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, Q2 2026
Institutional positions in CS Disco, Inc. as of Jun 30, 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
- 119
- −1 vs. Q1 2026
- Shares held
- 35.4M
- −174.9K (−0.5%) vs. Q1 2026
- Total value
- $133.8M
- −$2.31M (−1.7%) vs. Q1 2026
- New holders
- 16
- 50 more added
- Sold out
- 17
- 31 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding CS Disco, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 246 | $930 | 0.00% | +63+34.4% | Added |
| Advisors Asset Management, Inc. | 232 | $877 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 223 | $843 | 0.00% | −191−46.1% | Reduced |
| Private Wealth Management Group, LLC | 192 | $726 | 0.00% | +192 | New |
| Basecamp Wealth Advisors LLC | 156 | $590 | 0.00% | −58−27.1% | Reduced |
| UMA Financial Services, Inc. | 144 | $545 | 0.00% | −65−31.1% | Reduced |
| WealthCollab, LLC | 142 | $537 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 132 | $499 | 0.00% | +19+16.8% | Added |
| GAMMA Investing LLC | 125 | $473 | 0.00% | +2+1.6% | Added |
| Clearstead Advisors, LLC | 111 | $420 | 0.00% | +111 | New |
| The PNC Financial Services Group, Inc. | 101 | $382 | 0.00% | −11,365−99.1% | Reduced |
| IFP Advisors, Inc | 92 | $348 | 0.00% | +50+119.0% | Added |
| Nisa Investment Advisors, LLC | 73 | $276 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 48 | $182 | 0.00% | +42+700.0% | Added |
| Caitong International Asset Management Co., Ltd | 37 | $140 | 0.00% | +37 | New |
| Transamerica Financial Advisors, Inc. | 16 | $60 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 14 | $53 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 2 | $8 | 0.00% | +2 | New |
| Covestor Ltd | 50 | $0 | 0.00% | +35+233.3% | Added |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −596,976−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −539,314−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −185,435−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −168,921−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −92,409−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −33,699−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −13,083−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,504−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −10,069−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,714−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |