Stephens Group’s CS Disco LAW Stock Holding History

Stephens Group’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	$29.5M	Hold	7,796,632	–	–	14.28%	3
2026 Q1	$29.8M	Hold	7,796,632	–	–	17.37%	3
2025 Q4	$60.5M	Hold	7,796,632	–	–	32.63%	2
2025 Q3	$50.4M	Hold	7,796,632	–	–	27.16%	2
2025 Q2	$34.1M	Hold	7,796,632	–	–	18.76%	3
2025 Q1	$31.9M	Hold	7,796,632	–	–	16.43%	3
2024 Q4	$38.9M	Hold	7,796,632	–	–	19.44%	3
2024 Q3	$45.8M	Hold	7,796,632	–	–	24.38%	3
2024 Q2	$46.5M	Hold	7,796,632	–	–	20.66%	3
2024 Q1	$63.4M	Hold	7,796,632	–	–	25.27%	3
2023 Q4	$59.2M	Hold	7,796,632	–	–	24.71%	3
2023 Q3	$51.8M	Hold	7,796,632	–	–	23.41%	3
2023 Q2	$64.1M	Hold	7,796,632	–	–	26.37%	3
2023 Q1	$51.8M	Hold	7,796,632	–	–	20.54%	3
2022 Q4	$49.3M	Hold	7,796,632	–	–	18.8%	3
2022 Q3	$78M	Hold	7,796,632	–	–	29.88%	2
2022 Q2	$141M	Sell	7,796,632 -141,371	-2%	-$3.64M	60.95%	1
2022 Q1	$270M	Sell	7,938,003 -1,102,381	-12%	-$36.2M	67.58%	1
2021 Q4	$323M	Buy	+9,040,384	New	+$401M	68.65%	1

Other funds holding LAW

Lavelle Capital San Francisco, California $232M AUM

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Stephens Group's LAW Position: Q2 2026 in Review

Stephens Group held its CS Disco (LAW) position steady in Q2 2026 at 7,796,632 shares worth $29.5M. The position accounts for 14.28% of the portfolio, ranked #3.

Stephens Group first reported a position in LAW in Q4 2021 and has held it in 19 quarters since. The position peaked at $323M in Q4 2021. 16 funds tracked by Wall St. Rank hold LAW as of Q2 2026.

Stephens Group held 7,796,632 shares of CS Disco worth $29.5M as of Q2 2026.
Stephens Group left its CS Disco share count unchanged in Q2 2026.
CS Disco made up 14.28% of Stephens Group's portfolio in Q2 2026, its #3 holding.
Stephens Group first reported a position in CS Disco in Q4 2021 and has held it in 19 quarters since.
Stephens Group's CS Disco position peaked at $323M in Q4 2021.
16 funds tracked by Wall St. Rank held CS Disco as of Q2 2026.

Based on Stephens Group's 13F filing for Q2 2026, filed 10 Jul 2026.