CS Disco LLC (LAW) Ownership

4.09 ↓0.05 (-1.21%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Stephens Group LLC is the biggest individual institutional holder of CS Disco LLC (LAW), owning a total of 7.8 million shares. Combined, the top 51 institutional holders of LAW own 54.78% of the company with a total of 33 million shares.

In the latest ownership report on December 31st 2024, the top 51 institutional holders increased their combined ownership of LAW by 1.6 million shares. 11 institutions bought 2,602,367 total additional shares and increased their ownership by an average of 116.83%. However 9 institutions sold 1,001,051 total shares and decreased their ownership by an average of 15%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of CS Disco LLC increased by a net total of 1,601,316 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Stephens Group LLC	12.912%	0.000%	7,796,632	0	2024-12-31
Vanguard Group Inc	3.241%	0.365%	1,956,792	7,112	2024-12-31
BlackRock Inc	3.193%	1.178%	1,927,824	22,453	2024-12-31
Topline Capital Management LLC	3.163%	0.000%	1,909,829	1,909,829	2024-12-31
NORGES BANK	2.938%	0.000%	1,774,256	0	2024-12-31
Franklin Resources Inc	2.606%	-12.123%	1,573,809	-217,121	2024-12-31
Solel Partners LP	1.902%	-23.022%	1,148,734	-343,547	2024-12-31
Lakewood Capital Management, LP	1.684%	5.173%	1,016,531	50,000	2024-12-31
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	1.260%	-20.294%	760,656	-193,672	2024-12-31
Formula Growth Ltd	1.242%	22.951%	750,000	140,000	2024-12-31
Dimensional Fund Advisors, Inc.	1.204%	6.073%	727,192	41,631	2024-12-31
Geode Capital Management, LLC	0.990%	-0.841%	597,632	-5,067	2024-12-31
State Street Corp	0.865%	2.920%	522,449	14,823	2024-12-31
JPMorgan Chase & Co	0.451%	-31.508%	272,250	-125,242	2024-12-31
Northern Trust Corp	0.428%	6.028%	258,228	14,681	2024-12-31
Jacobs Levy Equity Management, Inc.	0.363%	-27.777%	219,221	-84,313	2024-12-31
GSA Capital Partners LLP	0.344%	490.441%	207,599	172,439	2024-12-31
Charles Schwab Investment Management Inc	0.338%	-6.830%	204,034	-14,956	2024-12-31
Connor Clark & Lunn Inv Mgmt Ltd	0.248%	457.369%	149,531	122,703	2024-12-31
Citadel Advisors Llc	0.237%	292.679%	143,151	106,696	2024-12-31
Bank of America Corp	0.221%	-5.764%	133,678	-8,177	2024-12-31
UBS Group AG	0.201%	-6.883%	121,168	-8,956	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Stephens Group LLC	12.912%	0.000%	7,796,632	0	2024-12-31
Vanguard Group Inc	3.241%	0.365%	1,956,792	7,112	2024-12-31
BlackRock Inc	3.193%	1.178%	1,927,824	22,453	2024-12-31
Topline Capital Management LLC	3.163%	0.000%	1,909,829	1,909,829	2024-12-31
Dragoneer Investment Group, LLC	3.097%	-20.827%	1,847,094	-485,880	2022-12-31
NORGES BANK	2.938%	0.000%	1,774,256	0	2024-12-31
Franklin Resources Inc	2.606%	-12.123%	1,573,809	-217,121	2024-12-31
Solel Partners LP	1.902%	-23.022%	1,148,734	-343,547	2024-12-31
Lakewood Capital Management, LP	1.684%	5.173%	1,016,531	50,000	2024-12-31
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	1.260%	-20.294%	760,656	-193,672	2024-12-31
Formula Growth Ltd	1.242%	22.951%	750,000	140,000	2024-12-31
Dimensional Fund Advisors, Inc.	1.204%	6.073%	727,192	41,631	2024-12-31
Hood River Capital Management LLC	1.148%	39.053%	677,675	190,323	2022-06-30
Geode Capital Management, LLC	0.990%	-0.841%	597,632	-5,067	2024-12-31
State Street Corp	0.865%	2.920%	522,449	14,823	2024-12-31
State Street Corporation	0.828%	4.908%	492,282	23,029	2024-03-31
Wasatch Advisors Inc.	0.774%	-28.554%	469,502	-187,642	2023-09-30
Federated Hermes Inc	0.685%	-35.865%	404,141	-226,004	2022-06-30
UNTITLED INVESTMENTS LP	0.641%	-25.340%	380,884	-129,275	2022-09-30
Whetstone Capital Advisors, LLC	0.601%	0.074%	360,666	268	2023-12-31
Millennium Management LLC	0.572%	-3.019%	347,058	-10,805	2023-06-30
Atlantic Trust Group, LLC	0.564%	51.453%	335,587	114,008	2024-03-31
Polar Capital Holdings PLC	0.567%	91.679%	334,708	160,089	2022-06-30
Metavasi Capital LP	0.508%	0.000%	309,996	309,996	2023-09-30
Acadian Asset Management LLC	0.498%	-3.805%	296,055	-11,711	2024-03-31
Berylson Capital Partners LLC	0.472%	0.000%	282,569	0	2024-06-30
JPMorgan Chase & Co	0.451%	-31.508%	272,250	-125,242	2024-12-31
Ceera Investments, LLC	0.433%	0.000%	259,427	0	2024-09-30
Northern Trust Corp	0.428%	6.028%	258,228	14,681	2024-12-31
Tudor Investment Corp Et AL	0.383%	-1.491%	232,251	-3,516	2023-09-30
Jacobs Levy Equity Management, Inc.	0.363%	-27.777%	219,221	-84,313	2024-12-31
GSA Capital Partners LLP	0.344%	490.441%	207,599	172,439	2024-12-31
Charles Schwab Investment Management Inc	0.338%	-6.830%	204,034	-14,956	2024-12-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.330%	121.032%	195,032	106,795	2022-09-30
Stanley-Laman Group Ltd	0.262%	-13.743%	156,404	-24,920	2022-12-31
Connor Clark & Lunn Inv Mgmt Ltd	0.248%	457.369%	149,531	122,703	2024-12-31
Renaissance Technologies Corp	0.243%	188.889%	145,600	95,200	2024-06-30
Squarepoint Ops LLC	0.241%	12.217%	143,718	15,646	2022-12-31
Citadel Advisors Llc	0.237%	292.679%	143,151	106,696	2024-12-31
D. E. Shaw & Co LP	0.224%	-47.834%	133,967	-122,840	2024-06-30
Bank of America Corp	0.221%	-5.764%	133,678	-8,177	2024-12-31
Polar Asset Management Partners	0.222%	-76.568%	131,032	-428,168	2022-09-30
Public Employees Retirement System Of Ohio	0.215%	59.082%	127,622	47,398	2022-09-30
UBS Group AG	0.201%	-6.883%	121,168	-8,956	2024-12-31
Morgan Stanley - Brokerage Accounts	0.202%	-28.668%	121,117	-48,677	2024-09-30
Bank of New York Mellon Corp	0.201%	-62.731%	120,177	-202,284	2024-06-30
Cubist Systematic Strategies, LLC	0.196%	164.000%	115,970	72,042	2022-09-30
M&T Bank Corp	0.172%	19.146%	102,898	16,535	2024-09-30
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	0.172%	-81.737%	101,472	-454,156	2022-06-30
Allspring Global Investments Holdings, LLC	0.167%	26.116%	99,344	20,572	2022-09-30
Goldman Sachs Group Inc	0.138%	40.536%	82,534	23,806	2024-09-30

Mutual Fund Ownership

Franklin Small Cap Growth SMA is the biggest individual fund holder of CS Disco LLC (LAW), owning a total of 1.7 million shares. Combined, the top 48 mutual fund holders of LAW own 26.37% of the company with a total of 15.9 million shares.

In the latest ownership report on February 28th 2025, the top 48 fund holders increased their combined ownership of LAW by 115 thousand shares. 1 funds bought 3,048 total additional shares and increased their ownership by an average of 2.32%. However 5 funds sold 117,879 total shares and decreased their ownership by an average of 2.07%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding CS Disco LLC decreased by a net total of -114,831 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Franklin Small Cap Growth Adv	2.311%	-6.569%	1,395,327	-98,098	2025-02-28
Vanguard Total Stock Mkt Idx Inv	1.275%	0.000%	770,155	0	2025-02-28
iShares Russell 2000 ETF	1.258%	-1.159%	759,329	-8,906	2025-02-28
Vanguard Information Technology ETF	0.925%	-1.748%	558,801	-9,941	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	0.662%	0.000%	399,811	0	2025-02-28
iShares Russell 2000 Growth ETF	0.308%	-0.118%	185,847	-219	2025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.294%	0.000%	177,445	0	2025-02-28
Vanguard Russell 2000 ETF	0.223%	2.316%	134,644	3,048	2025-02-28
Dimensional US Small Cap ETF	0.216%	0.000%	130,603	0	2025-02-28
Schwab US Small-Cap ETF™	0.172%	0.000%	103,700	0	2025-02-28
iShares Russell 2000 Value ETF	0.157%	-0.749%	94,788	-715	2025-02-28
State St Russell Sm Cap® Indx SL Cl I	0.135%	0.000%	81,325	0	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Franklin Small Cap Growth SMA	2.780%	1,572,840.000%	1,667,313	1,667,207	2024-03-31
Franklin US Small Cap Growth Equity	2.473%	-9.509%	1,493,425	-156,928	2024-12-31
Franklin Small Cap Growth Adv	2.311%	-6.569%	1,395,327	-98,098	2025-02-28
BGF Next Generation Technology Z2 USD	1.523%	-7.226%	905,481	-70,525	2022-12-31
Vanguard Total Stock Mkt Idx Inv	1.275%	0.000%	770,155	0	2025-02-28
iShares Russell 2000 ETF	1.258%	-1.159%	759,329	-8,906	2025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	1.156%	0.000%	700,982	0	2023-03-31
WisdomTree Cloud Computing ETF	1.172%	0.443%	693,478	3,056	2023-01-31
Vanguard Information Technology ETF	0.925%	-1.748%	558,801	-9,941	2025-02-28
Wasatch Micro Cap	0.770%	-28.654%	466,987	-187,553	2023-09-30
Vanguard Institutional Extnd Mkt Idx Tr	0.662%	0.000%	399,811	0	2025-02-28
WisdomTree Cloud Computing ETF - USD Acc	0.592%	0.000%	350,394	0	2023-01-31
Meridian Small Cap Growth Legacy	0.557%	-4.321%	336,393	-15,193	2024-12-31
ArrowMark Small Cap Gro	0.557%	-4.321%	336,393	-15,193	2024-12-31
Wasatch Small Cap Growth Investor	0.561%	-75.988%	333,560	-1,055,586	2022-12-31
Vanguard Small Cap Index	0.515%	-0.396%	307,321	-1,222	2023-05-31
Wasatch Micro Cap Value	0.508%	23.771%	302,000	58,000	2022-12-31
Fidelity Small Cap Index	0.481%	0.000%	290,595	0	2024-12-31
Vanguard Extended Market Index Investor	0.390%	0.000%	234,293	0	2023-08-31
WisdomTree Artfcl Intllgnc & Innvtn ETF	0.367%	0.000%	222,815	0	2024-04-30
Fidelity® Small Cap Index	0.365%	2.409%	221,253	5,205	2023-10-31
Fidelity® Small Cap Stock	0.343%	0.000%	204,800	204,800	2023-02-28
10XDNA - Disruptive Technologies - I-II	0.323%	0.000%	193,919	0	2023-08-31
iShares Russell 2000 Growth ETF	0.308%	-0.118%	185,847	-219	2025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.294%	0.000%	177,445	0	2025-02-28
Vanguard Small Cap Growth Index Inv	0.295%	-0.168%	176,032	-296	2023-05-31
DFA US Small Cap I	0.283%	1.909%	170,856	3,201	2025-01-31
DFA US Micro Cap I	0.233%	0.000%	140,928	0	2025-01-31
Vanguard Russell 2000 ETF	0.223%	2.316%	134,644	3,048	2025-02-28
Dimensional US Small Cap ETF	0.216%	0.000%	130,603	0	2025-02-28
Fidelity Extended Market Index	0.214%	-1.496%	129,280	-1,964	2025-01-31
Fidelity® Extended Market Index	0.198%	4.148%	120,229	4,788	2023-11-30
Schwab US Small-Cap ETF™	0.172%	0.000%	103,700	0	2025-02-28
ERShares US Small Cap™ Inst	0.167%	-22.637%	101,114	-29,586	2023-08-31
Federated Hermes Kaufmann Small Cap Grow	0.169%	-60.000%	100,000	-150,000	2022-09-30
Federated Hermes Kaufmann Small Cap A	0.169%	-60.000%	100,000	-150,000	2022-09-30
iShares Russell 2000 Value ETF	0.157%	-0.749%	94,788	-715	2025-02-28
Vanguard Strategic Small-Cap Equity Inv	0.154%	0.000%	92,165	0	2024-03-31
Fidelity MSCI Information Tech ETF	0.150%	0.146%	89,240	130	2024-08-31
SEI Small Cap Growth F (SIMT)	0.148%	-16.737%	88,940	-17,878	2024-04-30
State St Russell Sm Cap® Indx SL Cl I	0.135%	0.000%	81,325	0	2025-02-28
State St Russell Sm Cap® Indx NL Cl C	0.131%	0.000%	78,725	0	2023-09-30
ERShares US Small Cap Strategy	0.120%	0.000%	72,324	0	2023-06-30
NT R2000 Index Fund - NL	0.117%	-5.075%	70,350	-3,761	2024-12-31
Schwab Small Cap Index	0.117%	0.000%	69,330	0	2024-08-31
NT R2000 Growth Index Fund - NL	0.115%	9.789%	68,715	6,127	2023-03-31
NT R2000 Value Index Fund - NL	0.110%	0.000%	67,038	0	2023-12-31
Vanguard VIF Small Co Gr	0.107%	0.000%	64,895	0	2023-09-30