CS DISCO INC (LAW)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
118
Reporting holders
$131.8M
Reported value
53.5%
Of shares outstanding
0.3%
Held as options
-1
Holder change
Institutions report 34,760,933 shares against 64,919,765 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Deer Management Co. LLC | $32.7M | 8,652,826 | 4.03% | 19q | HELD |
| Stephens Group, LLC | $29.5M | 7,796,632 | 14.28% | 19q | HELD |
| BlackRock, Inc. | $7.6M | 2,015,188 | 0.00% | 8q | +16.2%+$1.1M |
| Topline Capital Management, LLC | $5.5M | 1,466,665 | 1.44% | 7q | -44.1%-$4.4M |
| Solel Partners LP | $4.5M | 1,187,945 | 0.76% | 14q | +13.7%+$542.4K |
| LAKEWOOD CAPITAL MANAGEMENT, LP | $4.2M | 1,106,531 | 0.22% | 12q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.1M | 1,083,315 | 0.00% | 2q | +1.6%+$63.1K |
| AQR CAPITAL MANAGEMENT LLC | $3.4M | 901,256 | 0.00% | 5q | +44.6%+$1.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.1M | 810,548 | 0.00% | 2q | +7.4%+$212.4K |
| FORMULA GROWTH LTD | $3.0M | 800,000 | 1.06% | 14q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $2.6M | 694,388 | 0.00% | 20q | +26.4%+$547.9K |
| DIMENSIONAL FUND ADVISORS LP | $2.5M | 671,732 | 0.00% | 14q | -14.1%-$416.9K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $2.5M | 652,578 | 0.01% | 15q | +58.8%+$913.6K |
| NORGES BANK | $2.1M | 547,947 | 0.00% | 18q | HELD |
| STATE STREET CORP | $2.1M | 547,624 | 0.00% | 20q | +0.6%+$13.2K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.9M | 495,852 | 0.00% | 7q | +4.0%+$72.2K |
| MILLENNIUM MANAGEMENT LLC | $1.2M | 307,539 | 0.00% | 6q | +74.7%+$497.0K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.1M | 283,252 | 0.02% | 6q | +9.5%+$93.0K |
| NORTHERN TRUST CORP | $1.0M | 266,337 | 0.00% | 20q | -1.6%-$16.9K |
| Russell Investments Group, Ltd. | $899.3K | 237,898 | 0.00% | 15q | +8.8%+$72.4K |
| Nuveen, LLC | $867.4K | 229,484 | 0.00% | 6q | -29.5%-$362.1K |
| MORGAN STANLEY | $849.3K | 224,689 | 0.00% | 20q | -24.2%-$271.8K |
| BNP PARIBAS FINANCIAL MARKETS | $783.5K | 207,280 | 0.00% | 7q | +441.8%+$638.9K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $770.7K | 203,886 | 0.01% | 5q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $727.2K | 192,371 | 0.00% | 2q | +10.6%+$69.8K |
| CITADEL ADVISORS LLC | $708.5K | 118,226 | 0.00% | 20q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $682.2K | 180,473 | 0.00% | 20q | -14.9%-$119.7K |
| Sixth Street Partners Management Company, L.P. | $682.2K | 180,473 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $641.1K | 169,612 | 0.00% | 20q | +7.7%+$45.6K |
| Squarepoint Ops LLC | $628.7K | 166,333 | 0.00% | new | NEW |
| D. E. Shaw & Co., Inc. | $623.4K | 164,908 | 0.00% | 16q | -12.8%-$91.3K |
| Connor, Clark & Lunn Investment Management Ltd. | $561.3K | 148,496 | 0.00% | 8q | +7.8%+$40.6K |
| LAVELLE CAPITAL LP | $510.8K | 135,136 | 0.22% | new | NEW |
| FMR LLC | $449.4K | 118,893 | 0.00% | 16q | +531.1%+$378.2K |
| Matthew Goff Investment Advisor, LLC | $404.5K | 107,019 | 0.07% | 8q | HELD |
| JPMORGAN CHASE & CO | $363.0K | 96,023 | 0.00% | 20q | -36.7%-$210.8K |
| TWO SIGMA INVESTMENTS, LP | $358.7K | 94,888 | 0.00% | 4q | +11.8%+$37.9K |
| UBS Group AG | $348.2K | 92,124 | 0.00% | 19q | -11.1%-$43.3K |
| STRS OHIO | $308.8K | 81,700 | 0.00% | 16q | +22.1%+$55.9K |
| RENAISSANCE TECHNOLOGIES LLC | $305.8K | 80,900 | 0.00% | 5q | -4.0%-$12.6K |
| Qube Research & Technologies Ltd | $285.2K | 75,463 | 0.00% | 2q | -42.1%-$207.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $282.6K | 41,065 | 0.00% | 19q | -17.0%-$57.8K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $253.0K | 66,937 | 0.00% | 2q | -26.8%-$92.8K |
| AMERIPRISE FINANCIAL INC | $243.2K | 64,337 | 0.00% | 12q | +9.0%+$20.2K |
| Corient Private Wealth LP | $230.0K | 60,843 | 0.00% | 12q | +65.1%+$90.7K |
| Bank of New York Mellon Corp | $223.1K | 59,015 | 0.00% | 20q | HELD |
| ALLIANCEBERNSTEIN L.P. | $217.9K | 57,040 | 0.00% | 17q | HELD |
| IEQ CAPITAL, LLC | $202.2K | 53,490 | 0.00% | 2q | +47.8%+$65.4K |
| Point72 Asset Management, L.P. | $182.5K | 48,281 | 0.00% | 3q | +74.1%+$77.7K |
| TUDOR INVESTMENT CORP ET AL | $168.1K | 44,477 | 0.00% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $150.7K | 39,857 | 0.00% | 12q | -10.8%-$18.3K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $135.1K | 35,733 | 0.01% | 5q | +2.2%+$2.9K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $127.5K | 33,735 | 0.00% | 12q | +48.4%+$41.6K |
| WELLS FARGO & COMPANY/MN | $118.6K | 31,373 | 0.00% | 20q | -1.2%-$1.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $115.8K | 30,632 | 0.00% | 3q | +170.4%+$73.0K |
| RHUMBLINE ADVISERS | $112.2K | 29,680 | 0.00% | 20q | -2.7%-$3.1K |
| HSBC HOLDINGS PLC | $110.7K | 29,448 | 0.00% | new | NEW |
| ALGERT GLOBAL LLC | $106.3K | 28,120 | 0.00% | 2q | -40.8%-$73.4K |
| Mariner, LLC | $106.1K | 28,070 | 0.00% | 2q | +83.7%+$48.3K |
| Quantinno Capital Management LP | $95.0K | 25,122 | 0.00% | 4q | -58.0%-$131.1K |
| EntryPoint Capital, LLC | $88.2K | 23,342 | 0.02% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $84.4K | 21,855 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $83.1K | 21,985 | 0.00% | 20q | -15.5%-$15.2K |
| Williams & Novak, LLC | $82.9K | 21,925 | 0.05% | 6q | HELD |
| DEUTSCHE BANK AG\ | $74.9K | 19,805 | 0.00% | 20q | +3.5%+$2.5K |
| Cerity Partners LLC | $70.7K | 18,691 | 0.00% | 2q | +75.3%+$30.4K |
| BARCLAYS PLC | $66.0K | 17,457 | 0.00% | 18q | -3.3%-$2.2K |
| PRUDENTIAL FINANCIAL INC | $65.1K | 17,230 | 0.00% | 2q | +16.2%+$9.1K |
| Invesco Ltd. | $56.6K | 14,966 | 0.00% | 2q | +29.9%+$13.0K |
| Federation des caisses Desjardins du Quebec | $56.6K | 14,966 | 0.00% | 20q | HELD |
| nVerses Capital, LLC | $55.4K | 14,649 | 0.09% | new | NEW |
| Vanguard Personalized Indexing Management, LLC | $54.8K | 14,487 | 0.00% | 2q | +35.2%+$14.3K |
| Abel Hall, LLC | $53.8K | 14,230 | 0.01% | 2q | -4.5%-$2.6K |
| SIMPLEX TRADING, LLC | $52.5K | options only | 0.00% | 2q | OPTIONS |
| Graham Capital Management, L.P. | $52.0K | 13,746 | 0.00% | new | NEW |
| OCCUDO QUANTITATIVE STRATEGIES LP | $50.5K | 13,369 | 0.00% | 5q | HELD |
| CITIGROUP INC | $50.1K | 13,247 | 0.00% | 20q | +869.8%+$44.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $49.3K | 13,051 | 0.00% | 9q | +12.9%+$5.7K |
| Brevan Howard Capital Management LP | $47.4K | 12,534 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $34.7K | 9,177 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $31.0K | 8,200 | 0.00% | 14q | +1418.5%+$29.0K |
| Police & Firemen's Retirement System of New Jersey | $22.3K | 5,911 | 0.00% | 7q | HELD |
| Tower Research Capital LLC (TRC) | $20.4K | 5,397 | 0.00% | 20q | +75.7%+$8.8K |
| Arax Advisory Partners | $17.9K | 4,731 | 0.00% | 4q | +1601.8%+$16.8K |
| ROYAL BANK OF CANADA | $15.0K | 3,987 | 0.00% | 20q | -1.9% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $13.6K | 3,593 | 0.00% | 3q | HELD |
| SBI Securities Co., Ltd. | $9.3K | 2,464 | 0.00% | 7q | -10.8%-$1.1K |
| Legal & General Group Plc | $8.0K | 2,107 | 0.00% | 20q | HELD |
| Ameritas Investment Partners, Inc. | $6.3K | 1,668 | 0.00% | 20q | HELD |
| Allworth Financial LP | $5.3K | 1,393 | 0.00% | 4q | +171.5%+$3.3K |
| Integrated Wealth Concepts LLC | $5.2K | 1,385 | 0.00% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $4.9K | 1,300 | 0.00% | 20q | HELD |
| CHAPMAN FINANCIAL GROUP, LLC | $3.8K | 1,000 | 0.00% | 6q | HELD |
| Rockefeller Capital Management L.P. | $3.7K | 990 | 0.00% | 3q | -72.4%-$9.8K |
| EverSource Wealth Advisors, LLC | $2.7K | 706 | 0.00% | 5q | +32.5% |
| ACADIAN ASSET MANAGEMENT LLC | $2.3K | 602,825 | 0.00% | 6q | +26.6% |
| NewEdge Advisors, LLC | $1.9K | 500 | 0.00% | new | NEW |
| Essential Partners LLC | $1.5K | 387 | 0.00% | 5q | -31.6% |
| True Wealth Design, LLC | $1.4K | 381 | 0.00% | 6q | +112.8% |
| ROTHSCHILD INVESTMENT LLC | $1.1K | 300 | 0.00% | 3q | -4.8% |
Showing the largest 100 of 121 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 118 | $131.8M | 34,760,933 | 17 | 45 | 29 | 0.3% |
| Q1 2026 | 119 | $135.3M | 35,002,900 | 23 | 43 | 30 | 1.1% |
| Q4 2025 | 119 | $277.9M | 35,812,937 | 18 | 46 | 30 | 0.0% |
| Q3 2025 | 108 | $219.6M | 33,998,606 | 18 | 32 | 33 | 0.0% |
| Q2 2025 | 99 | $148.0M | 33,841,428 | 18 | 33 | 25 | 0.1% |
| Q1 2025 | 90 | $137.9M | 33,698,619 | 13 | 22 | 36 | 0.0% |
| Q4 2024 | 90 | $169.8M | 34,021,126 | 11 | 23 | 29 | 0.0% |
| Q3 2024 | 84 | $193.4M | 32,846,070 | 10 | 26 | 20 | 0.1% |
| Q2 2024 | 84 | $196.4M | 33,033,162 | 7 | 33 | 26 | 0.1% |
| Q1 2024 | 90 | $285.8M | 35,191,630 | 10 | 33 | 24 | 0.1% |
| Q4 2023 | 89 | $264.5M | 34,787,266 | 9 | 32 | 23 | 0.3% |
| Q3 2023 | 99 | $224.8M | 33,581,800 | 20 | 21 | 30 | 0.9% |
| Q2 2023 | 84 | $273.3M | 33,189,186 | 8 | 28 | 26 | 0.4% |
| Q1 2023 | 90 | $211.0M | 31,637,008 | 21 | 33 | 18 | 0.7% |
| Q4 2022 | 82 | $206.0M | 32,478,827 | 22 | 27 | 12 | 0.4% |
| Q3 2022 | 88 | $364.5M | 36,103,688 | 18 | 38 | 16 | 1.0% |
| Q2 2022 | 85 | $682.4M | 37,718,922 | 17 | 37 | 20 | 0.3% |
| Q1 2022 | 95 | $1.3B | 38,280,708 | 28 | 38 | 18 | 1.3% |
| Q4 2021 | 83 | $1.3B | 37,386,516 | 25 | 22 | 23 | 0.9% |
| Q3 2021 | 87 | $1.2B | 25,620,805 | 87 | 0 | 0 | 0.0% |