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, Q1 2026
Institutional positions in CS Disco, Inc. as of Mar 31, 2026. 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
- 122
- +1 vs. Q4 2025
- Shares held
- 35.6M
- +1.79M (+5.3%) vs. Q4 2025
- Total value
- $136.1M
- −$126.1M (−48.1%) vs. Q4 2025
- New holders
- 26
- 49 more added
- Sold out
- 25
- 28 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding CS Disco, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $23 | 0.00% | +6 | New |
| Fifth Third Bancorp | 14 | $53 | 0.00% | +14 | New |
| Transamerica Financial Advisors, Inc. | 16 | $61 | 0.00% | +16 | New |
| Sunbelt Securities, Inc. | 17 | $65 | 0.00% | +13+325.0% | Added |
| Signaturefd, LLC | 32 | $122 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 42 | $160 | 0.00% | −1−2.3% | Reduced |
| Advisory Services Network, LLC | 43 | $164 | 0.00% | +43 | New |
| Wealth Preservation Advisors, LLC | 62 | $237 | 0.00% | +62 | New |
| Nisa Investment Advisors, LLC | 73 | $279 | 0.00% | −4,578−98.4% | Reduced |
| Fortitude Family Office, LLC | 113 | $432 | 0.00% | −1,255−91.7% | Reduced |
| GAMMA Investing LLC | 123 | $470 | 0.00% | −734−85.6% | Reduced |
| WealthCollab, LLC | 142 | $543 | 0.00% | +142 | New |
| True Wealth Design, LLC | 179 | $684 | 0.00% | +20+12.6% | Added |
| Farther Finance Advisors, LLC | 183 | $695 | 0.00% | +183 | New |
| UMA Financial Services, Inc. | 209 | $799 | 0.00% | +209 | New |
| Basecamp Wealth Advisors LLC | 214 | $817 | 0.00% | +214 | New |
| Advisors Asset Management, Inc. | 232 | $886 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 256 | $978 | 0.00% | −240−48.4% | Reduced |
| Root Financial Partners, LLC | 264 | $1.01K | 0.00% | +264 | New |
| SRS Capital Advisors, Inc. | 278 | $1.06K | 0.00% | +270+3,375.0% | Added |
| Rothschild Investment LLC | 315 | $1.20K | 0.00% | +312+10,400.0% | Added |
| Sterling Capital Management LLC | 414 | $1.58K | 0.00% | −176−29.8% | Reduced |
| Versant Capital Management, Inc | 430 | $1.64K | 0.00% | −1,967−82.1% | Reduced |
| Allworth Financial LP | 513 | $1.96K | 0.00% | +455+784.5% | Added |
| MAI Capital Management | 531 | $2.03K | 0.00% | +531 | New |
| EverSource Wealth Advisors, LLC | 533 | $2.04K | 0.00% | +435+443.9% | Added |
| Advisor Group Holdings, Inc. | 540 | $2.06K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 566 | $2.16K | 0.00% | +57+11.2% | Added |
| Chapman Financial Group, LLC | 1,000 | $3.82K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,300 | $4.97K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,366 | $5.22K | 0.00% | +768+128.4% | Added |
| California State Teachers Retirement System | 1,546 | $5.91K | 0.00% | +56+3.8% | Added |
| Ameritas Investment Partners, Inc. | 1,668 | $6.37K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,714 | $6.55K | 0.00% | +395+29.9% | Added |
| Legal & General Group Plc | 2,107 | $8.05K | 0.00% | −226−9.7% | Reduced |
| SBI Securities Co., Ltd. | 2,763 | $10.6K | 0.00% | +4+0.1% | Added |
| Tower Research Capital LLC (TRC) | 3,072 | $11.7K | 0.00% | +1,461+90.7% | Added |
| Rockefeller Capital Management L.P. | 3,589 | $13.7K | 0.00% | +2,599+262.5% | Added |
| UBS Asset Management Americas Inc | 3,593 | $13.7K | 0.00% | +3,045+555.7% | Added |
| Royal Bank of Canada | 4,083 | $16.0K | 0.00% | −1,803−30.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,911 | $22.6K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 9,177 | $35.1K | 0.00% | +9,177 | New |
| Simplex Trading, LLC | 10,069 | $38.5K | 0.00% | +10,069 | New |
| Cerity Partners LLC | 10,661 | $40.7K | 0.00% | +10,661 | New |
| JustInvest LLC | 10,714 | $40.9K | 0.00% | +10,714 | New |
| Mercer Global Advisors Inc | 11,327 | $43.3K | 0.00% | −1,440−11.3% | Reduced |
| The PNC Financial Services Group, Inc. | 11,466 | $43.8K | 0.00% | −3,760−24.7% | Reduced |
| Invesco Ltd. | 11,519 | $44.0K | 0.00% | +11,519 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 11,556 | $44.1K | 0.00% | +312+2.8% | Added |
| Engineers Gate Manager LP | 12,504 | $47.8K | 0.00% | −8,102−39.3% | Reduced |
| CIBC Asset Management Inc | 13,083 | $50.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 14,830 | $56.7K | 0.00% | +14,830 | New |
| Abel Hall, LLC | 14,906 | $56.9K | 0.01% | +14,906 | New |
| Federation des caisses Desjardins du Quebec | 14,966 | $57.2K | 0.00% | +14,900+22,575.8% | Added |
| Occudo Quantitative Strategies LP | 13,369 | $57.9K | 0.00% | −9,660−41.9% | Reduced |
| Mariner, LLC | 15,282 | $58.4K | 0.00% | +15,282 | New |
| CWM, LLC | 15,412 | $58.9K | 0.00% | +10,120+191.2% | Added |
| Price T Rowe Associates Inc | 15,571 | $60.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 15,884 | $60.7K | 0.00% | −17,710−52.7% | Reduced |
| Barclays PLC | 18,046 | $68.9K | 0.00% | −29,368−61.9% | Reduced |
| FMR LLC | 18,839 | $72.0K | 0.00% | +9,802+108.5% | Added |
| Deutsche Bank AG | 19,141 | $73.1K | 0.00% | +3,986+26.3% | Added |
| Williams & Novak, LLC | 21,858 | $83.1K | 0.06% | +6,913+46.3% | Added |
| Public Employees Retirement System of Ohio | 22,735 | $86.8K | 0.00% | +13,700+151.6% | Added |
| Algert Global LLC | 23,770 | $90.8K | 0.00% | +23,770 | New |
| Bank of America Corp | 26,015 | $99.4K | 0.00% | +2,701+11.6% | Added |
| Point72 Asset Management, L.P. | 27,736 | $106.0K | 0.00% | +3,565+14.7% | Added |
| Ameriprise Financial Inc | 29,502 | $112.7K | 0.00% | +5,379+22.3% | Added |
| Rhumbline Advisers | 30,491 | $116.5K | 0.00% | −1,511−4.7% | Reduced |
| Boothbay Fund Management, LLC | 33,699 | $128.7K | 0.00% | +15,353+83.7% | Added |
| Prelude Capital Management, LLC | 34,953 | $133.5K | 0.01% | +15,941+83.8% | Added |
| Ieq Capital, LLC | 36,195 | $138.3K | 0.00% | +36,195 | New |
| CI Private Wealth, LLC | 36,848 | $140.8K | 0.00% | +11,584+45.9% | Added |
| BNP Paribas Arbitrage, SA | 38,259 | $146.1K | 0.00% | +31,053+430.9% | Added |
| American Century Companies Inc | 44,699 | $170.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 49,462 | $188.9K | 0.00% | −9,761−16.5% | Reduced |
| Bank of New York Mellon Corp | 59,077 | $225.7K | 0.00% | −33−0.1% | Reduced |
| Quantinno Capital Management LP | 59,806 | $228.5K | 0.00% | +9,299+18.4% | Added |
| STRS Ohio | 66,900 | $255.6K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 84,244 | $321.8K | 0.00% | +19,044+29.2% | Added |
| Two Sigma Investments, LP | 84,854 | $324.1K | 0.00% | −73,807−46.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 91,493 | $349.5K | 0.01% | +91,493 | New |
| XTX Topco Ltd | 92,409 | $353.0K | 0.01% | +49,793+116.8% | Added |
| UBS Group AG | 103,587 | $395.7K | 0.00% | +88,130+570.2% | Added |
| Matthew Goff Investment Advisor, LLC | 107,019 | $408.8K | 0.07% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 57,040 | $442.6K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 130,356 | $498.0K | 0.00% | +130,356 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 137,764 | $526.3K | 0.00% | −47,862−25.8% | Reduced |
| JPMorgan Chase & Co | 151,796 | $581.4K | 0.00% | −24,355−13.8% | Reduced |
| Gsa Capital Partners LLP | 154,762 | $591.0K | 0.04% | +47,959+44.9% | Added |
| Goldman Sachs Group Inc | 157,536 | $601.8K | 0.00% | +26,101+19.9% | Added |
| Legato Capital Management LLC | 168,921 | $645.3K | 0.06% | −2,392−1.4% | Reduced |
| Vanguard Fiduciary Trust Co | 173,905 | $664.3K | 0.00% | +173,905 | New |
| Millennium Management LLC | 176,064 | $672.6K | 0.00% | −29,827−14.5% | Reduced |
| SEI Investments Co | 185,435 | $708.4K | 0.00% | +14,869+8.7% | Added |
| D. E. Shaw & Co., Inc. | 189,069 | $722.2K | 0.00% | −101,589−35.0% | Reduced |
| Moneta Group Investment Advisors LLC | 203,886 | $778.8K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 212,129 | $810.3K | 0.00% | +882+0.4% | Added |
| Russell Investments Group, Ltd. | 218,742 | $835.6K | 0.00% | +189,213+640.8% | Added |