CSPCSPI

13F holders, Q4 2024 (December 31)
35holders +3
5new positions
3sold out
2famous investors
$16.07avg. 13F price*

At the end of Q4 2024, 35 institutions reported holding CSP Inc. (CSPI) in their 13F filings, up 3 from Q3 2024. 5 opened new positions and 3 sold out. The largest holders were Visionary Wealth Advisors ($12.3M), Dimensional Fund Advisors LP ($7.9M) and Vanguard Group Inc. ($6.5M). 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

01020304050 Q1 2024: 35Q1 2024Q2 2024: 30Q2 2024Q3 2024: 32Q3 2024Q4 2024: 35Q4 2024Q1 2025: 35Q1 2025Q2 2025: 41Q2 2025Q3 2025: 48Q3 2025Q4 2025: 43Q4 2025Q1 2026: 48Q1 2026Q2 2026: 44Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions5$1.7M
Exits3$346K

All 13F filers, Q3 2024 → Q4 2024: 284,489 shares bought and 204,205 shares sold, net +80,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 35 holders

Visionary Wealth Advisors 0.72% Add +15.4% 766,842 $12.3M
Dimensional Fund Advisors LP 0.00% Reduce -1.5% 488,791 $7.9M
Vanguard Group Inc. 0.00% Reduce -0.3% 403,156 $6.5M
Renaissance Technologies 0.01% Reduce -13.9% 339,347 $5.5M
Mercer Global Advisors Inc. 0.00% Reduce -50.0% 98,778 $1.6M
Geode Capital Management, LLC 0.00% Reduce -0.1% 71,804 $1.2M
Bank of New York Mellon Corp 0.00% Add +0.3% 68,604 $1.1M
Navellier & Associates Inc. 0.12% Add +61.9% 61,576 $990K
Bridgeway Capital Management, LLC 0.02% Reduce -2.9% 61,200 $983K
Susquehanna International Group, LLP 0.00% New 51,787 $832K
BlackRock, Inc. 0.00% Add +21.5% 38,927 $626K
Northern Trust Corp. 0.00% Add +39.9% 38,838 $624K
American Century Companies Inc. 0.00% Reduce -0.3% 33,756 $542K
Qube Research & Technologies Ltd 0.00% Add +65.4% 32,974 $530K
Millennium Management 0.00% Add +19.5% 28,570 $459K
State Street Corp. 0.00% Add +10.7% 25,559 $412K
Integrated Wealth Concepts LLC 0.00% Add +0.1% 23,504 $378K
JPMorgan Chase & Co. 0.00% No change 22,800 $366K
Apis Capital Advisors, LLC 0.21% Reduce -33.3% 20,000 $321K
683 Capital Management, LLC 0.04% New 19,953 $321K
First Trust Advisors LP 0.00% Reduce -10.0% 19,412 $312K
Goldman Sachs Group Inc. 0.00% New 17,950 $288K
Jane Street Group, LLC 0.00% New 15,937 $256K
UBS Group AG 0.00% Add +3342.2% 11,187 $180K
Citigroup Inc. 0.00% Reduce -23.7% 9,909 $159K
Copeland Capital Management, LLC 0.00% Add +39.2% 4,532 $73K
Morgan Stanley 0.00% Reduce -9.4% 3,322 $53K
Aster Capital Management (DIFC) Ltd 0.02% No change 2,888 $46K
Royal Bank of Canada 0.00% Add +111.1% 1,900 $30K
Barclays PLC 0.00% Reduce -79.9% 1,606 $26K
FNY Investment Advisers, LLC 0.01% New 1,000 $16K
Tower Research Capital LLC (TRC) 0.00% Add +48.5% 704 $11K
FMR LLC 0.00% No change 127 $2K
Bank of America Corp. 0.00% Reduce -59.0% 59 $949
SBI Securities Co., Ltd. 0.00% — 17 $273

"% of holder's portfolio" is CSPI's weight in each manager's 13F, not the share of CSP Inc. the manager owns.