CS Disco Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DEER MANAGEMENT CO. LLC | 08/14/2026 | 8.65 M | $32.71 M | 0.00% | 13.42% |
| STEPHENS GROUP, LLC | 07/10/2026 | 7.80 M | $29.47 M | 0.00% | 12.09% |
| BLACKROCK, INC. | 08/07/2026 | 2.02 M | $7.62 M | 16.19% | 3.12% |
| TOPLINE CAPITAL MANAGEMENT, LLC | 08/14/2026 | 1.47 M | $5.54 M | -44.09% | 2.27% |
| SOLEL PARTNERS LP | 08/14/2026 | 1.19 M | $4.49 M | 13.74% | 1.84% |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 08/14/2026 | 1.11 M | $4.18 M | 0.00% | 1.72% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.08 M | $4.09 M | 1.57% | 1.68% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 901.26 K | $3.41 M | 44.65% | 1.40% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 810.55 K | $3.06 M | 7.45% | 1.26% |
| FORMULA GROWTH LTD | 08/17/2026 | 800.00 K | $3.02 M | 0.00% | 1.24% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 694.39 K | $2.63 M | 26.37% | 1.08% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 671.73 K | $2.54 M | -14.10% | 1.04% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 652.58 K | $2.47 M | 58.82% | 1.01% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 602.83 K | $2.27 M | 26.62% | 0.93% |
| NORGES BANK | 08/12/2026 | 547.95 K | $2.07 M | 100.00% | 0.85% |
| STATE STREET CORP | 08/07/2026 | 547.62 K | $2.07 M | 0.64% | 0.85% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 495.85 K | $1.87 M | 4.01% | 0.77% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 307.54 K | $1.16 M | 74.67% | 0.48% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 283.25 K | $1.07 M | 9.51% | 0.44% |
| NORTHERN TRUST CORP | 08/13/2026 | 266.34 K | $1.01 M | -1.65% | 0.41% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 237.90 K | $899.26 K | 8.76% | 0.37% |
| GSA CAPITAL PARTNERS LLP | 08/06/2026 | 232.56 K | $879.00 K | 50.27% | 0.36% |
| NUVEEN, LLC | 08/11/2026 | 229.48 K | $867.45 K | -29.45% | 0.36% |
| MORGAN STANLEY | 08/13/2026 | 224.69 K | $849.33 K | -24.24% | 0.35% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 207.28 K | $783.52 K | 441.78% | 0.32% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 08/14/2026 | 203.89 K | $770.69 K | 0.00% | 0.32% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 192.37 K | $727.16 K | 10.62% | 0.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 180.47 K | $682.19 K | -14.92% | 0.28% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 180.47 K | $682.19 K | 100.00% | 0.28% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 169.61 K | $641.13 K | 7.67% | 0.26% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 166.33 K | $628.74 K | 100.00% | 0.26% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 164.91 K | $623.35 K | -12.78% | 0.26% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 148.50 K | $561.32 K | 7.79% | 0.23% |
| LAVELLE CAPITAL LP | 07/22/2026 | 135.14 K | $510.81 K | 100.00% | 0.21% |
| FMR LLC | 08/13/2026 | 118.89 K | $449.41 K | 531.10% | 0.18% |
| CITADEL ADVISORS LLC | 09/02/2026 | 118.23 K | $446.89 K | 100.00% | 0.18% |
| MATTHEW GOFF INVESTMENT ADVISOR, LLC | 07/08/2026 | 107.02 K | $404.53 K | 0.00% | 0.17% |
| JPMORGAN CHASE & CO | 08/12/2026 | 96.02 K | $362.97 K | -36.74% | 0.15% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 94.89 K | $358.68 K | 11.83% | 0.15% |
| UBS GROUP AG | 08/13/2026 | 92.12 K | $348.23 K | -11.07% | 0.14% |
| STRS OHIO | 07/30/2026 | 81.70 K | $308.83 K | 22.12% | 0.13% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 80.90 K | $305.80 K | -3.97% | 0.13% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 75.46 K | $285.25 K | -42.11% | 0.12% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 08/14/2026 | 66.94 K | $253.02 K | -26.84% | 0.10% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 64.34 K | $243.19 K | 118.08% | 0.10% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 59.02 K | $223.08 K | -0.10% | 0.09% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 57.04 K | $217.89 K | 0.00% | 0.09% |
| CITADEL ADVISORS LLC | 09/02/2026 | 55.80 K | $210.92 K | -69.61% | 0.09% |
| IEQ CAPITAL, LLC | 08/11/2026 | 53.49 K | $202.19 K | 47.78% | 0.08% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 48.28 K | $182.50 K | 74.07% | 0.07% |
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CS Disco Inc institutional Ownership - FAQ's
During the previous two years, 160 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
BlackRock, Inc.: 2.02 M
Topline Capital Management, LLC: 1.47 M
Solel Partners LP: 1.19 M
LAKEWOOD CAPITAL MANAGEMENT, LP: 1.11 M
55.16% of CS Disco Inc stock is owned by institutional investors.
Institutional investors have bought a total of 50.99 M shares in the last 24 months. This purchase volume represents approximately $227.43 M in transactions.