Root Financial Partners’s CS Disco LAW Stock Holding History

Root Financial Partners’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
2026 Q1	$1.01K	Buy	+264	New	+$1.3K	﹤0.01%	2612

Other funds holding LAW

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

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Dimensional Fund Advisors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Root Financial Partners's LAW Position: Q1 2026 in Review

Root Financial Partners opened a new position in CS Disco (LAW) in Q1 2026: 264 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #2612 among its holdings.

123 funds tracked by Wall St. Rank hold LAW as of Q1 2026.

Root Financial Partners held 264 shares of CS Disco worth $1.01K as of Q1 2026.
CS Disco was a new Root Financial Partners position in Q1 2026.
CS Disco made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2612 holding.
123 funds tracked by Wall St. Rank held CS Disco as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.