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

Q4 2025

Institutions Reporting

41

Shares (Excl. Options)

2,858,601

Price

$12.50

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Type / Class
Equity / Common Stock
Symbol
CSPI on Nasdaq
Shares outstanding
9,933,610
Price per share
$8.45
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,858,601
Total reported value
$35,736,392
% of total 13F portfolios
0%
Share change
-23,896
Value change
-$241,370
Number of holders
41
Price from insider filings
$8.45
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • CSPI - CSP INC /MA/ - Common Stock is tracked under CUSIP 126389105.
  • 41 institutions reported positions in Q4 2025.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 41 to 6 between Q4 2025 and Q1 2026.
  • Reported value moved from $35,736,392 to $850,447.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 41 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 126389105?
CUSIP 126389105 identifies CSPI - CSP INC /MA/ - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of CSP INC /MA/ - Common Stock (CSPI) based on Schedule 13D/G filings

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 Dec 2025, 41 institutional investors reported holding 2,858,601 shares of CSP INC /MA/ - Common Stock (CSPI). This represents 29% of the company’s total 9,933,610 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of CSP INC /MA/ - Common Stock (CSPI) together control 29% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Visionary Wealth Advisors 7.7% 764,888 +2.4% 0.43% $9,561,096
VANGUARD GROUP INC 4.5% 445,458 +0.2% 0% $5,568,226
BlackRock, Inc. 3.8% 374,133 +12% 0% $4,676,663
DIMENSIONAL FUND ADVISORS LP 3.7% 369,548 -2.3% 0% $4,619,502
RENAISSANCE TECHNOLOGIES LLC 2.9% 286,126 -6.7% 0.01% $3,576,575
GEODE CAPITAL MANAGEMENT, LLC 1.6% 163,385 +1.7% 0% $2,042,657
STATE STREET CORP 0.74% 73,259 +0.13% 0% $917,933
NORTHERN TRUST CORP 0.7% 69,746 -3% 0% $871,826
Bank of New York Mellon Corp 0.58% 57,790 -31% 0% $722,376
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.46% 46,145 0% 0.01% $576,813
SEGALL BRYANT & HAMILL, LLC 0.39% 38,448 +100% 0.01% $480,600
JPMORGAN CHASE & CO 0.27% 26,983 +5.4% 0% $337,289
Integrated Wealth Concepts LLC 0.24% 23,514 +0.06% 0% $293,932
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.23% 23,087 0% 0% $288,588
MORGAN STANLEY 0.11% 10,989 +44% 0% $137,365
BARCLAYS PLC 0.11% 10,838 +9.8% 0% $135,475
NAVELLIER & ASSOCIATES INC 0.1% 10,000 0% 0.01% $125,000
WELLS FARGO & COMPANY/MN 0.08% 7,618 +73% 0% $95,225
OSAIC HOLDINGS, INC. 0.07% 7,000 0% $87,500
NEW YORK STATE COMMON RETIREMENT FUND 0.07% 6,700 -9.5% 0% $83,750
DEUTSCHE BANK AG\ 0.06% 6,220 -53% 0% $77,750
BANK OF AMERICA CORP /DE/ 0.06% 5,497 +89% 0% $68,712
RHUMBLINE ADVISERS 0.05% 4,709 -26% 0% $58,860
CITIGROUP INC 0.05% 4,680 +1621% 0% $58,501
Copeland Capital Management, LLC 0.04% 3,932 0% 0% $49,150

Institutional Holders of CSP INC /MA/ - Common Stock (CSPI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 104,523 $850,447 +$826,880 $8.65 6
2025 Q4 2,858,601 $35,736,392 -$241,370 $12.50 41
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
2019 Q4 1,235,591 $16,123,334 -$169,220 $13.05 16
2019 Q3 1,033,545 $13,915,957 +$324,126 $13.42 17
2019 Q2 1,009,250 $15,388,860 -$131,848 $15.25 12
2019 Q1 1,018,205 $11,116,596 -$59,676 $11.00 13
2018 Q4 1,024,014 $10,018,000 -$138,218 $9.81 13
2018 Q3 1,037,774 $13,627,365 -$273,034 $13.12 15
2018 Q2 1,059,237 $10,429,000 -$37,263 $9.85 16
2018 Q1 1,061,759 $11,414,000 +$639,109 $10.74 19
2017 Q4 1,002,054 $15,854,199 -$347,956 $15.87 15
2017 Q3 1,003,442 $11,021,000 -$423,103 $10.97 14
2017 Q2 1,042,711 $11,220,000 -$241,448 $10.75 16
2017 Q1 1,069,230 $11,062,000 +$292,326 $10.33 18
2016 Q4 1,041,426 $11,019,000 +$1,251,990 $10.58 20
2016 Q3 894,516 $9,111,000 +$607,892 $10.17 16
2016 Q2 844,138 $6,855,000 +$94,254 $8.12 16
2016 Q1 832,262 $4,986,000 +$149,643 $5.97 13
2015 Q4 807,019 $5,602,000 +$186,274 $6.94 12
2015 Q3 780,111 $4,203,000 +$7,483 $5.37 8
2015 Q2 778,391 $5,405,778 -$103,033 $6.94 11
2015 Q1 793,274 $5,451,712 +$3,412 $6.78 10
2014 Q4 792,680 $5,789,920 +$115,025 $7.30 9
2014 Q3 777,148 $6,193,188 -$19,042 $7.97 9
2014 Q2 779,916 $5,404,788 -$96,321 $6.92 10
2014 Q1 791,594 $6,074,084 +$23,805 $7.71 12
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