| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Visionary Wealth Advisors | 7.8% | $13,143,672 | 766,842 | Visionary Wealth Advisors | 31 Dec 2024 | |||
| DIMENSIONAL FUND ADVISORS LP | 4.3% | $7,204,388 | 420,326 | Dimensional Fund Advisors LP | 31 Mar 2025 |
As of 30 Sep 2025, 46 institutional investors reported holding 2,881,931 shares of CSP INC /MA/ - Common Stock (CSPI). This represents 29% of the company’s total 9,775,023 outstanding shares.
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 | 7.6% | 747,160 | +0.94% | 0.4% | $8,629,694 |
| VANGUARD GROUP INC | 4.5% | 444,562 | -0.79% | 0% | $5,134,690 |
| DIMENSIONAL FUND ADVISORS LP | 3.9% | 378,275 | -5.1% | 0% | $4,369,344 |
| BlackRock, Inc. | 3.4% | 335,105 | +17% | 0% | $3,870,463 |
| RENAISSANCE TECHNOLOGIES LLC | 3.1% | 306,526 | +0.99% | 0% | $3,540,375 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6% | 160,646 | +1.4% | 0% | $1,855,795 |
| Bank of New York Mellon Corp | 0.86% | 83,895 | +2.8% | 0% | $968,988 |
| STATE STREET CORP | 0.75% | 73,164 | +14% | 0% | $845,044 |
| NORTHERN TRUST CORP | 0.74% | 71,879 | -6.2% | 0% | $830,203 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.47% | 46,145 | 0% | 0.01% | $532,975 |
| JPMORGAN CHASE & CO | 0.26% | 25,595 | -1.9% | 0% | $295,622 |
| Integrated Wealth Concepts LLC | 0.24% | 23,500 | -0.11% | 0% | $271,430 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.24% | 23,087 | 0% | 0% | $266,655 |
| GOLDMAN SACHS GROUP INC | 0.23% | 22,817 | 0% | $263,536 | |
| SEGALL BRYANT & HAMILL, LLC | 0.2% | 19,204 | 0% | $221,806 | |
| Squarepoint Ops LLC | 0.14% | 13,626 | 0% | $157,380 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.14% | 13,314 | -33% | 0% | $153,777 |
| DEUTSCHE BANK AG\ | 0.13% | 13,108 | 0% | $151,397 | |
| MERCER GLOBAL ADVISORS INC /ADV | 0.11% | 10,282 | +0.04% | 0% | $118,757 |
| NAVELLIER & ASSOCIATES INC | 0.1% | 10,000 | -73% | 0.01% | $115,500 |
| BARCLAYS PLC | 0.1% | 9,867 | -23% | 0% | $113,964 |
| MORGAN STANLEY | 0.08% | 7,634 | -31% | 0% | $88,177 |
| NEW YORK STATE COMMON RETIREMENT FUND | 0.08% | 7,400 | -21% | 0% | $85,470 |
| RHUMBLINE ADVISERS | 0.07% | 6,395 | -24% | 0% | $73,857 |
| WELLS FARGO & COMPANY/MN | 0.05% | 4,414 | +19% | 0% | $50,982 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 48 | $601 | +$13 | $12.52 | 1 |
| 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 |