NewEdge Advisors’s CS Disco LAW Stock Holding History

NewEdge Advisors’s Portfolio LAW Stock Details LAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,397	Closed	-$6.11K	–	4182
2025 Q2	$6.11K	Buy	+1,397	New	+$5.47K	﹤0.01%	3357

Other funds holding LAW

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NewEdge Advisors's LAW Position: Q3 2025 in Review

NewEdge Advisors sold out of CS Disco (LAW) in Q3 2025, closing a stake of 1,397 shares — an estimated $6.11K sold.

NewEdge Advisors first reported a position in LAW in Q2 2025 and held it in 1 quarter. The position peaked at $6.11K in Q2 2025. 116 funds tracked by Wall St. Rank hold LAW as of Q3 2025.

NewEdge Advisors reported no remaining CS Disco position as of Q3 2025 after selling out during the quarter.
NewEdge Advisors sold 1,397 CS Disco shares in Q3 2025, an estimated $6.11K.
NewEdge Advisors first reported a position in CS Disco in Q2 2025 and held it in 1 quarter.
NewEdge Advisors's CS Disco position peaked at $6.11K in Q2 2025.
116 funds tracked by Wall St. Rank held CS Disco as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.