CS Disco, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DEER MANAGEMENT CO. LLC | 11/14/2025 | 8.65 M | $55.90 M | 0.00% | 14.13% |
| STEPHENS GROUP, LLC | 10/03/2025 | 7.80 M | $50.37 M | 0.00% | 12.73% |
| TOPLINE CAPITAL MANAGEMENT, LLC | 11/14/2025 | 3.21 M | $20.71 M | 8.12% | 5.23% |
| VANGUARD GROUP INC | 11/07/2025 | 1.96 M | $12.66 M | 1.75% | 3.20% |
| BLACKROCK, INC. | 11/12/2025 | 1.73 M | $11.15 M | -9.37% | 2.82% |
| SOLEL PARTNERS LP | 11/14/2025 | 1.11 M | $7.14 M | 0.00% | 1.80% |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 11/14/2025 | 1.02 M | $6.57 M | 0.00% | 1.66% |
| ARROWMARK COLORADO HOLDINGS LLC | 11/14/2025 | 850.00 K | $5.49 M | 0.11% | 1.39% |
| FORMULA GROWTH LTD | 11/13/2025 | 820.00 K | $5.30 M | -1.20% | 1.34% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 731.39 K | $4.72 M | -1.80% | 1.19% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 545.36 K | $3.52 M | 0.62% | 0.89% |
| STATE STREET CORP | 11/14/2025 | 507.35 K | $3.28 M | -1.75% | 0.83% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 11/06/2025 | 443.94 K | $2.87 M | 100.00% | 0.72% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 321.38 K | $2.07 M | 157.34% | 0.52% |
| MORGAN STANLEY | 11/14/2025 | 276.99 K | $1.79 M | 76.43% | 0.45% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 258.65 K | $1.67 M | 6.16% | 0.42% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 238.02 K | $1.54 M | -5.90% | 0.39% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 237.73 K | $1.54 M | 98.41% | 0.39% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 211.36 K | $1.37 M | 11.46% | 0.35% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/17/2025 | 205.37 K | $1.33 M | 1.01% | 0.34% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 11/14/2025 | 203.89 K | $1.32 M | -9.79% | 0.33% |
| NORTHERN TRUST CORP | 11/14/2025 | 203.36 K | $1.31 M | -4.05% | 0.33% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 199.35 K | $1.29 M | -0.71% | 0.33% |
| CITADEL ADVISORS LLC | 11/14/2025 | 197.89 K | $1.28 M | -15.21% | 0.32% |
| JPMORGAN CHASE & CO | 11/26/2025 | 197.37 K | $1.28 M | 5.00% | 0.32% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 163.85 K | $1.06 M | 100.00% | 0.27% |
| LEGATO CAPITAL MANAGEMENT LLC | 11/12/2025 | 129.12 K | $834.08 K | 100.00% | 0.21% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 121.60 K | $785.56 K | 13.06% | 0.20% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 121.12 K | $782.00 K | -44.31% | 0.20% |
| NUVEEN, LLC | 11/12/2025 | 110.97 K | $716.88 K | 164.58% | 0.18% |
| MATTHEW GOFF INVESTMENT ADVISOR, LLC | 10/15/2025 | 107.02 K | $691.34 K | 0.00% | 0.17% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 82.34 K | $531.92 K | 100.00% | 0.13% |
| JANE STREET GROUP, LLC | 11/14/2025 | 70.43 K | $454.95 K | 49.02% | 0.12% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 10/20/2025 | 69.81 K | $450.94 K | -5.83% | 0.11% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 66.41 K | $429.00 K | -13.96% | 0.11% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 64.99 K | $419.84 K | 56.08% | 0.11% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 62.24 K | $402.07 K | -2.20% | 0.10% |
| ZACKS INVESTMENT MANAGEMENT | 11/14/2025 | 62.09 K | $401.13 K | 100.00% | 0.10% |
| STRS OHIO | 10/30/2025 | 56.80 K | $366.93 K | 0.00% | 0.09% |
| R SQUARED LTD | 11/12/2025 | 48.33 K | $312.20 K | 1.84% | 0.08% |
| BARCLAYS PLC | 11/12/2025 | 47.07 K | $304.04 K | -19.17% | 0.08% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 43.80 K | $282.95 K | 188.16% | 0.07% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 41.20 K | $266.15 K | 100.00% | 0.07% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 39.61 K | $255.87 K | 15.77% | 0.06% |
| RHUMBLINE ADVISERS | 11/06/2025 | 37.58 K | $242.75 K | -3.88% | 0.06% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 37.07 K | $239.46 K | 100.00% | 0.06% |
| PDT PARTNERS, LLC | 11/17/2025 | 33.80 K | $218.32 K | 0.00% | 0.06% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 28.35 K | $183.12 K | -40.14% | 0.05% |
| ANALOG CENTURY MANAGEMENT LP | 11/14/2025 | 26.50 K | $1.14 M | 100.00% | 0.04% |
| CI PRIVATE WEALTH, LLC | 11/14/2025 | 25.00 K | $161.50 K | -0.50% | 0.04% |
CS Disco, Inc. institutional Ownership - FAQ's
During the previous two years, 138 institutional investors and hedge funds held shares of CS Disco, Inc.. The most heavily invested institutionals were:
Deer Management Co. LLC: 8.65 M
Stephens Group, LLC: 7.8 M
Topline Capital Management, LLC: 3.21 M
VANGUARD GROUP INC: 1.96 M
BlackRock, Inc.: 1.73 M
Solel Partners LP: 1.11 M
55.98% of CS Disco, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 48.27 M shares in the last 24 months. This purchase volume represents approximately $309.44 M in transactions.