Security Snapshot

CSP INC /MA/ - Common Stock (CSPI) Institutional Ownership

CUSIP: 126389105

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

48

Shares (Excl. Options)

2,942,649

Price

$8.65

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+83,939
Value change
+$606,978
Number of holders
48
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
9,933,610
SEC-reported price per share
$9.78
Insider filing price
$9.78
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • CSPI - CSP INC /MA/ - Common Stock is tracked under CUSIP 126389105.
  • 48 institutions reported positions in Q1 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 42 to 48 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $35,736,405 to $25,386,065.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 48 institutions filings for Q1 2026.

Open SEC evidence

Security key

126389105

Latest holder period

Q1 2026

13F holders

48

13D/G owners

2

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
CSPI
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Visionary Wealth Advisors 7.7% -1.2% $9,056,274 -$23,135 764,888 -0.25% Visionary Wealth Advisors 31 Dec 2025
DIMENSIONAL FUND ADVISORS LP 4.3% $7,204,388 420,326 Dimensional Fund Advisors LP 31 Mar 2025

As of 31 Mar 2026, 48 institutional investors reported holding 2,942,649 shares of CSP INC /MA/ - Common Stock (CSPI). This represents 30% of the company’s total 9,933,610 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
29%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Visionary Wealth Advisors 7.9% 784,811 +2.6% 0.3% $6,788,615
BlackRock, Inc. 3.7% 369,177 -1.3% 0% $3,193,380
DIMENSIONAL FUND ADVISORS LP 3.6% 360,053 -2.6% 0% $3,114,132
VANGUARD CAPITAL MANAGEMENT LLC 3.6% 354,430 0% 0% $3,065,820
RENAISSANCE TECHNOLOGIES LLC 2.8% 277,426 -3% 0% $2,399,735
GEODE CAPITAL MANAGEMENT, LLC 1.8% 176,032 +7.7% 0% $1,522,926
Farther Finance Advisors, LLC 1% 101,277 0.01% $822,369
STATE STREET CORP 0.75% 74,289 +1.4% 0% $642,600
NORTHERN TRUST CORP 0.68% 67,452 -3.3% 0% $583,461
Bank of New York Mellon Corp 0.58% 57,994 +0.35% 0% $501,648
VANGUARD FIDUCIARY TRUST CO 0.47% 46,409 0% 0% $401,438
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.46% 46,145 0% 0.01% $399,154
VANGUARD PORTFOLIO MANAGEMENT LLC 0.42% 41,481 0% 0% $358,811
SEGALL BRYANT & HAMILL, LLC 0.39% 38,448 0% 0% $332,575
JPMORGAN CHASE & CO 0.26% 25,671 -4.9% 0% $207,679
Integrated Wealth Concepts LLC 0.24% 23,561 +0.2% 0% $203,801
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.19% 19,242 -17% 0% $166,443
CITADEL ADVISORS LLC 0.16% 15,440 0% $133,556
NAVELLIER & ASSOCIATES INC 0.1% 10,000 0% 0.01% $86,500
NEW YORK STATE COMMON RETIREMENT FUND 0.07% 6,700 0% 0% $57,955
MORGAN STANLEY 0.06% 6,233 -43% 0% $53,916
DEUTSCHE BANK AG\ 0.06% 6,220 0% 0% $53,803
RHUMBLINE ADVISERS 0.04% 4,462 -5.2% 0% $38,591
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% 3,434 +2% 0% $29,704
FMR LLC 0.03% 3,335 +325% 0% $28,848

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 2,942,649 $25,386,065 +$606,978 $8.65 48
2025 Q4 2,858,602 $35,736,405 -$241,370 $12.50 42
2025 Q3 2,881,931 $33,288,013 -$555,136 $11.55 46
2025 Q2 2,916,991 $37,745,013 +$2,858,948 $12.94 41
2025 Q1 2,669,900 $40,998,470 -$1,861,890 $15.34 35
2024 Q4 2,787,316 $44,793,518 +$1,455,728 $16.07 35
2024 Q3 2,698,615 $35,006,014 -$911,923 $12.99 31
2024 Q2 2,754,883 $41,047,495 -$2,084,330 $14.90 30
2024 Q1 2,843,221 $52,486,038 +$28,519,179 $18.46 34
2023 Q4 1,296,926 $25,659,906 +$696,203 $19.50 25
2023 Q3 1,270,248 $22,230,077 +$2,075,687 $17.50 23
2023 Q2 1,151,668 $13,717,050 +$81,355 $11.91 17
2023 Q1 1,144,837 $15,549,709 +$447,691 $13.59 17
2022 Q4 1,112,472 $10,490,117 -$145,896 $9.43 19
2022 Q3 1,127,885 $8,109,000 +$184,802 $7.19 18
2022 Q2 1,102,155 $10,028,000 +$25,333 $9.10 16
2022 Q1 1,099,206 $8,630,000 -$16,183 $7.86 14
2021 Q4 1,100,915 $9,677,000 -$93,676 $8.78 15
2021 Q3 1,109,440 $9,893,000 -$90,748 $8.93 12
2021 Q2 1,119,620 $11,873,000 -$411,381 $10.56 12
2021 Q1 1,202,102 $10,430,000 +$142,060 $8.70 15
2020 Q4 1,185,805 $9,166,000 -$460,964 $7.73 15
2020 Q3 1,242,015 $10,717,000 -$94,335 $8.63 14
2020 Q2 1,253,081 $10,250,000 -$151,601 $8.17 16
2020 Q1 1,272,074 $8,891,988 +$33,093 $6.99 17
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