COMP
Compass, Inc.
+0.21 (+1.98%)10.54USD7.1M成交股數8.0B市值175.6本益比(近四季)0.8股價營收比+109.0%營收年增(近四季)2026-11-04下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 2 · 568K · 1 |
| 其中 10b5-1 計畫賣出 | 2 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 748K |
| 近 180 天 淨額 | −748K |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-03 | 08-05 | Sordello Steven J | Director | M 選擇權執行 | 2.4K | – | – | 250K | SEC |
| 2026-08-03 | 08-05 | Reffkin Robert L. | Chairman and CEO | S 公開市場賣出(10b5-1) | 23.5K | 11.70 | 274K | 7.8M | SEC |
| 2026-07-01 | 07-02 | Reffkin Robert L. | Chairman and CEO | S 公開市場賣出(10b5-1) | 23.5K | 12.51 | 293K | 7.8M | SEC |
| 2026-06-15 | 06-17 | Wahlers Scott R. | CFO | F 繳稅扣股 | 24.2K | 8.59 | 208K | 318K | SEC |
| 2026-06-15 | 06-17 | Glass Ethan Charles | Chief Legal Officer | M 選擇權執行 | 102K | – | – | 202K | SEC |
| 2026-06-15 | 06-17 | Wahlers Scott R. | CFO | M 選擇權執行 | 47.5K | – | – | 343K | SEC |
| 2026-06-15 | 06-17 | Gustavson Timothy B. | Chief Accounting Officer | F 繳稅扣股 | 1.2K | 8.59 | 10K | 28.5K | SEC |
| 2026-06-15 | 06-17 | Gustavson Timothy B. | Chief Accounting Officer | M 選擇權執行 | 2.3K | – | – | 29.6K | SEC |
| 2026-06-15 | 06-17 | Glass Ethan Charles | Chief Legal Officer | F 繳稅扣股 | 51.0K | 8.59 | 438K | 151K | SEC |
| 2026-06-11 | 06-12 | McCarter Josh N. | Director | G 贈與 | 35.3K | – | – | 0 | SEC |
| 2026-06-11 | 06-12 | McCarter Josh N. | Director | G 贈與 | 35.3K | – | – | 217K | SEC |
| 2026-06-03 | 06-05 | Reffkin Robert L. | Chairman and CEO | S 公開市場賣出(10b5-1) | 600 | 8.28 | 5K | 7.8M | SEC |
| 2026-06-03 | 06-05 | Reffkin Robert L. | Chairman and CEO | S 公開市場賣出(10b5-1) | 22.9K | 7.68 | 176K | 7.8M | SEC |
| 2026-05-14 | 05-15 | Williams Dawanna | Director | M 選擇權執行 | 35.3K | – | – | 203K | SEC |
| 2026-05-14 | 05-15 | Thomas-Graham Pamela | Director | M 選擇權執行 | 35.3K | – | – | 187K | SEC |
| 2026-05-14 | 05-15 | McCarter Josh N. | Director | M 選擇權執行 | 35.3K | – | – | 35.3K | SEC |
| 2026-05-14 | 05-15 | Martell Frank | Director | M 選擇權執行 | 35.3K | – | – | 218K | SEC |
| 2026-05-14 | 05-15 | Leinwand Allan | Director | M 選擇權執行 | 35.3K | – | – | 35.3K | SEC |
| 2026-05-14 | 05-15 | PHILLIPS JR CHARLES E | Director | M 選擇權執行 | 35.3K | – | – | 237K | SEC |
| 2026-05-14 | 05-15 | Sordello Steven J | Director | M 選擇權執行 | 35.3K | – | – | 247K | SEC |
| 2026-05-01 | 05-05 | Sordello Steven J | Director | M 選擇權執行 | 2.8K | – | – | 212K | SEC |
| 2026-03-23 | 03-25 | Wahlers Scott R. | CFO | M 選擇權執行 | 35.5K | – | – | 313K | SEC |
| 2026-03-23 | 03-25 | Wahlers Scott R. | CFO | F 繳稅扣股 | 18.1K | 7.77 | 141K | 295K | SEC |
| 2026-03-16 | 03-18 | Glass Ethan Charles | Chief Legal Officer | M 選擇權執行 | 102K | – | – | 152K | SEC |
| 2026-03-16 | 03-18 | Glass Ethan Charles | Chief Legal Officer | F 繳稅扣股 | 51.0K | 8.28 | 422K | 101K | SEC |
| 2026-03-16 | 03-18 | Wahlers Scott R. | CFO | F 繳稅扣股 | 28.9K | 8.28 | 240K | 278K | SEC |
| 2026-03-16 | 03-18 | Wahlers Scott R. | CFO | M 選擇權執行 | 56.7K | – | – | 307K | SEC |
| 2026-03-03 | 03-05 | Leinwand Allan | Director | G 贈與 | 30.3K | – | – | 146K | SEC |
| 2026-03-03 | 03-05 | Leinwand Allan | Director | G 贈與 | 30.3K | – | – | 0 | SEC |
| 2026-02-04 | 02-06 | Reffkin Robert L. | Chairman and CEO | F 繳稅扣股 | 639K | 11.98 | 7.7M | 516K | SEC |
| 2026-02-04 | 02-06 | Reffkin Robert L. | Chairman and CEO | M 選擇權執行 | 1.2M | – | – | 1.2M | SEC |
| 2026-02-02 | 02-04 | Sordello Steven J | Director | M 選擇權執行 | 2.8K | – | – | 209K | SEC |
| 2026-01-07 | 01-08 | Wahlers Scott R. | CFO | S 公開市場賣出(10b5-1) | 100.0K | 12.03 | 1.2M | 250K | SEC |
| 2026-01-06 | 01-08 | Wahlers Scott R. | CFO | F 繳稅扣股 | 39.9K | 10.83 | 432K | 350K | SEC |
| 2026-01-06 | 01-08 | Wahlers Scott R. | CFO | M 選擇權執行 | 76.3K | – | – | 390K | SEC |
| 2026-01-06 | 01-08 | Glass Ethan Charles | Chief Legal Officer | F 繳稅扣股 | 51.9K | 10.83 | 562K | 49.9K | SEC |
| 2026-01-06 | 01-08 | Glass Ethan Charles | Chief Legal Officer | M 選擇權執行 | 102K | – | – | 102K | SEC |
| 2025-12-17 | 12-19 | Wahlers Scott R. | CFO | S 公開市場賣出(10b5-1) | 26.6K | 11.00 | 293K | 314K | SEC |
| 2025-12-12 | 12-16 | Wahlers Scott R. | CFO | S 公開市場賣出(10b5-1) | 23.5K | 11.00 | 259K | 340K | SEC |
| 2025-12-03 | 12-05 | Sordello Steven J | Director | M 選擇權執行 | 2.8K | – | – | 207K | SEC |
| 2025-11-25 | 11-28 | Wahlers Scott R. | CFO | S 公開市場賣出(10b5-1) | 49.9K | 11.00 | 549K | 364K | SEC |
| 2025-11-25 | 11-25 | Serwin Bradley K | General Counsel | S 公開市場賣出(10b5-1) | 21.0K | 11.00 | 230K | 259K | SEC |
| 2025-11-24 | 11-25 | Serwin Bradley K | General Counsel | S 公開市場賣出(10b5-1) | 21.0K | 10.50 | 220K | 280K | SEC |
| 2025-11-21 | 11-25 | Serwin Bradley K | General Counsel | S 公開市場賣出(10b5-1) | 14.0K | 10.00 | 140K | 301K | SEC |
| 2025-11-12 | 11-13 | Serwin Bradley K | General Counsel | S 公開市場賣出(10b5-1) | 904 | 9.50 | 9K | 315K | SEC |
| 2025-11-11 | 11-13 | Serwin Bradley K | General Counsel | S 公開市場賣出(10b5-1) | 903 | 9.00 | 8K | 315K | SEC |
| 2025-10-03 | 10-06 | Wahlers Scott R. | CFO & CAO | M 選擇權執行 | 49.9K | – | – | 439K | SEC |
| 2025-10-03 | 10-06 | Wahlers Scott R. | CFO & CAO | F 繳稅扣股 | 25.5K | 7.83 | 200K | 414K | SEC |
| 2025-10-03 | 10-06 | Serwin Bradley K | General Counsel | F 繳稅扣股 | 44.6K | 7.83 | 349K | 316K | SEC |
| 2025-10-03 | 10-06 | Serwin Bradley K | General Counsel | M 選擇權執行 | 87.8K | – | – | 361K | SEC |
| 2025-09-08 | 09-10 | McCarter Josh N. | Director | G 贈與 | 182K | – | – | 182K | SEC |
| 2025-09-08 | 09-10 | McCarter Josh N. | Director | G 贈與 | 182K | – | – | 0 | SEC |
| 2025-09-04 | 09-05 | Wahlers Scott R. | CFO & CAO | M 選擇權執行 | 22.7K | – | – | 401K | SEC |
| 2025-09-04 | 09-05 | Sordello Steven J | Director | M 選擇權執行 | 2.8K | – | – | 204K | SEC |
| 2025-09-04 | 09-05 | Serwin Bradley K | General Counsel and Secretary | F 繳稅扣股 | 21.6K | 9.35 | 202K | 273K | SEC |
| 2025-09-04 | 09-05 | Wahlers Scott R. | CFO & CAO | F 繳稅扣股 | 11.6K | 9.35 | 108K | 389K | SEC |
| 2025-09-04 | 09-05 | Serwin Bradley K | General Counsel and Secretary | M 選擇權執行 | 42.6K | – | – | 295K | SEC |
| 2025-08-25 | 08-26 | Serwin Bradley K | General Counsel and Secretary | S 公開市場賣出(10b5-1) | 13.1K | 9.50 | 124K | 252K | SEC |
| 2025-08-22 | 08-26 | Serwin Bradley K | General Counsel and Secretary | S 公開市場賣出(10b5-1) | 13.1K | 9.00 | 118K | 265K | SEC |
| 2025-08-05 | 08-07 | Leinwand Allan | Director | G 贈與 | 116K | – | – | 116K | SEC |
| 2025-08-05 | 08-07 | Leinwand Allan | Director | G 贈與 | 116K | – | – | 30.3K | SEC |
| 2025-07-03 | 07-08 | Wahlers Scott R. | Chief Accounting Officer | F 繳稅扣股 | 25.5K | 6.42 | 164K | 378K | SEC |
| 2025-07-03 | 07-08 | Reelitz Kalani | Chief Financial Officer | M 選擇權執行 | 67.0K | – | – | 842K | SEC |
| 2025-07-03 | 07-08 | Serwin Bradley K | General Counsel and Secretary | M 選擇權執行 | 87.8K | – | – | 323K | SEC |
| 2025-07-03 | 07-08 | Wahlers Scott R. | Chief Accounting Officer | M 選擇權執行 | 49.9K | – | – | 404K | SEC |
| 2025-07-03 | 07-08 | Serwin Bradley K | General Counsel and Secretary | F 繳稅扣股 | 44.6K | 6.42 | 286K | 278K | SEC |
| 2025-07-03 | 07-08 | Reelitz Kalani | Chief Financial Officer | F 繳稅扣股 | 29.7K | 6.42 | 191K | 812K | SEC |
| 2025-06-04 | 06-06 | Leinwand Allan | Director | M 選擇權執行 | 57.3K | – | – | 146K | SEC |
| 2025-06-04 | 06-06 | Reelitz Kalani | Chief Financial Officer | M 選擇權執行 | 100K | – | – | 819K | SEC |
| 2025-06-04 | 06-06 | Sordello Steven J | Director | M 選擇權執行 | 57.3K | – | – | 201K | SEC |
| 2025-06-04 | 06-06 | McCarter Josh N. | Director | M 選擇權執行 | 57.3K | – | – | 182K | SEC |
| 2025-06-04 | 06-06 | Martell Frank | Director | M 選擇權執行 | 57.3K | – | – | 183K | SEC |
| 2025-06-04 | 06-06 | Thomas-Graham Pamela | Director | M 選擇權執行 | 57.3K | – | – | 151K | SEC |
| 2025-06-04 | 06-06 | Williams Dawanna | Director | M 選擇權執行 | 57.3K | – | – | 168K | SEC |
| 2025-06-04 | 06-06 | PHILLIPS JR CHARLES E | Director | M 選擇權執行 | 57.3K | – | – | 201K | SEC |
| 2025-06-04 | 06-06 | Reelitz Kalani | Chief Financial Officer | F 繳稅扣股 | 44.3K | 6.18 | 274K | 775K | SEC |
| 2025-04-03 | 04-04 | Wahlers Scott R. | Chief Accounting Officer | F 繳稅扣股 | 25.5K | 8.43 | 215K | 354K | SEC |
| 2025-04-03 | 04-04 | Wahlers Scott R. | Chief Accounting Officer | M 選擇權執行 | 49.9K | – | – | 379K | SEC |
| 2025-04-03 | 04-04 | Serwin Bradley K | General Counsel and Secretary | F 繳稅扣股 | 14.0K | 8.43 | 118K | 235K | SEC |
| 2025-04-03 | 04-04 | Serwin Bradley K | General Counsel and Secretary | M 選擇權執行 | 27.5K | – | – | 249K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| FMR LLC | 108M | 1.3B | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 64.7M | 798M | 新進 | 新進 |
| BlackRock, Inc. | 55.4M | 683M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 32.4M | 400M | 新進 | 新進 |
| SB INVESTMENT ADVISERS (UK) LTD | 21.5M | 265M | 新進 | 新進 |
| Capital International Investors | 21.4M | 263M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 18.6M | 230M | 新進 | 新進 |
| Castle Hook Partners LP | 17.0M | 210M | 新進 | 新進 |
| STATE STREET CORP | 16.6M | 205M | 新進 | 新進 |
| D1 Capital Partners L.P. | 15.2M | 188M | 新進 | 新進 |
| Artisan Partners Limited Partnership | 13.9M | 171M | 新進 | 新進 |
| Senvest Management, LLC | 12.6M | 155M | 新進 | 新進 |
| Parsifal Capital Management, LP | 11.9M | 146M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10.2M | 126M | 新進 | 新進 |
| Divisadero Street Capital Management, LP | 9.5M | 117M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 9.0M | 111M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 8.7M | 105M | 新進 | 新進 |
| Rubric Capital Management LP | 8.2M | 101M | 新進 | 新進 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 7.5M | 92.8M | 新進 | 新進 |
| Avala Global LP | 7.3M | 89.9M | 新進 | 新進 |
| WCM INVESTMENT MANAGEMENT, LLC | 7.3M | 87.4M | 新進 | 新進 |
| Winslow Capital Management, LLC | 6.9M | 85.5M | 新進 | 新進 |
| Philosophy Capital Management LLC | 6.7M | 83.0M | 新進 | 新進 |
| NORTHERN TRUST CORP | 6.7M | 82.2M | 新進 | 新進 |
| Kanen Wealth Management LLC | 6.4M | 79.7M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 435 +16 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 435 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 709M · 93.5% |
| 合計季末市值 | 8.6B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 40.4M |
|---|---|
| 與上期比 | -7.8% |
| 佔流通股數 | 5.34% |
| 日均成交量 | 9.7M |
| 回補天數 | 4.2 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 40.4M | -7.8% | 5.34% | 9.7M | 4.2 |
| 2026-08-14 | 43.9M | -6.3% | 5.79% | 11.7M | 3.7 |
| 2026-07-31 | 46.8M | -3.5% | 6.18% | 11.1M | 4.2 |
| 2026-07-15 | 48.5M | -6.5% | 6.40% | 14.2M | 3.4 |
| 2026-06-30 | 51.9M | +11.8% | 6.85% | 18.8M | 2.8 |
| 2026-06-15 | 46.4M | +6.8% | 6.13% | 13.0M | 3.6 |
| 2026-05-29 | 43.4M | +12.7% | 5.73% | 11.8M | 3.7 |
| 2026-05-15 | 38.5M | -4.6% | 5.09% | 15.4M | 2.5 |
| 2026-04-30 | 40.4M | +11.0% | 5.33% | 11.3M | 3.6 |
| 2026-04-15 | 36.4M | -20.7% | 4.80% | 15.4M | 2.4 |
| 2026-03-31 | 45.9M | -1.7% | 6.06% | 14.3M | 3.2 |
| 2026-03-13 | 46.7M | -13.2% | 6.17% | 15.8M | 3.0 |
| 2026-02-27 | 53.8M | +28.3% | 7.10% | 20.9M | 2.6 |
| 2026-02-13 | 41.9M | -12.3% | 5.54% | 22.8M | 1.8 |
| 2026-01-30 | 47.8M | +16.4% | 6.31% | 18.5M | 2.6 |
| 2026-01-15 | 41.1M | -22.2% | 5.43% | 36.2M | 1.1 |
| 2025-12-31 | 52.9M | +4.7% | 6.98% | 8.4M | 6.3 |
| 2025-12-15 | 50.5M | +0.4% | 6.67% | 10.8M | 4.7 |
| 2025-11-28 | 50.3M | -0.7% | 6.64% | 14.6M | 3.4 |
| 2025-11-14 | 50.6M | -0.3% | 6.68% | 13.8M | 3.7 |
| 2025-10-31 | 50.8M | +30.4% | 6.71% | 10.7M | 4.8 |
| 2025-10-15 | 38.9M | +5.4% | 5.14% | 13.8M | 2.8 |
| 2025-09-30 | 36.9M | +12.4% | 4.88% | 15.2M | 2.4 |
| 2025-09-15 | 32.9M | +10.4% | 4.34% | 6.1M | 5.4 |
| 2025-08-29 | 29.8M | -7.1% | 3.93% | 8.9M | 3.4 |
| 2025-08-15 | 32.0M | +3.2% | 4.23% | 8.0M | 4.0 |