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CS Disco

95 hedge funds and large institutions have $132M invested in CS Disco in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-3
Holders Change %
-3.06%
% 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
14
Increased
26
Reduced
40
Closed
15
Calls
$95K
Puts
$13K
Net Calls
+$82K
Net Calls Change
+$80K
Name Holding Trade Value Shares
Change
Shares
Change %
DMC
1
Deer Management Company
New York
$35.4M
SG
2
Stephens Group
Arkansas
$31.9M
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.91M -$90.3K -22,069 -1%
BlackRock
4
BlackRock
New York
$7.64M -$243K -59,418 -3%
TCM
5
Topline Capital Management
California
$7.3M -$514K -125,607 -7%
Franklin Resources
6
Franklin Resources
California
$6.01M -$423K -103,352 -7%
SP
7
Solel Partners
Massachusetts
$4.52M -$178K -43,490 -4%
LCM
8
Lakewood Capital Management
New York
$4.16M
FG
9
Formula Growth
Quebec, Canada
$3.27M +$205K +50,000 +7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$3M +$24.9K +6,083 +0.8%
ACH
11
ArrowMark Colorado Holdings
Colorado
$2.95M -$166K -40,479 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.47M +$29.9K +7,311 +1%
State Street
13
State Street
Massachusetts
$2.11M -$23.2K -5,684 -1%
Northern Trust
14
Northern Trust
Illinois
$1.02M -$36.5K -8,932 -3%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$896K -$217K -53,072 -19%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$889K -$7.2K -1,760 -0.8%
GCP
17
GSA Capital Partners
United Kingdom
$830K -$18.6K -4,560 -2%
Charles Schwab
18
Charles Schwab
California
$817K -$17.9K -4,382 -2%
WCA
19
Whetstone Capital Advisors
Kansas
$761K +$761K +185,970 New
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$680K +$68.9K +16,845 +11%
BCM
21
Bridgeway Capital Management
Texas
$663K +$663K +162,152 New
UBS Group
22
UBS Group
Switzerland
$573K +$77.2K +18,886 +16%
MGIA
23
Matthew Goff Investment Advisor
Texas
$438K +$190K +46,413 +77%
Bank of America
24
Bank of America
North Carolina
$397K -$150K -36,622 -27%
Goldman Sachs
25
Goldman Sachs
New York
$374K -$25.6K -6,258 -6%