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CS Disco

98 hedge funds and large institutions have $171M invested in CS Disco in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

8% more funds holding

Funds holding: 9198 (+7)

2.1% more ownership

Funds ownership: 55.02%57.13% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

11% less capital invested

Capital invested by funds: $193M → $171M (-$21.8M)

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
28
Reduced
29
Closed
13
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$44K
Name Holding Trade Value Shares
Change
Change in
Stake
DMC
1
Deer Management Company
New York
$43.2M
SG
2
Stephens Group
Arkansas
$38.9M
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.76M +$41.3K +7,112 +0.4%
BlackRock
4
BlackRock
New York
$9.62M +$130K +22,453 +1%
TCM
5
Topline Capital Management
California
$9.53M +$11.1M +1,909,829 New
Norges Bank
6
Norges Bank
Norway
$8.85M
Franklin Resources
7
Franklin Resources
California
$7.85M -$1.26M -217,121 -12%
SP
8
Solel Partners
Massachusetts
$5.73M -$1.99M -343,547 -23%
LCM
9
Lakewood Capital Management
New York
$5.07M +$290K +50,000 +5%
ACH
10
ArrowMark Colorado Holdings
Colorado
$3.8M -$1.12M -193,672 -20%
FG
11
Formula Growth
Quebec, Canada
$3.74M +$813K +140,000 +23%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$3.63M +$242K +41,631 +6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.98M -$29.4K -5,067 -0.8%
State Street
14
State Street
Massachusetts
$2.61M +$86.1K +14,823 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.36M +$427K +73,504 +37%
Northern Trust
16
Northern Trust
Illinois
$1.29M +$85.2K +14,681 +6%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$1.09M -$490K -84,313 -28%
GCP
18
GSA Capital Partners
United Kingdom
$1.04M +$1M +172,439 +490%
Charles Schwab
19
Charles Schwab
California
$1.02M -$86.8K -14,956 -7%
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$746K +$712K +122,703 +457%
Citadel Advisors
21
Citadel Advisors
Florida
$714K +$620K +106,696 +293%
Bank of America
22
Bank of America
North Carolina
$667K -$47.5K -8,177 -6%
UBS Group
23
UBS Group
Switzerland
$605K -$52K -8,956 -7%
Goldman Sachs
24
Goldman Sachs
New York
$487K +$88K +15,148 +18%
Morgan Stanley
25
Morgan Stanley
New York
$455K -$174K -29,919 -25%

LAW Hedge Fund Activity: Q4 2024 in Review

98 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CS Disco (LAW) for Q4 2024, worth a combined $171M — down 11% from $193M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LAW positions and 13 closed out — a net gain of 8 holders — while 28 added to existing stakes and 29 trimmed.

The largest buyer was GSA Capital Partners, adding an estimated $1M. The largest seller was Solel Partners, cutting an estimated $1.99M.

  • 98 institutional investors held CS Disco (LAW) as of Q4 2024, up from 91 in Q3 2024.
  • Funds reported $171M of CS Disco stock for Q4 2024, down 11% quarter-over-quarter.
  • 21 funds opened new CS Disco positions in Q4 2024 and 13 closed out, a net change of +8 holders.
  • The largest CS Disco buyer in Q4 2024 was GSA Capital Partners, an estimated $1M added.
  • The largest CS Disco seller in Q4 2024 was Solel Partners, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2024.