CSPCSPI

13F holders, Q3 2025 (September 30)
48holders +7
11new positions
4sold out
1famous investor
$11.55avg. 13F price*

At the end of Q3 2025, 48 institutions reported holding CSP Inc. (CSPI) in their 13F filings, up 7 from Q2 2025. 11 opened new positions and 4 sold out. The largest holders were Visionary Wealth Advisors ($8.6M), Vanguard Group Inc. ($5.1M) and Dimensional Fund Advisors LP ($4.4M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions11$802K
Exits4$1.3M

All 13F filers, Q2 2025 → Q3 2025: 145,559 shares bought and 180,639 shares sold, net −35,080 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 48 holders

Visionary Wealth Advisors 0.40% Add +0.9% 747,160 $8.6M
Vanguard Group Inc. 0.00% Reduce -0.8% 444,562 $5.1M
Dimensional Fund Advisors LP 0.00% Reduce -5.1% 378,275 $4.4M
BlackRock, Inc. 0.00% Add +16.8% 335,105 $3.9M
Renaissance Technologies 0.00% Add +1.0% 306,526 $3.5M
Geode Capital Management, LLC 0.00% Add +1.4% 160,646 $1.9M
Bank of New York Mellon Corp 0.00% Add +2.8% 83,895 $969K
State Street Corp. 0.00% Add +14.4% 73,164 $845K
Northern Trust Corp. 0.00% Reduce -6.2% 71,879 $830K
Bridgeway Capital Management, LLC 0.01% No change 46,145 $533K
JPMorgan Chase & Co. 0.00% Reduce -1.9% 25,595 $296K
Integrated Wealth Concepts LLC 0.00% Reduce -0.1% 23,500 $271K
Charles Schwab Investment Management Inc. 0.00% No change 23,087 $267K
Goldman Sachs Group Inc. 0.00% New 22,817 $264K
Segall Bryant & Hamill, LLC 0.00% New 19,204 $222K
Squarepoint Ops LLC 0.00% New 13,626 $157K
Jacobs Levy Equity Management, Inc. 0.00% Reduce -33.5% 13,314 $154K
Deutsche Bank AG 0.00% New 13,108 $151K
Mercer Global Advisors Inc. 0.00% Add +0.0% 10,282 $119K
Navellier & Associates Inc. 0.01% Reduce -72.9% 10,000 $116K
Barclays PLC 0.00% Reduce -23.3% 9,867 $114K
Morgan Stanley 0.00% Reduce -31.1% 7,634 $88K
New York State Common Retirement Fund 0.00% Reduce -21.3% 7,400 $85K
Rhumbline Advisers 0.00% Reduce -23.6% 6,395 $74K
Wells Fargo & Company 0.00% Add +18.9% 4,414 $51K
Copeland Capital Management, LLC 0.00% Reduce -1.0% 3,932 $45K
UBS Group AG 0.00% Add +37.3% 3,336 $39K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -13.4% 3,278 $38K
Bank of America Corp. 0.00% Add +19.7% 2,905 $34K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,533 $29K
Royal Bank of Canada 0.00% Reduce -39.7% 1,918 $23K
BNP Paribas Financial Markets 0.00% Add +49.1% 1,460 $17K
Tower Research Capital LLC (TRC) 0.00% Add +63750.0% 1,277 $15K
Legal & General Group Plc 0.00% No change 750 $9K
Ameritas Investment Partners, Inc. 0.00% No change 708 $8K
Russell Investments Group, Ltd. 0.00% New 575 $7K
FMR LLC 0.00% Add +217.5% 527 $6K
California State Teachers Retirement System 0.00% Add +0.2% 434 $5K
Citigroup Inc. 0.00% Reduce -88.9% 272 $3K
Amalgamated Bank 0.00% No change 237 $3K
Sterling Capital Management LLC 0.00% Add +102.4% 83 $959
Nisa Investment Advisors, LLC 0.00% New 47 $543
Rise Advisors, LLC 0.00% New 43 $497
SBI Securities Co., Ltd. 0.00% No change 14 $162
EverSource Wealth Advisors, LLC 0.00% New 1 $12
Essential Partners LLC 0.00% New 1 $12
Arax Advisory Partners 0.00% New 1 $11
Cwm, LLC 0.00% New 14 $0

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