CS Disco Ownership 2024 | Who Owns CS Disco Now?


OverviewForecastRevenueFinancialsChartTranscripts

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 AssetsCurrent SharesChange AmountChange %Market ValueDate
DEER MANAGEMENT CO. LLC14.14%10.61%8,652,826--51,570,843Jun 30, 2024
STEPHENS GROUP, LLC12.74%20.66%7,796,632--46,467,927Jun 30, 2024
BLACKROCK INC.3.28%0.00%2,006,132336,90620.18%11,956,546Jun 30, 2024
VANGUARD GROUP INC3.18%0.00%1,946,198-85,059-4.19%11,599,339Jun 30, 2024
NORGES BANK2.90%0.00%1,774,2561,774,256100.00%10,574,566Jun 30, 2024
FRANKLIN RESOURCES INC2.87%0.00%1,756,579-37,970-2.12%10,469,212Jun 30, 2024
SOLEL PARTNERS LP2.44%1.45%1,493,781-1,848,527-55.31%8,902,935Jun 30, 2024
LAKEWOOD CAPITAL MANAGEMENT, LP1.58%0.47%966,531153,12018.82%5,760,525Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC1.43%0.06%873,83230,0463.56%5,208,039Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.09%0.00%666,437170,49634.38%3,971,509Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.00%0.00%609,37681,29915.40%3,632,264Jun 30, 2024
FORMULA GROWTH LTD0.88%1.17%540,00040,0008.00%3,218,400Jun 30, 2024
STATE STREET CORP0.83%0.00%505,63113,3492.71%3,013,561,000Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC0.55%0.01%339,274-8,481-2.44%2,022,073Jun 30, 2024
BERYLSON CAPITAL PARTNERS, LLC0.46%4.31%282,569--1,684,111Jun 30, 2024
CEERA INVESTMENTS, LLC0.42%0.65%259,427--1,546,185Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.35%0.00%211,43948,41429.70%1,260,176Jun 30, 2024
NORTHERN TRUST CORP0.34%0.00%207,670-3,010-1.43%1,237,714,000Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.24%0.00%145,60095,200188.89%867,776Jun 30, 2024
D. E. SHAW & CO., INC.0.22%0.00%133,967-122,840-47.83%798,443Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
STEPHENS GROUP, LLC12.74%20.66%7,796,632--46,467,927Jun 30, 2024
DEER MANAGEMENT CO. LLC14.14%10.61%8,652,826--51,570,843Jun 30, 2024
BERYLSON CAPITAL PARTNERS, LLC0.46%4.31%282,569--1,684,111Jun 30, 2024
SOLEL PARTNERS LP2.44%1.45%1,493,781-1,848,527-55.31%8,902,935Jun 30, 2024
FORMULA GROWTH LTD0.88%1.17%540,00040,0008.00%3,218,400Jun 30, 2024
CEERA INVESTMENTS, LLC0.42%0.65%259,427--1,546,185Jun 30, 2024
LAKEWOOD CAPITAL MANAGEMENT, LP1.58%0.47%966,531153,12018.82%5,760,525Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC1.43%0.06%873,83230,0463.56%5,208,039Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC0.07%0.04%42,56710,97434.74%253,699Jun 30, 2024
PDT PARTNERS, LLC0.09%0.03%57,26318,91149.31%341,287Jun 30, 2024
NVERSES CAPITAL, LLC0.01%0.02%6,0006,000100.00%35,760Jun 30, 2024
ALGERT GLOBAL LLC0.16%0.02%100,58726,29335.39%599,000Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.07%0.02%43,932-144,200-76.65%262,000Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC0.55%0.01%339,274-8,481-2.44%2,022,073Jun 30, 2024
FRANKLIN RESOURCES INC2.87%0.00%1,756,579-37,970-2.12%10,469,212Jun 30, 2024
MEEDER ASSET MANAGEMENT INC0.01%0.00%6,2536,253100.00%37,268Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.09%0.00%52,49352,493100.00%313,000Jun 30, 2024
M&T BANK CORP0.14%0.00%86,3639,34412.13%514,615Jun 30, 2024
NORGES BANK2.90%0.00%1,774,2561,774,256100.00%10,574,566Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.24%0.00%145,60095,200188.89%867,776Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK2.90%0.00%1,774,2561,774,256100.00%10,574,566Jun 30, 2024
BLACKROCK INC.3.28%0.00%2,006,132336,90620.18%11,956,546Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.09%0.00%666,437170,49634.38%3,971,509Jun 30, 2024
LAKEWOOD CAPITAL MANAGEMENT, LP1.58%0.47%966,531153,12018.82%5,760,525Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.24%0.00%145,60095,200188.89%867,776Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.00%0.00%609,37681,29915.40%3,632,264Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.09%0.00%52,49352,493100.00%313,000Jun 30, 2024
JPMORGAN CHASE & CO0.16%-97,35549,520103.52%580,236Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.35%0.00%211,43948,41429.70%1,260,176Jun 30, 2024
FORMULA GROWTH LTD0.88%1.17%540,00040,0008.00%3,218,400Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC1.43%0.06%873,83230,0463.56%5,208,039Jun 30, 2024
ALGERT GLOBAL LLC0.16%0.02%100,58726,29335.39%599,000Jun 30, 2024
BANK OF AMERICA CORP /DE/0.17%0.00%104,74023,13928.36%624,251Jun 30, 2024
PDT PARTNERS, LLC0.09%0.03%57,26318,91149.31%341,287Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.03%0.00%15,81815,818100.00%94,275Jun 30, 2024
ALLIANCEBERNSTEIN L.P.0.10%0.00%60,24015,72035.31%359,030Jun 30, 2024
PNC FINANCIAL SERVICES GROUP, INC.0.02%0.00%14,64914,649100.00%87,309Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.02%-13,68813,688100.00%81,581Jun 30, 2024
STATE STREET CORP0.83%0.00%505,63113,3492.71%3,013,561,000Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.02%0.00%11,38911,389100.00%67,878Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
SOLEL PARTNERS LP2.44%1.45%1,493,781-1,848,527-55.31%8,902,935Jun 30, 2024
CIBC PRIVATE WEALTH GROUP, LLC--1-335,586-100.00%5Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC0.07%0.00%40,855-255,200-86.20%243,000Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.20%0.00%120,177-202,284-62.73%716,253Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.07%0.02%43,932-144,200-76.65%262,000Jun 30, 2024
D. E. SHAW & CO., INC.0.22%0.00%133,967-122,840-47.83%798,443Jun 30, 2024
MORGAN STANLEY0.14%-84,897-100,184-54.13%505,987Jun 30, 2024
VANGUARD GROUP INC3.18%0.00%1,946,198-85,059-4.19%11,599,339Jun 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, LLC0.02%0.00%13,440-43,287-76.31%80,102Jun 30, 2024
STATE OF WISCONSIN INVESTMENT BOARD0.04%0.00%24,603-42,064-63.10%146,634Jun 30, 2024
FRANKLIN RESOURCES INC2.87%0.00%1,756,579-37,970-2.12%10,469,212Jun 30, 2024
UBS GROUP AG0.22%0.00%133,284-30,493-18.62%794,372Jun 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, LLC0.08%0.00%48,910-23,142-32.12%291,503Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK2.90%0.00%1,774,2561,774,256100.00%10,574,566Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.09%0.00%52,49352,493100.00%313,000Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.03%0.00%15,81815,818100.00%94,275Jun 30, 2024
PNC FINANCIAL SERVICES GROUP, INC.0.02%0.00%14,64914,649100.00%87,309Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.02%-13,68813,688100.00%81,581Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.02%0.00%11,38911,389100.00%67,878Jun 30, 2024
VOYA INVESTMENT MANAGEMENT LLC0.02%0.00%10,92410,924100.00%65,107Jun 30, 2024
MEEDER ASSET MANAGEMENT INC0.01%0.00%6,2536,253100.00%37,268Jun 30, 2024
NVERSES CAPITAL, LLC0.01%0.02%6,0006,000100.00%35,760Jun 30, 2024
ROTHSCHILD INVESTMENT LLC--1515100.00%89Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
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 AssetsTotal SharesChange AmountChange %Date
Manager Directed Portfolios1.67%273,736--Jan 31, 2024
BlackRock Science & Technology Trust0.42%215,329--Mar 31, 2024
EntrepreneurShares Series Trust0.38%101,025--Dec 31, 2023
FRANKLIN STRATEGIC SERIES0.24%2,001,913-100,700-4.79%Jan 31, 2024
Viking Mutual Funds0.22%500,000--Jan 31, 2024
MERIDIAN FUND INC0.16%383,98039,46811.46%Mar 28, 2024
VANGUARD MASSACHUSETTS TAX-EXEMPT FUNDS0.14%3,790,000--Feb 29, 2024
Viking Mutual Funds0.09%210,000--Jan 31, 2024
Viking Mutual Funds0.09%205,000--Jan 31, 2024
Voya VARIABLE PRODUCTS TRUST0.08%27,665--Mar 31, 2024
WASATCH FUNDS TRUST0.05%466,987--Mar 31, 2024
NORTHERN FUNDS0.05%6,790,000--Mar 28, 2024
VANGUARD VALLEY FORGE FUNDS0.04%21,829--Mar 31, 2024
MFS MUNICIPAL SERIES TRUST0.03%3,000,000--Mar 31, 2024
Federated Hermes Equity Funds0.01%235,487--Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC0.01%38,938-5,113-11.61%Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%3,737--Mar 31, 2024
Voya EQUITY TRUST0.01%8,928--Feb 29, 2024
CLEARWATER INVESTMENT TRUST0.01%54,405--Mar 28, 2024
DRIEHAUS MUTUAL FUNDS0.01%46,311--Mar 28, 2024
BlackRock ETF Trust0.01%4,545--Jan 31, 2024
VANGUARD HORIZON FUNDS0.00%92,165-92,165-50.00%Mar 31, 2024
FIDELITY COVINGTON TRUST0.00%62,7412,4914.13%Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%713--Mar 31, 2024
Nushares ETF Trust0.00%21,3731,8449.44%Jan 31, 2024
Fidelity Commonwealth Trust II0.00%18,293--Aug 31, 2023
VANGUARD INDEX FUNDS0.00%1,101,966-398,638-26.57%Mar 31, 2024
VANGUARD WORLD FUND0.00%567,95847,9709.23%Feb 29, 2024
SCHWAB CAPITAL TRUST0.00%59,564-3,954-6.23%Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.00%214,79420,96710.82%Feb 29, 2024
FEDERATED HERMES INSURANCE SERIES0.00%4,141--Mar 31, 2024
PUTNAM ASSET ALLOCATION FUNDS0.00%27,804--Mar 31, 2024
VANGUARD VARIABLE INSURANCE FUNDS0.00%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 III0.00%2,045,000--Jan 31, 2024
GPS Funds I0.00%2,920--Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%15,513-1,173-7.03%Mar 31, 2024
Columbia Funds Series Trust II0.00%170,429--Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 120.00%1,293--Jan 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%39,520--Mar 31, 2024
VANGUARD QUANTITATIVE FUNDS0.00%1,300--Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%1,287--Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%253,14387,58352.90%Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%7,710-1,461-15.93%Mar 31, 2024
Global X Funds0.00%9,381--Jan 31, 2024
SCHWAB STRATEGIC TRUST0.00%122,6764,3063.64%Feb 29, 2024
CALAMOS INVESTMENT TRUST/IL0.00%20,591--Jan 31, 2024
AMERICAN CENTURY ETF TRUST0.00%22,4026,77643.36%Feb 29, 2024
Franklin Custodian Funds0.00%100,000--Mar 31, 2024
Dimensional ETF Trust0.00%74,46015,20525.66%Jan 31, 2024
TIAA-CREF LIFE FUNDS0.00%430--Mar 31, 2024
VICTORY PORTFOLIOS0.00%4,343--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%1,52324118.80%Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%7,700--Mar 31, 2024
Trust for Advised Portfolios0.00%2,277--Dec 31, 2023
WisdomTree Trust0.00%225,16542,07422.98%Mar 31, 2024
ALLSPRING FUNDS TRUST0.00%45,033--Jan 31, 2024
Meeder Funds0.00%459--Mar 31, 2024
BAILLIE GIFFORD FUNDS0.00%997-1,065-51.65%Mar 28, 2024
PACE SELECT ADVISORS TRUST0.00%25,816--Jan 31, 2024
RBB FUND, INC.0.00%6,801--Feb 29, 2024
EQ ADVISORS TRUST0.00%82,353-3,752-4.36%Mar 31, 2024
T. Rowe Price Index Trust, Inc.0.00%1,49525420.47%Mar 31, 2024
NORTHERN FUNDS0.00%9,026-977-9.77%Mar 28, 2024
iSHARES TRUST0.00%850,850-50,268-5.58%Mar 31, 2024
RYDEX SERIES FUNDS0.00%206--Dec 31, 2023
VANGUARD SCOTTSDALE FUNDS0.00%97,8748,6349.68%Feb 29, 2024
SEASONS SERIES TRUST0.00%1,167--Mar 31, 2024
James Alpha Funds Trust0.00%309--Feb 29, 2024
NATIONWIDE MUTUAL FUNDS0.00%4,349-65-1.47%Jan 31, 2024
PENN SERIES FUNDS INC0.00%900--Mar 28, 2024
VALIC Co I0.00%8,673-35-0.40%Feb 29, 2024
SEI INSTITUTIONAL MANAGED TRUST0.00%80,54186,476-1457.05%Dec 31, 2023
RYDEX DYNAMIC FUNDS0.00%102--Dec 31, 2023
RUSSELL INVESTMENT CO0.00%6,965-793-10.22%Jan 31, 2024
J.P. Morgan Exchange-Traded Fund Trust0.00%9,493--Jan 31, 2024
MASTER INVESTMENT PORTFOLIO0.00%1,674--Mar 31, 2024
ProFunds0.00%178-12-6.32%Mar 31, 2024
RUSSELL INVESTMENT FUNDS0.00%1,680-220-11.58%Mar 31, 2024
Guggenheim Active Allocation Fund0.00%84--Feb 29, 2024
USAA MUTUAL FUNDS TRUST0.00%3,21563724.71%Jan 31, 2024
TIAA-CREF FUNDS0.00%40,480--Jan 31, 2024
PROSHARES TRUST0.00%3,31239213.42%Feb 29, 2024
FLEXSHARES TRUST0.00%900--Jan 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%28,5009,90053.23%Mar 31, 2024
RYDEX VARIABLE TRUST0.00%13--Dec 31, 2023
MORGAN STANLEY PATHWAY FUNDS0.00%934--Feb 29, 2024
Brighthouse Funds Trust II0.00%8,074--Mar 31, 2024
COLUMBIA FUNDS SERIES TRUST I0.00%38,0535,07815.40%Feb 29, 2024
HC CAPITAL TRUST0.00%258--Mar 31, 2024
SUNAMERICA SERIES TRUST0.00%2,560-11-0.43%Jan 31, 2024
Brinker Capital Destinations Trust0.00%398--Feb 29, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%6,968--Mar 31, 2024
SPDR INDEX SHARES FUNDS0.00%1,105605.74%Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%10,535640.61%Mar 31, 2024
FIDELITY SALEM STREET TRUST0.00%17,485-359-2.01%Mar 31, 2024
ALLSPRING MASTER TRUST0.00%218--Feb 29, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 20.00%653--Jan 31, 2024
PACIFIC SELECT FUND0.00%9,850-299-2.95%Mar 31, 2024
Bridge Builder Trust0.00%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

DateHoldingsChange %
30 Jun, 2448-52.00%
31 Mar, 241003.09%
31 Dec, 2397-10.19%
30 Sep, 2310814.89%
30 Jun, 2394-13.76%
31 Mar, 231099.00%
31 Dec, 2210011.11%
30 Sep, 22908.43%
30 Jun, 2283-16.16%
31 Mar, 229920.73%
31 Dec, 2182-4.65%
30 Sep, 2186-

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

DateShares OutstandingChange %
30 Jun, 2415,162,245-54.89%
31 Mar, 2433,615,418-5.18%
31 Dec, 2335,453,0798.12%
30 Sep, 2332,789,0091.38%
30 Jun, 2332,341,940-3.00%
31 Mar, 2333,343,298-1.50%
31 Dec, 2233,852,579-6.27%
30 Sep, 2236,116,153-4.25%
30 Jun, 2237,718,775-1.47%
31 Mar, 2238,280,6542.39%
31 Dec, 2137,386,45745.92%
30 Sep, 2125,620,747-

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

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2424.78%0.79%
31 Mar, 2455.90%1.62%
31 Dec, 2358.75%1.96%
30 Sep, 2354.78%1.85%
30 Jun, 2354.44%1.73%
31 Mar, 2356.12%1.71%
31 Dec, 2257.28%1.51%
30 Sep, 2261.59%1.47%
30 Jun, 2264.65%1.48%
31 Mar, 2266.03%1.56%
31 Dec, 2165.08%2.26%
30 Sep, 2153.70%-

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

DateIncreased PositionsChange %
30 Jun, 2427-37.21%
31 Mar, 2443-14.00%
31 Dec, 235016.28%
30 Sep, 2343-8.51%
30 Jun, 2347-28.79%
31 Mar, 23663.13%
31 Dec, 226410.34%
30 Sep, 22589.43%
30 Jun, 2253-23.19%
31 Mar, 226938.00%
31 Dec, 2150-41.86%
30 Sep, 2186-

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

DateReduced PositionsChange %
30 Jun, 2411-65.63%
31 Mar, 243214.29%
31 Dec, 2328-17.65%
30 Sep, 233425.93%
30 Jun, 232712.50%
31 Mar, 232420.00%
31 Dec, 222025.00%
30 Sep, 2216-23.81%
30 Jun, 222110.53%
31 Mar, 2219-17.39%
31 Dec, 2123-
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

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2448-52.00%15,162,245-54.89%24.78%0.79%27-37.21%11-65.63%
31 Mar, 241003.09%33,615,418-5.18%55.90%1.62%43-14.00%3214.29%
31 Dec, 2397-10.19%35,453,0798.12%58.75%1.96%5016.28%28-17.65%
30 Sep, 2310814.89%32,789,0091.38%54.78%1.85%43-8.51%3425.93%
30 Jun, 2394-13.76%32,341,940-3.00%54.44%1.73%47-28.79%2712.50%
31 Mar, 231099.00%33,343,298-1.50%56.12%1.71%663.13%2420.00%
31 Dec, 2210011.11%33,852,579-6.27%57.28%1.51%6410.34%2025.00%
30 Sep, 22908.43%36,116,153-4.25%61.59%1.47%589.43%16-23.81%
30 Jun, 2283-16.16%37,718,775-1.47%64.65%1.48%53-23.19%2110.53%
31 Mar, 229920.73%38,280,6542.39%66.03%1.56%6938.00%19-17.39%
31 Dec, 2182-4.65%37,386,45745.92%65.08%2.26%50-41.86%23-
30 Sep, 2186-25,620,747-53.70%-86---

CS Disco Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024Hill Scott Adirector-P-PurchaseBuy1,446$5.43$7.85K189,061
Aug 15, 2024Hill Scott Adirector-P-PurchaseBuy23,554$5.39$126.96K187,615
May 21, 2024Hill Scott Adirector-S-SaleSell73,296$6.65$487.42K139,103
May 21, 2024Lafair Michaelofficer EVP, Chief Financial OfficerS-SaleSell7,690$6.65$51.14K813,738
May 21, 2024Herckis Karenofficer EVP, Chief HR OfficerS-SaleSell3,807$6.65$25.32K111,426
May 21, 2024Antoon Melanieofficer EVP, Chief Customer OfficerS-SaleSell2,759$6.65$18.35K172,059
May 21, 2024Smith Kevin Josephofficer EVP, Chief Product OfficerS-SaleSell7,833$6.65$52.09K287,106

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024Hill Scott Adirector-P-PurchaseBuy1,446$5.43$7.85K189,061
Aug 15, 2024Hill Scott Adirector-P-PurchaseBuy23,554$5.39$126.96K187,615

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 02, 2024Lafair Michaelofficer EVP, Chief Financial OfficerF-InKindSell1,639$6.18$10.13K808,821
Jul 02, 2024Lafair Michaelofficer EVP, Chief Financial OfficerF-InKindSell1,639$5.96$9.77K810,460
Jun 04, 2024Lafair Michaelofficer EVP, Chief Financial OfficerF-InKindSell1,639$5.85$9.59K812,099
May 21, 2024Hill Scott Adirector-S-SaleSell73,296$6.65$487.42K139,103
May 21, 2024Lafair Michaelofficer EVP, Chief Financial OfficerS-SaleSell7,690$6.65$51.14K813,738
May 21, 2024Herckis Karenofficer EVP, Chief HR OfficerS-SaleSell3,807$6.65$25.32K111,426
May 21, 2024Antoon Melanieofficer EVP, Chief Customer OfficerS-SaleSell2,759$6.65$18.35K172,059
May 21, 2024Smith Kevin Josephofficer EVP, Chief Product OfficerS-SaleSell7,833$6.65$52.09K287,106
May 01, 2024Lafair Michaelofficer EVP, Chief Financial OfficerF-InKindSell1,639$7.55$12.37K821,428
Apr 02, 2024Lafair Michaelofficer EVP, Chief Financial OfficerF-InKindSell1,639$8.13$13.33K823,067

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024Hill Scott Adirector-P-PurchaseBuy1,446$5.43$7.85K189,061
Aug 15, 2024Hill Scott Adirector-P-PurchaseBuy23,554$5.39$126.96K187,615
Aug 02, 2024Lafair Michaelofficer EVP, Chief Financial OfficerF-InKindSell1,639$6.18$10.13K808,821
Jul 17, 2024Crum Richard Francisofficer EVP, Chief Product OfficerA-AwardBuy137,931--137,931
Jul 17, 2024Crum Richard Francisofficer-Buy----
Jul 02, 2024Lafair Michaelofficer EVP, Chief Financial OfficerF-InKindSell1,639$5.96$9.77K810,460
Jun 13, 2024Offerdahl Jamesdirector-A-AwardBuy24,958--179,983
Jun 13, 2024Blount Susan Ldirector-A-AwardBuy24,958--60,654
Jun 13, 2024Hill Scott Adirector-A-AwardBuy24,958--164,061
Jun 13, 2024Burnette Colette Piercedirector-A-AwardBuy24,958--57,605
Jun 04, 2024Lafair Michaelofficer EVP, Chief Financial OfficerF-InKindSell1,639$5.85$9.59K812,099
May 21, 2024Hill Scott Adirector-S-SaleSell73,296$6.65$487.42K139,103
May 21, 2024Lafair Michaelofficer EVP, Chief Financial OfficerS-SaleSell7,690$6.65$51.14K813,738
May 21, 2024Herckis Karenofficer EVP, Chief HR OfficerS-SaleSell3,807$6.65$25.32K111,426
May 21, 2024Antoon Melanieofficer EVP, Chief Customer OfficerS-SaleSell2,759$6.65$18.35K172,059
May 21, 2024Smith Kevin Josephofficer EVP, Chief Product OfficerS-SaleSell7,833$6.65$52.09K287,106
May 01, 2024Friedrichsen Ericdirector, officer Chief Executive OfficerA-AwardBuy1,023,780$7.75$7.93M1,023,780
May 01, 2024Friedrichsen Ericdirector, officer Chief Executive OfficerBuy----
May 01, 2024Lafair Michaelofficer EVP, Chief Financial OfficerF-InKindSell1,639$7.55$12.37K821,428
Apr 02, 2024Lafair Michaelofficer EVP, Chief Financial OfficerF-InKindSell1,639$8.13$13.33K823,067

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

DateBuySellBuy/Sell Ratio
Q3 202431300.00%
Q2 20245862.50%
Q1 202481361.54%
Q4 2023-5-
Q3 20232540.00%
Q2 20234757.14%
Q1 20231333.33%
Q4 20222366.67%
Q3 20226785.71%
Q2 20222825.00%
Q1 202252619.23%
Q4 202192339.13%
Q3 2021356157.38%

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

DateBuySellBuy/Sell Ratio
Q3 20242--
Q2 2024-5-
Q1 2024-7-
Q4 2023-2-
Q3 20231250.00%
Q2 2023-2-
Q1 2023-1-
Q4 2022-3-
Q3 20221520.00%
Q2 2022-3-
Q1 2022-11-
Q4 2021-17-
Q3 202161833.33%

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


TickerCompany
CWANClearwater Analytics Holdings, Inc.
WALDWaldencast plc
FRSHFreshworks Inc.
TROOTROOPS, Inc.
PYCRPaycor HCM, Inc.
BRZEBraze, Inc.
ONTFON24, Inc.
ENVEnvestnet, Inc.
ENFNEnfusion, Inc.
EXFYExpensify, Inc.
BLNDBlend Labs, Inc.

LAW Ownership FAQ


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).

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.

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

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).

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.

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