LAW US Equity

CS Disco, Inc.

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Information Technology · Services-Prepackaged Software · CIK 1625641 · FYE 1231

$3.96

-0.26 (-6.16%)

USD · as of 2026-07-30 · marketstack

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Institutional ownership· 13F filers holding LAW · 2026-Q1 methodology → sources →

121 holders

% of shares outstanding held

56.2%

Shares held (13F)

35,580,200

Reporting holders

121

Active share of register82.5%103 active filers

Index / screened out17.5%18 filers

Reporting holders1212026-Q1

Top-10 concentration74.1%

HHI0.1216

Effective holders8.2

Crowding percentile66.9of 806 same-size names

Top holders

largest 100 of 121 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Deer Management Co. LLC	8,652,8268.7M	$33M	13.66%	—
2	Stephens Group, LLC	7,796,6327.8M	$30M	12.31%	—
3	Topline Capital Management, LLC	2,623,1142.6M	$10M	4.14%	TRIM -21%
4	BlackRock, Inc.	1,734,4411.7M	$7M	2.74%	—
5	LAKEWOOD CAPITAL MANAGEMENT, LP	1,106,5311.1M	$4M	1.75%	ADD 2%
6	VANGUARD CAPITAL MANAGEMENT LLC	1,066,6201.1M	$4M	1.68%	NEW
7	Solel Partners LP	1,044,4441.0M	$4M	1.65%	—
8	FORMULA GROWTH LTD	800,000800,000	$3M	1.26%	ADD 7%
9	DIMENSIONAL FUND ADVISORS LP	782,025782,025	$3M	1.23%	ADD 3%
10	VANGUARD PORTFOLIO MANAGEMENT LLC	754,353754,353	$3M	1.19%	NEW
11	AQR CAPITAL MANAGEMENT LLC	623,061623,061	$2M	0.98%	ADD 776%
12	ArrowMark Colorado Holdings LLC	596,976596,976	$2M	0.94%	TRIM -16%
13	GEODE CAPITAL MANAGEMENT, LLC	549,483549,483	$2M	0.87%	—
14	STATE STREET CORP	544,122544,122	$2M	0.86%	ADD 4%
15	ESSEX INVESTMENT MANAGEMENT CO LLC	539,314539,314	$2M	0.85%	—
16	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	476,752476,752	$2M	0.75%	ADD 216%
17	ACADIAN ASSET MANAGEMENT LLC	476,091476,091	$2M	0.75%	ADD 21%
18	JACOBS LEVY EQUITY MANAGEMENT, INC	410,894410,894	$2M	0.65%	ADD 151%
19	Nuveen, LLC	325,287325,287	$1M	0.51%	ADD 2%
20	MORGAN STANLEY	296,596296,596	$1M	0.47%	TRIM -17%
21	NORTHERN TRUST CORP	270,795270,795	$1M	0.43%	ADD 9%
22	BRIDGEWAY CAPITAL MANAGEMENT, LLC	258,652258,652	$988,051	0.41%	—
23	Russell Investments Group, Ltd.	218,742218,742	$835,592	0.35%	ADD 641%
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	212,129212,129	$810,333	0.33%	—
25	MONETA GROUP INVESTMENT ADVISORS LLC	203,886203,886	$778,845	0.32%	—
26	D. E. Shaw & Co., Inc.	189,069189,069	$722,244	0.30%	TRIM -35%
27	SEI INVESTMENTS CO	185,435185,435	$708,379	0.29%	ADD 9%
28	MILLENNIUM MANAGEMENT LLC	176,064176,064	$672,564	0.28%	TRIM -14%
29	VANGUARD FIDUCIARY TRUST CO	173,905173,905	$664,317	0.27%	NEW
30	Legato Capital Management LLC	168,921168,921	$645,278	0.27%	—
31	GOLDMAN SACHS GROUP INC	157,536157,536	$601,787	0.25%	ADD 20%
32	GSA CAPITAL PARTNERS LLP	154,762154,762	$591,000	0.24%	ADD 45%
33	JPMORGAN CHASE & CO	151,796151,796	$581,379	0.24%	TRIM -14%
34	Connor, Clark & Lunn Investment Management Ltd.	137,764137,764	$526,258	0.22%	TRIM -26%
35	Qube Research & Technologies Ltd	130,356130,356	$497,960	0.21%	NEW
36	ALLIANCEBERNSTEIN L.P.	57,04057,040	$442,630	0.09%	—
37	Matthew Goff Investment Advisor, LLC	107,019107,019	$408,813	0.17%	—
38	UBS Group AG	103,587103,587	$395,702	0.16%	ADD 570%
39	XTX Topco Ltd	92,40992,409	$353,002	0.15%	ADD 117%
40	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	91,49391,493	$349,503	0.14%	NEW
41	TWO SIGMA INVESTMENTS, LP	84,85484,854	$324,142	0.13%	TRIM -47%
42	RENAISSANCE TECHNOLOGIES LLC	84,24484,244	$321,812	0.13%	ADD 29%
43	STRS OHIO	66,90066,900	$255,558	0.11%	—
44	Quantinno Capital Management LP	59,80659,806	$228,459	0.09%	ADD 18%
45	Bank of New York Mellon Corp	59,07759,077	$225,672	0.09%	—
46	SUSQUEHANNA INTERNATIONAL GROUP, LLP	49,46249,462	$188,945	0.08%	TRIM -16%
47	AMERICAN CENTURY COMPANIES INC	44,69944,699	$170,750	0.07%	—
48	BNP PARIBAS FINANCIAL MARKETS	38,25938,259	$146,149	0.06%	ADD 431%
49	Corient Private Wealth LLC	36,84836,848	$140,761	0.06%	TRIM -27%
50	IEQ CAPITAL, LLC	36,19536,195	$138,265	0.06%	NEW
51	PRELUDE CAPITAL MANAGEMENT, LLC	34,95334,953	$133,520	0.06%	ADD 84%
52	BOOTHBAY FUND MANAGEMENT, LLC	33,69933,699	$128,730	0.05%	ADD 84%
53	RHUMBLINE ADVISERS	30,49130,491	$116,468	0.05%	TRIM -5%
54	AMERIPRISE FINANCIAL INC	29,50229,502	$112,698	0.05%	ADD 22%
55	Point72 Asset Management, L.P.	27,73627,736	$105,952	0.04%	ADD 15%
56	BANK OF AMERICA CORP /DE/	26,01526,015	$99,377	0.04%	ADD 12%
57	ALGERT GLOBAL LLC	23,77023,770	$91,000	0.04%	NEW
58	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	22,73522,735	$86,848	0.04%	ADD 152%
59	Williams & Novak, LLC	21,85821,858	$83,060	0.03%	ADD 46%
60	DEUTSCHE BANK AG\	19,14119,141	$73,118	0.03%	ADD 26%
61	FMR LLC	18,83918,839	$71,967	0.03%	ADD 108%
62	BARCLAYS PLC	18,04618,046	$68,936	0.03%	TRIM -62%
63	WELLS FARGO & COMPANY/MN	15,88415,884	$60,677	0.03%	TRIM -53%
64	PRICE T ROWE ASSOCIATES INC /MD/	15,57115,571	$60,000	0.02%	—
65	CWM, LLC	15,41215,412	$58,874	0.02%	ADD 191%
66	Mariner, LLC	15,28215,282	$58,378	0.02%	NEW
67	OCCUDO QUANTITATIVE STRATEGIES LP	13,36913,369	$57,888	0.02%	TRIM -42%
68	Federation des caisses Desjardins du Quebec	14,96614,966	$57,170	0.02%	ADD 22576%
69	Abel Hall, LLC	14,90614,906	$56,941	0.02%	NEW
70	PRUDENTIAL FINANCIAL INC	14,83014,830	$56,651	0.02%	NEW
71	CIBC Asset Management Inc	13,08313,083	$49,977	0.02%	—
72	Engineers Gate Manager LP	12,50412,504	$47,765	0.02%	TRIM -39%
73	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	11,55611,556	$44,144	0.02%	ADD 3%
74	Invesco Ltd.	11,51911,519	$44,003	0.02%	NEW
75	PNC FINANCIAL SERVICES GROUP, INC.	11,46611,466	$43,799	0.02%	TRIM -25%
76	MERCER GLOBAL ADVISORS INC /ADV	11,32711,327	$43,269	0.02%	TRIM -11%
77	Vanguard Personalized Indexing Management, LLC	10,71410,714	$40,927	0.02%	NEW
78	Cerity Partners LLC	10,66110,661	$40,725	0.02%	NEW
79	SIMPLEX TRADING, LLC	10,06910,069	$38,463	0.02%	NEW
80	Vanguard Global Advisers, LLC	9,1779,177	$35,056	0.01%	NEW
81	Police & Firemen's Retirement System of New Jersey	5,9115,911	$22,580	0.01%	—
82	ROYAL BANK OF CANADA	4,0834,083	$16,000	0.01%	TRIM -31%
83	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	3,5933,593	$13,725	0.01%	ADD 556%
84	Rockefeller Capital Management L.P.	3,5893,589	$13,710	0.01%	ADD 263%
85	Tower Research Capital LLC (TRC)	3,0723,072	$11,735	0.00%	ADD 91%
86	SBI Securities Co., Ltd.	2,7632,763	$10,555	0.00%	—
87	Legal & General Group Plc	2,1072,107	$8,049	0.00%	TRIM -10%
88	GROUP ONE TRADING LLC	1,7141,714	$6,547	0.00%	ADD 30%
89	Ameritas Investment Partners, Inc.	1,6681,668	$6,372	0.00%	—
90	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	1,5461,546	$5,906	0.00%	ADD 4%
91	CITIGROUP INC	1,3661,366	$5,218	0.00%	ADD 128%
92	NEW YORK STATE COMMON RETIREMENT FUND	1,3001,300	$4,966	0.00%	—
93	CHAPMAN FINANCIAL GROUP, LLC	1,0001,000	$3,820	0.00%	—
94	Essential Partners LLC	566566	$2,162	0.00%	ADD 11%
95	OSAIC HOLDINGS, INC.	540540	$2,062	0.00%	—
96	EverSource Wealth Advisors, LLC	533533	$2,035	0.00%	ADD 444%
97	MAI Capital Management	531531	$2,029	0.00%	NEW
98	Allworth Financial LP	513513	$1,960	0.00%	ADD 784%
99	Versant Capital Management, Inc	430430	$1,643	0.00%	TRIM -82%
100	Sterling Capital Management LLC	414414	$1,581	0.00%	TRIM -30%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 73 bought / 58 sold · net −757,778 shares · 3.6d of ADV

Bought73 filers

Shares: 4,337,077
Value: $17M
Opened: 25 · 2,375,320 sh
Days of ADV: 20.8d

Sold58 filers

Shares: 5,094,855
Value: $19M
Closed: 29 · 3,845,104 sh
Days of ADV: 24.5d

Net (all filers) −757,778 sh · $3M · −2.1% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Deer Management Co. LLC

8.7M

$33M

Stephens Group, LLC

7.8M

$30M

Topline Capital Management, LLC

1.9M

1.8M

3.0M

3.2M

3.3M

2.6M

$10M

BlackRock, Inc.

1.9M

1.7M

$7M

LAKEWOOD CAPITAL MANAGEMENT, LP

1.0M

1.1M

$4M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.1M

$4M

Solel Partners LP

1.1M

1.0M

$4M

FORMULA GROWTH LTD

750K

800K

830K

820K

750K

800K

$3M

DIMENSIONAL FUND ADVISORS LP

727K

733K

745K

731K

758K

782K

$3M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

754K

$3M

AQR CAPITAL MANAGEMENT LLC

—

42K

65K

71K

623K

$2M

ArrowMark Colorado Holdings LLC

761K

720K

849K

850K

706K

597K

$2M

GEODE CAPITAL MANAGEMENT, LLC

598K

605K

542K

545K

551K

549K

$2M

STATE STREET CORP

522K

517K

516K

507K

522K

544K

$2M

ESSEX INVESTMENT MANAGEMENT CO LLC

—

444K

530K

539K

$2M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding divides each quarter's as-filed 13F shares by the SEC cover-page share count dated to that same quarter (split-adjusted), not by today's count — so splits and buybacks don't move the line.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	121	35,580,200	56.2%	$136M
2025-Q4	125	36,337,978	58.1%	$282M
2025-Q3

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · LAW

Full stake history →

Large holders — 13G, passive (top 3 by % of class)

Holder	% of class	Type	As of
LOVP SBIC MANAGEMENT SERVICES, LLC	12.6%	Exempt	2025-09-30	SEC →
Topline Capital Management, LLC	5.1%	QII	2025-07-25	SEC →
Camara Kiwi	4.98%	Exempt	2025-09-30	SEC →

Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).

▸Register gapwho owns your peers and not you

13F

Institutional ownership· 13F filers holding LAW · 2026-Q1 methodology → sources →

121 holders

% of shares outstanding held

56.2%

Shares held (13F)

35,580,200

Reporting holders

121

Active share of register82.5%103 active filers

Index / screened out17.5%18 filers

Reporting holders1212026-Q1

Top-10 concentration74.1%

HHI0.1216

Effective holders8.2

Crowding percentile66.9of 806 same-size names

Top holders

largest 100 of 121 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Deer Management Co. LLC	8,652,8268.7M	$33M	13.66%	—
2	Stephens Group, LLC	7,796,6327.8M	$30M	12.31%	—
3	Topline Capital Management, LLC	2,623,1142.6M	$10M	4.14%	TRIM -21%
4	BlackRock, Inc.	1,734,4411.7M	$7M	2.74%	—
5	LAKEWOOD CAPITAL MANAGEMENT, LP	1,106,5311.1M	$4M	1.75%	ADD 2%
6	VANGUARD CAPITAL MANAGEMENT LLC	1,066,6201.1M	$4M	1.68%	NEW
7	Solel Partners LP	1,044,4441.0M	$4M	1.65%	—
8	FORMULA GROWTH LTD	800,000800,000	$3M	1.26%	ADD 7%
9	DIMENSIONAL FUND ADVISORS LP	782,025782,025	$3M	1.23%	ADD 3%
10	VANGUARD PORTFOLIO MANAGEMENT LLC	754,353754,353	$3M	1.19%	NEW
11	AQR CAPITAL MANAGEMENT LLC	623,061623,061	$2M	0.98%	ADD 776%
12	ArrowMark Colorado Holdings LLC	596,976596,976	$2M	0.94%	TRIM -16%
13	GEODE CAPITAL MANAGEMENT, LLC	549,483549,483	$2M	0.87%	—
14	STATE STREET CORP	544,122544,122	$2M	0.86%	ADD 4%
15	ESSEX INVESTMENT MANAGEMENT CO LLC	539,314539,314	$2M	0.85%	—
16	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	476,752476,752	$2M	0.75%	ADD 216%
17	ACADIAN ASSET MANAGEMENT LLC	476,091476,091	$2M	0.75%	ADD 21%
18	JACOBS LEVY EQUITY MANAGEMENT, INC	410,894410,894	$2M	0.65%	ADD 151%
19	Nuveen, LLC	325,287325,287	$1M	0.51%	ADD 2%
20	MORGAN STANLEY	296,596296,596	$1M	0.47%	TRIM -17%
21	NORTHERN TRUST CORP	270,795270,795	$1M	0.43%	ADD 9%
22	BRIDGEWAY CAPITAL MANAGEMENT, LLC	258,652258,652	$988,051	0.41%	—
23	Russell Investments Group, Ltd.	218,742218,742	$835,592	0.35%	ADD 641%
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	212,129212,129	$810,333	0.33%	—
25	MONETA GROUP INVESTMENT ADVISORS LLC	203,886203,886	$778,845	0.32%	—
26	D. E. Shaw & Co., Inc.	189,069189,069	$722,244	0.30%	TRIM -35%
27	SEI INVESTMENTS CO	185,435185,435	$708,379	0.29%	ADD 9%
28	MILLENNIUM MANAGEMENT LLC	176,064176,064	$672,564	0.28%	TRIM -14%
29	VANGUARD FIDUCIARY TRUST CO	173,905173,905	$664,317	0.27%	NEW
30	Legato Capital Management LLC	168,921168,921	$645,278	0.27%	—
31	GOLDMAN SACHS GROUP INC	157,536157,536	$601,787	0.25%	ADD 20%
32	GSA CAPITAL PARTNERS LLP	154,762154,762	$591,000	0.24%	ADD 45%
33	JPMORGAN CHASE & CO	151,796151,796	$581,379	0.24%	TRIM -14%
34	Connor, Clark & Lunn Investment Management Ltd.	137,764137,764	$526,258	0.22%	TRIM -26%
35	Qube Research & Technologies Ltd	130,356130,356	$497,960	0.21%	NEW
36	ALLIANCEBERNSTEIN L.P.	57,04057,040	$442,630	0.09%	—
37	Matthew Goff Investment Advisor, LLC	107,019107,019	$408,813	0.17%	—
38	UBS Group AG	103,587103,587	$395,702	0.16%	ADD 570%
39	XTX Topco Ltd	92,40992,409	$353,002	0.15%	ADD 117%
40	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	91,49391,493	$349,503	0.14%	NEW
41	TWO SIGMA INVESTMENTS, LP	84,85484,854	$324,142	0.13%	TRIM -47%
42	RENAISSANCE TECHNOLOGIES LLC	84,24484,244	$321,812	0.13%	ADD 29%
43	STRS OHIO	66,90066,900	$255,558	0.11%	—
44	Quantinno Capital Management LP	59,80659,806	$228,459	0.09%	ADD 18%
45	Bank of New York Mellon Corp	59,07759,077	$225,672	0.09%	—
46	SUSQUEHANNA INTERNATIONAL GROUP, LLP	49,46249,462	$188,945	0.08%	TRIM -16%
47	AMERICAN CENTURY COMPANIES INC	44,69944,699	$170,750	0.07%	—
48	BNP PARIBAS FINANCIAL MARKETS	38,25938,259	$146,149	0.06%	ADD 431%
49	Corient Private Wealth LLC	36,84836,848	$140,761	0.06%	TRIM -27%
50	IEQ CAPITAL, LLC	36,19536,195	$138,265	0.06%	NEW
51	PRELUDE CAPITAL MANAGEMENT, LLC	34,95334,953	$133,520	0.06%	ADD 84%
52	BOOTHBAY FUND MANAGEMENT, LLC	33,69933,699	$128,730	0.05%	ADD 84%
53	RHUMBLINE ADVISERS	30,49130,491	$116,468	0.05%	TRIM -5%
54	AMERIPRISE FINANCIAL INC	29,50229,502	$112,698	0.05%	ADD 22%
55	Point72 Asset Management, L.P.	27,73627,736	$105,952	0.04%	ADD 15%
56	BANK OF AMERICA CORP /DE/	26,01526,015	$99,377	0.04%	ADD 12%
57	ALGERT GLOBAL LLC	23,77023,770	$91,000	0.04%	NEW
58	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	22,73522,735	$86,848	0.04%	ADD 152%
59	Williams & Novak, LLC	21,85821,858	$83,060	0.03%	ADD 46%
60	DEUTSCHE BANK AG\	19,14119,141	$73,118	0.03%	ADD 26%
61	FMR LLC	18,83918,839	$71,967	0.03%	ADD 108%
62	BARCLAYS PLC	18,04618,046	$68,936	0.03%	TRIM -62%
63	WELLS FARGO & COMPANY/MN	15,88415,884	$60,677	0.03%	TRIM -53%
64	PRICE T ROWE ASSOCIATES INC /MD/	15,57115,571	$60,000	0.02%	—
65	CWM, LLC	15,41215,412	$58,874	0.02%	ADD 191%
66	Mariner, LLC	15,28215,282	$58,378	0.02%	NEW
67	OCCUDO QUANTITATIVE STRATEGIES LP	13,36913,369	$57,888	0.02%	TRIM -42%
68	Federation des caisses Desjardins du Quebec	14,96614,966	$57,170	0.02%	ADD 22576%
69	Abel Hall, LLC	14,90614,906	$56,941	0.02%	NEW
70	PRUDENTIAL FINANCIAL INC	14,83014,830	$56,651	0.02%	NEW
71	CIBC Asset Management Inc	13,08313,083	$49,977	0.02%	—
72	Engineers Gate Manager LP	12,50412,504	$47,765	0.02%	TRIM -39%
73	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	11,55611,556	$44,144	0.02%	ADD 3%
74	Invesco Ltd.	11,51911,519	$44,003	0.02%	NEW
75	PNC FINANCIAL SERVICES GROUP, INC.	11,46611,466	$43,799	0.02%	TRIM -25%
76	MERCER GLOBAL ADVISORS INC /ADV	11,32711,327	$43,269	0.02%	TRIM -11%
77	Vanguard Personalized Indexing Management, LLC	10,71410,714	$40,927	0.02%	NEW
78	Cerity Partners LLC	10,66110,661	$40,725	0.02%	NEW
79	SIMPLEX TRADING, LLC	10,06910,069	$38,463	0.02%	NEW
80	Vanguard Global Advisers, LLC	9,1779,177	$35,056	0.01%	NEW
81	Police & Firemen's Retirement System of New Jersey	5,9115,911	$22,580	0.01%	—
82	ROYAL BANK OF CANADA	4,0834,083	$16,000	0.01%	TRIM -31%
83	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	3,5933,593	$13,725	0.01%	ADD 556%
84	Rockefeller Capital Management L.P.	3,5893,589	$13,710	0.01%	ADD 263%
85	Tower Research Capital LLC (TRC)	3,0723,072	$11,735	0.00%	ADD 91%
86	SBI Securities Co., Ltd.	2,7632,763	$10,555	0.00%	—
87	Legal & General Group Plc	2,1072,107	$8,049	0.00%	TRIM -10%
88	GROUP ONE TRADING LLC	1,7141,714	$6,547	0.00%	ADD 30%
89	Ameritas Investment Partners, Inc.	1,6681,668	$6,372	0.00%	—
90	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	1,5461,546	$5,906	0.00%	ADD 4%
91	CITIGROUP INC	1,3661,366	$5,218	0.00%	ADD 128%
92	NEW YORK STATE COMMON RETIREMENT FUND	1,3001,300	$4,966	0.00%	—
93	CHAPMAN FINANCIAL GROUP, LLC	1,0001,000	$3,820	0.00%	—
94	Essential Partners LLC	566566	$2,162	0.00%	ADD 11%
95	OSAIC HOLDINGS, INC.	540540	$2,062	0.00%	—
96	EverSource Wealth Advisors, LLC	533533	$2,035	0.00%	ADD 444%
97	MAI Capital Management	531531	$2,029	0.00%	NEW
98	Allworth Financial LP	513513	$1,960	0.00%	ADD 784%
99	Versant Capital Management, Inc	430430	$1,643	0.00%	TRIM -82%
100	Sterling Capital Management LLC	414414	$1,581	0.00%	TRIM -30%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 73 bought / 58 sold · net −757,778 shares · 3.6d of ADV

Bought73 filers

Shares: 4,337,077
Value: $17M
Opened: 25 · 2,375,320 sh
Days of ADV: 20.8d

Sold58 filers

Shares: 5,094,855
Value: $19M
Closed: 29 · 3,845,104 sh
Days of ADV: 24.5d

Net (all filers) −757,778 sh · $3M · −2.1% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Deer Management Co. LLC

8.7M

$33M

Stephens Group, LLC

7.8M

$30M

Topline Capital Management, LLC

1.9M

1.8M

3.0M

3.2M

3.3M

2.6M

$10M

BlackRock, Inc.

1.9M

1.7M

$7M

LAKEWOOD CAPITAL MANAGEMENT, LP

1.0M

1.1M

$4M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.1M

$4M

Solel Partners LP

1.1M

1.0M

$4M

FORMULA GROWTH LTD

750K

800K

830K

820K

750K

800K

$3M

DIMENSIONAL FUND ADVISORS LP

727K

733K

745K

731K

758K

782K

$3M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

754K

$3M

AQR CAPITAL MANAGEMENT LLC

—

42K

65K

71K

623K

$2M

ArrowMark Colorado Holdings LLC

761K

720K

849K

850K

706K

597K

$2M

GEODE CAPITAL MANAGEMENT, LLC

598K

605K

542K

545K

551K

549K

$2M

STATE STREET CORP

522K

517K

516K

507K

522K

544K

$2M

ESSEX INVESTMENT MANAGEMENT CO LLC

—

444K

530K

539K

$2M

Institutional footprint by quarter

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	121	35,580,200	56.2%	$136M
2025-Q4	125	36,337,978	58.1%	$282M
2025-Q3

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · LAW

Full stake history →

Large holders — 13G, passive (top 3 by % of class)

Holder	% of class	Type	As of
LOVP SBIC MANAGEMENT SERVICES, LLC	12.6%	Exempt	2025-09-30	SEC →
Topline Capital Management, LLC	5.1%	QII	2025-07-25	SEC →
Camara Kiwi	4.98%	Exempt	2025-09-30	SEC →

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Institutional ownership· 13F filers holding LAW · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · LAW

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Institutional ownership· 13F filers holding LAW · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · LAW

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