CS Disco, Inc.
LAW- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001625641
In the last 90 days, CS Disco, Inc. insiders filed 1 open-market purchase and 4 sales; 119 institutions reported holding it in 13F filings for Q2 2026, worth $133.8M in total; no superinvestor holds it.
Q3 2023 vs. Q2 2023
How the institutions holding CS Disco, Inc. changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 97 | 1 | 108 | +12 |
| Shares | 34.1M | 17.1K | 34.6M | +464.2K (+1.4%) |
| Value | $280.6M | $141.0K | $229.6M | −$50.8M (−18.1%) |
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (22)
Institutions that held CS Disco, Inc. at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Metavasi Capital LP | 309,996 | $2.06M | 1.38% |
| Lakewood Capital Management, LP | 271,420 | $1.80M | 0.16% |
| Berylson Capital Partners, LLC | 53,900 | $357.9K | 0.92% |
| Ameriprise Financial Inc | 31,033 | $206.1K | 0.00% |
| Acuitas Investments, LLC | 26,230 | $174.2K | 0.10% |
| CI Private Wealth, LLC | 25,000 | $166.0K | 0.00% |
| Cetera Advisor Networks LLC | 22,314 | $148.2K | 0.00% |
| Public Employees Retirement System of Ohio | 18,100 | $120.0K | 0.00% |
| Jump Financial, LLC | 14,449 | $95.9K | 0.00% |
| Worth Venture Partners, LLC | 13,376 | $88.8K | 0.05% |
| American Century Companies Inc | 12,984 | $86.2K | 0.00% |
| Boothbay Fund Management, LLC | 12,262 | $81.4K | 0.00% |
| Two Sigma Advisers, LP | 12,100 | $80.3K | 0.00% |
| Fox Run Management, L.L.C. | 10,928 | $72.6K | 0.02% |
| Stephens Inc | 10,300 | $68.4K | 0.00% |
| SG Americas Securities, LLC | 10,107 | $67.0K | 0.00% |
| Quarry LP | 5,101 | $33.9K | 0.02% |
| Group One Trading, L.P. | 4,180 | $27.8K | 0.00% |
| Comerica Bank | 527 | $3.50K | 0.00% |
| Qube Research & Technologies Ltd | 503 | $3.34K | 0.00% |
| Federated Hermes, Inc. | 266 | $1.77K | 0.00% |
| CWM, LLC | 21 | $0 | 0.00% |
Sold out (10)
Institutions that held CS Disco, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Renaissance Technologies LLC | 136,400 | $1.12M |
| Capital Impact Advisors, LLC | 72,324 | $594.5K |
| HRT Financial LP | 17,057 | $140.0K |
| Jane Street Group, LLC | 16,542 | $136.0K |
| State Board of Administration of Florida Retirement System | 10,270 | $84.4K |
| Virtu Financial LLC | 10,157 | $83.0K |
| Simplex Trading, LLC | 544 | $4.00K |
| Crewe Advisors LLC | 15 | $124 |
| Stonebridge Capital Advisors LLC | 10 | $82 |
| Cutler Group LP | 39 | $0 |
Not filed for Q3 2023 yet (1)
Institutions that held CS Disco, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| PFS Investments Inc. | 17,135 | $141.0K |