CS Disco Ownership 2024 | Who Owns CS Disco Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

24.78%

Insider Ownership

11.38%

Retail Ownership

63.84%

Institutional Holders

48.00

CS Disco Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
DEER MANAGEMENT CO. LLC	14.14%	10.61%	8,652,826	-	-	51,570,843	Jun 30, 2024
STEPHENS GROUP, LLC	12.74%	20.66%	7,796,632	-	-	46,467,927	Jun 30, 2024
BLACKROCK INC.	3.28%	0.00%	2,006,132	336,906	20.18%	11,956,546	Jun 30, 2024
VANGUARD GROUP INC	3.18%	0.00%	1,946,198	-85,059	-4.19%	11,599,339	Jun 30, 2024
NORGES BANK	2.90%	0.00%	1,774,256	1,774,256	100.00%	10,574,566	Jun 30, 2024
FRANKLIN RESOURCES INC	2.87%	0.00%	1,756,579	-37,970	-2.12%	10,469,212	Jun 30, 2024
SOLEL PARTNERS LP	2.44%	1.45%	1,493,781	-1,848,527	-55.31%	8,902,935	Jun 30, 2024
LAKEWOOD CAPITAL MANAGEMENT, LP	1.58%	0.47%	966,531	153,120	18.82%	5,760,525	Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC	1.43%	0.06%	873,832	30,046	3.56%	5,208,039	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	1.09%	0.00%	666,437	170,496	34.38%	3,971,509	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.00%	0.00%	609,376	81,299	15.40%	3,632,264	Jun 30, 2024
FORMULA GROWTH LTD	0.88%	1.17%	540,000	40,000	8.00%	3,218,400	Jun 30, 2024
STATE STREET CORP	0.83%	0.00%	505,631	13,349	2.71%	3,013,561,000	Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC	0.55%	0.01%	339,274	-8,481	-2.44%	2,022,073	Jun 30, 2024
BERYLSON CAPITAL PARTNERS, LLC	0.46%	4.31%	282,569	-	-	1,684,111	Jun 30, 2024
CEERA INVESTMENTS, LLC	0.42%	0.65%	259,427	-	-	1,546,185	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.35%	0.00%	211,439	48,414	29.70%	1,260,176	Jun 30, 2024
NORTHERN TRUST CORP	0.34%	0.00%	207,670	-3,010	-1.43%	1,237,714,000	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.24%	0.00%	145,600	95,200	188.89%	867,776	Jun 30, 2024
D. E. SHAW & CO., INC.	0.22%	0.00%	133,967	-122,840	-47.83%	798,443	Jun 30, 2024

CS Disco's largest institutional shareholder is DEER MANAGEMENT CO. LLC, holding 14.14% of the company's total share outstanding, currently valued at $51.57M. The top 10 institutional shareholders own together 45.65% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
STEPHENS GROUP, LLC	12.74%	20.66%	7,796,632	-	-	46,467,927	Jun 30, 2024
DEER MANAGEMENT CO. LLC	14.14%	10.61%	8,652,826	-	-	51,570,843	Jun 30, 2024
BERYLSON CAPITAL PARTNERS, LLC	0.46%	4.31%	282,569	-	-	1,684,111	Jun 30, 2024
SOLEL PARTNERS LP	2.44%	1.45%	1,493,781	-1,848,527	-55.31%	8,902,935	Jun 30, 2024
FORMULA GROWTH LTD	0.88%	1.17%	540,000	40,000	8.00%	3,218,400	Jun 30, 2024
CEERA INVESTMENTS, LLC	0.42%	0.65%	259,427	-	-	1,546,185	Jun 30, 2024
LAKEWOOD CAPITAL MANAGEMENT, LP	1.58%	0.47%	966,531	153,120	18.82%	5,760,525	Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC	1.43%	0.06%	873,832	30,046	3.56%	5,208,039	Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC	0.07%	0.04%	42,567	10,974	34.74%	253,699	Jun 30, 2024
PDT PARTNERS, LLC	0.09%	0.03%	57,263	18,911	49.31%	341,287	Jun 30, 2024
NVERSES CAPITAL, LLC	0.01%	0.02%	6,000	6,000	100.00%	35,760	Jun 30, 2024
ALGERT GLOBAL LLC	0.16%	0.02%	100,587	26,293	35.39%	599,000	Jun 30, 2024
GSA CAPITAL PARTNERS LLP	0.07%	0.02%	43,932	-144,200	-76.65%	262,000	Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC	0.55%	0.01%	339,274	-8,481	-2.44%	2,022,073	Jun 30, 2024
FRANKLIN RESOURCES INC	2.87%	0.00%	1,756,579	-37,970	-2.12%	10,469,212	Jun 30, 2024
MEEDER ASSET MANAGEMENT INC	0.01%	0.00%	6,253	6,253	100.00%	37,268	Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.09%	0.00%	52,493	52,493	100.00%	313,000	Jun 30, 2024
M&T BANK CORP	0.14%	0.00%	86,363	9,344	12.13%	514,615	Jun 30, 2024
NORGES BANK	2.90%	0.00%	1,774,256	1,774,256	100.00%	10,574,566	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.24%	0.00%	145,600	95,200	188.89%	867,776	Jun 30, 2024

The largest CS Disco shareholder by % of total assets is STEPHENS GROUP, LLC. The company owns 7.80M shares of CS Disco (LAW), representing 20.66% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NORGES BANK	2.90%	0.00%	1,774,256	1,774,256	100.00%	10,574,566	Jun 30, 2024
BLACKROCK INC.	3.28%	0.00%	2,006,132	336,906	20.18%	11,956,546	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	1.09%	0.00%	666,437	170,496	34.38%	3,971,509	Jun 30, 2024
LAKEWOOD CAPITAL MANAGEMENT, LP	1.58%	0.47%	966,531	153,120	18.82%	5,760,525	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.24%	0.00%	145,600	95,200	188.89%	867,776	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.00%	0.00%	609,376	81,299	15.40%	3,632,264	Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.09%	0.00%	52,493	52,493	100.00%	313,000	Jun 30, 2024
JPMORGAN CHASE & CO	0.16%	-	97,355	49,520	103.52%	580,236	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.35%	0.00%	211,439	48,414	29.70%	1,260,176	Jun 30, 2024
FORMULA GROWTH LTD	0.88%	1.17%	540,000	40,000	8.00%	3,218,400	Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC	1.43%	0.06%	873,832	30,046	3.56%	5,208,039	Jun 30, 2024
ALGERT GLOBAL LLC	0.16%	0.02%	100,587	26,293	35.39%	599,000	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.17%	0.00%	104,740	23,139	28.36%	624,251	Jun 30, 2024
PDT PARTNERS, LLC	0.09%	0.03%	57,263	18,911	49.31%	341,287	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.03%	0.00%	15,818	15,818	100.00%	94,275	Jun 30, 2024
ALLIANCEBERNSTEIN L.P.	0.10%	0.00%	60,240	15,720	35.31%	359,030	Jun 30, 2024
PNC FINANCIAL SERVICES GROUP, INC.	0.02%	0.00%	14,649	14,649	100.00%	87,309	Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC	0.02%	-	13,688	13,688	100.00%	81,581	Jun 30, 2024
STATE STREET CORP	0.83%	0.00%	505,631	13,349	2.71%	3,013,561,000	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.02%	0.00%	11,389	11,389	100.00%	67,878	Jun 30, 2024

As of Jun 30 2024, CS Disco's largest institutional buyer is NORGES BANK. The company purchased 1.77M stocks of LAW, valued at $10.57M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SOLEL PARTNERS LP	2.44%	1.45%	1,493,781	-1,848,527	-55.31%	8,902,935	Jun 30, 2024
CIBC PRIVATE WEALTH GROUP, LLC	-	-	1	-335,586	-100.00%	5	Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC	0.07%	0.00%	40,855	-255,200	-86.20%	243,000	Jun 30, 2024
BANK OF NEW YORK MELLON CORP	0.20%	0.00%	120,177	-202,284	-62.73%	716,253	Jun 30, 2024
GSA CAPITAL PARTNERS LLP	0.07%	0.02%	43,932	-144,200	-76.65%	262,000	Jun 30, 2024
D. E. SHAW & CO., INC.	0.22%	0.00%	133,967	-122,840	-47.83%	798,443	Jun 30, 2024
MORGAN STANLEY	0.14%	-	84,897	-100,184	-54.13%	505,987	Jun 30, 2024
VANGUARD GROUP INC	3.18%	0.00%	1,946,198	-85,059	-4.19%	11,599,339	Jun 30, 2024
HORRELL CAPITAL MANAGEMENT, INC.	-	-	-	-60,000	-100.00%	-	Jun 30, 2024
CIRCUMFERENCE GROUP LLC	-	-	-	-60,000	-100.00%	-	Jun 30, 2024
TWO SIGMA INVESTMENTS, LP	-	-	-	-46,808	-100.00%	-	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	-	-	-	-44,690	-100.00%	-	Jun 30, 2024
MARINER, LLC	0.02%	0.00%	13,440	-43,287	-76.31%	80,102	Jun 30, 2024
STATE OF WISCONSIN INVESTMENT BOARD	0.04%	0.00%	24,603	-42,064	-63.10%	146,634	Jun 30, 2024
FRANKLIN RESOURCES INC	2.87%	0.00%	1,756,579	-37,970	-2.12%	10,469,212	Jun 30, 2024
UBS GROUP AG	0.22%	0.00%	133,284	-30,493	-18.62%	794,372	Jun 30, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.	-	-	-	-27,100	-100.00%	-	Jun 30, 2024
WHETSTONE CAPITAL ADVISORS, LLC	-	-	-	-25,716	-100.00%	-	Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC	0.08%	0.00%	48,910	-23,142	-32.12%	291,503	Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	-	-	-	-18,966	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, CS Disco's biggest institutional seller is SOLEL PARTNERS LP. The company sold -1.85M shares of LAW, valued at $8.90M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NORGES BANK	2.90%	0.00%	1,774,256	1,774,256	100.00%	10,574,566	Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.09%	0.00%	52,493	52,493	100.00%	313,000	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.03%	0.00%	15,818	15,818	100.00%	94,275	Jun 30, 2024
PNC FINANCIAL SERVICES GROUP, INC.	0.02%	0.00%	14,649	14,649	100.00%	87,309	Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC	0.02%	-	13,688	13,688	100.00%	81,581	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.02%	0.00%	11,389	11,389	100.00%	67,878	Jun 30, 2024
VOYA INVESTMENT MANAGEMENT LLC	0.02%	0.00%	10,924	10,924	100.00%	65,107	Jun 30, 2024
MEEDER ASSET MANAGEMENT INC	0.01%	0.00%	6,253	6,253	100.00%	37,268	Jun 30, 2024
NVERSES CAPITAL, LLC	0.01%	0.02%	6,000	6,000	100.00%	35,760	Jun 30, 2024
ROTHSCHILD INVESTMENT LLC	-	-	15	15	100.00%	89	Jun 30, 2024

CS Disco's largest new institutional shareholder by number of shares is NORGES BANK, purchased 1.77M shares, valued at $10.57M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
HORRELL CAPITAL MANAGEMENT, INC.	-	-	-	-60,000	-100.00%	-	Jun 30, 2024
CIRCUMFERENCE GROUP LLC	-	-	-	-60,000	-100.00%	-	Jun 30, 2024
TWO SIGMA INVESTMENTS, LP	-	-	-	-46,808	-100.00%	-	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	-	-	-	-44,690	-100.00%	-	Jun 30, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.	-	-	-	-27,100	-100.00%	-	Jun 30, 2024
WHETSTONE CAPITAL ADVISORS, LLC	-	-	-	-25,716	-100.00%	-	Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	-	-	-	-18,966	-100.00%	-	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	-	-	-	-18,050	-100.00%	-	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-11,320	-100.00%	-	Jun 30, 2024
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	-	-	-	-10,270	-100.00%	-	Jun 30, 2024
UBS GROUP AG	-	-	-	-8,500	-100.00%	-	Jun 30, 2024
BAILLIE GIFFORD & CO	-	-	-	-8,148	-100.00%	-	Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	-	-	-	-6,448	-100.00%	-	Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY	-	-	-	-1,412	-100.00%	-	Jun 30, 2024
PRIVATE WEALTH MANAGEMENT GROUP, LLC	-	-	-	-423	-100.00%	-	Jun 30, 2024
BELLEVUE ASSET MANAGEMENT, LLC	-	-	-	-151	-100.00%	-	Jun 30, 2024
PARALLEL ADVISORS, LLC	-	-	-	-122	-100.00%	-	Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	-	-	-	-5	-100.00%	-	Jun 30, 2024

CS Disco's largest sold out institutional shareholder by shares sold is HORRELL CAPITAL MANAGEMENT, INC., sold -60.00K shares, valued at -, as of undefined.

CS Disco Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Manager Directed Portfolios	1.67%	273,736	-	-	Jan 31, 2024
BlackRock Science & Technology Trust	0.42%	215,329	-	-	Mar 31, 2024
EntrepreneurShares Series Trust	0.38%	101,025	-	-	Dec 31, 2023
FRANKLIN STRATEGIC SERIES	0.24%	2,001,913	-100,700	-4.79%	Jan 31, 2024
Viking Mutual Funds	0.22%	500,000	-	-	Jan 31, 2024
MERIDIAN FUND INC	0.16%	383,980	39,468	11.46%	Mar 28, 2024
VANGUARD MASSACHUSETTS TAX-EXEMPT FUNDS	0.14%	3,790,000	-	-	Feb 29, 2024
Viking Mutual Funds	0.09%	210,000	-	-	Jan 31, 2024
Viking Mutual Funds	0.09%	205,000	-	-	Jan 31, 2024
Voya VARIABLE PRODUCTS TRUST	0.08%	27,665	-	-	Mar 31, 2024
WASATCH FUNDS TRUST	0.05%	466,987	-	-	Mar 31, 2024
NORTHERN FUNDS	0.05%	6,790,000	-	-	Mar 28, 2024
VANGUARD VALLEY FORGE FUNDS	0.04%	21,829	-	-	Mar 31, 2024
MFS MUNICIPAL SERIES TRUST	0.03%	3,000,000	-	-	Mar 31, 2024
Federated Hermes Equity Funds	0.01%	235,487	-	-	Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC	0.01%	38,938	-5,113	-11.61%	Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.01%	3,737	-	-	Mar 31, 2024
Voya EQUITY TRUST	0.01%	8,928	-	-	Feb 29, 2024
CLEARWATER INVESTMENT TRUST	0.01%	54,405	-	-	Mar 28, 2024
DRIEHAUS MUTUAL FUNDS	0.01%	46,311	-	-	Mar 28, 2024
BlackRock ETF Trust	0.01%	4,545	-	-	Jan 31, 2024
VANGUARD HORIZON FUNDS	0.00%	92,165	-92,165	-50.00%	Mar 31, 2024
FIDELITY COVINGTON TRUST	0.00%	62,741	2,491	4.13%	Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 1	0.00%	713	-	-	Mar 31, 2024
Nushares ETF Trust	0.00%	21,373	1,844	9.44%	Jan 31, 2024
Fidelity Commonwealth Trust II	0.00%	18,293	-	-	Aug 31, 2023
VANGUARD INDEX FUNDS	0.00%	1,101,966	-398,638	-26.57%	Mar 31, 2024
VANGUARD WORLD FUND	0.00%	567,958	47,970	9.23%	Feb 29, 2024
SCHWAB CAPITAL TRUST	0.00%	59,564	-3,954	-6.23%	Jan 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	214,794	20,967	10.82%	Feb 29, 2024
FEDERATED HERMES INSURANCE SERIES	0.00%	4,141	-	-	Mar 31, 2024
PUTNAM ASSET ALLOCATION FUNDS	0.00%	27,804	-	-	Mar 31, 2024
VANGUARD VARIABLE INSURANCE FUNDS	0.00%	44,199	-20,696	-31.89%	Mar 31, 2024
Calvert Variable Products, Inc.	0.00%	1,668	-	-	Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND III	0.00%	2,045,000	-	-	Jan 31, 2024
GPS Funds I	0.00%	2,920	-	-	Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	15,513	-1,173	-7.03%	Mar 31, 2024
Columbia Funds Series Trust II	0.00%	170,429	-	-	Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 12	0.00%	1,293	-	-	Jan 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST	0.00%	39,520	-	-	Mar 31, 2024
VANGUARD QUANTITATIVE FUNDS	0.00%	1,300	-	-	Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC	0.00%	1,287	-	-	Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	253,143	87,583	52.90%	Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC	0.00%	7,710	-1,461	-15.93%	Mar 31, 2024
Global X Funds	0.00%	9,381	-	-	Jan 31, 2024
SCHWAB STRATEGIC TRUST	0.00%	122,676	4,306	3.64%	Feb 29, 2024
CALAMOS INVESTMENT TRUST/IL	0.00%	20,591	-	-	Jan 31, 2024
AMERICAN CENTURY ETF TRUST	0.00%	22,402	6,776	43.36%	Feb 29, 2024
Franklin Custodian Funds	0.00%	100,000	-	-	Mar 31, 2024
Dimensional ETF Trust	0.00%	74,460	15,205	25.66%	Jan 31, 2024
TIAA-CREF LIFE FUNDS	0.00%	430	-	-	Mar 31, 2024
VICTORY PORTFOLIOS	0.00%	4,343	-	-	Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II	0.00%	1,523	241	18.80%	Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST	0.00%	7,700	-	-	Mar 31, 2024
Trust for Advised Portfolios	0.00%	2,277	-	-	Dec 31, 2023
WisdomTree Trust	0.00%	225,165	42,074	22.98%	Mar 31, 2024
ALLSPRING FUNDS TRUST	0.00%	45,033	-	-	Jan 31, 2024
Meeder Funds	0.00%	459	-	-	Mar 31, 2024
BAILLIE GIFFORD FUNDS	0.00%	997	-1,065	-51.65%	Mar 28, 2024
PACE SELECT ADVISORS TRUST	0.00%	25,816	-	-	Jan 31, 2024
RBB FUND, INC.	0.00%	6,801	-	-	Feb 29, 2024
EQ ADVISORS TRUST	0.00%	82,353	-3,752	-4.36%	Mar 31, 2024
T. Rowe Price Index Trust, Inc.	0.00%	1,495	254	20.47%	Mar 31, 2024
NORTHERN FUNDS	0.00%	9,026	-977	-9.77%	Mar 28, 2024
iSHARES TRUST	0.00%	850,850	-50,268	-5.58%	Mar 31, 2024
RYDEX SERIES FUNDS	0.00%	206	-	-	Dec 31, 2023
VANGUARD SCOTTSDALE FUNDS	0.00%	97,874	8,634	9.68%	Feb 29, 2024
SEASONS SERIES TRUST	0.00%	1,167	-	-	Mar 31, 2024
James Alpha Funds Trust	0.00%	309	-	-	Feb 29, 2024
NATIONWIDE MUTUAL FUNDS	0.00%	4,349	-65	-1.47%	Jan 31, 2024
PENN SERIES FUNDS INC	0.00%	900	-	-	Mar 28, 2024
VALIC Co I	0.00%	8,673	-35	-0.40%	Feb 29, 2024
SEI INSTITUTIONAL MANAGED TRUST	0.00%	80,541	86,476	-1457.05%	Dec 31, 2023
RYDEX DYNAMIC FUNDS	0.00%	102	-	-	Dec 31, 2023
RUSSELL INVESTMENT CO	0.00%	6,965	-793	-10.22%	Jan 31, 2024
J.P. Morgan Exchange-Traded Fund Trust	0.00%	9,493	-	-	Jan 31, 2024
MASTER INVESTMENT PORTFOLIO	0.00%	1,674	-	-	Mar 31, 2024
ProFunds	0.00%	178	-12	-6.32%	Mar 31, 2024
RUSSELL INVESTMENT FUNDS	0.00%	1,680	-220	-11.58%	Mar 31, 2024
Guggenheim Active Allocation Fund	0.00%	84	-	-	Feb 29, 2024
USAA MUTUAL FUNDS TRUST	0.00%	3,215	637	24.71%	Jan 31, 2024
TIAA-CREF FUNDS	0.00%	40,480	-	-	Jan 31, 2024
PROSHARES TRUST	0.00%	3,312	392	13.42%	Feb 29, 2024
FLEXSHARES TRUST	0.00%	900	-	-	Jan 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST	0.00%	28,500	9,900	53.23%	Mar 31, 2024
RYDEX VARIABLE TRUST	0.00%	13	-	-	Dec 31, 2023
MORGAN STANLEY PATHWAY FUNDS	0.00%	934	-	-	Feb 29, 2024
Brighthouse Funds Trust II	0.00%	8,074	-	-	Mar 31, 2024
COLUMBIA FUNDS SERIES TRUST I	0.00%	38,053	5,078	15.40%	Feb 29, 2024
HC CAPITAL TRUST	0.00%	258	-	-	Mar 31, 2024
SUNAMERICA SERIES TRUST	0.00%	2,560	-11	-0.43%	Jan 31, 2024
Brinker Capital Destinations Trust	0.00%	398	-	-	Feb 29, 2024
COLLEGE RETIREMENT EQUITIES FUND	0.00%	6,968	-	-	Mar 31, 2024
SPDR INDEX SHARES FUNDS	0.00%	1,105	60	5.74%	Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST	0.00%	10,535	64	0.61%	Mar 31, 2024
FIDELITY SALEM STREET TRUST	0.00%	17,485	-359	-2.01%	Mar 31, 2024
ALLSPRING MASTER TRUST	0.00%	218	-	-	Feb 29, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 2	0.00%	653	-	-	Jan 31, 2024
PACIFIC SELECT FUND	0.00%	9,850	-299	-2.95%	Mar 31, 2024
Bridge Builder Trust	0.00%	10,519	-	-	Mar 31, 2024

CS Disco's largest mutual fund holder by % of total assets is "Manager Directed Portfolios", owning 273.74K shares, compromising 1.67% of its total assets.

CS Disco Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	48	-52.00%
31 Mar, 24	100	3.09%
31 Dec, 23	97	-10.19%
30 Sep, 23	108	14.89%
30 Jun, 23	94	-13.76%
31 Mar, 23	109	9.00%
31 Dec, 22	100	11.11%
30 Sep, 22	90	8.43%
30 Jun, 22	83	-16.16%
31 Mar, 22	99	20.73%
31 Dec, 21	82	-4.65%
30 Sep, 21	86	-

As of 30 Jun 24, 48 institutions are holding CS Disco's shares, representing a decrease of -52.00% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	15,162,245	-54.89%
31 Mar, 24	33,615,418	-5.18%
31 Dec, 23	35,453,079	8.12%
30 Sep, 23	32,789,009	1.38%
30 Jun, 23	32,341,940	-3.00%
31 Mar, 23	33,343,298	-1.50%
31 Dec, 22	33,852,579	-6.27%
30 Sep, 22	36,116,153	-4.25%
30 Jun, 22	37,718,775	-1.47%
31 Mar, 22	38,280,654	2.39%
31 Dec, 21	37,386,457	45.92%
30 Sep, 21	25,620,747	-

CS Disco (LAW) has 15.16M shares outstanding as of 30 Jun 24, down -54.89% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	24.78%	0.79%
31 Mar, 24	55.90%	1.62%
31 Dec, 23	58.75%	1.96%
30 Sep, 23	54.78%	1.85%
30 Jun, 23	54.44%	1.73%
31 Mar, 23	56.12%	1.71%
31 Dec, 22	57.28%	1.51%
30 Sep, 22	61.59%	1.47%
30 Jun, 22	64.65%	1.48%
31 Mar, 22	66.03%	1.56%
31 Dec, 21	65.08%	2.26%
30 Sep, 21	53.70%	-

As of 30 Jun 24, CS Disco is held by 24.78% institutional shareholders, representing a 0.79% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	27	-37.21%
31 Mar, 24	43	-14.00%
31 Dec, 23	50	16.28%
30 Sep, 23	43	-8.51%
30 Jun, 23	47	-28.79%
31 Mar, 23	66	3.13%
31 Dec, 22	64	10.34%
30 Sep, 22	58	9.43%
30 Jun, 22	53	-23.19%
31 Mar, 22	69	38.00%
31 Dec, 21	50	-41.86%
30 Sep, 21	86	-

27 institutional shareholders have increased their position in LAW stock as of 30 Jun 24 compared to 43 in the previous quarter (a -37.21% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	11	-65.63%
31 Mar, 24	32	14.29%
31 Dec, 23	28	-17.65%
30 Sep, 23	34	25.93%
30 Jun, 23	27	12.50%
31 Mar, 23	24	20.00%
31 Dec, 22	20	25.00%
30 Sep, 22	16	-23.81%
30 Jun, 22	21	10.53%
31 Mar, 22	19	-17.39%
31 Dec, 21	23	-
30 Sep, 21	-	-

11 institutional shareholders have reduced their position in LAW stock as of 30 Jun 24 compared to 32 in the previous quarter (a -65.63% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	48	-52.00%	15,162,245	-54.89%	24.78%	0.79%	27	-37.21%	11	-65.63%
31 Mar, 24	100	3.09%	33,615,418	-5.18%	55.90%	1.62%	43	-14.00%	32	14.29%
31 Dec, 23	97	-10.19%	35,453,079	8.12%	58.75%	1.96%	50	16.28%	28	-17.65%
30 Sep, 23	108	14.89%	32,789,009	1.38%	54.78%	1.85%	43	-8.51%	34	25.93%
30 Jun, 23	94	-13.76%	32,341,940	-3.00%	54.44%	1.73%	47	-28.79%	27	12.50%
31 Mar, 23	109	9.00%	33,343,298	-1.50%	56.12%	1.71%	66	3.13%	24	20.00%
31 Dec, 22	100	11.11%	33,852,579	-6.27%	57.28%	1.51%	64	10.34%	20	25.00%
30 Sep, 22	90	8.43%	36,116,153	-4.25%	61.59%	1.47%	58	9.43%	16	-23.81%
30 Jun, 22	83	-16.16%	37,718,775	-1.47%	64.65%	1.48%	53	-23.19%	21	10.53%
31 Mar, 22	99	20.73%	38,280,654	2.39%	66.03%	1.56%	69	38.00%	19	-17.39%
31 Dec, 21	82	-4.65%	37,386,457	45.92%	65.08%	2.26%	50	-41.86%	23	-
30 Sep, 21	86	-	25,620,747	-	53.70%	-	86	-	-	-

CS Disco Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 15, 2024	Hill Scott A	director	-	P-Purchase	Buy	1,446	$5.43	$7.85K	189,061
Aug 15, 2024	Hill Scott A	director	-	P-Purchase	Buy	23,554	$5.39	$126.96K	187,615
May 21, 2024	Hill Scott A	director	-	S-Sale	Sell	73,296	$6.65	$487.42K	139,103
May 21, 2024	Lafair Michael	officer	EVP, Chief Financial Officer	S-Sale	Sell	7,690	$6.65	$51.14K	813,738
May 21, 2024	Herckis Karen	officer	EVP, Chief HR Officer	S-Sale	Sell	3,807	$6.65	$25.32K	111,426
May 21, 2024	Antoon Melanie	officer	EVP, Chief Customer Officer	S-Sale	Sell	2,759	$6.65	$18.35K	172,059
May 21, 2024	Smith Kevin Joseph	officer	EVP, Chief Product Officer	S-Sale	Sell	7,833	$6.65	$52.09K	287,106

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Aug 15, 2024	Hill Scott A	director	-	P-Purchase	Buy	1,446	$5.43	$7.85K	189,061
Aug 15, 2024	Hill Scott A	director	-	P-Purchase	Buy	23,554	$5.39	$126.96K	187,615

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 02, 2024	Lafair Michael	officer	EVP, Chief Financial Officer	F-InKind	Sell	1,639	$6.18	$10.13K	808,821
Jul 02, 2024	Lafair Michael	officer	EVP, Chief Financial Officer	F-InKind	Sell	1,639	$5.96	$9.77K	810,460
Jun 04, 2024	Lafair Michael	officer	EVP, Chief Financial Officer	F-InKind	Sell	1,639	$5.85	$9.59K	812,099
May 21, 2024	Hill Scott A	director	-	S-Sale	Sell	73,296	$6.65	$487.42K	139,103
May 21, 2024	Lafair Michael	officer	EVP, Chief Financial Officer	S-Sale	Sell	7,690	$6.65	$51.14K	813,738
May 21, 2024	Herckis Karen	officer	EVP, Chief HR Officer	S-Sale	Sell	3,807	$6.65	$25.32K	111,426
May 21, 2024	Antoon Melanie	officer	EVP, Chief Customer Officer	S-Sale	Sell	2,759	$6.65	$18.35K	172,059
May 21, 2024	Smith Kevin Joseph	officer	EVP, Chief Product Officer	S-Sale	Sell	7,833	$6.65	$52.09K	287,106
May 01, 2024	Lafair Michael	officer	EVP, Chief Financial Officer	F-InKind	Sell	1,639	$7.55	$12.37K	821,428
Apr 02, 2024	Lafair Michael	officer	EVP, Chief Financial Officer	F-InKind	Sell	1,639	$8.13	$13.33K	823,067

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 15, 2024	Hill Scott A	director	-	P-Purchase	Buy	1,446	$5.43	$7.85K	189,061
Aug 15, 2024	Hill Scott A	director	-	P-Purchase	Buy	23,554	$5.39	$126.96K	187,615
Aug 02, 2024	Lafair Michael	officer	EVP, Chief Financial Officer	F-InKind	Sell	1,639	$6.18	$10.13K	808,821
Jul 17, 2024	Crum Richard Francis	officer	EVP, Chief Product Officer	A-Award	Buy	137,931	-	-	137,931
Jul 17, 2024	Crum Richard Francis	officer	-		Buy	-	-	-	-
Jul 02, 2024	Lafair Michael	officer	EVP, Chief Financial Officer	F-InKind	Sell	1,639	$5.96	$9.77K	810,460
Jun 13, 2024	Offerdahl James	director	-	A-Award	Buy	24,958	-	-	179,983
Jun 13, 2024	Blount Susan L	director	-	A-Award	Buy	24,958	-	-	60,654
Jun 13, 2024	Hill Scott A	director	-	A-Award	Buy	24,958	-	-	164,061
Jun 13, 2024	Burnette Colette Pierce	director	-	A-Award	Buy	24,958	-	-	57,605
Jun 04, 2024	Lafair Michael	officer	EVP, Chief Financial Officer	F-InKind	Sell	1,639	$5.85	$9.59K	812,099
May 21, 2024	Hill Scott A	director	-	S-Sale	Sell	73,296	$6.65	$487.42K	139,103
May 21, 2024	Lafair Michael	officer	EVP, Chief Financial Officer	S-Sale	Sell	7,690	$6.65	$51.14K	813,738
May 21, 2024	Herckis Karen	officer	EVP, Chief HR Officer	S-Sale	Sell	3,807	$6.65	$25.32K	111,426
May 21, 2024	Antoon Melanie	officer	EVP, Chief Customer Officer	S-Sale	Sell	2,759	$6.65	$18.35K	172,059
May 21, 2024	Smith Kevin Joseph	officer	EVP, Chief Product Officer	S-Sale	Sell	7,833	$6.65	$52.09K	287,106
May 01, 2024	Friedrichsen Eric	director, officer	Chief Executive Officer	A-Award	Buy	1,023,780	$7.75	$7.93M	1,023,780
May 01, 2024	Friedrichsen Eric	director, officer	Chief Executive Officer		Buy	-	-	-	-
May 01, 2024	Lafair Michael	officer	EVP, Chief Financial Officer	F-InKind	Sell	1,639	$7.55	$12.37K	821,428
Apr 02, 2024	Lafair Michael	officer	EVP, Chief Financial Officer	F-InKind	Sell	1,639	$8.13	$13.33K	823,067

The last insider sell of CS Disco's stock was made by Lafair Michael on Aug 02 2024, selling 1,639 shares at $6.18 per share (valued at $10.13K). The last insider buy of LAW was made by Hill Scott A on Aug 15 2024, buying 1,446 shares at $5.43 per share (worth $7.85K).

CS Disco Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	3	1	300.00%
Q2 2024	5	8	62.50%
Q1 2024	8	13	61.54%
Q4 2023	-	5	-
Q3 2023	2	5	40.00%
Q2 2023	4	7	57.14%
Q1 2023	1	3	33.33%
Q4 2022	2	3	66.67%
Q3 2022	6	7	85.71%
Q2 2022	2	8	25.00%
Q1 2022	5	26	19.23%
Q4 2021	9	23	39.13%
Q3 2021	35	61	57.38%

3 total buy trades, and 1 total sell trades (buy/sell ratio of 3.00%) were made by CS Disco's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	2	-	-
Q2 2024	-	5	-
Q1 2024	-	7	-
Q4 2023	-	2	-
Q3 2023	1	2	50.00%
Q2 2023	-	2	-
Q1 2023	-	1	-
Q4 2022	-	3	-
Q3 2022	1	5	20.00%
Q2 2022	-	3	-
Q1 2022	-	11	-
Q4 2021	-	17	-
Q3 2021	6	18	33.33%

As of Q3 2024, Insider owners conducted 2 open market buy trades and 0 open market sell trades of CS Disco's stocks.

CS Disco Peer Ownership

Ticker	Company
CWAN	Clearwater Analytics Holdings, Inc.
WALD	Waldencast plc
PWSC	PowerSchool Holdings, Inc.
FRSH	Freshworks Inc.
TROO	TROOPS, Inc.
PYCR	Paycor HCM, Inc.
BRZE	Braze, Inc.
ONTF	ON24, Inc.
ENV	Envestnet, Inc.
ENFN	Enfusion, Inc.
EXFY	Expensify, Inc.
BLND	Blend Labs, Inc.

LAW Ownership FAQ

Who Owns CS Disco?

CS Disco is owned by institutional shareholders (24.78%), insiders (11.38%), and public (63.84%). The largest institutional shareholder of CS Disco is DEER MANAGEMENT CO. LLC (14.14% of total shares) and the top mutual fund owner is Manager Directed Portfolios (1.67% of total shares).

Who are the major institutional shareholders of CS Disco?

CS Disco's major institutional shareholders are DEER MANAGEMENT CO. LLC, STEPHENS GROUP, LLC, BLACKROCK INC., VANGUARD GROUP INC, and NORGES BANK. The top five shareholders own together 36.24% of the company's share outstanding.

How many CS Disco shareholders are there?

As of Jun 2024, there are 48 institutional shareholders of CS Disco.

What percentage of CS Disco is owned by DEER MANAGEMENT CO. LLC?

DEER MANAGEMENT CO. LLC owns 8.65M shares of CS Disco, representing 14.14% of the company's total shares outstanding, valued at $51.57M (as of Jun 2024).

What percentage of CS Disco is owned by STEPHENS GROUP, LLC?

As of Jun 2024, STEPHENS GROUP, LLC holds 7.8M shares of CS Disco (LAW), compromising 12.74% of the company, valued at $46.47M.

What percentage of CS Disco is owned by BLACKROCK INC?

BLACKROCK INC is the third largest holder of CS Disco. The company owns 2.01M of the company's shares outstanding (worth $11.96M).