Security key
126389105
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 2,527,594
- Total 13F value
- $20,068,767
- Share change
- -414,681
- SEC-reported price per share
- $7.94
- Number of holders
- 43
- Value change
- -$3,369,136
- Number of buys
- 21
- Number of sells
- 33
- Shares outstanding
- 9,933,610
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
43
Top holders
10
CSPI full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 2026
CSP INC /MA/ SEC filings
CSP INC /MA/ company facts
Broader feeds
Reporting periods
Holder history for CUSIP 126389105
Recent filing periods:
Ownership snapshot
Top reported holders of CSPI - CSP INC /MA/ - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Visionary Wealth Advisors
Disclosed value leader
Joseph R. Nerges
Comparable rows
15/15
Latest evidence
08 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 7.7%
13D/G row: Visionary Wealth Advisors
Showing 1-6 of 15 holder rows.
Quick read
Visionary Wealth Advisors leads the comparable SEC ownership view at 7.7%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Visionary Wealth Advisors's linked filing trail.
Comparable ownership
Top 5
Visionary Wealth Advisors
7.7%
DIMENSIONAL FUND ADVISORS LP
4.3%
Joseph R. Nerges
14%
Victor Dellovo
8.7%
Gary Southwell
1.4%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Visionary Wealth Advisors |
13D/G
13F
Company
|
7.7%
|
$9,056,274
764,888 shares
|
-$23,135 | 31 Dec 2025 |
| DIMENSIONAL FUND ADVISORS LP |
13D/G
13F
Company
|
4.3%
|
$7,204,388
420,326 shares
|
$0 | 31 Mar 2025 |
| Joseph R. Nerges |
3/4/5
10%+ Owner
|
14%
|
$11,805,248
1,418,900 shares
|
+$239,399 | 08 Jun 2026 |
| Victor Dellovo |
3/4/5
President and CEO, Director
|
8.7%
|
$10,835,750
866,860 shares
|
— | 27 Mar 2026 |
| Gary Southwell |
3/4/5
President ARIA Cybersecurity
|
1.4%
|
$1,690,275
135,222 shares
|
— | 27 Mar 2026 |
| Ismail Azeri |
3/4/5
Director
|
1.1%
|
$1,020,890
108,490 shares
|
+$23,457 | 12 May 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
43
Shares
2,527,594
Rows available
43
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
48
Q2 2026 holders
43
Holder diff
-5
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend