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CS Disco Inc (LAW)

CUSIP: 126327105 | NYSE | Technology · Software - Application | Micro Cap | 337 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Stephens Group, LLC7,796,632
15.6% of portfolio›$32.0M
MacKenzie Financial Corp794,499
0.0% of portfolio›$3.3M
Dimensional Fund Advisors LP696,362
0.0% of portfolio›$2.9M
Lavelle Capital LP135,136
0.3% of portfolio›$554.1K
Strs Ohio114,600
0.0% of portfolio›$469.9K
Matthew Goff Investment Advisor, LLC107,019
0.1% of portfolio›$438.8K
Bank of New York Mellon Corp66,177
0.0% of portfolio›$271.3K
Wealth Enhancement Advisory Services, LLC24,451
0.0% of portfolio›$106.6K
Williams & Novak Wealth Management, LLC19,591
0.0% of portfolio›$80.3K
Abel Hall, LLC14,227
0.0% of portfolio›$58.3K
Creative Planning12,036
0.0% of portfolio›$49.3K
SBI Securities Co., Ltd.2,376
0.0% of portfolio›$9.7K
Simplex Trading, LLC1,973
0.0% of portfolio›$8.1K
Citigroup Inc1,402
0.0% of portfolio›$5.7K
Versant Capital Management, Inc1,228
0.0% of portfolio›$5.0K
EverSource Wealth Advisors, LLC1,064
0.0% of portfolio›$4.4K
Sterling Capital Management LLC840
0.0% of portfolio›$3.4K
Essential Partners LLC551
0.0% of portfolio›$2.3K
Gamma Investing LLC541
0.0% of portfolio›$2.2K
Physician Wealth Advisors, Inc.428
0.0% of portfolio›$1.8K
SJS Investment Consulting Inc.396
0.0% of portfolio›$1.6K
Farther Finance Advisors, LLC391
0.0% of portfolio›$1.6K
Root Financial Partners, LLC327
0.0% of portfolio›$1.3K
True Wealth Design, LLC324
0.0% of portfolio›$1.3K
Private Wealth Management Group, LLC192
0.0% of portfolio›$788
Fifth Third Bancorp152
0.0% of portfolio›$623
Fortitude Family Office, LLC128
0.0% of portfolio›$525
Parkside Financial Bank & Trust105
0.0% of portfolio›$431
IFP Advisors, Inc92
0.0% of portfolio›$377
Nisa Investment Advisors, LLC73
0.0% of portfolio›$299
Provenance Wealth Advisors, LLC71
0.0% of portfolio›$291
Covestor Ltd31
0.0% of portfolio›$0
Caitong International Asset Management Co., Ltd27
0.0% of portfolio›$111
StyleTurnoverLocationFiled
Stephens Group, LLC
7,796,632$32.0M15.6%YieldVery LowLittle Rock, AR2026-10-06
MacKenzie Financial Corp
794,499$3.3M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Dimensional Fund Advisors LP
696,362$2.9M0.0%IndexLowAustin, TX2026-11-04
Lavelle Capital LP
135,136$554.1K0.3%GrowthHighSan Francisco, CA2026-11-03
Strs Ohio
114,600$469.9K0.0%CoreMediumColumbus, OH2026-10-30
Matthew Goff Investment Advisor, LLC
107,019$438.8K0.1%CoreMediumHouston, TX2026-10-13
Bank of New York Mellon Corp
66,177$271.3K0.0%CoreLowNew York, NY2026-11-05
Wealth Enhancement Advisory Services, LLC
24,451$106.6K0.0%CoreLowPlymouth, MN2026-10-13
Williams & Novak Wealth Management, LLC
19,591$80.3K0.0%ETFMediumWestlake Village, CA2026-10-09
Abel Hall, LLC
14,227$58.3K0.0%CoreMediumBaton Rouge, LA2026-10-19
Creative Planning
12,036$49.3K0.0%IndexVery LowOverland Park, KS2026-11-02
SBI Securities Co., Ltd.
2,376$9.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Simplex Trading, LLC
1,973$8.1K0.0%CoreVery HighChicago, IL2026-11-04
Citigroup Inc
1,402$5.7K0.0%CoreMediumNew York, NY2026-11-04
Versant Capital Management, Inc
1,228$5.0K0.0%GARPLowPhoenix, AZ2026-10-02
EverSource Wealth Advisors, LLC
1,064$4.4K0.0%CoreMediumBirmingham, AL2026-11-04
Sterling Capital Management LLC
840$3.4K0.0%GARPMediumCharlotte, NC2026-10-22
Essential Partners LLC
551$2.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Gamma Investing LLC
541$2.2K0.0%IndexVery LowFoster City, CA2026-10-08
Physician Wealth Advisors, Inc.
428$1.8K0.0%ETFMediumMidvale, UT2026-10-20
SJS Investment Consulting Inc.
396$1.6K0.0%ETFVery LowSylvania, OH2026-10-26
Farther Finance Advisors, LLC
391$1.6K0.0%IndexLowSan Francisco, CA2026-10-08
Root Financial Partners, LLC
327$1.3K0.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
324$1.3K0.0%ETFMediumAkron, OH2026-10-13
Private Wealth Management Group, LLC
192$7880.0%ETFLowPrinceton, NJ2026-10-19
Fifth Third Bancorp
152$6230.0%IndexVery LowCincinnati, OH2026-11-05
Fortitude Family Office, LLC
128$5250.0%ETFMediumScottsdale, AZ2026-10-14
Parkside Financial Bank & Trust
105$4310.0%CoreVery LowSaint Louis, MO2026-10-27
IFP Advisors, Inc
92$3770.0%GrowthLowTampa, FL2026-10-16
Nisa Investment Advisors, LLC
73$2990.0%IndexVery LowSt. Louis, MO2026-10-20
Provenance Wealth Advisors, LLC
71$2910.0%ETFLowFort Lauderdale, FL2026-10-30
Covestor Ltd
31$00.0%ValueHighLondon, United Kingdom2026-10-30
Caitong International Asset Management Co., Ltd
27$1110.0%GrowthVery HighHong Kong, South Korea2026-10-29