| 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 30 Sep 2025, 112 institutional investors reported holding 34,254,885 shares of CS Disco, Inc. - Common Stock - $0.005 par value (LAW). This represents 54% 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 51% 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% | 5% | $55,897,256 |
| Stephens Group, LLC | 12% | 7,796,632 | 0% | 27% | $50,366,243 |
| Topline Capital Management, LLC | 5.1% | 3,206,003 | +8.1% | 3.6% | $20,710,779 |
| VANGUARD GROUP INC | 3.1% | 1,959,087 | +1.7% | 0% | $12,655,702 |
| BlackRock, Inc. | 2.7% | 1,726,357 | -9.4% | 0% | $11,152,267 |
| Solel Partners LP | 1.7% | 1,105,244 | 0% | 1.4% | $7,139,876 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 1.6% | 1,016,531 | 0% | 0.5% | $6,566,790 |
| ArrowMark Colorado Holdings LLC | 1.3% | 849,999 | +0.11% | 0.1% | $5,490,994 |
| FORMULA GROWTH LTD | 1.3% | 820,000 | -1.2% | 1.9% | $5,297,200 |
| DIMENSIONAL FUND ADVISORS LP | 1.2% | 731,386 | -1.8% | 0% | $4,724,468 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.86% | 545,364 | +0.62% | 0% | $3,523,493 |
| STATE STREET CORP | 0.8% | 507,351 | -1.7% | 0% | $3,277,487 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 0.7% | 443,942 | 0.44% | $2,867,865 | |
| ACADIAN ASSET MANAGEMENT LLC | 0.51% | 321,377 | +157% | 0% | $2,070,000 |
| MORGAN STANLEY | 0.44% | 276,994 | +76% | 0% | $1,789,380 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.41% | 258,652 | +6.2% | 0.04% | $1,670,892 |
| MILLENNIUM MANAGEMENT LLC | 0.38% | 238,017 | -5.9% | 0% | $1,537,590 |
| D. E. Shaw & Co., Inc. | 0.38% | 237,734 | +98% | 0% | $1,535,762 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.33% | 211,363 | +11% | 0% | $1,365,405 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.32% | 205,372 | +1% | 0.01% | $1,326,703 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 0.32% | 203,886 | -9.8% | 0.01% | $1,317,104 |
| NORTHERN TRUST CORP | 0.32% | 203,357 | -4% | 0% | $1,313,687 |
| Connor, Clark & Lunn Investment Management Ltd. | 0.32% | 199,351 | -0.71% | 0% | $1,287,807 |
| CITADEL ADVISORS LLC | 0.31% | 197,886 | -15% | 0% | $1,278,343 |
| JPMORGAN CHASE & CO | 0.31% | 197,374 | +5% | 0% | $1,275,036 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 7,913,465 | $61,408,488 | +$7,838 | $7.76 | 9 |
| 2025 Q3 | 34,254,885 | $221,280,828 | +$2,749,540 | $6.46 | 112 |
| 2025 Q2 | 34,234,700 | $149,602,878 | +$8,269,350 | $4.37 | 101 |
| 2025 Q1 | 32,375,609 | $132,414,560 | -$9,293,125 | $4.09 | 93 |
| 2024 Q4 | 34,223,881 | $170,779,880 | +$6,185,022 | $4.99 | 95 |
| 2024 Q3 | 30,952,823 | $182,183,018 | -$11,475,737 | $5.88 | 88 |
| 2024 Q2 | 32,975,970 | $196,535,556 | -$4,213,446 | $5.96 | 87 |
| 2024 Q1 | 33,593,104 | $273,057,785 | -$14,095,886 | $8.13 | 96 |
| 2023 Q4 | 0 | $0 | -$95,941 | $7.76 | 0 |
| 2023 Q3 | 32,546,646 | $216,108,508 | +$2,314,261 | $6.64 | 102 |
| 2023 Q2 | 32,358,180 | $265,981,722 | -$5,737,130 | $8.22 | 90 |
| 2023 Q1 | 33,371,837 | $221,573,839 | -$2,707,674 | $6.64 | 103 |
| 2022 Q4 | 33,880,279 | $214,125,150 | -$17,394,854 | $6.32 | 95 |
| 2022 Q3 | 36,103,109 | $361,005,430 | -$30,184,077 | $10.00 | 77 |
| 2022 Q2 | 37,715,676 | $680,385,965 | -$26,864,198 | $18.04 | 77 |
| 2022 Q1 | 38,280,592 | $1,300,039,320 | +$28,921,189 | $33.97 | 91 |
| 2021 Q4 | 37,377,771 | $1,336,253,166 | +$116,130,237 | $35.75 | 76 |
| 2021 Q3 | 25,620,739 | $1,174,791,586 | +$1,174,791,249 | $47.94 | 86 |