Compass Company Insiders

COMP Stock  USD 7.86  -0.27  -3.32%   
Compass' insiders are aggressively selling. The analysis of insider sentiment suggests that virtually all Compass insiders are, at present, panicking. Compass employs about 3.2 K people. The company is managed by 31 executives with a total tenure of roughly 105 years, averaging almost 3.0 years of service per executive, having 103.23 employees per reported executive.
Insider Sentiment
Mostly Selling
 
Selling
 
Buying

Latest Trades

2026-01-07Scott R WahlersDisposed 99986 @ 12.03View
2025-12-17Scott R WahlersDisposed 26600 @ 11View
2025-11-25Scott R WahlersDisposed 49900 @ 11View
2025-11-24Bradley K SerwinDisposed 20952 @ 10.5View
2025-11-21Bradley K SerwinDisposed 13969 @ 10View
2025-11-12Bradley K SerwinDisposed 904 @ 9.5View
2025-11-11Bradley K SerwinDisposed 903 @ 9View
2025-08-25Bradley K SerwinDisposed 13065 @ 9.5View
2025-08-22Bradley K SerwinDisposed 13064 @ 9View
2025-03-24Excalibur (Cayman) Ltd SvfDisposed 10000000 @ 9.15View
Following insider trading sentiment in Compass can help investors add context around confidence, timing, and operating risk while the public narrative is still evolving. The stronger workflow is to compare insider behavior with earnings, guidance, and business changes instead of reading the transactions in isolation.

Compass' Workforce Through the Years

Historical employee data for Compass can give investors another way to assess whether the business is scaling, restructuring, or stabilizing across different operating conditions. Current projections suggest a workforce around slightly above 4,780 employees by April 2026, which should be reviewed alongside revenue and margin trends.
Macro event markers
 
Covid
 
Interest Hikes

Management Team Effectiveness

The company has return on total asset (ROA) of -1.26 % which suggests that asset utilization is not generating returns above cost. This is in negative territory, trailing industry peers. Similarly, it shows a return on stockholder's equity (ROE) of -9.79 %, which suggests that shareholder capital is being eroded rather than compounded.
As of last week, Common Stock Shares Outstanding is anticipated to decline to approximately 460.9 M. In addition to that, Net Loss is anticipated to decline to approximately -568.4 M.

Stock Institutional Investors

Institutions hold about 69.80% of Compass while insiders own roughly 1.54%. Current market capitalization is about 6 Billion. At that level, both institutional and retail traders shape the daily action. Shares outstanding are near 742.3 M. The small insider stake means governance incentives come more from pay packages than direct ownership.
Shares
Winslow Capital Management, Llc2025-12-31
6.9 M
Kanen Wealth Management Llc2025-12-31
6.4 M
Wellington Management Company Llp2025-12-31
6.3 M
Philosophy Capital Management Llc2025-12-31
5.8 M
Charles Schwab Investment Management Inc2025-12-31
5.7 M
Nuveen, Llc2025-12-31
5.7 M
Arrowstreet Capital Limited Partnership2025-12-31
5.7 M
Artisan Partners Limited Partnership2025-12-31
5.5 M
Bank Of America Corp2025-09-30
5.2 M
Vanguard Group Inc2025-12-31
73.8 M
Fmr Inc2025-12-31
69.5 M
At 6 Billion market cap, Compass smaller-cap scale means institutional moves shape liquidity but do not guarantee above-market returns. Whether Compass institutional base is index-driven or conviction-based changes how to read it - at this size active managers often hold meaningful weight.

Insider Trading Activities

Tracking Compass' insider filings adds context. Executives often respond to business conditions well before market sentiment shifts. The goal is to tell routine pay-related sales apart from trades that reflect genuine conviction.

Outstanding Bonds

Outstanding bonds linked to Compass can tell investors a great deal about how the company finances itself beyond common equity markets. Current market capitalization is about 6 Billion. Bond investors and equity investors often care about the same cash flows, but they rank the risks differently.

Corporate Filings

F4
18th of March 2026
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
5th of March 2026
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
10K
27th of February 2026
Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance
ViewVerify
8K
26th of February 2026
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
8K
23rd of February 2026
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
13A
17th of February 2026
An amended filing to the original Schedule 13G
ViewVerify
9th of February 2026
Other Reports
ViewVerify
F4
6th of February 2026
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
Over half of Compass' outstanding shares are owned by institutional investors. Institutional holders such as large asset managers and pension funds typically maintain these positions as part of broader diversified mandates rather than concentrated bets on any single company. Their buying and selling activity, disclosed through 13F filings, can be a useful signal for tracking changes in professional sentiment toward Compass. Institutional ownership in Compass stands at roughly 70%, compared to 2% insider ownership and a public float of approximately 29%.
 
Shares in Circulation  
 First Issued
2017-12-31
 Previous Quarter
565.9 M
 Current Value
572 M
 Average Shares Outstanding
425.7 M
 Quarterly Volatility
76.5 M
Macro event markers
 
Covid
 
Interest Hikes

Holders Distribution

Institutional investors in Compass typically operate with more research capacity, technology, and trading scale than retail holders, which is why their activity can materially affect price behavior. This matters because getting in early on a sponsorship cycle may help, but getting caught near a large-holder exit can have the opposite effect.

Market Cap and Value

Workforce Comparison

Compass is ranked fifth for number of employees against industry peers. The total workforce of Information Technology industry is currently estimated at about 52,966. Compass holds roughly 3,200 in number of employees claiming about 6% of equities under Information Technology sector.

Profit Margins

The company has Profit Margin (PM) of -1.0 %, which may signal that the company faces structural margin pressure. This is in negative territory, trailing industry peers. Similarly, it shows Operating Margin (OM) of -2.0 %, which indicates that for every 100 dollars of sales, the company generates an operating loss of $2.0.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.130.1061
Fairly Up
Slightly volatile

Insider Trading History

Compass' insider log provides a timeline of management conviction alongside earnings and guidance changes. Current market capitalization is about 6 Billion. Larger blocks and clustered timing carry more weight than isolated trades.
Buy/Sell Ratio# Purchases Trades# Sales TradesTotal Shares PurchasedTotal Shares Sold
2026-03-01
0.5
6
12
2,467,677
2,196,260
2025-12-01
0.1875
3
16
140,541
368,319
2025-09-01
0.4737
9
19
887,751
730,140
2025-06-01
1.5333
23
15
1,959,851
736,696
2025-03-01
0.6
18
30
5,498,770
18,764,688
2024-12-01
0.3182
7
22
4,275,689
16,406,101
2024-09-01
0.4865
18
37
4,347,297
15,252,909
2024-06-01
0.8947
17
19
711,020
17,278,702
2024-03-01
0.6154
16
26
4,524,471
10,809,563
2023-12-01
0.4
18
45
1,727,224
25,923,674
2023-09-01
0.4694
23
49
1,706,133
2,322,332
2023-06-01
1.0571
37
35
2,719,977
16,484,599
2023-03-01
0.5882
20
34
2,022,340
1,375,769
2022-12-01
0.4429
31
70
2,823,684
1,567,379
2022-09-01
0.2593
14
54
756,435
1,451,097
2022-06-01
0.3966
23
58
948,353
1,546,198
2022-03-01
0.6
33
55
2,135,213
1,141,425
2021-12-01
0.4512
37
82
7,650,314
10,329,536
2021-06-01
1.8
9
5
122,764,784
116,672,420

Notable Stakeholders

A Compass stakeholder is any individual or group with an interest in the outcome of the business, which is why stakeholder analysis can reveal who may influence strategy and oversight. The stronger interpretation comes from connecting stakeholder presence with management behavior, governance patterns, and changes in the operating story.
Robert ReffkinChairman of the Board, Chief Executive Officer, FounderProfile
Rory GolodPresident CommunicationsProfile
Kristen AnkerbrandtChief Financial OfficerProfile
Joseph SiroshChief Technology OfficerProfile
Eileen MurrayIndependent DirectorProfile
Richard SimonelliVice RelationsProfile
Ashley DonatHead CoachingProfile
Soham CFAHead RelationsProfile
Ethan GlassChief OfficerProfile
Michael SimonsenChief OfficerProfile
Greg HartChief Product OfficerProfile
Charles PhillipsLead Independent DirectorProfile
Gregory HartChief OfficerProfile
Matthew McCormickManaging DevelProfile
Pamela ThomasgrahamIndependent DirectorProfile
Scott WahlersChief OfficerProfile
Anand MehtaChief People OfficerProfile
Steven SordelloIndependent DirectorProfile
Kalani ReelitzChief OfficerProfile
Jason PashiaManaging KansasProfile
Frank MartellDirectorProfile
JD EsqGeneral SecretaryProfile
Kamini LanePresident West RegionProfile
Danielle WilkiePresident Central RegionProfile
Bradley EsqGeneral SecretaryProfile
Timothy CPAChief OfficerProfile
Ori AllonFounder, Chief StrategistProfile
Brad SerwinGeneral Counsel, Corporate SecretaryProfile
Jeffrey HousenboldIndependent DirectorProfile
Robert LehmanChief Business OfficerProfile
Neda NavabPresident East RegionProfile

Management Information & Data Sources

Compass is a mid-cap company in Application Software, Real Estate Services, Information Technology. Executive review focuses on insiders, senior management, and employee signals. Management analysis is most useful when paired with profitability, leverage, and operating trend data. CEO is Robert Reffkin with 3,200 employees and 31 reported executives.

Data shown for Compass is aggregated from periodic company reporting and market reference feeds and normalized across reporting formats. Analyst projections are included when active coverage applies. Source publication cadence can introduce delays. Insider and management fields are mapped from published filings and company disclosures.

This content is curated and reviewed by:

Rifka Kats - Member of Macroaxis Editorial Board
Last reviewed on March 10th, 2026

Workforce Efficiency and Productivity

Workforce metrics tied to Compass offer a useful way to test whether headcount and economic output are moving in a productive direction. A disciplined workforce review can reveal whether execution quality is improving beneath the top-line numbers.

Compass Manpower Efficiency

Return on Compass Manpower

Revenue Per Employee2.2M
Revenue Per Executive224.6M
Net Loss Per Employee18.3K
Net Loss Per Executive1.9M

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