| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| LOVP SBIC MANAGEMENT SERVICES, LLC | 13% | $50,896,512 | 7,878,717 | Krishna Srinivasan | 30 Sep 2025 | |||
| Topline Capital Management, LLC | 5.1% | $20,830,070 | 3,224,469 | Topline Capital Management, LLC | 25 Jul 2025 | |||
| Camara Kiwi | 5% | -23% | $20,090,600 | -$5,294,325 | 3,110,000 | -21% | Kiwi Camara | 30 Sep 2025 |
As of 31 Dec 2025, 122 institutional investors reported holding 36,310,425 shares of CS Disco, Inc. - Common Stock - $0.005 par value (LAW). This represents 57% of the company’s total 63,224,882 outstanding shares.
The largest institutional shareholders of CS Disco, Inc. - Common Stock - $0.005 par value (LAW) together control 52% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Deer Management Co. LLC | 14% | 8,652,826 | 0% | 6.5% | $67,145,930 |
| Stephens Group, LLC | 12% | 7,796,632 | 0% | 33% | $60,501,864 |
| Topline Capital Management, LLC | 5.2% | 3,317,374 | +3.5% | 2.3% | $25,742,822 |
| VANGUARD GROUP INC | 3.1% | 1,973,365 | +0.73% | 0% | $15,313,313 |
| BlackRock, Inc. | 2.7% | 1,726,561 | +0.01% | 0% | $13,398,113 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 1.7% | 1,081,531 | +6.4% | 0.58% | $8,392,681 |
| Solel Partners LP | 1.7% | 1,044,444 | -5.5% | 1.3% | $8,104,885 |
| DIMENSIONAL FUND ADVISORS LP | 1.2% | 757,994 | +3.6% | 0% | $5,882,205 |
| FORMULA GROWTH LTD | 1.2% | 750,000 | -8.5% | 2.2% | $5,820,000 |
| ArrowMark Colorado Holdings LLC | 1.1% | 706,493 | -17% | 0.12% | $5,482,386 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.87% | 550,998 | +1% | 0% | $4,277,044 |
| NORGES BANK | 0.87% | 547,947 | 0% | $4,252,069 | |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 0.84% | 529,780 | +19% | 0.63% | $4,111,093 |
| STATE STREET CORP | 0.83% | 521,784 | +2.8% | 0% | $4,049,044 |
| ACADIAN ASSET MANAGEMENT LLC | 0.62% | 395,067 | +23% | 0.01% | $3,058,000 |
| MORGAN STANLEY | 0.56% | 355,218 | +28% | 0% | $2,756,491 |
| First Eagle Investment Management, LLC | 0.52% | 328,719 | +101% | 0% | $2,550,859 |
| Nuveen, LLC | 0.5% | 318,672 | +187% | 0% | $2,472,894 |
| D. E. Shaw & Co., Inc. | 0.46% | 290,658 | +22% | 0% | $2,255,506 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.41% | 258,652 | 0% | 0.04% | $2,007,140 |
| NORTHERN TRUST CORP | 0.39% | 249,517 | +23% | 0% | $1,936,252 |
| CITADEL ADVISORS LLC | 0.36% | 228,476 | +15% | 0% | $1,772,974 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.33% | 211,247 | -0.05% | 0% | $1,639,277 |
| MILLENNIUM MANAGEMENT LLC | 0.33% | 205,891 | -13% | 0% | $1,597,714 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 0.32% | 203,886 | 0% | 0.01% | $1,582,155 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 36,310,425 | $281,747,620 | +$16,417,417 | $7.76 | 122 |
| 2025 Q3 | 34,254,887 | $221,280,815 | +$2,749,541 | $6.46 | 112 |
| 2025 Q2 | 34,234,700 | $149,602,878 | +$8,269,350 | $4.37 | 101 |
| 2025 Q1 | 32,375,609 | $132,414,877 | -$9,293,133 | $4.09 | 93 |
| 2024 Q4 | 34,223,881 | $170,780,144 | -$2,668,674 | $4.99 | 95 |
| 2024 Q3 | 32,727,079 | $192,615,287 | -$896,918 | $5.88 | 89 |
| 2024 Q2 | 32,975,246 | $196,530,989 | -$14,792,306 | $5.96 | 87 |
| 2024 Q1 | 35,367,360 | $287,482,055 | -$831,735 | $8.13 | 96 |
| 2023 Q4 | 35,471,965 | $269,230,803 | +$7,556,726 | $7.59 | 96 |
| 2023 Q3 | 34,582,063 | $229,623,183 | +$2,667,999 | $6.64 | 105 |
| 2023 Q2 | 34,134,860 | $280,586,146 | +$7,206,556 | $8.22 | 93 |
| 2023 Q1 | 33,371,903 | $221,574,266 | -$2,746,709 | $6.64 | 103 |
| 2022 Q4 | 33,880,345 | $214,125,268 | -$17,397,970 | $6.32 | 96 |
| 2022 Q3 | 36,103,175 | $361,006,090 | -$30,184,115 | $10.00 | 78 |
| 2022 Q2 | 37,715,742 | $680,387,156 | -$27,062,197 | $18.04 | 76 |
| 2022 Q1 | 38,280,658 | $1,300,041,562 | +$28,921,880 | $33.97 | 91 |
| 2021 Q4 | 37,386,496 | $1,336,565,526 | +$116,125,023 | $35.75 | 78 |
| 2021 Q3 | 25,620,805 | $1,174,794,750 | +$1,174,794,763 | $47.94 | 87 |