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 |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | −1−11.1% | Reduced |
| Signaturefd, LLC | 32 | $243 | 0.00% | −314−90.8% | Reduced |
| Versant Capital Management, Inc | 40 | $304 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 52 | $395 | 0.00% | −109−67.7% | Reduced |
| Parallel Advisors, LLC | 57 | $433 | 0.00% | −283−83.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 66 | $501 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 150 | $1.14K | 0.00% | −75−33.3% | Reduced |
| Bellevue Asset Management, LLC | 151 | $1.15K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 218 | $1.78K | 0.00% | +218 | New |
| Simplex Trading, LLC | 450 | $3.00K | 0.00% | +450 | New |
| Washington Trust Advisors, Inc. | 397 | $3.01K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 423 | $3.21K | 0.00% | +423 | New |
| Comerica Bank | 527 | $4.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 570 | $4.33K | 0.00% | −898−61.2% | Reduced |
| Aquatic Capital Management LLC | 700 | $5.00K | 0.00% | +700 | New |
| Leonteq Securities AG | 737 | $5.59K | 0.00% | +43+6.2% | Added |
| Citadel Advisors LLC | 1,078 | $8.18K | 0.00% | −4,006−78.8% | Reduced |
| New York State Common Retirement Fund | 1,300 | $9.87K | 0.00% | +19+1.5% | Added |
| Metropolitan Life Insurance Co | 1,412 | $10.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,668 | $12.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,980 | $15.0K | 0.00% | −230−10.4% | Reduced |
| Citigroup Inc | 3,170 | $24.1K | 0.00% | +3,116+5,770.4% | Added |
| Nisa Investment Advisors, LLC | 3,600 | $27.3K | 0.00% | +3,600 | New |
| Group One Trading, L.P. | 5,374 | $40.8K | 0.00% | +1,194+28.6% | Added |
| Tower Research Capital LLC (TRC) | 6,020 | $45.7K | 0.00% | +1,802+42.7% | Added |
| Venturi Wealth Management, LLC | 7,260 | $55.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,635 | $66.0K | 0.00% | +4,304+99.4% | Added |
| Manufacturers Life Insurance Company, The | 10,563 | $80.2K | 0.00% | +10,563 | New |
| Credit Suisse AG | 11,119 | $84.4K | 0.00% | −4,371−28.2% | Reduced |
| American International Group, Inc. | 11,233 | $85.3K | 0.00% | −46−0.4% | Reduced |
| MetLife Investment Management | 12,486 | $94.8K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 12,581 | $95.5K | 0.00% | −17,046−57.5% | Reduced |
| SG Americas Securities, LLC | 12,788 | $97.0K | 0.00% | +2,681+26.5% | Added |
| Centiva Capital, LP | 14,562 | $110.5K | 0.01% | +14,562 | New |
| Marshall Wace, LLP | 14,609 | $110.9K | 0.00% | −34,386−70.2% | Reduced |
| Wells Fargo & Company | 15,286 | $116.0K | 0.00% | +3,576+30.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,778 | $119.8K | 0.00% | +3,600+29.6% | Added |
| Deutsche Bank AG | 16,166 | $122.7K | 0.00% | −52,314−76.4% | Reduced |
| Ceera Investments, LLC | 16,727 | $127.0K | 0.06% | −210,890−92.7% | Reduced |
| Public Employees Retirement System of Ohio | 18,100 | $137.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 18,602 | $141.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 18,820 | $142.8K | 0.00% | +18,820 | New |
| Cornerstone Investment Partners, LLC | 18,972 | $144.0K | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 19,575 | $148.6K | 0.00% | +6,591+50.8% | Added |
| Russell Investments Group, Ltd. | 19,931 | $151.3K | 0.00% | +108+0.5% | Added |
| Prosperity Wealth Management, Inc. | 21,100 | $160.1K | 0.10% | +21,100 | New |
| Cetera Advisor Networks LLC | 22,314 | $169.4K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 25,000 | $189.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 25,078 | $190.3K | 0.00% | −1,003−3.8% | Reduced |
| Mariner, LLC | 27,298 | $207.2K | 0.00% | +27,298 | New |
| Balyasny Asset Management LLC | 28,293 | $214.7K | 0.00% | +28,293 | New |
| PDT Partners, LLC | 32,445 | $246.3K | 0.03% | +6,447+24.8% | Added |
| Algert Global LLC | 32,695 | $248.2K | 0.01% | +10,570+47.8% | Added |
| Rhumbline Advisers | 33,857 | $257.0K | 0.00% | −354−1.0% | Reduced |
| Susquehanna International Group, LLP | 33,986 | $258.0K | 0.00% | −40,363−54.3% | Reduced |
| Two Sigma Advisers, LP | 35,100 | $266.4K | 0.00% | +23,000+190.1% | Added |
| Barclays PLC | 35,746 | $271.3K | 0.00% | +27,496+333.3% | Added |
| Baillie Gifford & Co | 36,460 | $276.7K | 0.00% | −362−1.0% | Reduced |
| Ameriprise Financial Inc | 38,053 | $288.8K | 0.00% | +7,020+22.6% | Added |
| Alliancebernstein L.P. | 44,520 | $337.9K | 0.00% | −1,470−3.2% | Reduced |
| Swiss National Bank | 47,400 | $359.8K | 0.00% | −5,100−9.7% | Reduced |
| Two Sigma Investments, LP | 48,064 | $364.8K | 0.00% | +19,154+66.3% | Added |
| M&T Bank Corp | 49,028 | $372.2K | 0.00% | +49,028 | New |
| Ghisallo Capital Management LLC | 50,000 | $379.5K | 0.04% | 00.0% | Unchanged |
| STRS Ohio | 50,400 | $382.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 52,446 | $398.1K | 0.00% | +52,446 | New |
| Horrell Capital Management, Inc. | 60,000 | $455.0K | 0.14% | −51,000−45.9% | Reduced |
| Circumference Group LLC | 60,000 | $455.4K | 0.51% | +60,000 | New |
| JPMorgan Chase & Co | 62,105 | $471.4K | 0.00% | +47,228+317.5% | Added |
| Goldman Sachs Group Inc | 69,566 | $528.0K | 0.00% | +10.0% | Added |
| Nuveen Asset Management, LLC | 70,049 | $531.7K | 0.00% | +8,757+14.3% | Added |
| State of Wisconsin Investment Board | 87,308 | $662.7K | 0.00% | +10,803+14.1% | Added |
| Bank of America Corp | 103,365 | $784.5K | 0.00% | −27,805−21.2% | Reduced |
| UBS Group AG | 143,015 | $1.09M | 0.00% | −45,050−24.0% | Reduced |
| Charles Schwab Investment Management Inc | 178,707 | $1.36M | 0.00% | −1,585−0.9% | Reduced |
| Gsa Capital Partners LLP | 195,467 | $1.48M | 0.12% | +125,018+177.5% | Added |
| Morgan Stanley | 209,981 | $1.59M | 0.00% | +71,056+51.1% | Added |
| Northern Trust Corp | 217,820 | $1.65M | 0.00% | +7,836+3.7% | Added |
| CIBC Private Wealth Group, LLC | 221,579 | $1.68M | 0.00% | +79,208+55.6% | Added |
| Bank of New York Mellon Corp | 280,226 | $2.13M | 0.00% | +19,130+7.3% | Added |
| Berylson Capital Partners, LLC | 282,569 | $2.14M | 3.98% | +228,669+424.2% | Added |
| Acadian Asset Management LLC | 307,766 | $2.33M | 0.01% | −93,657−23.3% | Reduced |
| D. E. Shaw & Co., Inc. | 336,944 | $2.56M | 0.00% | −38,781−10.3% | Reduced |
| Whetstone Capital Advisors, LLC | 360,666 | $2.74M | 1.38% | +268+0.1% | Added |
| Jacobs Levy Equity Management, Inc | 367,694 | $2.79M | 0.01% | −3,671−1.0% | Reduced |
| Dimensional Fund Advisors LP | 414,023 | $3.14M | 0.00% | +166,190+67.1% | Added |
| State Street Corp | 469,253 | $3.56M | 0.00% | +43,816+10.3% | Added |
| Formula Growth Ltd | 500,000 | $3.79M | 1.22% | +100,000+25.0% | Added |
| Geode Capital Management, LLC | 518,224 | $3.93M | 0.00% | +44,925+9.5% | Added |
| ArrowMark Colorado Holdings LLC | 650,982 | $4.94M | 0.05% | +650,982 | New |
| Lakewood Capital Management, LP | 686,561 | $5.21M | 0.47% | +415,141+153.0% | Added |
| BlackRock Inc. | 1,688,912 | $12.8M | 0.00% | +94,207+5.9% | Added |
| Norges Bank | 1,774,256 | $13.5M | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,948,708 | $14.8M | 0.00% | +35,502+1.9% | Added |
| Franklin Resources Inc | 2,321,942 | $17.6M | 0.01% | −2,751−0.1% | Reduced |
| Solel Partners LP | 3,342,308 | $25.4M | 3.60% | +270,660+8.8% | Added |
| Stephens Group, LLC | 7,796,632 | $59.2M | 24.71% | 00.0% | Unchanged |
| Deer Management Co. LLC | 8,652,826 | $65.7M | 8.50% | 00.0% | Unchanged |
| 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 |