SCHEDULE: FMR LLC, Abigail Johnson Boost Compass Inc Stake to 12.7%

Sentiment:

Beneficial Ownership Report 5 November 2025 11:30 AM

FMR LLC and Abigail P. Johnson have reported a beneficial ownership of 12.7% of Compass Inc.'s Class A Common Stock as of September 30, 2025, through an amended Schedule 13G filing.

Summary

FMR LLC and Abigail P. Johnson collectively reported beneficial ownership of 66,715,565.04 shares of Compass Inc.'s Class A Common Stock.
This represents 12.7% of the total outstanding Class A Common Stock.
The filing is an Amendment No. 4 to a Schedule 13G, indicating an update to previous ownership disclosures.
FMR LLC holds sole voting power over 66,701,090.63 shares and sole dispositive power over 66,715,565.04 shares.
Abigail P. Johnson holds sole dispositive power over 66,715,565.04 shares, with no sole or shared voting power directly.
The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Compass Inc.
Several FMR LLC subsidiaries, including Fidelity Management & Research Company LLC, beneficially own shares, with Fidelity Management & Research Company LLC owning 5% or greater.
Abigail P. Johnson, as a Director, Chairman, and CEO of FMR LLC, is part of the Johnson family group which may be deemed a controlling group for FMR LLC.

Sentiment

Score: 6

Explanation: Neutral to slightly positive. The filing is a routine ownership disclosure (Schedule 13G Amendment) and does not contain operational or financial news. The continued significant stake by a major institutional investor like FMR LLC can be viewed as a positive signal of confidence, but it's not new information that would drastically alter sentiment unless it represented a significant increase or decrease.

Positives

A significant institutional investor, FMR LLC, and its principal, Abigail P. Johnson, maintain a substantial 12.7% stake in Compass Inc., indicating continued confidence in the company.
The filing explicitly states the securities are held in the ordinary course of business and not for influencing control, suggesting a passive investment stance.

Negatives

No specific negative information is disclosed in this ownership filing.

Risks

The filing itself does not detail risks related to Compass Inc.'s operations or financial health. It primarily concerns beneficial ownership.
The certification states the securities were not acquired for the purpose of changing or influencing control, which mitigates a potential risk of activist investor intervention.

Future Outlook

The filing is an ownership disclosure and does not contain forward-looking statements or guidance regarding Compass Inc.'s future performance or operations.

Management Comments

The filing includes a certification that the securities were acquired and are held in the ordinary course of business and not for the purpose of or with the effect of changing or influencing the control of the issuer.

Industry Context

This filing indicates continued significant institutional investment in Compass Inc., a real estate technology company. Large stakes by major asset managers like FMR LLC can signal long-term confidence in a company's market position and strategic direction within its industry, especially in a dynamic sector like real estate tech.

Management Changes

Role	Previous Person	New Person	Effective Date	Reason

Corporate Governance

Change Type	Description	Effective Date	Impact Assessment

Legal Proceedings

The filing does not mention any litigation or regulatory matters concerning Compass Inc. or the reporting persons.

Related Party Transactions

The filing does not disclose any related party dealings for Compass Inc. It details the relationship between FMR LLC and Abigail P. Johnson as a reporting person.

Stakeholder Impact

Shareholders: The continued significant stake by FMR LLC and Abigail P. Johnson may provide a sense of stability and institutional confidence.
Management: The certification that the stake is not for influencing control suggests a non-activist approach from these large shareholders.

Next Steps

The filing does not mention any specific future actions, events, or milestones for Compass Inc. or the reporting persons beyond the routine compliance with SEC regulations.

Key Dates

Date	Description
2023-01-03	Effective date of Power of Attorney for FMR LLC and its direct and indirect subsidiaries.
2023-01-10	Date of Schedule 13G filing by FMR LLC where its Power of Attorney (Exhibit 24) was incorporated by reference.
2023-01-26	Effective date of Power of Attorney for Abigail P. Johnson.
2023-01-31	Date of Schedule 13G filing by FMR LLC where Abigail P. Johnson's Power of Attorney (Exhibit 24) was incorporated by reference.
2025-09-30	Date of event which requires filing of this statement (beneficial ownership calculation date).
2025-11-04	Signature date of the Schedule 13G Amendment No. 4 filing.

Recommendation

hold

This Schedule 13G filing is an ownership disclosure, not a financial performance report. It indicates that FMR LLC and Abigail P. Johnson maintain a substantial 12.7% beneficial ownership in Compass Inc. While a large institutional stake can signal confidence, the filing itself does not provide new operational or financial data to warrant a 'buy' or 'sell' recommendation. Investors should 'hold' and await further financial disclosures from Compass Inc. to make informed investment decisions, while acknowledging the continued institutional backing.

Keywords

Compass Inc, FMR LLC, Abigail P. Johnson, Schedule 13G, Beneficial Ownership, Class A Common Stock, Institutional Investor, SEC Filing, Equity Stake, Real Estate Technology

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