CS Disco, Inc. 13F holders
119 funds reported a position in CS Disco, Inc. in their 13F for the quarter ended 30 June 2026, together 35.4 million shares worth $133.8 million. Against the quarter before, 15 opened a position, 50 added, 31 trimmed and 17 sold out; together they sold a net 722,855 shares. The largest holders: Deer Management Co. LLC, Stephens Group, LLC and BlackRock, Inc.
Funds holding119-3 on Q1 2026
Shares they held35.4Mworth $133.8 million
Net sold on the quarter722,855 sharesabout $2.7 million at the funds' values
Funds buying to selling65 to 48opened or added, to cut or sold
Opened 15Added 50Held 23Trimmed 31Sold out 17
What each fund did in LAW against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in LAW in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 24 reported a position in CS Disco, Inc.: 2 opened one, 8 added, 6 trimmed and 1 sold out, a net 35,288 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Strs Ohio | +32,900 | 114,600 | added | 13F |
| Wealth Enhancement Advisory Services, LLC | +2,596 | 24,451 | added | 13F |
| Williams & Novak Wealth Management, LLC | -2,334 | 19,591 | trimmed | 13F |
| Versant Capital Management, Inc | +1,228 | 1,228 | new | 13F |
| Sterling Capital Management LLC | +617 | 840 | added | 13F |
| Gamma Investing LLC | +416 | 541 | added | 13F |
| SJS Investment Consulting Inc. | +348 | 396 | added | 13F |
| Physician Wealth Advisors, Inc. | +284 | 428 | added | 13F |
| Essential Partners LLC | +164 | 551 | added | 13F |
| Farther Finance Advisors, LLC | +145 | 391 | added | 13F |
| Parkside Financial Bank & Trust | +105 | 105 | new | 13F |
| SBI Securities Co., Ltd. | -88 | 2,376 | trimmed | 13F |
| True Wealth Design, LLC | -57 | 324 | trimmed | 13F |
| Caitong International Asset Management Co., Ltd | -10 | 27 | trimmed | 13F |
| Fortitude Family Office, LLC | -4 | 128 | trimmed | 13F |
| Chapman Financial Group, LLC | -1,000 | 0 | sold out | 13F |
| Covestor Ltd | -19 | 31 | trimmed | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 8 reported a position in CS Disco, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 694,388 shares worth $2.6 million, 0.0% of its reported book. New this quarter: Citadel Advisors. In the quarter, 6 funds added or opened a position and 1 trimmed or sold out; together they bought a net 521,895 shares, about $2.0 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 694,388 | $2.6 million | 0.0% | +144,905 | added | 30 June 2026 | 13F |
| Norges Bank | 547,947 | $2.1 million | 0.0% | held | 30 June 2026 | 13F | |
| Millennium Management | 307,539 | $1.2 million | 0.0% | +131,475 | added | 30 June 2026 | 13F |
| FMR LLC | 118,893 | $449,414 | 0.0% | +100,054 | added | 30 June 2026 | 13F |
| Citadel Advisors | 118,226 | $446,894 | 0.0% | +118,226 | new | 30 June 2026 | 13F |
| Two Sigma Investments | 94,888 | $358,677 | 0.0% | +10,034 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 80,900 | $305,802 | 0.0% | -3,344 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 48,281 | $182,502 | 0.0% | +20,545 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Deer Management Co. LLC | 8,652,826 | 24.45% | $32.7 million | 4.03% | no change | 13F |
| Stephens Group, LLC | 7,796,632 | 22.03% | $29.5 million | 14.28% | no change | 13F |
| BlackRock, Inc. | 2,015,188 | 5.69% | $7.6 million | 0.00% | +280,747 | 13F |
| Topline Capital Management, LLC | 1,466,665 | 4.14% | $5.5 million | 1.44% | -1,156,449 | 13F |
| Solel Partners LP | 1,187,945 | 3.36% | $4.5 million | 0.76% | +143,501 | 13F |
| Lakewood Capital Management, LP | 1,106,531 | 3.13% | $4.2 million | 0.22% | no change | 13F |
| Vanguard Capital Management LLC | 1,083,315 | 3.06% | $4.1 million | 0.00% | +16,695 | 13F |
| AQR Capital Management LLC | 901,256 | 2.55% | $3.4 million | 0.00% | +278,195 | 13F |
| Vanguard Portfolio Management LLC | 810,548 | 2.29% | $3.1 million | 0.00% | +56,195 | 13F |
| Formula Growth Ltd | 800,000 | 2.26% | $3.0 million | 1.06% | no change | 13F |
| Geode Capital Management, LLC | 694,388 | 1.96% | $2.6 million | 0.00% | +144,905 | 13F |
| Dimensional Fund Advisors LP | 671,732 | 1.90% | $2.5 million | 0.00% | -110,293 | 13F |
| Jacobs Levy Equity Management, Inc. | 652,578 | 1.84% | $2.5 million | 0.01% | +241,684 | 13F |
| Acadian Asset Management LLC | 602,825 | 1.70% | $2.3 million | 0.00% | +126,734 | 13F |
| Norges Bank | 547,947 | 1.55% | $2.1 million | 0.00% | 13F | |
| State Street Corp. | 547,624 | 1.55% | $2.1 million | 0.00% | +3,502 | 13F |
| Arrowstreet Capital, Limited Partnership | 495,852 | 1.40% | $1.9 million | 0.00% | +19,100 | 13F |
| Millennium Management LLC | 307,539 | 0.87% | $1.2 million | 0.00% | +131,475 | 13F |
| Bridgeway Capital Management, LLC | 283,252 | 0.80% | $1.1 million | 0.02% | +24,600 | 13F |
| Northern Trust Corp. | 266,337 | 0.75% | $1.0 million | 0.00% | -4,458 | 13F |
| Russell Investments Group, Ltd. | 237,898 | 0.67% | $899,257 | 0.00% | +19,156 | 13F |
| Gsa Capital Partners LLP | 232,563 | 0.66% | $879,000 | 0.06% | +77,801 | 13F |
| Nuveen, LLC | 229,484 | 0.65% | $867,449 | 0.00% | -95,803 | 13F |
| Morgan Stanley | 224,689 | 0.63% | $849,326 | 0.00% | -71,907 | 13F |
| BNP Paribas Financial Markets | 207,280 | 0.59% | $783,518 | 0.00% | +169,021 | 13F |
| Moneta Group Investment Advisors LLC | 203,886 | 0.58% | $770,689 | 0.01% | no change | 13F |
| Vanguard Fiduciary Trust Co. | 192,371 | 0.54% | $727,162 | 0.00% | +18,466 | 13F |
| Charles Schwab Investment Management Inc. | 180,473 | 0.51% | $682,188 | 0.00% | -31,656 | 13F |
| Goldman Sachs Group Inc. | 169,612 | 0.48% | $641,133 | 0.00% | +12,076 | 13F |
| Squarepoint Ops LLC | 166,333 | 0.47% | $628,739 | 0.00% | new | 13F |
| D. E. Shaw & Co., Inc. | 164,908 | 0.47% | $623,352 | 0.00% | -24,161 | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 148,496 | 0.42% | $561,315 | 0.00% | +10,732 | 13F |
| Lavelle Capital LP | 135,136 | 0.38% | $510,814 | 0.26% | new | 13F |
| FMR LLC | 118,893 | 0.34% | $449,414 | 0.00% | +100,054 | 13F |
| Citadel Advisors LLC | 118,226 | 0.33% | $446,894 | 0.00% | new | 13F |
| Matthew Goff Investment Advisor, LLC | 107,019 | 0.30% | $404,532 | 0.07% | no change | 13F |
| JPMorgan Chase & Co. | 96,023 | 0.27% | $362,966 | 0.00% | -55,773 | 13F |
| Two Sigma Investments, LP | 94,888 | 0.27% | $358,677 | 0.00% | +10,034 | 13F |
| UBS Group AG | 92,124 | 0.26% | $348,229 | 0.00% | -11,463 | 13F |
| Strs Ohio | 81,700 | 0.23% | $308,826 | 0.00% | +14,800 | 13F |
| Renaissance Technologies LLC | 80,900 | 0.23% | $305,802 | 0.00% | -3,344 | 13F |
| Qube Research & Technologies Ltd | 75,463 | 0.21% | $285,250 | 0.00% | -54,893 | 13F |
| Susquehanna Fundamental Investments, LLC | 66,937 | 0.19% | $253,022 | 0.01% | -24,556 | 13F |
| Ameriprise Financial Inc. | 64,337 | 0.18% | $243,194 | 0.00% | +34,835 | 13F |
| Bank of New York Mellon Corp | 59,015 | 0.17% | $223,077 | 0.00% | -62 | 13F |
| AllianceBernstein L.P. | 57,040 | 0.16% | $217,893 | 0.00% | no change | 13F |
| Ieq Capital, LLC | 53,490 | 0.15% | $202,192 | 0.00% | +17,295 | 13F |
| Point72 Asset Management, L.P. | 48,281 | 0.14% | $182,502 | 0.00% | +20,545 | 13F |
| Tudor Investment Corp. Et Al | 44,477 | 0.13% | $168,123 | 0.00% | new | 13F |
| Susquehanna International Group, LLP | 41,065 | 0.12% | $155,226 | 0.00% | -8,397 | 13F |
The 50 largest of the 119 funds that reported a position in LAW in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on LAW
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 55,800 | $210,924 | 30 June 2026 | 13F |
| Citadel Advisors | Calls | 13,400 | $50,652 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 14 November 2025 | 13G/A | Lovp Sbic Management Services, LLC and 19 others | 7.9 million | 12.6% | 30 September 2025 | passive, other (13d-1(d)) | EDGAR |
| 14 November 2025 | 13G | Topline Capital Management, LLC and 5 others | 3.2 million | 5.1% | 25 July 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 12 November 2025 | 13G/A | Kiwi Camara and 1 other | 3.1 million | 5.0% | 30 September 2025 | passive, other (13d-1(d)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 28 August 2026 | 2,831 | $4.41 | SEC |
| 13 August 2026 | 669 | $4.31 | SEC |
| 12 August 2026 | 1,098 | $4.21 | SEC |
| 5 August 2026 | 29 | $4.17 | SEC |
| 17 July 2026 | 5,945 | $4.21 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.