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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 315 | $1.20K | 0.00% | +312+10,400.0% | Added |
| SRS Capital Advisors, Inc. | 278 | $1.06K | 0.00% | +270+3,375.0% | Added |
| Root Financial Partners, LLC | 264 | $1.01K | 0.00% | +264 | New |
| Optiver Holding B.V. | 256 | $978 | 0.00% | −240−48.4% | Reduced |
| Advisors Asset Management, Inc. | 232 | $886 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 214 | $817 | 0.00% | +214 | New |
| UMA Financial Services, Inc. | 209 | $799 | 0.00% | +209 | New |
| Farther Finance Advisors, LLC | 183 | $695 | 0.00% | +183 | New |
| True Wealth Design, LLC | 179 | $684 | 0.00% | +20+12.6% | Added |
| WealthCollab, LLC | 142 | $543 | 0.00% | +142 | New |
| GAMMA Investing LLC | 123 | $470 | 0.00% | −734−85.6% | Reduced |
| Fortitude Family Office, LLC | 113 | $432 | 0.00% | −1,255−91.7% | Reduced |
| Nisa Investment Advisors, LLC | 73 | $279 | 0.00% | −4,578−98.4% | Reduced |
| Wealth Preservation Advisors, LLC | 62 | $237 | 0.00% | +62 | New |
| Advisory Services Network, LLC | 43 | $164 | 0.00% | +43 | New |
| IFP Advisors, Inc | 42 | $160 | 0.00% | −1−2.3% | Reduced |
| Signaturefd, LLC | 32 | $122 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 17 | $65 | 0.00% | +13+325.0% | Added |
| Transamerica Financial Advisors, Inc. | 16 | $61 | 0.00% | +16 | New |
| Fifth Third Bancorp | 14 | $53 | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 6 | $23 | 0.00% | +6 | New |
| Covestor Ltd | 15 | $0 | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −328,719−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −228,476−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −139,279−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −94,504−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −85,013−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −84,286−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −71,882−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −66,400−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −54,263−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −34,857−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −24,249−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −24,152−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −14,918−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −11,998−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −11,817−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −11,793−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −11,025−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −10,394−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −2,032−100.0% | Sold out |
| Cygnus Capital Advisors, LLC | 0 | $0 | 0.00% | −1,765−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |