Divisadero Street Capital Management’s Compass COMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$117M Buy
9,505,505
+6,115,578
+180% +$50.9M 2.66% 11
2026
Q1
$24.8M Buy
3,389,927
+2,139,927
+171% +$22.5M 1.04% 29
2025
Q4
$13.2M Buy
1,250,000
+500,000
+67% +$4.56M 0.62% 34
2025
Q3
$6.02M Buy
+750,000
New +$6.08M 0.26% 70
2025
Q1
Sell
-20,183
Closed -$118K 101
2024
Q4
$118K Buy
+20,183
New +$128K 0.01% 83

Other funds holding COMP

Divisadero Street Capital Management's COMP Position: Q2 2026 in Review

Divisadero Street Capital Management increased its Compass (COMP) stake by 180% in Q2 2026, buying an estimated $50.9M and bringing the position to 9,505,505 shares worth $117M. The position accounts for 2.66% of the portfolio, ranked #11.

Divisadero Street Capital Management first reported a position in COMP in Q4 2024 and has held it in 5 quarters since. 436 funds tracked by Wall St. Rank hold COMP as of Q2 2026.

  • Divisadero Street Capital Management held 9,505,505 shares of Compass worth $117M as of Q2 2026.
  • Divisadero Street Capital Management bought 6,115,578 Compass shares in Q2 2026, an estimated $50.9M.
  • Compass made up 2.66% of Divisadero Street Capital Management's portfolio in Q2 2026, its #11 holding.
  • Divisadero Street Capital Management first reported a position in Compass in Q4 2024 and has held it in 5 quarters since.
  • 436 funds tracked by Wall St. Rank held Compass as of Q2 2026.

Based on Divisadero Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.