Vault-13

CSP INC CSPI

COM · Common Stock · CUSIP 126389105

44 institutional holders -4 vs Q1 2026
2,551,1262.6m shares reported held*
25.3% of all shares outstanding*
$20.3mreported value*
12 new 11 added 18 reduced 15 sold out net sold ≈ $3.1m (-391.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 10.1m as of 2026-08-12, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $7.94.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 20Q4 22: 20Q1 23: 18Q2 23: 19Q3 23: 24Q4 23: 26Q1 24: 36Q2 24: 31Q3 24: 33Q4 24: 36Q1 25: 36Q2 25: 42Q3 25: 48Q4 25: 43Q1 26: 48Q2 26: 4444Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202220
Q4 202220
Q1 202318
Q2 202319
Q3 202324
Q4 202326
Q1 202436
Q2 202431
Q3 202433
Q4 202436
Q1 202536
Q2 202542
Q3 202548
Q4 202543
Q1 202648
Q2 202644

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 13 bought or addedQ3 24: 16 cut or sold outQ4 24: 18 bought or addedQ4 24: 17 cut or sold outQ4 24Q1 25: 13 bought or addedQ1 25: 21 cut or sold outQ2 25: 30 bought or addedQ2 25: 16 cut or sold outQ2 25Q3 25: 27 bought or addedQ3 25: 18 cut or sold outQ4 25: 21 bought or addedQ4 25: 18 cut or sold outQ4 25Q1 26: 20 bought or addedQ1 26: 21 cut or sold outQ2 26: 23 bought or addedQ2 26: 33 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241316
Q4 20241817
Q1 20251321
Q2 20253016
Q3 20252718
Q4 20252118
Q1 20262021
Q2 20262333

Biggest buyers

Savvy Advisors, Inc. New +94,985+95.0k
MILLENNIUM MANAGEMENT LLC New +69,612+69.6k
JANE STREET GROUP, LLC New +36,139+36.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +29,304+29.3k
Squarepoint Ops LLC New +24,692+24.7k
Integrated Wealth Concepts LLC Added +23,590+23.6k
GOLDMAN SACHS GROUP INC New +21,015+21.0k
Point72 Asset Management, L.P. New +18,945+18.9k
Visionary Wealth Advisors Added +16,277+16.3k
Qube Research & Technologies Ltd New +13,162+13.2k

Biggest sellers

BlackRock, Inc. Reduced -304,707-304.7k
Farther Finance Advisors, LLC Reduced -101,276-101.3k
GEODE CAPITAL MANAGEMENT, LLC Reduced -94,555-94.6k
NORTHERN TRUST CORP Reduced -49,731-49.7k
STATE STREET CORP Reduced -48,730-48.7k
VANGUARD PORTFOLIO MANAGEMENT LLC Sold out -41,481-41.5k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Sold out -19,242-19.2k
Bank of New York Mellon Corp Reduced -12,135-12.1k
NAVELLIER & ASSOCIATES INC Sold out -10,000-10.0k
RENAISSANCE TECHNOLOGIES LLC Reduced -9,712-9.7k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Visionary Wealth Advisors 13G · institution -0.1 pts · filed 2026-02-13 7.7% -0.1 pts 764.9k≈ $6.1m 2026-02-13

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 3 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20263$70.6k0——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-15 NERGES JOSEPH R 10% owner Bought 500 $7.96 $4.0k500 shares +<1%
2026-09-14 NERGES JOSEPH R 10% owner Bought 500 $7.90 $4.0k500 shares +<1%
2026-09-11 NERGES JOSEPH R 10% owner Bought 3,600 $7.82 $28.1k3.6k shares +<1%
2026-06-10 NERGES JOSEPH R 10% owner Bought 171 $8.31 $1.4k171 shares +<1%
2026-06-09 NERGES JOSEPH R 10% owner Bought 899 $8.55 $7.7k899 shares +<1%
2026-06-08 NERGES JOSEPH R 10% owner Bought 2,300 $8.60 $19.8k2.3k shares +<1%
2026-05-15 FOLGER ANTHONY Director Bought 2,500 $9.36 $23.4k2.5k shares +25%
2026-05-13 NERGES JOSEPH R 10% owner Bought 900 $9.23 $8.3k900 shares +<1%
2026-05-13 Azeri Ismail Director Bought 218 $9.41 $2.1k218 shares +<1%
2026-05-12 Webber Stephen J. Director Bought 2,500 $9.48 $23.7k2.5k shares +25%
2026-05-12 Azeri Ismail Director Bought 2,282 $9.38 $21.4k2.3k shares +2%
2026-05-12 NERGES JOSEPH R 10% owner Bought 1,000 $9.27 $9.3k1.0k shares +<1%
2026-05-11 NERGES JOSEPH R 10% owner Bought 2,348 $9.21 $21.6k2.3k shares +<1%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Visionary Wealth Advisors 0.25% of their portfolio O'FALLON, IL 801,088801.1k $6.4m $6.4m 0.25% Added +16.3k +16,277
2 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 354,154354.2k $2.8m $2.8m 0.00% Reduced -276 -276
3 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 351,674351.7k $2.8m $2.8m 0.00% Reduced -8.4k -8,379
4 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 267,714267.7k $2.1m $2.1m 0.00% Reduced -9.7k -9,712
5 Savvy Advisors, Inc. 0.02% of their portfolio NEW YORK, NY 94,98595.0k $754.2k $754.2k 0.02% New
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 81,47781.5k $647.2k $647.2k 0.00% Reduced -94.6k -94,555
7 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 69,61269.6k $552.7k $552.7k 0.00% New
8 BlackRock, Inc. 0.00% of their portfolio New York, NY 64,47064.5k $511.9k $511.9k 0.00% Reduced -304.7k -304,707
9 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 47,15147.2k $374.4k $374.4k 0.00% Added +23.6k +23,590
10 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 46,50046.5k $369.2k $369.2k 0.00% Added +91 +91
11 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 46,14546.1k $366.4k $366.4k 0.01% Unchanged
12 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 45,85945.9k $364.1k $364.1k 0.00% Reduced -12.1k -12,135
13 SEGALL BRYANT & HAMILL, LLC 0.00% of their portfolio CHICAGO, IL 38,44838.4k $305.3k $305.3k 0.00% Unchanged
14 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 36,13936.1k $286.9k $286.9k 0.00% New
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 29,30429.3k $232.7k $232.7k 0.00% New
16 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 25,55925.6k $202.9k $202.9k 0.00% Reduced -48.7k -48,730
17 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 24,69224.7k $196.1k $196.1k 0.00% New
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 22,84422.8k $180.5k $180.5k 0.00% Reduced -2.8k -2,827
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 21,01521.0k $166.9k $166.9k 0.00% New
20 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 18,94518.9k $150.4k $150.4k 0.00% New
21 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 17,72117.7k $140.7k $140.7k 0.00% Reduced -49.7k -49,731
22 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,54814.5k $115.5k $115.5k 0.00% Reduced -892 -892
23 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 13,16213.2k $104.5k $104.5k 0.00% New
24 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 7,2827.3k $57.8k $57.8k 0.00% Added +1.0k +1,048
25 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 3,2463.2k $25.8k $25.8k 0.00% Unchanged
26 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 2,1182.1k $16.8k $16.8k 0.00% Added +92 +92
27 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,5921.6k $13.0k $13.0k 0.00% Reduced -1.3k -1,300
28 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,5751.6k $12.5k $12.5k 0.00% Reduced -180 -180
29 FMR LLC 0.00% of their portfolio BOSTON, MA 513513 $4.1k $4.1k 0.00% Reduced -2.8k -2,822
30 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 423423 $3.4k $3.4k 0.00% Reduced -2.4k -2,351
31 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 411411 $3.3k $3.3k 0.00% Reduced -1.0k -1,025
32 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 387387 $3.1k $3.1k 0.00% New
33 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 121121 $961 $961 0.00% Reduced -454 -454
34 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 102102 $810 $810 0.00% Reduced -524 -524
35 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 6565 $516 $516 0.00% Added +51 +51
36 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 3131 $247 $247 0.00% Added +11 +11
37 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 1919 $151 $151 0.00% Added +11 +11
38 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1818 $143 $143 0.00% Added +7 +7
39 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 55 $40 $40 0.00% Added +4 +4
40 Covestor Ltd 0.00% of their portfolio LONDON, X0 44 $0 $0 0.00% New
41 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 33 $24 $24 0.00% Added +2 +2
42 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 22 $16 $16 0.00% New
43 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 22 $16 $16 0.00% New
44 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 11 $8 $8 0.00% Reduced -101.3k -101,276