CS Disco, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DEER MANAGEMENT CO. LLC | 11/14/2024 | 8.65 M | $50.88 M | 0.00% | 14.50% |
| STEPHENS GROUP, LLC | 10/03/2024 | 7.80 M | $45.84 M | 0.00% | 13.07% |
| VANGUARD GROUP INC | 11/13/2024 | 1.95 M | $11.46 M | 0.18% | 3.27% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 1.91 M | $11.20 M | 100.00% | 3.19% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 1.79 M | $10.71 M | 1.96% | 3.00% |
| SOLEL PARTNERS LP | 11/14/2024 | 1.49 M | $8.77 M | -0.10% | 2.50% |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 11/14/2024 | 966,531 | $5.68 M | 0.00% | 1.62% |
| ARROWMARK COLORADO HOLDINGS LLC | 11/14/2024 | 954,328 | $5.61 M | 9.21% | 1.60% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 685,561 | $4.03 M | 2.87% | 1.15% |
| FORMULA GROWTH LTD | 11/13/2024 | 610,000 | $3.59 M | 12.96% | 1.02% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 602,699 | $3.54 M | -1.10% | 1.01% |
| STATE STREET CORP | 11/14/2024 | 507,626 | $2.98 M | 0.39% | 0.85% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 303,534 | $1.78 M | -10.53% | 0.51% |
| CEERA INVESTMENTS, LLC | 11/07/2024 | 259,427 | $1.53 M | 0.00% | 0.43% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 218,990 | $1.29 M | 3.57% | 0.37% |
| JPMORGAN CHASE & CO | 12/26/2024 | 198,746 | $1.17 M | 104.15% | 0.33% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 141,855 | $834,107 | 35.44% | 0.24% |
| UBS GROUP AG | 11/14/2024 | 130,124 | $765,128 | -2.37% | 0.22% |
| MORGAN STANLEY | 11/14/2024 | 121,117 | $712,172 | 42.66% | 0.20% |
| M&T BANK CORP | 11/19/2024 | 102,898 | $605,520 | 19.15% | 0.17% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 101,499 | $596,812 | -15.54% | 0.17% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 82,534 | $485,300 | 40.54% | 0.14% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 71,319 | $419,356 | -46.76% | 0.12% |
| SHERBROOKE PARK ADVISERS LLC | 11/14/2024 | 69,971 | $411,429 | 64.38% | 0.12% |
| MATTHEW GOFF INVESTMENT ADVISOR, LLC | 10/17/2024 | 60,606 | $356,363 | 100.00% | 0.10% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 58,940 | $346,567 | -2.16% | 0.10% |
| PDT PARTNERS, LLC | 11/14/2024 | 57,263 | $336,706 | 0.00% | 0.10% |
| STRS OHIO | 11/01/2024 | 52,800 | $310,464 | 0.00% | 0.09% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 48,910 | $287,591 | 0.00% | 0.08% |
| JANE STREET GROUP, LLC | 11/15/2024 | 45,339 | $266,594 | 44.19% | 0.08% |
| BARCLAYS PLC | 11/19/2024 | 40,919 | $241,000 | 291.08% | 0.07% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/12/2024 | 38,876 | $229,000 | -25.94% | 0.07% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 38,053 | $223,752 | -0.27% | 0.06% |
| RHUMBLINE ADVISERS | 11/12/2024 | 37,830 | $222,430 | -0.72% | 0.06% |
| CITADEL ADVISORS LLC | 11/14/2024 | 36,455 | $214,355 | -39.02% | 0.06% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 35,979 | $211,557 | 11.81% | 0.06% |
| GSA CAPITAL PARTNERS LLP | 11/05/2024 | 35,160 | $207,000 | -19.97% | 0.06% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 26,828 | $157,749 | 100.00% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 25,939 | $152,521 | 157.95% | 0.04% |
| CI PRIVATE WEALTH, LLC | 11/12/2024 | 25,000 | $147,000 | 0.00% | 0.04% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 22,314 | $131,206 | 0.00% | 0.04% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 20,429 | $120,123 | 7.06% | 0.03% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2024 | 20,254 | $119,094 | 0.00% | 0.03% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2024 | 18,611 | $109,433 | -24.35% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 18,049 | $106,129 | 23.21% | 0.03% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/15/2024 | 16,361 | $96,203 | 0.00% | 0.03% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 16,149 | $94,956 | 41.79% | 0.03% |
| HRT FINANCIAL LP | 11/12/2024 | 15,660 | $92,000 | 100.00% | 0.03% |
| COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 15,545 | $91,405 | -1.73% | 0.03% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 15,429 | $90,723 | 100.00% | 0.03% |
CS Disco, Inc.institutional Ownership - FAQ's
During the previous two years, 105 institutional investors and hedge funds held shares of CS Disco, Inc.. The most heavily invested institutionals were:
Deer Management Co. LLC: 8.65 M
VANGUARD GROUP INC: 1.95 M
BlackRock Funding, Inc. /DE: 1.91 M
FRANKLIN RESOURCES INC: 1.79 M
Solel Partners LP: 1.49 M
LAKEWOOD CAPITAL MANAGEMENT, LP: 966,531
51.87% of CS Disco, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 37.95 M shares in the last 24 months. This purchase volume represents approximately $188.59 M in transactions.