LAW

CS Disco, Inc.

NYSE · Services-Prepackaged Software · Inc. DE · CIK 0001625641
$3.69 -2.12% $228.3M
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)7 New Institutional Positions
Vol
Market Cap$228.3M
Cap SizeMicro Cap
Inst. Holders9 funds
Inst. Value$26.2M
Inst. Activity7 buys / 0 sells
Insider Activity8B / 8S
Insider Net $$3.5M
Reddit Sentiment67° Warm
SEC Reports7
Exchange NYSE·Sector Services-Prepackaged Software·Inc. DE·CIK 0001625641·Prev Close $3.77

Recent Activity

May 19, 2026 SEC
Four C-suite insiders at CS Disco sold shares on May 18 at $3.61, raising $114K total (0.05% of $233M market cap), while
CLUSTER — Impact 3/10
May 18, 2026 Insider
Garcia Susan sold 6,972 shares
GC & Chief Compliance Officer @ $3.61 ($25.2K)
May 18, 2026 Insider
Herckis Karen sold 8,562 shares
EVP, Chief HR Officer @ $3.61 ($30.9K)
May 18, 2026 Insider
Crum Richard Francis sold 7,492 shares
EVP, Chief Prod & Tech Officer @ $3.61 ($27.0K)
May 6, 2026 SEC
CS Disco reported Q1 2026 revenue of $41.9M (+14% YoY), beating consensus of $40.3M, with GAAP EPS of -$0.15 (miss vs co
8-K — Impact 7/10
Apr 23, 2026 SEC
CS Disco appointed Toby Williams to its board of directors effective April 22, 2026, while announcing that Colette Pierc
8-K — Impact 3/10
Inst.
NORGES BANK — NEW
547,947 shares ($4.3M)
Inst.
MORGAN STANLEY — ADD
355,218 shares ($2.8M)

Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$6.67 (Feb 2026)
Current $3.56 Low $4.00 Median $6.00 High $10.00 3 analysts
$4.00 $10.00

Analyst Ratings

Historical distribution71% buy · 7 analysts · last covering-analyst action Feb 2026
1Strong Buy
4Buy
2Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Feb 26, 2026 Canaccord Genuity MAINTAIN Buy → Buy
Jan 5, 2026 Jefferies MAINTAIN Hold → Hold

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.06 ▼ -90.0% $-0.07 — $-0.06 -58% YoY 3
Next Q $-0.01 ▲ +20.0% $-0.02 — $-0.01 -33% YoY 3
Current FY $-0.14 $-0.15 — $-0.13 18% YoY 2
Next FY $-0.03 ▼ -33.3% $-0.07 — $0.00 81% YoY 3

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$15.3M
NORGES BANK$4.3MNEW
MORGAN STANLEY$2.8MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$1.6MNEW
TWO SIGMA INVESTMENTS, LP$1.2MADD

Recent Insider Trades

DateInsiderTypeValue
May 18, 2026Garcia SusanSELL$25.2K
May 18, 2026Herckis KarenSELL$30.9K
May 18, 2026Crum RichardSELL$27.0K
May 18, 2026Antoon MelanieSELL$31.0K
May 16, 2026Friedrichsen EricF$170.4K

Reddit Sentiment

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish
9 institutional holders with $26.2M total value (3,377,583 shares) as of 2025-Q4. Top holders: VANGUARD, NORGES, MORGAN. Net buying activity: 7 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC1,973,365$15.3M58.4%
2NORGES BANK547,947$4.3M16.2%NEW
3MORGAN STANLEY355,218$2.8M10.5%ADD +28.2%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC211,247$1.6M6.3%NEW
5TWO SIGMA INVESTMENTS, LP158,661$1.2M4.7%ADD +92.7%
6RENAISSANCE TECHNOLOGIES LLC65,200$506.0K1.9%ADD +48.9%
7WELLS FARGO & COMPANY/MN33,594$260.7K1.0%ADD +39.6%
8BANK OF AMERICA CORP /DE/23,314$180.9K0.7%ADD +33.9%
9FMR LLC9,037$70.1K0.3%ADD +32.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW547,947$4.3M2025-Q4
MORGAN STANLEYADD276,994355,218+28.2%$2.8M2025-Q4
TWO SIGMA INVESTMENTS, LPADD82,340158,661+92.7%$1.2M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD43,80065,200+48.9%$506.0K2025-Q4
WELLS FARGO & COMPANY/MNADD24,05933,594+39.6%$260.7K2025-Q4
BANK OF AMERICA CORP /DE/ADD17,41723,314+33.9%$180.9K2025-Q4
FMR LLCADD6,8359,037+32.2%$70.1K2025-Q4
MORGAN STANLEYADD157,002276,994+76.4%$1.8M2025-Q3
TWO SIGMA INVESTMENTS, LPNEW82,340$531.9K2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED15,20043,800+188.2%$282.9K2025-Q3
UBS Group AGNEAR_EXIT151,27420,012-86.8%$129.3K2025-Q3
NORGES BANKEXIT655,1150-100.0%$0.002025-Q3
NORGES BANKNEW655,115$2.9M2025-Q2
MORGAN STANLEYDOUBLED76,710157,002+104.7%$686.1K2025-Q2
BANK OF AMERICA CORP /DE/NEAR_EXIT97,05616,378-83.1%$71.6K2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW15,200$66.4K2025-Q2
CITADEL ADVISORS LLCTRIM143,55176,810-46.5%$314.2K2025-Q1
FMR LLCDOUBLED1075,002+4574.8%$20.5K2025-Q1
TWO SIGMA INVESTMENTS, LPEXIT10,9850-100.0%$0.002025-Q1
NORGES BANKEXIT1,774,2560-100.0%$0.002025-Q1
CITADEL ADVISORS LLCDOUBLED46,055143,551+211.7%$716.3K2024-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT12,4000-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW218,990$1.3M2024-Q3
MORGAN STANLEYADD84,897121,117+42.7%$712.2K2024-Q3
10 unique insiders with 16 transactions. Net insider value: $3.5M ($3.7M bought, $182.4K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 18, 2026Garcia SusanGC & Chief Compliance OfficerSELL6,972$3.61$25.2K
May 18, 2026Herckis KarenEVP, Chief HR OfficerSELL8,562$3.61$30.9K
May 18, 2026Crum Richard FrancisEVP, Chief Prod & Tech OfficerSELL7,492$3.61$27.0K
May 18, 2026Antoon MelanieEVP, Chief Customer OfficerSELL8,590$3.61$31.0K
May 16, 2026Friedrichsen EricChief Executive OfficerF44,492$3.83$170.4K
May 8, 2026Friedrichsen EricChief Executive OfficerBUY9,000$3.97$35.7K
Apr 22, 2026Williams Toby J.DirectorA67,720$0.00$0.00
Mar 3, 2026Hill Scott ADirectorBUY8,918$3.73$33.3K
Mar 2, 2026Hill Scott ADirectorBUY41,082$3.31$136.0K
Mar 2, 2026Herckis KarenEVP, Chief HR OfficerSELL3,978$3.24$12.9K
Mar 2, 2026Antoon MelanieEVP, Chief Customer OfficerSELL4,882$3.24$15.8K
Mar 2, 2026Crum Richard FrancisEVP, Chief Prod & Tech OfficerSELL6,262$3.24$20.3K
Mar 2, 2026Garcia SusanGC & Chief Compliance OfficerSELL5,956$3.24$19.3K
Feb 27, 2026Srinivasan KrishnaDirectorBUY40,000$3.25$130.0K
Feb 27, 2026Friedrichsen EricChief Executive OfficerBUY15,500$2.90$45.0K
Feb 27, 2026GOODMAN ROBERT PDirectorBUY1,026,700$3.19$3.3M
Feb 26, 2026Srinivasan KrishnaDirectorBUY5,000$2.77$13.8K
Feb 20, 2026Friedrichsen EricChief Executive OfficerA221,949$0.00$0.00
Feb 18, 2026Friedrichsen EricChief Executive OfficerA151,695$0.00$0.00
Feb 9, 2026Offerdahl JamesDirectorBUY3,000$3.99$12.0K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Feb 2026): 71% buy across 7 analysts — 1 strong buy, 4 buy, 2 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$6.67 mean target (Feb 2026)
$4.00 Low $10.00 High
MetricValue
Current Price$3.56
Target Low$4.00
Target Mean$6.67
Target Median$6.00
Target High$10.00
# Analysts3
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.06 $-0.07 $-0.06 -58.3% -90.0% 0↑ 3↓ $0.0B 12.0% 3
Next Q
2026-09-30
$-0.01 $-0.02 $-0.01 -33.3% +20.0% 1↑ 0↓ $0.0B 9.3% 3
Current FY
2026-12-31
$-0.14 $-0.15 $-0.13 17.6% +0.0% 0↑ 3↓ $0.2B 11.7% 2
Next FY
2027-12-31
$-0.03 $-0.07 $0.00 81.0% -33.3% 1↑ 1↓ $0.2B 10.8% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.063
7d ago$-0.063
30d ago$-0.033-0.030
60d ago$-0.033-0.030
90d ago$-0.033-0.030
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Feb 26, 2026 Canaccord Genuity MAINTAIN Buy Buy
Jan 5, 2026 Jefferies MAINTAIN Hold Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261420071%
May 1, 20261420071%
Apr 1, 20261420071%
Mar 1, 20261420071%
Feb 1, 20261430063%
Jan 1, 20261431056%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 18, 2026160° Warm101
May 18, 2026160° Warm101

Recent Reddit Threads

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