CSP Inc. (CSPI) Ownership
CSPI ownership summary
as of October 18, 2026- Institutions
- 25.6% of shares outstanding
- Insiders
- 29.65% of shares outstanding
- Shares outstanding
- 10.1M
- Float
- 7.1M shares available to trade
- Short interest
- 1.15% 83K shares short
- Days to cover
- 7.70 short interest up 2.3% vs prior month
- Institutions 25.60%
- Insiders 29.65%
- Other investors 44.75%
CSPI top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Visionary Wealth Advisors | 7.95% | 801K | $6.2M | +16,277 (+2.1%) | June 30, 2026 |
| 2 | Vanguard Capital Management, LLC | 3.51% | 354K | $2.7M | −276 (−0.1%) | June 30, 2026 |
| 3 | Dimensional Fund Advisors, Inc. | 3.49% | 352K | $2.7M | −8,379 (−2.3%) | June 30, 2026 |
| 4 | Renaissance Technologies Corp | 2.66% | 268K | $2.1M | −9,712 (−3.5%) | June 30, 2026 |
| 5 | Savvy Advisors Inc | 0.94% | 95K | $731,384 | +94,985 (0.0%) | June 30, 2026 |
| 6 | Geode Capital Management, LLC | 0.81% | 81K | $627,373 | −94,555 (−53.7%) | June 30, 2026 |
| 7 | Millennium Management LLC | 0.69% | 70K | $536,012 | +69,612 (0.0%) | June 30, 2026 |
| 8 | BlackRock Inc | 0.64% | 64K | $496,419 | −304,707 (−82.5%) | June 30, 2026 |
| 9 | Vanguard Fiduciary Trust Co | 0.46% | 46K | $358,050 | +91 (+0.2%) | June 30, 2026 |
| 10 | Bridgeway Capital Management, LLC | 0.46% | 46K | $355,316 | — | June 30, 2026 |
| 11 | Bank of New York Mellon Corp | 0.45% | 46K | $353,114 | −12,135 (−20.9%) | June 30, 2026 |
| 12 | Segall Bryant & Hamill | 0.38% | 38K | $296,050 | — | June 30, 2026 |
| 13 | Jane Street Group LLC | 0.36% | 36K | $278,270 | +36,139 (0.0%) | June 30, 2026 |
| 14 | Susquehanna International Group, LLP | 0.29% | 29K | $225,641 | +29,304 (0.0%) | June 30, 2026 |
| 15 | State Street Corp | 0.25% | 26K | $196,804 | −48,730 (−65.6%) | June 30, 2026 |
| 16 | Squarepoint Ops LLC | 0.24% | 25K | $190,128 | +24,692 (0.0%) | June 30, 2026 |
| 17 | Integrated Wealth Concepts LLC | 0.23% | 24K | $181,897 | +62 (+0.3%) | June 30, 2026 |
| 18 | JPMorgan Chase & Co | 0.23% | 23K | $175,899 | −2,827 (−11.0%) | June 30, 2026 |
| 19 | The Goldman Sachs Group Inc | 0.21% | 21K | $161,816 | +21,015 (0.0%) | June 30, 2026 |
| 20 | Point72 Asset Management, L.P. | 0.19% | 19K | $145,876 | +18,945 (0.0%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 10 holders added 311K shares and 8 cut 481K.
CSPI top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 2.70% | 272K | $2.1M | — | August 31, 2026 |
| 2 | DFA US Small Cap Value I | 1.02% | 102K | $788,988 | — | August 31, 2026 |
| 3 | DFA US Micro Cap I | 0.96% | 96K | $742,095 | — | August 31, 2026 |
| 4 | DFA US Small Cap I | 0.50% | 50K | $386,016 | — | August 31, 2026 |
| 5 | WisdomTree US SmallCap Dividend ETF | 0.41% | 41K | $318,842 | — | September 30, 2026 |
| 6 | EA Bridgeway Ultra-Small Company Mkt ETF | 0.38% | 38K | $291,122 | — | September 30, 2026 |
| 7 | Fidelity Extended Market Index | 0.35% | 36K | $274,374 | −191 (−0.5%) | August 31, 2026 |
| 8 | Dimensional US Small Cap ETF | 0.30% | 30K | $234,788 | — | September 30, 2026 |
| 9 | iShares Micro-Cap ETF | 0.23% | 23K | $174,682 | −156 (−0.7%) | September 30, 2026 |
| 10 | U.S. Equity Small Cap Corporate Cl OF | 0.20% | 20K | $154,808 | — | June 30, 2026 |
| 11 | DFA US Core Equity 2 I | 0.17% | 17K | $134,673 | — | August 31, 2026 |
| 12 | U.S. Equity Small Cap Pool A | 0.16% | 17K | $127,204 | — | June 30, 2026 |
| 13 | Dimensional US Core Equity 2 ETF | 0.13% | 13K | $98,214 | — | September 30, 2026 |
| 14 | DFA US Core Equity 1 I | 0.12% | 12K | $93,001 | — | August 31, 2026 |
| 15 | Fidelity Total Market Index | 0.11% | 11K | $86,987 | — | August 31, 2026 |
| 16 | Fidelity Series Total Market Index | 0.10% | 10K | $79,972 | — | August 31, 2026 |
| 17 | Fidelity Nasdaq Composite Index | 0.08% | 8,458 | $65,127 | — | August 31, 2026 |
| 18 | Avantis US Small Cap Equity ETF | 0.07% | 6,877 | $52,953 | — | September 30, 2026 |
| 19 | Schwab Total Stock Market Index | 0.06% | 5,818 | $44,799 | — | August 31, 2026 |
| 20 | Vanguard MStar Inst Ttl StkMktIdxInstlPl | 0.05% | 5,406 | $41,626 | — | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
CSPI insider transactions
latest 20| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2024-08-21 | C Shelton James | Sell | $14.25 | 2,000 | $28,500 |
| 2024-08-14 | Joseph R Nerges | Buy | $13.19 | 1,600 | $21,104 |
| 2024-07-19 | Joseph R Nerges | Buy | $14.35 | 300 | $4,305 |
| 2024-07-17 | Joseph R Nerges | Buy | $14.38 | 2,000 | $28,760 |
| 2024-06-26 | Joseph R Nerges | Buy | $13.00 | 140 | $1,820 |
| 2024-06-24 | Joseph R Nerges | Buy | $13.59 | 1,400 | $19,026 |
| 2024-06-20 | Joseph R Nerges | Buy | $13.92 | 300 | $4,176 |
| 2024-06-17 | Joseph R Nerges | Buy | $13.95 | 1,402 | $19,558 |
| 2024-06-14 | Joseph R Nerges | Buy | $14.02 | 2,000 | $28,040 |
| 2024-06-06 | Joseph R Nerges | Buy | $14.15 | 600 | $8,490 |
| 2024-06-03 | Joseph R Nerges | Buy | $14.30 | 2,500 | $35,750 |
| 2024-05-31 | Joseph R Nerges | Buy | $14.21 | 2,200 | $31,262 |
| 2024-05-28 | Joseph R Nerges | Buy | $14.20 | 2,810 | $39,902 |
| 2024-05-23 | Joseph R Nerges | Buy | $14.41 | 1,300 | $18,733 |
| 2024-03-14 | Joseph R Nerges | Buy | $20.25 | 400 | $8,100 |
| 2024-03-11 | Joseph R Nerges | Buy | $17.97 | 1,940 | $34,862 |
| 2024-03-08 | Joseph R Nerges | Buy | $18.06 | 800 | $14,448 |
| 2023-09-15 | Joseph R Nerges | Buy | $10.38 | 48 | $498 |
| 2023-09-13 | Joseph R Nerges | Buy | $10.03 | 446 | $4,473 |
| 2023-08-30 | Joseph R Nerges | Buy | $7.75 | 4,000 | $31,000 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
CSPI shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns CSPI
Institutional investors own 25.6% of CSP's shares and insiders 29.65%. The largest holder is Visionary Wealth Advisors with 7.95% of the shares (801K), as of June 30, 2026. Among the top 20 institutions, 10 added shares and 8 reduced their stake in the latest filings. Short interest is 1.15% of the float, or 7.70 days of average trading volume. The share count rose 170.5% since 2014.
Related: CSPI key metrics, CSPI dividend history. See the CSPI stock overview for the latest quote and news.
CSPI ownership FAQ
Who owns the most CSP stock?
The largest shareholders of CSP are Visionary Wealth Advisors (7.95%), Vanguard Capital Management, LLC (3.51%), Dimensional Fund Advisors, Inc. (3.49%), Renaissance Technologies Corp (2.66%), Savvy Advisors Inc (0.94%).
What percentage of CSP is owned by institutions?
Institutions hold 25.6% of CSP's shares outstanding; insiders hold 29.65%.
Which funds own CSP?
The largest fund holders of CSP are Vanguard MStar Total Stk Mkt Idx Invest (2.70%), DFA US Small Cap Value I (1.02%), DFA US Micro Cap I (0.96%), DFA US Small Cap I (0.50%), WisdomTree US SmallCap Dividend ETF (0.41%).
What is CSP's short interest?
83K shares of CSP were sold short, 1.15% of the float; at the average daily volume it would take 7.70 days to cover.
Are insiders buying or selling CSP?
Of the latest 20 reported insider transactions in CSP (since August 30, 2023), 19 were purchases and 1 were sales.
How many shares of CSP are outstanding?
CSP has 10.1M shares outstanding, of which 7.1M are in the public float.