Optimize Financial »

Compass shares owned by Optimize Financial

Quarter-by-quarter ownership of Compass (COMP) shares owned by Optimize Financial from 13F filings

Historical chart of Optimize Financial investment in Compass

Tip: Access up to 7 years of quarterly data

All positions including Compass held by Optimize Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Compass by Optimize Financial

Quarter filed Position value Share count Share price at filing
2025-06-30 $101k 16k 6.28
2025-03-31 $142k 16k 8.73

More positions owned by Optimize Financial

Proficient Auto Logistics In (PAL)
Warner Bros Discovery Inc Series A Cl A (WBD)
Applovin Corp Com Cl A Cl A (APP)
Micron Technology (MU)
Applied Materials (AMAT)
KLA-Tencor Corporation (KLAC)
MKS Instruments (MKSI)
Semtech Corporation (SMTC)
Sinclair Broadcast Group Inc Cl A Cl A (SBGI)
Wix (WIX)
Altice Usa Inc A Cl A (ATUS)
Liberty Broadband C CL C (LBRDK)
International Business Machines (IBM)
Dell Technologies Inc Cl C CL C (DELL)
NVIDIA Corporation (NVDA)

View all positions for Optimize Financial

Top funds holding Compass

Vanguard Group
FMR
Sb Investment Advisers
BlackRock
Citadel Advisors
Geode Capital Management
State Street Corporation
Dimensional Fund Advisors
Arrowstreet Capital, Limited Partnership
Winslow Capital Management
Nuveen
Summit Partners Public Asset Management
Charles Schwab Investment Management
Artisan Partners Limited Partnership
Kanen Wealth Management

View all funds holding Compass