| 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.
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 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |