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 Q3	$32M	Hold	7,796,632	–	–	15.64%	3
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

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Stephens Group's LAW Position: Q3 2026 in Review

Stephens Group held its CS Disco (LAW) position steady in Q3 2026 at 7,796,632 shares worth $32M. The position accounts for 15.64% of the portfolio, ranked #3.

Stephens Group first reported a position in LAW in Q4 2021 and has held it in 20 quarters since. The position peaked at $323M in Q4 2021. 19 funds tracked by Wall St. Rank hold LAW as of Q3 2026.

Stephens Group held 7,796,632 shares of CS Disco worth $32M as of Q3 2026.
Stephens Group left its CS Disco share count unchanged in Q3 2026.
CS Disco made up 15.64% of Stephens Group's portfolio in Q3 2026, its #3 holding.
Stephens Group first reported a position in CS Disco in Q4 2021 and has held it in 20 quarters since.
Stephens Group's CS Disco position peaked at $323M in Q4 2021.
19 funds tracked by Wall St. Rank held CS Disco as of Q3 2026.

Based on Stephens Group's 13F filing for Q3 2026, filed 6 Oct 2026.