CSPCSPI
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 32 institutions reported holding CSP Inc. (CSPI) in their 13F filings, up 2 from Q2 2024. 7 opened new positions and 6 sold out. The largest holders were Visionary Wealth Advisors ($8.6M), Dimensional Fund Advisors LP ($6.4M) and Vanguard Group Inc. ($5.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- CSP Inc.
- CUSIP
- 126389105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $817K |
| Exits | 6 | $1.1M |
All 13F filers, Q2 2024 → Q3 2024: 134,589 shares bought and 185,757 shares sold, net −51,168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Visionary Wealth Advisors | 0.53% | Add +10.9% | 664,298 | $8.6M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -1.5% | 496,016 | $6.4M |
| Vanguard Group Inc. | 0.00% | No change | 404,153 | $5.2M |
| Renaissance Technologies | 0.01% | Reduce -10.9% | 393,926 | $5.1M |
| Mercer Global Advisors Inc. | 0.01% | No change | 197,556 | $2.5M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.0% | 71,886 | $934K |
| Bank of New York Mellon Corp | 0.00% | Add +0.3% | 68,373 | $888K |
| Bridgeway Capital Management, LLC | 0.02% | No change | 63,000 | $818K |
| Navellier & Associates Inc. | 0.07% | Reduce -39.0% | 38,026 | $494K |
| American Century Companies Inc. | 0.00% | Add +0.3% | 33,845 | $440K |
| BlackRock, Inc. | 0.00% | — | 32,041 | $416K |
| Apis Capital Advisors, LLC | 0.27% | Reduce -16.7% | 30,000 | $390K |
| Northern Trust Corp. | 0.00% | Reduce -0.9% | 27,763 | $361K |
| Millennium Management | 0.00% | Reduce -48.9% | 23,911 | $311K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 23,469 | $305K |
| State Street Corp. | 0.00% | No change | 23,088 | $300K |
| JPMorgan Chase & Co. | 0.00% | No change | 22,800 | $296K |
| First Trust Advisors LP | 0.00% | New | 21,578 | $280K |
| Qube Research & Technologies Ltd | 0.00% | Add +234.5% | 19,932 | $259K |
| Bank of Montreal | 0.00% | New | 8,400 | $214K |
| Citigroup Inc. | 0.00% | New | 12,991 | $169K |
| Gsa Capital Partners LLP | 0.01% | Reduce -16.5% | 10,094 | $131K |
| Barclays PLC | 0.00% | New | 8,002 | $104K |
| Morgan Stanley | 0.00% | Reduce -29.0% | 3,666 | $48K |
| Copeland Capital Management, LLC | 0.00% | New | 3,255 | $42K |
| Aster Capital Management (DIFC) Ltd | 0.01% | — | 2,888 | $38K |
| Royal Bank of Canada | 0.00% | No change | 900 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 474 | $6K |
| UBS Group AG | 0.00% | Add +1200.0% | 325 | $4K |
| Bank of America Corp. | 0.00% | Add +171.7% | 144 | $2K |
| FMR LLC | 0.00% | Reduce -30.6% | 127 | $2K |
| Lazard Asset Management LLC | 0.00% | New | 88 | $1K |
"% of holder's portfolio" is CSPI's weight in each manager's 13F, not the share of CSP Inc. the manager owns.