CSPCSPI

13F holders, Q2 2025 (June 30)
41holders +6
14new positions
8sold out
2famous investors
$12.94avg. 13F price*

At the end of Q2 2025, 41 institutions reported holding CSP Inc. (CSPI) in their 13F filings, up 6 from Q1 2025. 14 opened new positions and 8 sold out. The largest holders were Visionary Wealth Advisors ($9.6M), Vanguard Group Inc. ($5.8M) and Dimensional Fund Advisors LP ($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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions14$1.0M
Exits8$2.1M

All 13F filers, Q1 2025 → Q2 2025: 616,678 shares bought and 369,552 shares sold, net +247,126 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 41 holders

Visionary Wealth Advisors 0.49% Add +5.7% 740,187 $9.6M
Vanguard Group Inc. 0.00% Add +11.9% 448,089 $5.8M
Dimensional Fund Advisors LP 0.00% Reduce -5.2% 398,512 $5.2M
Renaissance Technologies 0.01% Reduce -0.2% 303,526 $3.9M
BlackRock, Inc. 0.00% Add +612.6% 286,985 $3.7M
Geode Capital Management, LLC 0.00% Add +113.0% 158,355 $2.0M
Bank of New York Mellon Corp 0.00% Add +21.5% 81,599 $1.1M
Northern Trust Corp. 0.00% Add +100.9% 76,659 $992K
State Street Corp. 0.00% Add +150.3% 63,975 $828K
Susquehanna International Group, LLP 0.00% Reduce -66.8% 57,142 $739K
Bridgeway Capital Management, LLC 0.01% No change 46,145 $597K
Navellier & Associates Inc. 0.06% Add +1.4% 36,849 $477K
JPMorgan Chase & Co. 0.00% Add +14.4% 26,079 $337K
Integrated Wealth Concepts LLC 0.00% No change 23,527 $304K
Charles Schwab Investment Management Inc. 0.00% New 23,087 $299K
First Trust Advisors LP 0.00% Add +3.9% 20,059 $260K
Jacobs Levy Equity Management, Inc. 0.00% New 20,006 $259K
Millennium Management 0.00% Reduce -82.0% 19,447 $252K
Barclays PLC 0.00% Add +18015.5% 12,862 $166K
Morgan Stanley 0.00% Add +73.9% 11,072 $143K
Mercer Global Advisors Inc. 0.00% No change 10,278 $133K
New York State Common Retirement Fund 0.00% New 9,400 $122K
Rhumbline Advisers 0.00% New 8,373 $108K
Raymond James Financial Inc. 0.00% New 7,004 $91K
Copeland Capital Management, LLC 0.00% Add +16.4% 3,971 $51K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 3,784 $49K
Wells Fargo & Company 0.00% New 3,711 $48K
Royal Bank of Canada 0.00% Add +67.4% 3,181 $41K
Police & Firemen's Retirement System of New Jersey 0.00% New 2,533 $33K
Citigroup Inc. 0.00% Reduce -72.6% 2,444 $32K
UBS Group AG 0.00% Reduce -29.2% 2,429 $31K
Bank of America Corp. 0.00% Add +3943.3% 2,426 $31K
BNP Paribas Financial Markets 0.00% New 979 $13K
Legal & General Group Plc 0.00% New 750 $10K
Ameritas Investment Partners, Inc. 0.00% New 708 $9K
California State Teachers Retirement System 0.00% New 433 $6K
Amalgamated Bank 0.00% New 237 $3K
FMR LLC 0.00% Add +30.7% 166 $2K
Sterling Capital Management LLC 0.00% New 41 $531
SBI Securities Co., Ltd. 0.00% Reduce -17.6% 14 $181
Tower Research Capital LLC (TRC) 0.00% Reduce -99.1% 2 $26

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