Millennium Management−4.90M (-93%)
- Renaissance Technologies LLC−3.78M (-90%)
- Goldman Sachs Group−1.85M (-28%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 225 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
COMP filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 5, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 8-K | May 15, 2026 | - | Analysis | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 5, 2026 | - | - | - |
| 8-K | May 5, 2026 | - | Analysis | - |
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COMP SEC filings: frequently asked questions
Are COMP insiders buying or selling?
In the last 90 days, Compass, Inc. (COMP) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $274,433 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold COMP stock?
As of June 30, 2026, the largest Compass, Inc. (COMP) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($1.3 billion), Vanguard Portfolio Management LLC ($797.8 million), BlackRock ($683.2 million), Vanguard Capital Management LLC ($399.5 million), State Street Corp ($204.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was COMP's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Compass, Inc. (COMP) reported revenue of $7.0 billion (up 23.7% from FY2024) and a net loss of $58.5 million. Diluted EPS was -$0.10. The figures come from the XBRL data in the 10-K.
What are the main risks in COMP's latest 10-K?
In the 10-K filed February 27, 2026, Compass, Inc. (COMP) flagged: Ongoing industry antitrust class action litigation against Compass and Anywhere with potential material adverse effects. Exposure to U.S. residential real estate market decline due to elevated mortgage rates averaging low-6% range January 2026. (AI summary of the Risk Factors section.)
What did COMP report in its latest 8-K?
Compass, Inc. (COMP) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 fiscal 2026 results for quarter ended June 30, 2026.
What are the latest COMP SEC filings?
Compass, Inc. (COMP) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on September 17, 2026.
What is COMP's SEC CIK number?
Compass, Inc. (COMP)'s SEC Central Index Key (CIK) is 1563190. EDGAR lists every COMP filing under that number.
Ask anything about COMP
The research agent reads COMP's filings, financials, insider trades and 13F holders, then answers with sources.