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 Q2	–	Sell	-264	Closed	-$1.01K	–	1932
2026 Q1	$1.01K	Buy	+264	New	+$1.3K	﹤0.01%	2612

Other funds holding LAW

DMC

Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Root Financial Partners's LAW Position: Q2 2026 in Review

Root Financial Partners sold out of CS Disco (LAW) in Q2 2026, closing a stake of 264 shares — an estimated $1.01K sold.

Root Financial Partners first reported a position in LAW in Q1 2026 and held it in 1 quarter. The position peaked at $1.01K in Q1 2026. 120 funds tracked by Wall St. Rank hold LAW as of Q2 2026.

Root Financial Partners reported no remaining CS Disco position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 264 CS Disco shares in Q2 2026, an estimated $1.01K.
Root Financial Partners first reported a position in CS Disco in Q1 2026 and held it in 1 quarter.
Root Financial Partners's CS Disco position peaked at $1.01K in Q1 2026.
120 funds tracked by Wall St. Rank held CS Disco as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.