CS Disco, Inc.
LAWAs of the close on Sep 25, 2026
Price
$4.35
Market cap
$282M
P/E (diluted TTM)
—
Not meaningful: the last four quarters were a loss
EPS (TTM)
−$0.63
Four quarters to Jun 30, 2026
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How CS Disco, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
Pick a year or quarter. Each band's width is its dollar amount.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 6 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 12, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Russell Investments Group, Ltd. | 2026-03-31 | 218,742 | $836K | SEC filing |
| NEW YORK STATE COMMON RETIREMENT FUND | 2026-03-31 | 1,300 | $4.97K | SEC filing |
| CHAPMAN FINANCIAL GROUP, LLC | 2026-03-31 | 1,000 | $3.82K | SEC filing |
| ROYAL BANK OF CANADA | 2026-03-31 | 4,083 | $16K | SEC filing |
| BlackRock, Inc. | 2026-03-31 | 1,734,441 | $6.63M | SEC filing |
| Solel Partners LP | 2026-03-31 | 1,044,444 | $3.99M | SEC filing |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 2026-03-31 | 1,106,531 | $4.23M | SEC filing |
| True Wealth Design, LLC | 2026-03-31 | 179 | $684 | SEC filing |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2026-03-31 | 91,493 | $350K | SEC filing |
| Advisors Asset Management, Inc. | 2026-03-31 | 232 | $886 | SEC filing |
| SIGNATUREFD, LLC | 2026-03-31 | 32 | $122 | SEC filing |
| Matthew Goff Investment Advisor, LLC | 2026-03-31 | 107,019 | $409K | SEC filing |
| GSA CAPITAL PARTNERS LLP | 2026-03-31 | 154,762 | Not shown | SEC filing |
| Cerity Partners LLC | 2026-03-31 | 10,661 | $40.7K | SEC filing |
| PRELUDE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 34,953 | $134K | SEC filing |
| NORTHERN TRUST CORP | 2026-03-31 | 270,795 | $1.03M | SEC filing |
| SJS Investment Consulting Inc. | 2026-03-31 | 6 | $23 | SEC filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2026-03-31 | 212,129 | $810K | SEC filing |
| GOLDMAN SACHS GROUP INC | 2026-03-31 | 157,536 | $602K | SEC filing |
| Invesco Ltd. | 2026-03-31 | 11,519 | $44K | SEC filing |
- Each value is checked against CS Disco, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at CS Disco, Inc.'s share price.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- Ameritas Investment Partners, Inc.: 1,668 shares reported 2025-12-31; 1,668 shares reported 2026-03-31.
- IFP Advisors, Inc: 43 shares reported 2025-12-31; 42 shares reported 2026-03-31.
- JPMORGAN CHASE & CO: 176,151 shares reported 2025-12-31; 151,796 shares reported 2026-03-31.
114 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among CS Disco, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-03-02 · Hill Scott A: Larger than 20 of the 21 other insider purchases of Common Stock on file. SEC filing
- 2026-02-27 · Srinivasan Krishna: Larger than 19 of the 21 other insider purchases of Common Stock on file. SEC filing
- 2026-02-27 · GOODMAN ROBERT P: Larger than all 21 other insider purchases of Common Stock on file. SEC filing
- 2025-12-10 · Antoon Melanie: Larger than 86 of the 90 other insider sales of Common Stock on file. SEC filing
- 2025-11-17 · Lafair Michael: Larger than 83 of the 90 other insider sales of Common Stock on file. SEC filing
- 2025-08-18 · Lafair Michael: Larger than 82 of the 90 other insider sales of Common Stock on file. SEC filing
- 2025-05-19 · Friedrichsen Eric: Larger than all 90 other insider sales of Common Stock on file. SEC filing
- 2025-05-19 · Lafair Michael: Larger than 84 of the 90 other insider sales of Common Stock on file. SEC filing
- 2025-02-18 · Lafair Michael: Larger than 81 of the 90 other insider sales of Common Stock on file. SEC filing
- 2024-05-17 · Hill Scott A: Larger than 89 of the 90 other insider sales of Common Stock on file. SEC filing
- 2022-08-11 · Lafair Michael: Larger than 88 of the 90 other insider sales of Common Stock on file. SEC filing
- 2021-12-20 · Lafair Michael: Larger than 85 of the 90 other insider sales of Common Stock on file. SEC filing
- 2021-12-13 · Zoellner Keith: Larger than 87 of the 90 other insider sales of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2026-02-26–2026-03-03: 6 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing )
- 2025-11-04–2025-11-10: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-08-11–2025-08-14: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-18 | Garcia Susan · GC & Chief Compliance Officer | Common Stock | S — Open market or private sale | −6,972 | 3.61 | SEC filing |
| 2026-05-18 | Herckis Karen · EVP, Chief HR Officer | Common Stock | S — Open market or private sale | −8,562 | 3.61 | SEC filing |
| 2026-05-18 | Antoon Melanie · EVP, Chief Customer Officer | Common Stock | S — Open market or private sale | −8,590 | 3.61 | SEC filing |
| 2026-05-18 | Crum Richard Francis · EVP, Chief Prod & Tech Officer | Common Stock | S — Open market or private sale | −7,492 | 3.61 | SEC filing |
| 2026-05-08 | Friedrichsen Eric · Chief Executive Officer | Common Stock | P — Open market or private purchase | +9,000 | 3.97 | SEC filing |
| 2026-03-03 | Hill Scott A · Director | Common Stock | P — Open market or private purchase | +8,918 | 3.73 | SEC filing |
| 2026-03-02 | Hill Scott A · Director | Common Stock | P — Open market or private purchase | +41,082 | 3.31 | SEC filing |
| 2026-03-02 | Garcia Susan · GC & Chief Compliance Officer | Common Stock | S — Open market or private sale | −5,956 | 3.24 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-10 | Hill Scott A · Director | Common Stock | A — Grant, award, or other acquisition | +41,096 | SEC filing |
| 2026-06-10 | Blount Susan L · Director | Common Stock | A — Grant, award, or other acquisition | +41,096 | SEC filing |
| 2026-06-10 | GOODMAN ROBERT P · Director | Common Stock | A — Grant, award, or other acquisition | +41,096 | SEC filing |
| 2026-06-10 | Offerdahl James · Director | Common Stock | A — Grant, award, or other acquisition | +41,096 | SEC filing |
| 2026-06-10 | BOGAN THOMAS F · Director | Common Stock | A — Grant, award, or other acquisition | +41,096 | SEC filing |
| 2026-06-10 | Srinivasan Krishna · Director | Common Stock | A — Grant, award, or other acquisition | +41,096 | SEC filing |
| 2026-05-16 | Friedrichsen Eric · Chief Executive Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −44,492 | SEC filing |
| 2026-04-22 | Williams Toby J. · Director | Common Stock | A — Grant, award, or other acquisition | +67,720 | SEC filing |
Showing 8 of 30 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-09-17 | LiveOak Venture Partners I, L.P. · 10% owner | Common Stock | J — Other acquisition or disposition | −4,889,700 | SEC filing |
| 2025-09-17 | LiveOak Venture Partners I, L.P. · 10% owner | Common Stock | J — Other acquisition or disposition | +51,432 | SEC filing |
| 2025-09-17 | LiveOak Venture Partners I, L.P. · 10% owner | Common Stock | J — Other acquisition or disposition | +4,612,116 | SEC filing |
| 2022-06-02 | CAMPBELL ELIZABETH STEPHENS · 10% owner | Common Stock | J — Other acquisition or disposition | −141,371 | SEC filing |
| 2022-06-02 | Clark Kenneth Aaron · Director | Common Stock | J — Other acquisition or disposition | +141,371 | SEC filing |
| 2022-06-01 | Bessemer Venture Partners VIII L.P. · 10% owner | Common Stock | J — Other acquisition or disposition | −651,273 | SEC filing |
| 2022-03-15 | CAMPBELL ELIZABETH STEPHENS · 10% owner | Common Stock | J — Other acquisition or disposition | −1,102,381 | SEC filing |
| 2022-03-03 | Bessemer Venture Partners VIII L.P. · 10% owner | Common Stock | J — Other acquisition or disposition | −651,273 | SEC filing |
Showing 8 of 8 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.