Stock Fundamentals

Company Information

Company Name
CS Disco LLC
Sector
Technology
Industry
Software - Application
Exchange
NYSE
ISIN: US1263271058
CIK: 0001625641
CUSIP: 126327105
Currency: USD
Full Time Employees: 577
Phone: 833 653 4726
Fiscal Year End: December
IPO Date: Jul 21, 2021
Description:

CS Disco, Inc. provides cloud-native and artificial intelligence-powered legal products for legal hold, legal request, ediscovery, legal document review, and case management in the United States and internationally. The company offers DISCO Hold which automates the manual work to comply with preservation requirements, preserve data, notify custodians, track holds with audit trail, and collect data; DISCO Request that automates response compliance for legal requests, such as service of process requests, subpoenas, and law enforcement requests; and DISCO Ediscovery which automates ediscovery process and saving legal departments from manual tasks associated with collecting, processing, enriching, searching, reviewing, analyzing, producing, and using enterprise data that is at issue in legal matters. It also provides DISCO Review, an AI-powered document review that delivers legal document reviews; and DISCO Case Builder that allows legal professionals to collaborate across teams by offering a single place to search, organize, and review witness testimony and other important legal data. The company's products are used for various legal matters comprising litigation, investigation, compliance, and diligence. It serves enterprises, law firms, legal services providers, and governments. CS Disco, Inc. was founded in 2012 and is headquartered in Austin, Texas.

Address:

111 Congress Avenue, Austin, TX, United States, 78701

Directors & Officers

Name Title Year Born
Mr. Eric Friedrichsen President, CEO & Director 1969
Ms. Melanie Antoon Executive VP & Chief Customer Officer 1979
Mr. Aaron Barfoot Executive VP, CFO & Principal Accounting Officer 1977
Mr. Joe Jacobson Senior Vice President of Operations NA
Kristen Stanley Director of Accounting NA
Mr. Richard Francis Crum Chief Product, Technology & Strategy Officer NA
Aleksey Lakchakov Senior Director of Finance & Head of Investor Relations NA
Ms. Susan Garcia Executive VP, General Counsel & Chief Compliance Officer 1972
Mr. Tom Furr Chief Marketing Officer NA
Ms. Lauren Caruso Senior VP & Chief Sales Officer NA

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Deer Management Co. LLC 8.65M Dec 31, 2025 13.66% $6.53 0.00%
Stephens Group LLC 7.80M Dec 31, 2025 12.31% $32.63 0.00%
Topline Capital Management LLC 3.21M Sep 30, 2025 5.06% $3.56 8.12%
Vanguard Group Inc 1.97M Dec 31, 2025 3.12% $0.00 0.73%
BlackRock Inc 1.73M Sep 30, 2025 2.73% $0.00 -9.37%
Lakewood Capital Management, LP 1.08M Dec 31, 2025 1.71% $0.56 6.39%
Solel Partners LP 1.04M Dec 31, 2025 1.65% $1.31 -5.50%
Dimensional Fund Advisors, Inc. 757.99K Dec 31, 2025 1.20% $0.00 3.64%
Formula Growth Ltd 750.00K Dec 31, 2025 1.18% $2.24 -8.54%
ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 706.49K Dec 31, 2025 1.12% $0.12 -16.88%
NORGES BANK 547.95K Dec 31, 2025 0.87% $0.00 -16.36%
Geode Capital Management, LLC 545.36K Sep 30, 2025 0.86% $0.00 0.62%
Essex Investment Management Company, LLC 529.78K Dec 31, 2025 0.84% $0.63 19.34%
State Street Corp 507.35K Sep 30, 2025 0.80% $0.00 -1.75%
JPMorgan Chase & Co 394.75K Sep 30, 2025 0.62% $0.00 110.01%
Arnhold & S. Bleichroeder Advisers, LLC 328.72K Dec 31, 2025 0.52% $0.00 100.63%
Acadian Asset Management LLC 321.38K Sep 30, 2025 0.51% $0.00 44,535.69%
Nuveen, LLC 318.67K Dec 31, 2025 0.50% $0.00 187.16%
D. E. Shaw & Co LP 290.66K Dec 31, 2025 0.46% $0.00 22.26%
Morgan Stanley - Brokerage Accounts 276.99K Sep 30, 2025 0.44% $0.00 76.43%

Shares Statistics

Shares Outstanding: 63.33M
Shares Float: 24.29M
% Insiders: 940.30%
% Institutions: 7,950.20%
Short % Float: 2.28%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Deer Management Co. LLC 8.65M 13.66% ▲ 0.00% Dec 31, 2025
2 Stephens Group LLC 7.80M 12.31% ▲ 0.00% Dec 31, 2025
3 Topline Capital Management LLC 3.21M 5.06% ▲ 8.12% Sep 30, 2025
4 Vanguard Group Inc 1.97M 3.12% ▲ 0.73% Dec 31, 2025
5 BlackRock Inc 1.73M 2.73% ▼ 9.37% Sep 30, 2025
6 Lakewood Capital Management, LP 1.08M 1.71% ▲ 6.39% Dec 31, 2025
7 Solel Partners LP 1.04M 1.65% ▼ 5.50% Dec 31, 2025
8 Dimensional Fund Advisors, Inc. 757.99K 1.20% ▲ 3.64% Dec 31, 2025
9 Formula Growth Ltd 750.00K 1.18% ▼ 8.54% Dec 31, 2025
10 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 706.49K 1.12% ▼ 16.88% Dec 31, 2025

Valuation Metrics

Enterprise Value: $177.99M
Trailing P/E: 0.00
Forward P/E: 0.00

Financial Highlights

Market Cap: $285.61M
EBITDA: $-37.40M
Book Value: $2.03
Earnings/Share: $-0.72
Profit Margin: -28.29%
Operating Margin: -22.45%
ROA (TTM): -13.76%
ROE (TTM): -32.20%
Revenue (TTM): $156.85M
Revenue/Share (TTM): $2.54
Earnings Growth (YOY): 0.00%
Revenue Growth (YOY): 11.30%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 3.78x 0.00x 0.26x N/A 0.00x
2024-12-31 6.11x 0.02x 0.18x -111.01x -0.05x
2023-12-31 8.32x 0.01x 0.13x -296.70x -0.05x
2022-12-31 10.17x 0.01x 0.13x -151.81x -0.03x
2021-12-31 15.06x 0.00x 0.07x -44.13x -0.05x
2020-12-31 5.95x -0.01x 2.20x -49.34x -0.05x
2019-12-31 3.47x 0.00x 3.07x -244.76x 0.00x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 27, 2026 Krishna Srinivasan N/A Purchase 40.00K $3.25 $130.00K
Feb 27, 2026 Robert P Goodman N/A Purchase 1.03M $3.19 $3.28M
Feb 27, 2026 Eric Friedrichsen N/A Purchase 15.50K $2.90 $44.95K
Feb 26, 2026 Krishna Srinivasan N/A Purchase 5.00K $2.77 $13.85K
Feb 17, 2026 Karen Herckis N/A Sale 8.17K $3.07 $25.08K
Feb 17, 2026 Melanie Antoon N/A Sale 9.29K $3.07 $28.52K
Feb 17, 2026 Richard Francis Crum N/A Sale 6.51K $3.07 $19.98K
Feb 17, 2026 Susan Garcia N/A Sale 3.74K $3.07 $11.49K
Feb 09, 2026 James Offerdahl N/A Purchase 3.00K $3.99 $11.97K
Nov 04, 2025 Thomas F Bogan N/A Purchase 7.00K $5.98 $41.87K
Oct 20, 2025 Thomas F Bogan N/A Purchase 6.93K $5.98 $41.44K
Oct 17, 2025 Thomas F Bogan N/A Purchase 17.90K $5.94 $106.34K
Oct 07, 2025 Thomas F Bogan N/A Purchase 13.68K $5.95 $81.40K
Sep 15, 2025 Thomas F Bogan N/A Purchase 17.99K $5.98 $107.57K
Sep 12, 2025 Thomas F Bogan N/A Purchase 30.00K $5.80 $174.00K
Aug 18, 2025 Karen Herckis N/A Sale 5.68K $4.82 $27.36K
Aug 18, 2025 Melanie Antoon N/A Sale 6.90K $4.82 $33.25K
Aug 18, 2025 Michael Lafair N/A Sale 14.84K $4.82 $71.55K
Aug 18, 2025 Richard Francis Crum N/A Sale 10.55K $4.82 $50.86K
May 19, 2025 Eric Friedrichsen N/A Sale 118.05K $3.93 $463.95K

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