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.
Q4 2023 vs. Q3 2023
How the institutions holding CS Disco, Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 108 | 1 | 98 | −9 |
| Shares | 34.6M | 25.6K | 35.5M | +915.5K (+2.6%) |
| Value | $229.6M | $170.0K | $269.2M | +$39.8M (+17.3%) |
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held CS Disco, Inc. at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| ArrowMark Colorado Holdings LLC | 650,982 | $4.94M | 0.05% |
| Circumference Group LLC | 60,000 | $455.4K | 0.51% |
| AQR Capital Management LLC | 52,446 | $398.1K | 0.00% |
| M&T Bank Corp | 49,028 | $372.2K | 0.00% |
| Balyasny Asset Management LLC | 28,293 | $214.7K | 0.00% |
| Mariner, LLC | 27,298 | $207.2K | 0.00% |
| Prosperity Wealth Management, Inc. | 21,100 | $160.1K | 0.10% |
| Susquehanna Portfolio Strategies, LLC | 18,820 | $142.8K | 0.00% |
| Centiva Capital, LP | 14,562 | $110.5K | 0.01% |
| Manufacturers Life Insurance Company, The | 10,563 | $80.2K | 0.00% |
| Nisa Investment Advisors, LLC | 3,600 | $27.3K | 0.00% |
| Aquatic Capital Management LLC | 700 | $5.00K | 0.00% |
| Private Wealth Management Group, LLC | 423 | $3.21K | 0.00% |
| Simplex Trading, LLC | 450 | $3.00K | 0.00% |
| GAMMA Investing LLC | 218 | $1.78K | 0.00% |
Sold out (24)
Institutions that held CS Disco, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Wasatch Advisors Inc | 469,502 | $3.12M |
| Metavasi Capital LP | 309,996 | $2.06M |
| Tudor Investment Corp Et Al | 232,251 | $1.54M |
| Stanley-Laman Group, Ltd. | 106,804 | $709.2K |
| Acuitas Investments, LLC | 26,230 | $174.2K |
| Susquehanna Fundamental Investments, LLC | 18,766 | $124.6K |
| ExodusPoint Capital Management, LP | 17,197 | $114.0K |
| Jump Financial, LLC | 14,449 | $95.9K |
| Worth Venture Partners, LLC | 13,376 | $88.8K |
| Boothbay Fund Management, LLC | 12,262 | $81.4K |
| Squarepoint Ops LLC | 11,174 | $74.2K |
| Fox Run Management, L.L.C. | 10,928 | $72.6K |
| PEAK6 Investments LLC | 10,436 | $69.3K |
| Stephens Inc | 10,300 | $68.4K |
| Quarry LP | 5,101 | $33.9K |
| State of Wyoming | 4,323 | $28.7K |
| Qube Research & Technologies Ltd | 503 | $3.34K |
| Federated Hermes, Inc. | 266 | $1.77K |
| Quadrant Capital Group LLC | 86 | $572 |
| The PNC Financial Services Group, Inc. | 70 | $465 |
| Toronto Dominion Bank | 68 | $452 |
| Manchester Capital Management LLC | 65 | $432 |
| Mendota Financial Group, LLC | 35 | $233 |
| CWM, LLC | 21 | $0 |
Not filed for Q4 2023 yet (1)
Institutions that held CS Disco, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Virginia Retirement Systems Et Al | 25,600 | $170.0K |