Csp CSPI Institutional Ownership

NASDAQ CSPI

$7.63 -0.02 (-0.26%)

At close: Oct 1, 2026 · 4:00 PM EDT

Institutions by Trading Activity

46 Institutions

Increased 25 54.3%

Unchanged 2 4.3%

Reduced 19 41.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

26.87%

▼-3.53 pp QoQ

Shares Held by Institutions

2.57Mn

of 9.56Mn outstanding

▼-8.42% QoQ

Shares Outstanding

9.56Mn

6.99Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

■0 vs prior quarter

Net Shares Added (QoQ)

-236.34K

distributed since last quarter

Value of Holdings

$19.65Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Csp Inc /Ma/ (NASDAQ:CSPI) has 46 institutional investors that have filed 13F reports for the period ending June 2026.

These investors held 26.9% of outstanding shares in June 2026, down from 30.4% in March 2026.
Their total shares held in CSPI decreased -8.42% quarter over quarter, and separately, investors owning Csp increased 12.2% from a year ago.
Of these 46 holders, 25 added to their stakes in Csp, 19 trimmed positions, and 2 made no changes.
Altogether, these fund groups held 2.57Mn shares in CSPI by June 2026, down by 236.34K shares quarter on quarter, and down 336.83K shares year over year.
As of June 30, 2026, the biggest holder of Csp is Visionary Wealth Advisors at 801.09K shares, representing 8.38% of shares outstanding.
Top purchasers of CSPI stock for the quarter ending June 2026 included Savvy Advisors, Inc. (94.98K), MILLENNIUM MANAGEMENT LLC (69.61K), SEGALL BRYANT & HAMILL, LLC (38.45K), JANE STREET GROUP, LLC (36.14K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (29.3K).
Leading sellers of Csp shares for the quarter ending June 2026 were BlackRock, Inc. (304.71K), Farther Finance Advisors, LLC (101.28K), GEODE CAPITAL MANAGEMENT, LLC (94.56K), Northern Trust Corp (49.73K), State Street Corp (48.73K).
Per Business Quant data, the top 10 holders of Csp for the quarter ending June 2026 are Visionary Wealth Advisors (801.09K), VANGUARD CAPITAL MANAGEMENT LLC (354.15K), DIMENSIONAL FUND ADVISORS LP (351.67K), RENAISSANCE TECHNOLOGIES LLC (267.71K), Savvy Advisors, Inc. (94.98K), GEODE CAPITAL MANAGEMENT, LLC (81.48K), MILLENNIUM MANAGEMENT LLC (69.61K), BlackRock, Inc. (64.47K), Integrated Wealth Concepts LLC (47.15K), VANGUARD FIDUCIARY TRUST CO (46.5K).

Form 13F Holdings

46 Institutional Holders

Report period 30 Jun, 2026

Total shares held 2.57Mn

Of outstanding 26.87%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Visionary Wealth Advisors	0001802984	801,088	8.38%	▲16,277	+2.07%	$6.36Mn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	354,154	3.70%	▼276	-0.08%	$2.81Mn
3	DIMENSIONAL FUND ADVISORS LP	0000354204	351,674	3.68%	▼8,379	-2.33%	$2.79Mn
4	RENAISSANCE TECHNOLOGIES LLC	0001037389	267,714	2.80%	▼9,712	-3.50%	$2.13Mn
5	Savvy Advisors, Inc.	0002003633	94,985	0.99%	▲94,985	0.00%	$754.18K
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	81,477	0.85%	▼94,555	-53.71%	$647.17K
7	MILLENNIUM MANAGEMENT LLC	0001273087	69,612	0.73%	▲69,612	0.00%	$552.72K
8	BlackRock, Inc.	0002012383	64,470	0.67%	▼304,707	-82.54%	$511.89K
9	Integrated Wealth Concepts LLC	0001737109	47,151	0.49%	▲23,590	+100.12%	$374.38K
10	VANGUARD FIDUCIARY TRUST CO	0000933478	46,500	0.49%	▲91	+0.20%	$369.21K
11	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	46,145	0.48%	0	0.00%	$366.39K
12	Bank of New York Mellon Corp	0001390777	45,859	0.48%	▼12,135	-20.92%	$364.12K
13	SEGALL BRYANT & HAMILL, LLC	0001006378	38,448	0.40%	▲38,448	0.00%	$305.28K
14	JANE STREET GROUP, LLC	0001595888	36,139	0.38%	▲36,139	0.00%	$286.94K
15	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	29,304	0.31%	▲29,304	0.00%	$232.67K
16	State Street Corp	0000093751	25,559	0.27%	▼48,730	-65.60%	$202.94K
17	Squarepoint Ops LLC	0001642575	24,692	0.26%	▲24,692	0.00%	$196.05K
18	Jpmorgan Chase & Co	0000019617	22,844	0.24%	▼2,827	-11.01%	$180.47K
19	Goldman Sachs Group Inc	0000886982	21,015	0.22%	▲21,015	0.00%	$166.86K
20	Point72 Asset Management, L.P.	0001603466	18,945	0.20%	▲18,945	0.00%	$150.42K

Showing 1 to 20 of 46 holders