DaveManuel.com · Institutional Ownership · Who Owns It
CS DISCO INC (LAW)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
120
Reporting holders
$134.2M
Reported value
54.5%
Of shares outstanding
0.0%
Calls
0.3%
Puts
-3
Holder change
Institutions report 35,390,077 shares against 64,919,765 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Deer Management Co. LLC | $32.7M | 8,652,826 | 4.03% | 19q | HELD |
| Stephens Group, LLC | $29.5M | 7,796,632 | 14.28% | 19q | HELD |
| BlackRock, Inc. | $7.6M | 2,015,188 | 0.00% | 8q | +16.2%+$1.1M |
| Topline Capital Management, LLC | $5.5M | 1,466,665 | 1.44% | 7q | -44.1%-$4.4M |
| Solel Partners LP | $4.5M | 1,187,945 | 0.76% | 14q | +13.7%+$542.4K |
| LAKEWOOD CAPITAL MANAGEMENT, LP | $4.2M | 1,106,531 | 0.22% | 12q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.1M | 1,083,315 | 0.00% | 2q | +1.6%+$63.1K |
| AQR CAPITAL MANAGEMENT LLC | $3.4M | 901,256 | 0.00% | 5q | +44.6%+$1.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.1M | 810,548 | 0.00% | 2q | +7.4%+$212.4K |
| FORMULA GROWTH LTD | $3.0M | 800,000 | 1.06% | 14q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $2.6M | 694,388 | 0.00% | 20q | +26.4%+$547.9K |
| DIMENSIONAL FUND ADVISORS LP | $2.5M | 671,732 | 0.00% | 14q | -14.1%-$416.9K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $2.5M | 652,578 | 0.01% | 15q | +58.8%+$913.6K |
| ACADIAN ASSET MANAGEMENT LLC | $2.3M | 602,825 | 0.00% | 6q | +26.6%+$477.7K |
| NORGES BANK | $2.1M | 547,947 | 0.00% | 18q | HELD |
| STATE STREET CORP | $2.1M | 547,624 | 0.00% | 20q | +0.6%+$13.2K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.9M | 495,852 | 0.00% | 7q | +4.0%+$72.2K |
| MILLENNIUM MANAGEMENT LLC | $1.2M | 307,539 | 0.00% | 6q | +74.7%+$497.0K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.1M | 283,252 | 0.02% | 6q | +9.5%+$93.0K |
| NORTHERN TRUST CORP | $1.0M | 266,337 | 0.00% | 20q | -1.6%-$16.9K |
| Russell Investments Group, Ltd. | $899.3K | 237,898 | 0.00% | 15q | +8.8%+$72.4K |
| GSA CAPITAL PARTNERS LLP | $879.0K | 232,563 | 0.06% | 14q | +50.3%+$294.1K |
| Nuveen, LLC | $867.4K | 229,484 | 0.00% | 6q | -29.5%-$362.1K |
| MORGAN STANLEY | $849.3K | 224,689 | 0.00% | 20q | -24.2%-$271.8K |
| BNP PARIBAS FINANCIAL MARKETS | $783.5K | 207,280 | 0.00% | 7q | +441.8%+$638.9K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $770.7K | 203,886 | 0.01% | 5q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $727.2K | 192,371 | 0.00% | 2q | +10.6%+$69.8K |
| CITADEL ADVISORS LLC | $708.5K incl. $261.6K options CALL+PUT | 118,226 | 0.00% | 20q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $682.2K | 180,473 | 0.00% | 20q | -14.9%-$119.7K |
| GOLDMAN SACHS GROUP INC | $641.1K | 169,612 | 0.00% | 20q | +7.7%+$45.6K |
| Squarepoint Ops LLC | $628.7K | 166,333 | 0.00% | new | NEW |
| D. E. Shaw & Co., Inc. | $623.4K | 164,908 | 0.00% | 16q | -12.8%-$91.3K |
| Connor, Clark & Lunn Investment Management Ltd. | $561.3K | 148,496 | 0.00% | 8q | +7.8%+$40.6K |
| LAVELLE CAPITAL LP | $510.8K | 135,136 | 0.22% | new | NEW |
| FMR LLC | $449.4K | 118,893 | 0.00% | 16q | +531.1%+$378.2K |
| Matthew Goff Investment Advisor, LLC | $404.5K | 107,019 | 0.07% | 8q | HELD |
| JPMORGAN CHASE & CO | $363.0K | 96,023 | 0.00% | 20q | -36.7%-$210.8K |
| TWO SIGMA INVESTMENTS, LP | $358.7K | 94,888 | 0.00% | 4q | +11.8%+$37.9K |
| UBS Group AG | $348.2K | 92,124 | 0.00% | 19q | -11.1%-$43.3K |
| STRS OHIO | $308.8K | 81,700 | 0.00% | 16q | +22.1%+$55.9K |
| RENAISSANCE TECHNOLOGIES LLC | $305.8K | 80,900 | 0.00% | 5q | -4.0%-$12.6K |
| Qube Research & Technologies Ltd | $285.2K | 75,463 | 0.00% | 2q | -42.1%-$207.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $282.6K incl. $127.4K options PUT | 41,065 | 0.00% | 19q | -17.0%-$57.8K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $253.0K | 66,937 | 0.00% | 2q | -26.8%-$92.8K |
| AMERIPRISE FINANCIAL INC | $243.2K | 64,337 | 0.00% | 12q | +118.1%+$131.7K |
| Bank of New York Mellon Corp | $223.1K | 59,015 | 0.00% | 20q | HELD |
| ALLIANCEBERNSTEIN L.P. | $217.9K | 57,040 | 0.00% | 17q | HELD |
| IEQ CAPITAL, LLC | $202.2K | 53,490 | 0.00% | 2q | +47.8%+$65.4K |
| Point72 Asset Management, L.P. | $182.5K | 48,281 | 0.00% | 3q | +74.1%+$77.7K |
| TUDOR INVESTMENT CORP ET AL | $168.1K | 44,477 | 0.00% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $150.7K | 39,857 | 0.00% | 12q | -10.8%-$18.3K |
| Corient Private Wealth LP | $135.4K | 35,824 | 0.00% | 12q | -2.8%-$3.9K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $135.1K | 35,733 | 0.01% | 5q | +2.2%+$2.9K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $127.5K | 33,735 | 0.00% | 12q | +48.4%+$41.6K |
| WELLS FARGO & COMPANY/MN | $118.6K | 31,373 | 0.00% | 20q | +97.5%+$58.5K |
| RHUMBLINE ADVISERS | $112.2K | 29,680 | 0.00% | 20q | -2.7%-$3.1K |
| HSBC HOLDINGS PLC | $110.7K | 29,448 | 0.00% | new | NEW |
| ALGERT GLOBAL LLC | $106.3K | 28,120 | 0.00% | 2q | +18.3%+$16.4K |
| Mariner, LLC | $106.1K | 28,070 | 0.00% | 2q | +83.7%+$48.3K |
| Quantinno Capital Management LP | $95.0K | 25,122 | 0.00% | 4q | -58.0%-$131.1K |
| EntryPoint Capital, LLC | $88.2K | 23,342 | 0.02% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $84.4K | 21,855 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $83.1K | 21,985 | 0.00% | 20q | -15.5%-$15.2K |
| Williams & Novak, LLC | $82.9K | 21,925 | 0.05% | 6q | HELD |
| DEUTSCHE BANK AG\ | $74.9K | 19,805 | 0.00% | 20q | +3.5%+$2.5K |
| Cerity Partners LLC | $70.7K | 18,691 | 0.00% | 2q | +75.3%+$30.4K |
| BARCLAYS PLC | $66.0K | 17,457 | 0.00% | 18q | -3.3%-$2.2K |
| PRUDENTIAL FINANCIAL INC | $65.1K | 17,230 | 0.00% | 2q | +16.2%+$9.1K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $59.0K | 15,571 | 0.00% | 7q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $57.9K | 15,316 | 0.00% | 3q | +35.2%+$15.1K |
| Invesco Ltd. | $56.6K | 14,966 | 0.00% | 2q | +29.9%+$13.0K |
| Federation des caisses Desjardins du Quebec | $56.6K | 14,966 | 0.00% | 20q | HELD |
| nVerses Capital, LLC | $55.4K | 14,649 | 0.09% | new | NEW |
| Vanguard Personalized Indexing Management, LLC | $54.8K | 14,487 | 0.00% | 2q | +35.2%+$14.3K |
| Abel Hall, LLC | $53.8K | 14,230 | 0.01% | 2q | -4.5%-$2.6K |
| SIMPLEX TRADING, LLC | $52.5K PUT | options only | 0.00% | 2q | OPTIONS |
| Graham Capital Management, L.P. | $52.0K | 13,746 | 0.00% | new | NEW |
| OCCUDO QUANTITATIVE STRATEGIES LP | $50.5K | 13,369 | 0.00% | 5q | HELD |
| CITIGROUP INC | $50.1K | 13,247 | 0.00% | 20q | +869.8%+$44.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $49.3K | 13,051 | 0.00% | 9q | +12.9%+$5.7K |
| Brevan Howard Capital Management LP | $47.4K | 12,534 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $34.7K | 9,177 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $31.0K | 8,200 | 0.00% | 14q | +1418.5%+$29.0K |
| Police & Firemen's Retirement System of New Jersey | $22.3K | 5,911 | 0.00% | 7q | HELD |
| Tower Research Capital LLC (TRC) | $20.4K | 5,397 | 0.00% | 20q | +75.7%+$8.8K |
| Arax Advisory Partners | $17.9K | 4,731 | 0.00% | 4q | +1601.8%+$16.8K |
| ROYAL BANK OF CANADA | $15.0K | 3,987 | 0.00% | 20q | -2.4% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $13.6K | 3,593 | 0.00% | 3q | HELD |
| SBI Securities Co., Ltd. | $9.3K | 2,464 | 0.00% | 7q | -10.8%-$1.1K |
| Legal & General Group Plc | $8.0K | 2,107 | 0.00% | 20q | HELD |
| Ameritas Investment Partners, Inc. | $6.3K | 1,668 | 0.00% | 20q | HELD |
| Allworth Financial LP | $5.3K | 1,393 | 0.00% | 4q | +171.5%+$3.3K |
| NEW YORK STATE COMMON RETIREMENT FUND | $4.9K | 1,300 | 0.00% | 20q | HELD |
| CHAPMAN FINANCIAL GROUP, LLC | $3.8K | 1,000 | 0.00% | 6q | HELD |
| Rockefeller Capital Management L.P. | $3.7K | 990 | 0.00% | 3q | -72.4%-$9.8K |
| EverSource Wealth Advisors, LLC | $2.7K | 706 | 0.00% | 5q | +32.5% |
| NewEdge Advisors, LLC | $1.9K | 500 | 0.00% | new | NEW |
| Essential Partners LLC | $1.5K | 387 | 0.00% | 5q | -31.6% |
| True Wealth Design, LLC | $1.4K | 381 | 0.00% | 6q | +112.8% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.4K | 378 | 0.00% | 4q | -75.5%-$4.4K |
Showing the largest 100 of 120 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 21 | $32.7M | 7,969,939 | 3 | 7 | 5 | 0.0% |
| Q2 2026 | 120 | $134.2M | 35,390,077 | 15 | 48 | 30 | 0.3% |
| Q1 2026 | 123 | $137.6M | 35,580,399 | 24 | 45 | 29 | 1.1% |
| Q4 2025 | 126 | $282.0M | 36,338,001 | 19 | 47 | 33 | 0.0% |
| Q3 2025 | 113 | $222.6M | 34,452,753 | 19 | 34 | 34 | 0.0% |
| Q2 2025 | 105 | $149.8M | 34,238,482 | 19 | 37 | 25 | 0.1% |
| Q1 2025 | 96 | $139.8M | 34,149,865 | 15 | 25 | 37 | 0.1% |
| Q4 2024 | 96 | $171.0M | 34,265,152 | 14 | 25 | 29 | 0.0% |
| Q3 2024 | 89 | $193.9M | 32,925,826 | 12 | 27 | 22 | 0.1% |
| Q2 2024 | 88 | $197.3M | 33,073,338 | 8 | 34 | 28 | 0.1% |
| Q1 2024 | 99 | $291.4M | 35,808,408 | 11 | 33 | 30 | 0.1% |
| Q4 2023 | 98 | $272.0M | 35,744,788 | 11 | 34 | 26 | 0.2% |
| Q3 2023 | 107 | $231.7M | 34,582,859 | 21 | 22 | 33 | 0.9% |
| Q2 2023 | 96 | $282.9M | 34,278,161 | 12 | 30 | 32 | 0.4% |
| Q1 2023 | 107 | $223.7M | 33,469,598 | 24 | 42 | 23 | 0.7% |
| Q4 2022 | 102 | $215.2M | 33,892,594 | 29 | 32 | 21 | 0.5% |
| Q3 2022 | 84 | $362.8M | 35,933,599 | 17 | 38 | 16 | 1.0% |
| Q2 2022 | 82 | $678.3M | 37,493,551 | 17 | 36 | 20 | 0.3% |
| Q1 2022 | 91 | $1.3B | 37,609,818 | 27 | 37 | 17 | 1.4% |
| Q4 2021 | 81 | $1.5B | 41,102,802 | 25 | 22 | 23 | 0.8% |
| Q3 2021 | 84 | $1.4B | 29,302,091 | 84 | 0 | 0 | 0.0% |