CSPCSPI

13F holders, Q4 2025 (December 31)
43holders −5
1new positions
6sold out
1famous investor
$12.50avg. 13F price*

At the end of Q4 2025, 43 institutions reported holding CSP Inc. (CSPI) in their 13F filings, down 5 from Q3 2025. 1 opened new positions and 6 sold out. The largest holders were Visionary Wealth Advisors ($9.6M), Vanguard Group Inc. ($5.6M) and BlackRock, Inc. ($4.7M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions1$88K
Exits6$694K

All 13F filers, Q3 2025 → Q4 2025: 104,442 shares bought and 127,759 shares sold, net −23,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 43 holders

Visionary Wealth Advisors 0.43% Add +2.4% 764,888 $9.6M
Vanguard Group Inc. 0.00% Add +0.2% 445,458 $5.6M
BlackRock, Inc. 0.00% Add +11.7% 374,133 $4.7M
Dimensional Fund Advisors LP 0.00% Reduce -2.3% 369,548 $4.6M
Renaissance Technologies 0.01% Reduce -6.7% 286,126 $3.6M
Geode Capital Management, LLC 0.00% Add +1.7% 163,385 $2.0M
State Street Corp. 0.00% Add +0.1% 73,259 $918K
Northern Trust Corp. 0.00% Reduce -3.0% 69,746 $872K
Bank of New York Mellon Corp 0.00% Reduce -31.1% 57,790 $722K
Bridgeway Capital Management, LLC 0.01% No change 46,145 $577K
Segall Bryant & Hamill, LLC 0.01% Add +100.2% 38,448 $481K
JPMorgan Chase & Co. 0.00% Add +5.4% 26,983 $337K
Integrated Wealth Concepts LLC 0.00% Add +0.1% 23,514 $294K
Charles Schwab Investment Management Inc. 0.00% No change 23,087 $289K
Morgan Stanley 0.00% Add +44.0% 10,989 $137K
Barclays PLC 0.00% Add +9.8% 10,838 $135K
Navellier & Associates Inc. 0.01% No change 10,000 $125K
Wells Fargo & Company 0.00% Add +72.6% 7,618 $95K
Osaic Holdings, Inc. 0.00% New 7,000 $88K
New York State Common Retirement Fund 0.00% Reduce -9.5% 6,700 $84K
Deutsche Bank AG 0.00% Reduce -52.5% 6,220 $78K
Bank of America Corp. 0.00% Add +89.2% 5,497 $69K
Rhumbline Advisers 0.00% Reduce -26.4% 4,709 $59K
Citigroup Inc. 0.00% Add +1620.6% 4,680 $59K
Copeland Capital Management, LLC 0.00% No change 3,932 $49K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +2.7% 3,366 $42K
Royal Bank of Canada 0.00% Add +42.9% 2,740 $35K
UBS Group AG 0.00% Reduce -16.1% 2,799 $35K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,533 $32K
BNP Paribas Financial Markets 0.00% Add +38.8% 2,026 $25K
Tower Research Capital LLC (TRC) 0.00% Reduce -37.1% 803 $10K
FMR LLC 0.00% Add +49.0% 785 $10K
Legal & General Group Plc 0.00% No change 750 $9K
Ameritas Investment Partners, Inc. 0.00% No change 708 $9K
Russell Investments Group, Ltd. 0.00% Add +3.3% 594 $7K
California State Teachers Retirement System 0.00% Reduce -1.6% 427 $5K
Amalgamated Bank 0.00% Reduce -8.0% 218 $3K
Sterling Capital Management LLC 0.00% Add +30.1% 108 $1K
Nisa Investment Advisors, LLC 0.00% Add +2.1% 48 $601
SBI Securities Co., Ltd. 0.00% No change 14 $175
EverSource Wealth Advisors, LLC 0.00% No change 1 $13
Essential Partners LLC 0.00% No change 1 $13
Cwm, LLC 0.00% Add +7.1% 15 $0

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