CSPI · Csp Inc · Shareholders & Ownership

$7.25 +0.08 (+1.12%) At close · Nov 6 Play latest call Q3 2026 earnings call transcript

Market Cap

$73.08M

10.08M

Volume · Nov 6 4022 Avg daily vol (3M) 11.08K

Every disclosed holder of CSPI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns CSPI

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	39	2,510,769	24.91%	Yes
Insiders (Forms 3, 4, 5)	8	2,783,691	27.61%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,786,185	47.48%	Rest
Registered funds (N-PORT, not summed)	47	897,614	8.90%	No

Shares outstanding: 10,080,645, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of CSPI

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	NERGES JOSEPH R Insider CIK 925974 · Sep 15, 2026 10% Owner, issuer-wide	1,423,500	14.12%	+4,600	Sep 15, 2026	10% Owner, issuer-wide
1.1	Joseph R. Nerges 13D CIK 925974 · Unknown · Aug 19, 2024 unconfirmed, last confirmed Aug 19, 2024, not summed	1,377,861	13.67%	—	Aug 19, 2024	unconfirmed, last confirmed Aug 19, 2024, not summed
2	Dellovo Victor Insider CIK 1484174 · Mar 27, 2026 Director, President and CEO, issuer-wide	866,860	8.60%	+70,250	Mar 27, 2026	Director, President and CEO, issuer-wide
3	Visionary Wealth Advisors 13F CIK 1802984 · Registered investment adviser · Sep 30, 2026	787,282	7.81%	-13,806	Sep 30, 2026
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	354,154	3.51%	-276	Jun 30, 2026	carried, not yet filed for the newest quarter
5	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	349,251	3.46%	-2,423	Sep 30, 2026
5.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	102,466	1.02%	-4,929	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	96,376	0.96%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	50,132	0.50%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.4	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	29,165	0.29%	-3,162	Jul 31, 2026	Dimensional ETF Trust, not summed
5.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	17,490	0.17%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	272,265	2.70%	0	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	267,714	2.66%	-9,712	Jun 30, 2026	carried, not yet filed for the newest quarter
8	LEVINE GARY W Insider CIK 1282498 · Jul 31, 2026 CEO and Secretary, issuer-wide	216,619	2.15%	+259	Jul 31, 2026	CEO and Secretary, issuer-wide
9	SOUTHWELL GARY Insider CIK 1729455 · Mar 27, 2026 President ARIA Cybersecurity, issuer-wide	135,222	1.34%	+15,120	Mar 27, 2026	President ARIA Cybersecurity, issuer-wide
10	Azeri Ismail Insider CIK 1663272 · May 13, 2026 Director, issuer-wide	108,490	1.08%	+2,500	May 13, 2026	Director, issuer-wide
11	Savvy Advisors, Inc. 13F CIK 2003633 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	94,985	0.94%	+94,985	Jun 30, 2026	carried, not yet filed for the newest quarter
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	81,477	0.81%	0	Sep 30, 2026
13	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	72,762	0.72%	-276	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	69,612	0.69%	+69,612	Jun 30, 2026	carried, not yet filed for the newest quarter
15	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	64,470	0.64%	-304,707	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	23,778	0.24%	+6,600	Jun 30, 2026	iShares Trust, not summed
15.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	11,281	0.11%	-151,225	Jun 30, 2026	iShares Trust, not summed
15.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,326	0.02%	-49,161	Jun 30, 2026	iShares Trust, not summed
15.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	996	0.01%	-8,475	Jun 30, 2026	iShares Trust, not summed
15.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	545	0.01%	-11,477	Jun 30, 2026	Quantitative Master Series LLC, not summed
16	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	46,500	0.46%	+91	Jun 30, 2026	carried, not yet filed for the newest quarter
17	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	46,145	0.46%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Ultra-Small Company Market Fund Fund S000004424 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	44,145	0.44%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
18	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	45,883	0.46%	+24	Sep 30, 2026
19	WisdomTree U.S. SmallCap Dividend Fund Fund S000012394 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	41,370	0.41%	-191	Jun 30, 2026	WisdomTree Trust, not summed
20	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	38,448	0.38%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
21	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	36,139	0.36%	+36,139	Jun 30, 2026	carried, not yet filed for the newest quarter
22	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	29,304	0.29%	+29,304	Jun 30, 2026	carried, not yet filed for the newest quarter
23	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	25,559	0.25%	-48,730	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	24,692	0.24%	+24,692	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Integrated Wealth Concepts LLC 13F CIK 1737109 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	23,623	0.23%	+62	Jun 30, 2026	carried, not yet filed for the newest quarter
26	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	22,844	0.23%	-2,827	Jun 30, 2026	carried, not yet filed for the newest quarter
27	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	21,015	0.21%	+21,015	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,945	0.19%	+18,945	Jun 30, 2026	carried, not yet filed for the newest quarter
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	17,721	0.18%	-49,731	Jun 30, 2026	carried, not yet filed for the newest quarter
30	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,548	0.14%	-892	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,162	0.13%	+13,162	Jun 30, 2026	carried, not yet filed for the newest quarter
32	FOLGER ANTHONY Insider CIK 1566737 · May 15, 2026 Chief Financial Officer, issuer-wide	12,500	0.12%	+2,500	May 15, 2026	Chief Financial Officer, issuer-wide
33	Webber Stephen J. Insider CIK 1687188 · May 12, 2026 Director, issuer-wide	12,500	0.12%	+2,500	May 12, 2026	Director, issuer-wide
34	CSP INC /MA/ Insider CIK 356037 · Jun 5, 2026 VP Finance & CAO, issuer-wide	8,000	0.08%	—	Jun 5, 2026	VP Finance & CAO, issuer-wide
35	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,282	0.07%	+1,048	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Avantis U.S. Small Cap Equity ETF Fund S000074835 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	6,877	0.07%	0	Aug 31, 2026	American Century ETF Trust, not summed
37	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	5,818	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38	VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND Fund S000002855 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	5,406	0.05%	0	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
39	WisdomTree U.S. Total Dividend Fund Fund S000012379 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	3,837	0.04%	—	Jun 30, 2026	WisdomTree Trust, not summed
40	VANGUARD BALANCED INDEX FUND Fund S000002560 · Registered fund · Jun 30, 2026 VANGUARD VALLEY FORGE FUNDS, not summed	3,721	0.04%	0	Jun 30, 2026	VANGUARD VALLEY FORGE FUNDS, not summed
41	Vanguard Global Advisers, LLC 13F CIK 1811242 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,246	0.03%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Bridge Builder Small/Mid Cap Value Fund Fund S000048337 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	2,320	0.02%	0	Jun 30, 2026	Bridge Builder Trust, not summed
43	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,118	0.02%	+92	Jun 30, 2026	carried, not yet filed for the newest quarter
44	1290 VT Micro Cap Portfolio Fund S000044688 · Registered fund · Jun 30, 2026 EQ Advisors Trust, not summed	1,641	0.02%	+337	Jun 30, 2026	EQ Advisors Trust, not summed
45	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,592	0.02%	-1,300	Jun 30, 2026	carried, not yet filed for the newest quarter
46	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,575	0.02%	-180	Jun 30, 2026	carried, not yet filed for the newest quarter
47	AST Small-Cap Equity Portfolio Fund S000001978 · Registered fund · Jun 30, 2026 Advanced Series Trust, not summed	1,550	0.02%	0	Jun 30, 2026	Advanced Series Trust, not summed
48	Bridge Builder Small/Mid Cap Growth Fund Fund S000048336 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	1,050	0.01%	0	Jun 30, 2026	Bridge Builder Trust, not summed
49	JNL/DFA U.S. Small Cap Fund Fund S000068110 · Registered fund · Jun 30, 2026 JNL Series Trust, not summed	680	0.01%	0	Jun 30, 2026	JNL Series Trust, not summed
50	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	513	0.01%	-2,822	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	35,633	0.35%	-9,694	Aug 31, 2026	Fidelity Concord Street Trust, not summed
50.2	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	11,297	0.11%	0	Aug 31, 2026	Fidelity Concord Street Trust, not summed
50.3	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	10,386	0.10%	0	Aug 31, 2026	Fidelity Concord Street Trust, not summed
50.4	Fidelity Nasdaq Composite Index Fund Fund S000055366 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	8,458	0.08%	0	Aug 31, 2026	Fidelity Concord Street Trust, not summed

10 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 69 holders

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Key facts CIK 356037 CUSIP 126389105 13F (30d) 24 filings 12 filers Visit website Investor relations