CSPCSPI

13F holders, Q1 2026 (March 31)
48holders +5
8new positions
6sold out
2famous investors
$8.63avg. 13F price*

At the end of Q1 2026, 48 institutions reported holding CSP Inc. (CSPI) in their 13F filings, up 5 from Q4 2025. 8 opened new positions and 6 sold out. The largest holders were Visionary Wealth Advisors ($6.8M), BlackRock, Inc. ($3.2M) and Dimensional Fund Advisors LP ($3.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions8$964K
Exits6$214K

All 13F filers, Q4 2025 → Q1 2026: 156,703 shares bought and 72,755 shares sold, net +83,948 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 48 holders

Visionary Wealth Advisors 0.30% Add +2.6% 784,811 $6.8M
BlackRock, Inc. 0.00% Reduce -1.3% 369,177 $3.2M
Dimensional Fund Advisors LP 0.00% Reduce -2.6% 360,053 $3.1M
Vanguard Capital Management LLC 0.00% — 354,430 $3.1M
Renaissance Technologies 0.00% Reduce -3.0% 277,426 $2.4M
Geode Capital Management, LLC 0.00% Add +7.7% 176,032 $1.5M
Farther Finance Advisors, LLC 0.01% New 101,277 $822K
State Street Corp. 0.00% Add +1.4% 74,289 $643K
Northern Trust Corp. 0.00% Reduce -3.3% 67,452 $583K
Bank of New York Mellon Corp 0.00% Add +0.3% 57,994 $502K
Vanguard Fiduciary Trust Co. 0.00% — 46,409 $401K
Bridgeway Capital Management, LLC 0.01% No change 46,145 $399K
Vanguard Portfolio Management LLC 0.00% — 41,481 $359K
Segall Bryant & Hamill, LLC 0.00% No change 38,448 $333K
JPMorgan Chase & Co. 0.00% Reduce -4.9% 25,671 $208K
Integrated Wealth Concepts LLC 0.00% Add +0.2% 23,561 $204K
Charles Schwab Investment Management Inc. 0.00% Reduce -16.6% 19,242 $166K
Citadel Advisors 0.00% New 15,440 $134K
Navellier & Associates Inc. 0.01% No change 10,000 $87K
New York State Common Retirement Fund 0.00% No change 6,700 $58K
Morgan Stanley 0.00% Reduce -43.3% 6,234 $54K
Deutsche Bank AG 0.00% No change 6,220 $54K
Rhumbline Advisers 0.00% Reduce -5.3% 4,462 $39K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +2.0% 3,434 $30K
FMR LLC 0.00% Add +324.8% 3,335 $29K
Vanguard Global Advisers, LLC 0.00% — 3,246 $28K
Royal Bank of Canada 0.00% Add +5.5% 2,892 $25K
Tower Research Capital LLC (TRC) 0.00% Add +245.4% 2,774 $24K
Wells Fargo & Company 0.00% Reduce -66.7% 2,534 $22K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,533 $22K
BNP Paribas Financial Markets 0.00% No change 2,026 $18K
UBS Group AG 0.00% Reduce -37.3% 1,755 $15K
Barclays PLC 0.00% Reduce -86.8% 1,436 $12K
Ameritas Investment Partners, Inc. 0.00% No change 708 $6K
Legal & General Group Plc 0.00% Reduce -16.3% 628 $5K
GAMMA Investing LLC 0.00% New 626 $5K
Russell Investments Group, Ltd. 0.00% Reduce -3.2% 575 $5K
Cwm, LLC 0.00% Add +3006.7% 466 $4K
Citigroup Inc. 0.00% Reduce -92.3% 358 $3K
NewEdge Advisors, LLC 0.00% New 276 $2K
Sterling Capital Management LLC 0.00% Reduce -33.3% 72 $623
EverSource Wealth Advisors, LLC 0.00% Add +1900.0% 20 $172
SBI Securities Co., Ltd. 0.00% No change 14 $121
Allworth Financial LP 0.00% New 11 $96
Essential Partners LLC 0.00% Add +700.0% 8 $69
MAI Capital Management 0.00% New 2 $18
Rothschild Investment LLC 0.00% New 1 $9
IFP Advisors, Inc 0.00% New 1 $9

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