COMPASS DIVERSIFIED (CODI) is held by 102 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is AMERICAN CENTURY COMPANIES INC as of Q1 2026.

Are institutions buying or selling CODI?

In Q1 2026, 46 institutions opened or increased positions in COMPASS DIVERSIFIED while 69 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on CODI?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for COMPASS DIVERSIFIED.

How many hedge funds hold CODI?

102 institutional investors report holding COMPASS DIVERSIFIED (CODI) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into CODI?

As of Q1 2026, tracked institutions in COMPASS DIVERSIFIED show 46 buyers versus 69 sellers — net outflows.

COMPASS DIVERSIFIED

CODI·20451Q104·US·Common Stock·Industrials - Conglomerates-Activist

102

Holders

(10 Elite)

$291.5M

Total Value

40% (115)

Consensus

46 buying - 69 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 102 funds

10 elite

Who's Trading

ActivistADADW Capital Partners, L.P.19.3%Jul 16, 2026

ActivistADADW Capital Partners, L.P.19.3%Jun 2, 2026

ActivistADADW Capital Partners, L.P.17.9%May 11, 2026

ActivistDSDivisadero Street Capital Management, LP5.4%May 7, 2026

Congress

Brian BabinSale $1,001 - $15,000May 5, 2026

Activist

BlackRock, Inc.4.9%Apr 27, 2026

InsiderKSKeller StephenBuy $173KApr 6, 2026

InsiderKSKeller StephenBuy $85KApr 6, 2026

ActivistACAmerican Century Capital Portfolios, Inc.4.3%Nov 14, 2025

Activist

The Vanguard Group3.8%Oct 30, 2025

View all insider trades View all activist filings View all congressional trades

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
AMERICAN CENTURY COMPANIES INC	Decreased	5M(-3.4%)	$39.5M	0.0%	-19.43%	0
Allspring Global Investments Holdings, LLC	Decreased	4.3M(-0.5%)	$35.4M	0.1%	-50.46%	0
BlackRock, Inc.	Decreased	3.7M(-11.3%)	$29M	0.0%	-54.14%	0
DED. E. Shaw & Co., Inc.	Decreased	3.1M(-14.5%)	$24.5M	0.0%	+45.06%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	New	2.2M	$17.3M	0.0%	+43.71%	39
MORGAN STANLEY	Decreased	1.8M(-22.6%)	$14M	0.0%	+35.74%	0
JACOBS LEVY EQUITY MANAGEMENT, INC	Decreased	1.5M(-25.9%)	$11.5M	0.0%	+74.43%	0
BANK OF AMERICA CORP /DE/	Increased	1.3M(+77.4%)	$10.3M	0.0%	-32.70%	42
STATE STREET CORP	Decreased	1.1M(-13.5%)	$8.4M	0.0%	-49.82%	0
JANE STREET GROUP, LLC	Increased	1.1M(+6.9%)	$8.4M	0.0%	+22.99%	29
GEODE CAPITAL MANAGEMENT, LLC	Increased	831,153(+1.1%)	$6.5M	0.0%	-44.45%	27
UBS Group AG	Increased	672,773(+207.8%)	$5.3M	0.0%	+3.91%	44
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	Decreased	656,200(-23.2%)	$5.2M	0.0%	+107.00%	0
Legal & General Group Plc	Decreased	575,315(-4.3%)	$4.5M	0.0%	-22.78%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	500,098	$3.9M	0.0%	+43.71%	37
TUDOR INVESTMENT CORP ET AL	Increased	460,897(+0.5%)	$3.6M	0.0%	+26.87%	27
CACaption Management, LLC	New	448,315	$3.5M	0.0%	+43.71%	37
NATIXIS	Increased	440,900(+47.1%)	$3.5M	0.0%	+60.17%	36
Saba Capital Management, L.P.	Increased	429,259(+4.9%)	$3.4M	0.1%	-2.73%	28
MWMARSHALL WACE, LLP	Decreased	421,861(-46.0%)	$3.3M	0.0%	+103.61%	0