CS Disco Ownership | Who Owns CS Disco?
CS Disco Ownership Summary
CS Disco is owned by 51.87% institutional investors, 11.44% insiders, and 36.69% retail investors. Deer management is the largest institutional shareholder, holding 14.14% of LAW shares. Franklin US Small Cap Growth Equity is the top mutual fund, with 2.77% of its assets in CS Disco shares.
LAW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CS Disco | 51.87% | 11.44% | 36.69% |
| Sector | Technology Stocks | 54.54% | 11.27% | 34.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Deer management | 8.65M | 14.14% | $51.57M |
| Stephens group | 7.80M | 12.74% | $46.47M |
| Blackrock | 2.01M | 3.28% | $11.96M |
| Vanguard group | 1.95M | 3.18% | $11.60M |
| Norges bank | 1.77M | 2.90% | $10.57M |
| Franklin resources | 1.76M | 2.87% | $10.47M |
| Solel partners lp | 1.49M | 2.44% | $8.90M |
| Lakewood capital management, lp | 966.53K | 1.58% | $5.76M |
| Arrowmark colorado | 873.83K | 1.43% | $5.21M |
| Dimensional fund advisors lp | 666.44K | 1.09% | $3.97M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Stephens group | 7.80M | 20.66% | $46.47M |
| Deer management | 8.65M | 10.61% | $51.57M |
| Solel partners lp | 1.49M | 1.45% | $8.90M |
| Formula growth | 540.00K | 1.17% | $3.22M |
| Ceera investments | 259.43K | 0.65% | $1.55M |
| Lakewood capital management, lp | 966.53K | 0.47% | $5.76M |
| Arrowmark colorado | 873.83K | 0.06% | $5.21M |
| Sherbrooke park advisers | 42.57K | 0.04% | $253.70K |
| Pdt partners | 57.26K | 0.03% | $341.29K |
| Nverses capital | 6.00K | 0.02% | $35.76K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.77M | 0.00% | 1.77M |
| Blackrock | 2.01M | 0.00% | 336.91K |
| Dimensional fund advisors lp | 666.44K | 0.00% | 170.50K |
| Lakewood capital management, lp | 966.53K | 0.47% | 153.12K |
| Renaissance | 145.60K | 0.00% | 95.20K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Solel partners lp | 1.49M | 1.45% | -1.85M |
| Cibc private wealth group | 1.00 | - | -335.59K |
| Berylson capital partners | - | - | -282.57K |
| Bank of new york mellon | 120.18K | 0.00% | -202.28K |
| Gsa capital partners llp | 43.93K | 0.02% | -144.20K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.77M | 0.00% | 1.77M | $10.57M |
| Exoduspoint capital management, lp | 52.49K | 0.00% | 52.49K | $313.00K |
| Corebridge financial | 15.82K | 0.00% | 15.82K | $94.28K |
| Pnc financial services group | 14.65K | 0.00% | 14.65K | $87.31K |
| Mirae asset global etfs | 11.39K | 0.00% | 11.39K | $67.88K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -5.00 |
| Rothschild investment | -15.00 |
| Us bancorp \de\ | -52.00 |
| Parallel advisors | -122.00 |
| Bellevue asset management | -151.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 91 | 1.11% | 30,952,824 | -6.14% | 51 | 1.71% | 42 | -8.70% | 24 | -14.29% |
| Jun 30, 2024 | 89 | -11.00% | 32,975,439 | -1.90% | 53 | 1.72% | 45 | 7.14% | 28 | -12.50% |
| Mar 31, 2024 | 100 | 2.04% | 33,615,418 | -5.18% | 55 | 1.62% | 42 | -16.00% | 32 | 14.29% |
| Dec 31, 2023 | 98 | -10.09% | 35,453,145 | 8.12% | 58 | 1.96% | 50 | 16.28% | 28 | -17.65% |
| Sep 30, 2023 | 109 | 13.54% | 32,789,075 | -3.89% | 54 | 1.66% | 43 | -8.51% | 34 | 25.93% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Franklin US Small Cap Growth Equity | 1.65M | 2.77% | -16.96K |
| Franklin Small Cap Growth Adv | 1.65M | 2.77% | - |
| Vanguard Total Stock Mkt Idx Inv | 770.15K | 1.29% | - |
| iShares Russell 2000 ETF | 761.65K | 1.27% | -1.71K |
| Vanguard Information Technology ETF | 538.78K | 0.90% | 1.22K |
| Vanguard Institutional Extnd Mkt Idx Tr | 399.81K | 0.67% | - |
| ArrowMark Small Cap Gro | 351.59K | 0.59% | - |
| Meridian Small Cap Growth Legacy | 351.59K | 0.59% | - |
| Fidelity Small Cap Index | 304.05K | 0.51% | -6.35K |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 179.75K | 0.30% | -6.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 18, 2024 | Lafair Michael | EVP, Chief Financial Officer | Sell | $65.03K |
| Nov 18, 2024 | Herckis Karen | EVP, Chief HR Officer | Sell | $19.52K |
| Nov 18, 2024 | Antoon Melanie | EVP, Chief Customer Officer | Sell | $14.44K |
| Aug 19, 2024 | Lafair Michael | EVP, Chief Financial Officer | Sell | $54.64K |
| Aug 19, 2024 | Herckis Karen | EVP, Chief HR Officer | Sell | $19.46K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 3 |
| 2024 Q3 | 2 | 3 |
| 2024 Q2 | - | 5 |
| 2024 Q1 | - | 7 |
| 2023 Q4 | - | 2 |
LAW Ownership FAQ
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