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.
13F holders, Q4 2023
Institutional positions in CS Disco, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 98
- −9 vs. Q3 2023
- Shares held
- 35.5M
- +915.5K (+2.6%) vs. Q3 2023
- Total value
- $269.2M
- +$39.8M (+17.3%) vs. Q3 2023
- New holders
- 15
- 36 more added
- Sold out
- 24
- 28 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LAW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 119 | $133.8M |
| Q1 2026 | 122 | $136.1M |
| Q4 2025 | 125 | $281.8M |
| Q3 2025 | 115 | $221.3M |
| Q2 2025 | 104 | $149.6M |
| Q1 2025 | 96 | $139.7M |
| Q4 2024 | 98 | $170.8M |
| Q3 2024 | 90 | $192.6M |
| Q2 2024 | 90 | $196.5M |
| Q1 2024 | 98 | $287.5M |
| Q4 2023 | 98 | $269.2M |
| Q3 2023 | 108 | $229.6M |
| Q2 2023 | 97 | $280.6M |
| Q1 2023 | 108 | $221.6M |
| Q4 2022 | 102 | $214.2M |
| Q3 2022 | 86 | $361.0M |
| Q2 2022 | 86 | $680.4M |
| Q1 2022 | 94 | $1.30B |
| Q4 2021 | 78 | $1.34B |
| Q3 2021 | 87 | $1.17B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding CS Disco, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Deer Management Co. LLC | 8,652,826 | $65.7M | 8.50% | 00.0% | Unchanged |
| Stephens Group, LLC | 7,796,632 | $59.2M | 24.71% | 00.0% | Unchanged |
| Solel Partners LP | 3,342,308 | $25.4M | 3.60% | +270,660+8.8% | Added |
| Franklin Resources Inc | 2,321,942 | $17.6M | 0.01% | −2,751−0.1% | Reduced |
| Vanguard Group Inc | 1,948,708 | $14.8M | 0.00% | +35,502+1.9% | Added |
| Norges Bank | 1,774,256 | $13.5M | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 1,688,912 | $12.8M | 0.00% | +94,207+5.9% | Added |
| Lakewood Capital Management, LP | 686,561 | $5.21M | 0.47% | +415,141+153.0% | Added |
| ArrowMark Colorado Holdings LLC | 650,982 | $4.94M | 0.05% | +650,982 | New |
| Geode Capital Management, LLC | 518,224 | $3.93M | 0.00% | +44,925+9.5% | Added |
| Formula Growth Ltd | 500,000 | $3.79M | 1.22% | +100,000+25.0% | Added |
| State Street Corp | 469,253 | $3.56M | 0.00% | +43,816+10.3% | Added |
| Dimensional Fund Advisors LP | 414,023 | $3.14M | 0.00% | +166,190+67.1% | Added |
| Jacobs Levy Equity Management, Inc | 367,694 | $2.79M | 0.01% | −3,671−1.0% | Reduced |
| Whetstone Capital Advisors, LLC | 360,666 | $2.74M | 1.38% | +268+0.1% | Added |
| D. E. Shaw & Co., Inc. | 336,944 | $2.56M | 0.00% | −38,781−10.3% | Reduced |
| Acadian Asset Management LLC | 307,766 | $2.33M | 0.01% | −93,657−23.3% | Reduced |
| Berylson Capital Partners, LLC | 282,569 | $2.14M | 3.98% | +228,669+424.2% | Added |
| Bank of New York Mellon Corp | 280,226 | $2.13M | 0.00% | +19,130+7.3% | Added |
| CIBC Private Wealth Group, LLC | 221,579 | $1.68M | 0.00% | +79,208+55.6% | Added |
| Northern Trust Corp | 217,820 | $1.65M | 0.00% | +7,836+3.7% | Added |
| Morgan Stanley | 209,981 | $1.59M | 0.00% | +71,056+51.1% | Added |
| Gsa Capital Partners LLP | 195,467 | $1.48M | 0.12% | +125,018+177.5% | Added |
| Charles Schwab Investment Management Inc | 178,707 | $1.36M | 0.00% | −1,585−0.9% | Reduced |
| UBS Group AG | 143,015 | $1.09M | 0.00% | −45,050−24.0% | Reduced |
| Bank of America Corp | 103,365 | $784.5K | 0.00% | −27,805−21.2% | Reduced |
| State of Wisconsin Investment Board | 87,308 | $662.7K | 0.00% | +10,803+14.1% | Added |
| Nuveen Asset Management, LLC | 70,049 | $531.7K | 0.00% | +8,757+14.3% | Added |
| Goldman Sachs Group Inc | 69,566 | $528.0K | 0.00% | +10.0% | Added |
| JPMorgan Chase & Co | 62,105 | $471.4K | 0.00% | +47,228+317.5% | Added |
| Circumference Group LLC | 60,000 | $455.4K | 0.51% | +60,000 | New |
| Horrell Capital Management, Inc. | 60,000 | $455.0K | 0.14% | −51,000−45.9% | Reduced |
| AQR Capital Management LLC | 52,446 | $398.1K | 0.00% | +52,446 | New |
| STRS Ohio | 50,400 | $382.0K | 0.00% | 00.0% | Unchanged |
| Ghisallo Capital Management LLC | 50,000 | $379.5K | 0.04% | 00.0% | Unchanged |
| M&T Bank Corp | 49,028 | $372.2K | 0.00% | +49,028 | New |
| Two Sigma Investments, LP | 48,064 | $364.8K | 0.00% | +19,154+66.3% | Added |
| Swiss National Bank | 47,400 | $359.8K | 0.00% | −5,100−9.7% | Reduced |
| Alliancebernstein L.P. | 44,520 | $337.9K | 0.00% | −1,470−3.2% | Reduced |
| Ameriprise Financial Inc | 38,053 | $288.8K | 0.00% | +7,020+22.6% | Added |
| Baillie Gifford & Co | 36,460 | $276.7K | 0.00% | −362−1.0% | Reduced |
| Barclays PLC | 35,746 | $271.3K | 0.00% | +27,496+333.3% | Added |
| Two Sigma Advisers, LP | 35,100 | $266.4K | 0.00% | +23,000+190.1% | Added |
| Susquehanna International Group, LLP | 33,986 | $258.0K | 0.00% | −40,363−54.3% | Reduced |
| Rhumbline Advisers | 33,857 | $257.0K | 0.00% | −354−1.0% | Reduced |
| Algert Global LLC | 32,695 | $248.2K | 0.01% | +10,570+47.8% | Added |
| PDT Partners, LLC | 32,445 | $246.3K | 0.03% | +6,447+24.8% | Added |
| Balyasny Asset Management LLC | 28,293 | $214.7K | 0.00% | +28,293 | New |
| Mariner, LLC | 27,298 | $207.2K | 0.00% | +27,298 | New |
| California State Teachers Retirement System | 25,078 | $190.3K | 0.00% | −1,003−3.8% | Reduced |
| CI Private Wealth, LLC | 25,000 | $189.8K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 22,314 | $169.4K | 0.00% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 21,100 | $160.1K | 0.10% | +21,100 | New |
| Russell Investments Group, Ltd. | 19,931 | $151.3K | 0.00% | +108+0.5% | Added |
| American Century Companies Inc | 19,575 | $148.6K | 0.00% | +6,591+50.8% | Added |
| Cornerstone Investment Partners, LLC | 18,972 | $144.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 18,820 | $142.8K | 0.00% | +18,820 | New |
| Legal & General Group Plc | 18,602 | $141.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 18,100 | $137.4K | 0.00% | 00.0% | Unchanged |
| Ceera Investments, LLC | 16,727 | $127.0K | 0.06% | −210,890−92.7% | Reduced |
| Deutsche Bank AG | 16,166 | $122.7K | 0.00% | −52,314−76.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,778 | $119.8K | 0.00% | +3,600+29.6% | Added |
| Wells Fargo & Company | 15,286 | $116.0K | 0.00% | +3,576+30.5% | Added |
| Marshall Wace, LLP | 14,609 | $110.9K | 0.00% | −34,386−70.2% | Reduced |
| Centiva Capital, LP | 14,562 | $110.5K | 0.01% | +14,562 | New |
| SG Americas Securities, LLC | 12,788 | $97.0K | 0.00% | +2,681+26.5% | Added |
| Millennium Management LLC | 12,581 | $95.5K | 0.00% | −17,046−57.5% | Reduced |
| MetLife Investment Management | 12,486 | $94.8K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 11,233 | $85.3K | 0.00% | −46−0.4% | Reduced |
| Credit Suisse AG | 11,119 | $84.4K | 0.00% | −4,371−28.2% | Reduced |
| Manufacturers Life Insurance Company, The | 10,563 | $80.2K | 0.00% | +10,563 | New |
| Royal Bank of Canada | 8,635 | $66.0K | 0.00% | +4,304+99.4% | Added |
| Venturi Wealth Management, LLC | 7,260 | $55.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,020 | $45.7K | 0.00% | +1,802+42.7% | Added |
| Group One Trading, L.P. | 5,374 | $40.8K | 0.00% | +1,194+28.6% | Added |
| Nisa Investment Advisors, LLC | 3,600 | $27.3K | 0.00% | +3,600 | New |
| Citigroup Inc | 3,170 | $24.1K | 0.00% | +3,116+5,770.4% | Added |
| Amalgamated Bank | 1,980 | $15.0K | 0.00% | −230−10.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,668 | $12.7K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,412 | $10.7K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,300 | $9.87K | 0.00% | +19+1.5% | Added |
| Citadel Advisors LLC | 1,078 | $8.18K | 0.00% | −4,006−78.8% | Reduced |
| Leonteq Securities AG | 737 | $5.59K | 0.00% | +43+6.2% | Added |
| Aquatic Capital Management LLC | 700 | $5.00K | 0.00% | +700 | New |
| FMR LLC | 570 | $4.33K | 0.00% | −898−61.2% | Reduced |
| Comerica Bank | 527 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 423 | $3.21K | 0.00% | +423 | New |
| Washington Trust Advisors, Inc. | 397 | $3.01K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 450 | $3.00K | 0.00% | +450 | New |
| GAMMA Investing LLC | 218 | $1.78K | 0.00% | +218 | New |
| Bellevue Asset Management, LLC | 151 | $1.15K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 150 | $1.14K | 0.00% | −75−33.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 66 | $501 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 57 | $433 | 0.00% | −283−83.2% | Reduced |
| US Bancorp | 52 | $395 | 0.00% | −109−67.7% | Reduced |
| Versant Capital Management, Inc | 40 | $304 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 32 | $243 | 0.00% | −314−90.8% | Reduced |
| Covestor Ltd | 8 | $0 | 0.00% | −1−11.1% | Reduced |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −469,502−100.0% | Sold out |
| Metavasi Capital LP | 0 | $0 | 0.00% | −309,996−100.0% | Sold out |