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 2024 vs. Q2 2024
How the institutions holding CS Disco, Inc. changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 90 | 1 | 90 | +1 |
| Shares | 33.0M | 2.01M | 32.7M | +1.76M (+5.7%) |
| Value | $196.5M | $12.0M | $192.6M | +$8.04M (+4.4%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held CS Disco, Inc. at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| BlackRock, Inc. | 1,905,371 | $11.2M | 0.00% |
| Matthew Goff Investment Advisor, LLC | 60,606 | $356.4K | 0.07% |
| Connor, Clark & Lunn Investment Management Ltd. | 26,828 | $157.7K | 0.00% |
| HRT Financial LP | 15,660 | $92.0K | 0.00% |
| Squarepoint Ops LLC | 15,429 | $90.7K | 0.00% |
| Bleakley Financial Group, LLC | 11,462 | $67.4K | 0.00% |
| Aquatic Capital Management LLC | 1,400 | $8.23K | 0.00% |
| Larson Financial Group LLC | 1,169 | $6.87K | 0.00% |
| CoreCap Advisors, LLC | 182 | $1.07K | 0.00% |
| Sterling Capital Management LLC | 54 | $318 | 0.00% |
| Capital Performance Advisors LLP | 22 | $129 | 0.00% |
| Farther Finance Advisors, LLC | 8 | $47 | 0.00% |
Sold out (11)
Institutions that held CS Disco, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Berylson Capital Partners, LLC | 282,569 | $1.68M |
| Swiss National Bank | 48,100 | $286.7K |
| Acadian Asset Management LLC | 40,855 | $243.0K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,778 | $94.0K |
| UBS Asset Management Americas Inc | 13,688 | $81.6K |
| Mariner, LLC | 13,440 | $80.1K |
| AQR Capital Management LLC | 11,933 | $71.1K |
| Leonteq Securities AG | 737 | $4.39K |
| Quadrant Capital Group LLC | 170 | $1.01K |
| US Bancorp | 52 | $310 |
| Rothschild Investment LLC | 15 | $89 |
Not filed for Q3 2024 yet (1)
Institutions that held CS Disco, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| BlackRock Inc. | 2,006,132 | $12.0M |