A detailed history of Forum Financial Management, LP transactions in Compass, Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 17,998 shares of COMP stock, worth $134,805. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,998
Previous 17,998 -0.0%
Holding current value
$134,805
Previous $113,000 27.43%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025

BUY
$5.8 - $8.98 $104,388 - $161,622
17,998 New
17,998 $113,000
Q3 2022

Nov 07, 2022

BUY
$2.29 - $4.74 $32,982 - $68,270
14,403 New
14,403 $33,000

Others Institutions Holding COMP

About Compass, Inc.


  • Ticker COMP
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 412,247,008
  • Market Cap $3.09B
  • Description
  • Compass, Inc. provides real estate brokerage services in the United States. It operates a cloud-based platform that provides an integrated suite of software for customer relationship management, marketing, client service, operations, and other functionality, as well as brokerage and adjacent services in the real estate industry. The company offe...
More about COMP
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.