Progress SoftwarePRGS
13F holders, Q1 2024 (March 31)302holders
8famous investors
$53.31avg. 13F price*
At the end of Q1 2024, 302 institutions reported holding Progress Software Corp. (PRGS) in their 13F filings. The largest holders were BlackRock Inc. ($393.7M), Vanguard Group Inc. ($300.1M) and Boston Trust Walden Corp ($94.6M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and George Soros (0.0% of Soros Fund Management's portfolio).
- Company
- Progress Software Corp.
- CUSIP
- 743312100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $53.9M |
| Exits | 28 | $49.9M |
Ownership 302 holders
| BlackRock Inc. | 0.01% | Add +2.5% | 7,384,694 | $393.7M |
| Vanguard Group Inc. | 0.01% | Add +1.7% | 5,629,836 | $300.1M |
| Boston Trust Walden Corp | 0.67% | Add +4.3% | 1,773,797 | $94.6M |
| State Street Corp. | 0.00% | Add +2.8% | 1,721,963 | $91.8M |
| Morgan Stanley | 0.01% | Add +6.8% | 1,612,598 | $86.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.1% | 1,374,907 | $73.3M |
| Fuller & Thaler Asset Management, Inc. | 0.28% | Add +0.2% | 1,183,017 | $63.1M |
| Renaissance Technologies | 0.10% | Add +13.1% | 1,176,640 | $62.7M |
| Wellington Management Group LLP | 0.01% | Add +6.8% | 1,125,766 | $60.0M |
| Principal Financial Group Inc. | 0.03% | Add +0.6% | 1,032,624 | $55.0M |
| Geode Capital Management, LLC | 0.00% | Add +4.2% | 991,999 | $52.9M |
| Macquarie Group Ltd. | 0.06% | Add +21.8% | 981,195 | $52.3M |
| Invesco Ltd. | 0.01% | Reduce -0.2% | 871,105 | $46.4M |
| Nomura Holdings Inc. | 0.36% | Add +29.0% | 836,288 | $44.6M |
| FMR LLC | 0.00% | Add +74.3% | 829,285 | $44.2M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +79.0% | 708,324 | $37.8M |
| Deutsche Bank AG | 0.02% | Add +65.4% | 687,534 | $36.7M |
| Bank of America Corp. | 0.00% | Add +45.7% | 594,241 | $31.7M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +17.9% | 571,812 | $30.5M |
| Mizuho Markets Americas LLC | 0.76% | Reduce -3.3% | 519,286 | $27.7M |
| Systematic Financial Management LP | 0.77% | Add +26.5% | 515,743 | $27.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -34.0% | 510,963 | $27.2M |
| Oaktop Capital Management Ii, L.P. | 3.13% | No change | 508,608 | $27.1M |
| Northern Trust Corp. | 0.00% | Reduce -0.8% | 506,904 | $27.0M |
| DekaBank Deutsche Girozentrale | 0.05% | Add +4.1% | 491,484 | $25.9M |
| Ameriprise Financial Inc. | 0.01% | Add +14.1% | 483,558 | $25.8M |
| Seizert Capital Partners, LLC | 1.16% | Add +1.8% | 473,258 | $25.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.7% | 453,399 | $24.2M |
| Citigroup Inc. | 0.02% | Add +2.3% | 352,631 | $18.8M |
| Bank of Montreal | 0.01% | Add +5.4% | 333,346 | $17.8M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.07% | Reduce -2.9% | 329,862 | $17.6M |
| Ceredex Value Advisors LLC | 0.29% | Add +10.2% | 309,246 | $16.5M |
| Segall Bryant & Hamill, LLC | 0.30% | Reduce -1.5% | 299,817 | $16.0M |
| Citadel Advisors | 0.02% | Add +720.4% | 292,675 | $15.6M |
| Paradice Investment Management LLC | 2.54% | Reduce -25.6% | 274,275 | $14.6M |
| Natixis | 0.08% | Reduce -14.8% | 272,200 | $14.5M |
| Wells Fargo & Company | 0.00% | Add +616.8% | 267,889 | $14.3M |
| Glenmede Trust Co. NA | 0.07% | Add +1.5% | 267,614 | $14.3M |
| Norges Bank | 0.00% | Reduce -12.2% | 253,868 | $13.5M |
| Ziegler Capital Management, LLC | 0.43% | Add +179.5% | 212,915 | $11.4M |
| D. E. Shaw & Co. | 0.01% | New | 203,253 | $10.8M |
| Corient Private Wealth LP | 0.02% | Reduce -0.5% | 195,725 | $10.4M |
| Swedbank AB | 0.01% | Add +1.2% | 194,252 | $10.4M |
| Barclays PLC | 0.00% | Reduce -4.6% | 188,486 | $10.0M |
| LSV Asset Management | 0.02% | Reduce -23.6% | 185,800 | $9.9M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -22.6% | 168,186 | $9.0M |
| Chartwell Investment Partners, LLC | 0.30% | Reduce -17.9% | 160,630 | $8.6M |
| JPMorgan Chase & Co. | 0.00% | Add +43.0% | 151,456 | $8.1M |
| Bridgewater Associates | 0.04% | New | 143,341 | $7.6M |
| Voloridge Investment Management, LLC | 0.03% | Add +1361.3% | 138,562 | $7.4M |
| UniSuper Management Pty Ltd | 0.07% | Add +8.5% | 134,377 | $7.2M |
| Rhumbline Advisers | 0.01% | Reduce -1.6% | 129,707 | $6.9M |
| Balyasny Asset Management L.P. | 0.02% | Add +54.9% | 125,622 | $6.7M |
| Two Sigma Investments, LP | 0.02% | Add +46.1% | 125,454 | $6.7M |
| Rice Hall James & Associates, LLC | 0.38% | Reduce -10.7% | 124,479 | $6.6M |
| Legal & General Group Plc | 0.00% | Add +1.9% | 123,827 | $6.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +20.0% | 119,622 | $6.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -9.5% | 114,405 | $6.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -51.4% | 102,579 | $5.5M |
| Credit Suisse AG/ | 0.01% | Add +7.6% | 96,930 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.5% | 91,948 | $4.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.9% | 91,900 | $4.9M |
| Public Sector Pension Investment Board | 0.04% | No change | 90,407 | $4.8M |
| Cubist Systematic Strategies, LLC | 0.05% | New | 87,025 | $4.6M |
| Swiss National Bank | 0.00% | No change | 85,900 | $4.6M |
| Whittier Trust Co. | 0.07% | Add +3.9% | 83,998 | $4.5M |
| Jefferies Financial Group Inc. | 0.09% | Add +282.0% | 80,060 | $4.3M |
| Trexquant Investment LP | 0.08% | New | 79,678 | $4.2M |
| Schroder Investment Management Group | 0.01% | Reduce -76.1% | 79,322 | $4.2M |
| New York State Teachers Retirement System | 0.01% | Reduce -4.1% | 77,614 | $4.1M |
| GHP Investment Advisors, Inc. | 0.20% | Add +24.0% | 75,777 | $4.0M |
| Globeflex Capital L P | 0.38% | No change | 73,647 | $3.9M |
| Stifel Financial Corp. | 0.00% | Add +4.7% | 73,121 | $3.9M |
| Keeley-Teton Advisors, LLC | 0.47% | Reduce -2.1% | 72,195 | $3.8M |
| Royce & Associates LP | 0.03% | Reduce -12.2% | 71,304 | $3.8M |
| BNP Paribas Financial Markets | 0.00% | Add +39.3% | 67,959 | $3.6M |
| Prudential Financial Inc. | 0.00% | Reduce -3.5% | 65,773 | $3.5M |
| Kennedy Capital Management LLC | 0.07% | Reduce -7.8% | 63,422 | $3.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +22.5% | 62,573 | $3.3M |
| Choate Investment Advisors | 0.09% | No change | 61,948 | $3.3M |
| Bank of Nova Scotia | 0.01% | New | 61,905 | $3.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.7% | 60,683 | $3.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -1.4% | 58,348 | $3.1M |
| American Century Companies Inc. | 0.00% | Add +33.0% | 57,418 | $3.1M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -58.5% | 55,054 | $2.9M |
| Holocene Advisors, LP | 0.01% | New | 54,116 | $2.9M |
| Raymond James & Associates | 0.00% | Reduce -1.8% | 53,190 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +1.8% | 52,778 | $2.8M |
| Royal Bank of Canada | 0.00% | Reduce -16.1% | 50,403 | $2.7M |
| Cibc World Markets Corp. | 0.02% | No change | 50,000 | $2.7M |
| Mariner, LLC | 0.01% | Reduce -0.3% | 49,640 | $2.6M |
| First Trust Advisors LP | 0.00% | Reduce -15.8% | 49,513 | $2.6M |
| Dynamic Technology Lab Private Ltd | 0.27% | Add +130.9% | 47,122 | $2.5M |
| Woodline Partners LP | 0.02% | Reduce -33.9% | 45,575 | $2.4M |
| Paradigm Capital Management Inc. | 0.12% | No change | 45,300 | $2.4M |
| TD Asset Management Inc | 0.00% | Reduce -15.3% | 44,700 | $2.4M |
| Leuthold Group, LLC | 0.27% | Reduce -0.5% | 44,399 | $2.4M |
| California State Teachers Retirement System | 0.00% | Reduce -5.0% | 43,635 | $2.3M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Add +5.3% | 42,132 | $2.2M |
| Marshall Wace, LLP | 0.00% | New | 41,726 | $2.2M |
| Martingale Asset Management L P | 0.04% | Add +4.0% | 41,232 | $2.2M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 40,998 | $2.2M |
| UBS Group AG | 0.00% | Reduce -22.6% | 40,805 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +147.0% | 39,742 | $2.1M |
| Brown Advisory Inc. | 0.00% | No change | 38,628 | $2.1M |
| Legato Capital Management LLC | 0.25% | No change | 38,461 | $2.1M |
| Texas Permanent School Fund Corp. | 0.02% | Add +2.0% | 38,403 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.9% | 38,067 | $2.0M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +63.0% | 34,115 | $2.0M |
| Heron Bay Capital Management | 0.39% | Reduce -56.9% | 34,480 | $1.8M |
| QSV Equity Investors LLC | 1.74% | Add +10.0% | 33,953 | $1.8M |
| Comerica Bank | 0.01% | Reduce -9.5% | 33,885 | $1.8M |
| Pearl River Capital, LLC | 0.28% | Add +294.4% | 32,685 | $1.7M |
| Two Sigma Advisers, LP | 0.00% | Reduce -67.6% | 31,925 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.6% | 31,564 | $1.7M |
| Millennium Management | 0.00% | Reduce -85.9% | 30,364 | $1.6M |
| Edgestream Partners, L.P. | 0.08% | Reduce -62.0% | 29,784 | $1.6M |
| Exchange Traded Concepts, LLC | 0.04% | Add +176.7% | 27,430 | $1.5M |
| Bahl & Gaynor LLC | 0.01% | Reduce -11.8% | 27,005 | $1.4M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.3% | 26,731 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -34.3% | 26,059 | $1.4M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -2.3% | 24,725 | $1.3M |
| American International Group, Inc. | 0.00% | Add +0.4% | 23,783 | $1.3M |
| Asset Management One Co., Ltd. | 0.00% | Reduce -7.9% | 23,548 | $1.3M |
| Alberta Investment Management Corp | 0.01% | Reduce -80.3% | 23,200 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | No change | 22,956 | $1.2M |
| Delphi Management Inc. | 0.92% | New | 22,353 | $1.2M |
| Cornercap Investment Counsel Inc. | 0.18% | Add +0.1% | 22,358 | $1.2M |
| Inceptionr LLC | 0.31% | New | 22,337 | $1.2M |
| FORA Capital, LLC | 0.10% | Add +188.7% | 22,263 | $1.2M |
| Franklin Resources Inc. | 0.00% | Reduce -0.2% | 21,977 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.5% | 21,700 | $1.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -12.3% | 18,658 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Add +11.2% | 20,492 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Reduce -13.2% | 19,871 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -10.4% | 19,782 | $1.1M |
| AQR Capital Management | 0.00% | Reduce -0.2% | 19,591 | $1.0M |
| Van Hulzen Asset Management, LLC | 0.07% | Add +12.7% | 19,564 | $1.0M |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 19,480 | $1.0M |
| Deerfield Management Company, L.P. | 0.02% | New | 19,394 | $1.0M |
| iSAM Funds (UK) Ltd | 0.58% | New | 19,063 | $1.0M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 17,994 | $959K |
| US Bancorp \de | 0.00% | Reduce -5.8% | 17,644 | $941K |
| Cipher Capital LP | 0.43% | New | 17,565 | $936K |
| Occudo Quantitative Strategies LP | 0.16% | New | 17,372 | $926K |
| Teacher Retirement System of Texas | 0.01% | Add +38.1% | 15,224 | $812K |
| Pathstone Holdings, LLC | 0.00% | Add +0.1% | 15,064 | $803K |
| Maryland State Retirement & Pension System | 0.02% | No change | 15,833 | $799K |
| Paradigm Asset Management Co. LLC | 0.20% | No change | 14,900 | $794K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 14,800 | $789K |
| Voya Investment Management LLC | 0.00% | Reduce -39.2% | 14,492 | $773K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -31.1% | 14,412 | $768K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 14,205 | $758K |
| Soros Fund Management | 0.03% | New | 14,120 | $753K |
| HUB Investment Partners, LLC | 0.04% | No change | 14,000 | $746K |
| Amalgamated Bank | 0.01% | Reduce -25.9% | 13,777 | $734K |
| Captrust Financial Advisors | 0.00% | Reduce -15.2% | 13,644 | $727K |
| Atom Investors LP | 0.09% | New | 13,339 | $711K |
| Kendall Capital Management | 0.24% | Reduce -4.8% | 13,290 | $708K |
| Advisory Research Inc. | 0.14% | Reduce -0.5% | 13,096 | $698K |
| Campbell & CO Investment Adviser LLC | 0.06% | Reduce -6.8% | 13,009 | $694K |
| Duality Advisers, LP | 0.07% | New | 12,764 | $680K |
| Simplex Trading, LLC | 0.02% | Add +251.0% | 12,498 | $666K |
| Meritage Portfolio Management | 0.04% | Reduce -8.6% | 12,277 | $654K |
| Arizona State Retirement System | 0.00% | Reduce -1.7% | 11,973 | $638K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -7.8% | 11,756 | $627K |
| Petrus Trust Company, LTA | 0.06% | Add +45.9% | 11,631 | $620K |
| Weiss Asset Management LP | 0.04% | New | 11,480 | $612K |
| Virtus Investment Advisers, LLC | 0.44% | No change | 11,330 | $604K |
| Hudson Edge Investment Partners Inc. | 0.11% | Reduce -2.0% | 10,933 | $583K |
| HighTower Advisors, LLC | 0.00% | Add +60.3% | 10,586 | $569K |
| Allianz Asset Management GmbH | 0.00% | Reduce -10.1% | 10,380 | $553K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -42.0% | 9,954 | $531K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 9,901 | $528K |
| Engineers Gate Manager LP | 0.01% | Reduce -40.8% | 9,617 | $513K |
| Guggenheim Capital LLC | 0.00% | New | 9,615 | $513K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.8% | 9,476 | $505K |
| Entropy Technologies, LP | 0.05% | New | 9,012 | $480K |
| QRG Capital Management, Inc. | 0.01% | Reduce -6.0% | 8,985 | $479K |
| ProShare Advisors LLC | 0.00% | Add +8.7% | 8,888 | $474K |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 0.22% | New | 8,820 | $470K |
| Aristeia Capital, L.L.C. | 0.03% | New | 8,820 | $470K |
| Oxford Asset Management LLP | 0.51% | New | 8,464 | $451K |
| SG Americas Securities, LLC | 0.00% | New | 8,462 | $451K |
| Sei Investments Co. | 0.00% | Reduce -72.3% | 8,393 | $447K |
| BTC Capital Management, Inc. | 0.04% | — | 8,342 | $445K |
| Amundi | 0.00% | Add +31.1% | 8,647 | $437K |
| PNC Financial Services Group, Inc. | 0.00% | Add +27.8% | 8,193 | $437K |
| Resona Asset Management Co.,Ltd. | 0.00% | — | 8,105 | $432K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -92.2% | 7,919 | $422K |
| Moody National Bank Trust Division | 0.03% | No change | 7,787 | $415K |
| Handelsbanken Fonder AB | 0.00% | No change | 7,716 | $411K |
| Point72 (DIFC) Ltd | 0.03% | — | 7,616 | $406K |
| Inspire Investing, LLC | 0.04% | Reduce -4.3% | 7,565 | $403K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -0.8% | 7,560 | $403K |
| Vestcor Inc | 0.01% | Reduce -12.8% | 7,526 | $401K |
| Ifrah Financial Services, Inc. | 0.11% | Add +2.1% | 7,233 | $386K |
| Forbes J M & Co. LLP | 0.04% | No change | 7,120 | $380K |
| DeepCurrents Investment Group LLC | 0.34% | New | 7,060 | $376K |
| CastleKnight Management LP | 0.06% | No change | 6,900 | $368K |
| Rehmann Capital Advisory Group | 0.03% | Add +9.7% | 6,782 | $362K |
| New York Life Investment Management LLC | 0.00% | Add +12.7% | 6,773 | $361K |
| State of Wisconsin Investment Board | 0.00% | Reduce -66.2% | 6,667 | $355K |
| Verition Fund Management LLC | 0.00% | Add +44.7% | 6,638 | $354K |
| Cerity Partners LLC | 0.00% | New | 6,585 | $351K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +11.1% | 6,546 | $349K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +11.1% | 6,546 | $349K |
| CenterBook Partners LP | 0.02% | New | 6,534 | $348K |
| Praxis Investment Management Inc. | 0.02% | No change | 6,410 | $342K |
| HSBC Holdings PLC | 0.00% | Reduce -30.9% | 6,350 | $338K |
| Hancock Whitney Corp. | 0.01% | Add +1.4% | 6,233 | $332K |
| Wolverine Trading, LLC | 0.00% | New | 6,205 | $331K |
| Legacy Wealth Asset Management, LLC | 0.09% | Add +0.4% | 6,173 | $329K |
| Henshaw Capital LLC | 0.02% | No change | 6,141 | $327K |
| Shell Asset Management Co. | 0.01% | Reduce -9.0% | 5,968 | $324K |
| James Investment Research, Inc. | 0.04% | No change | 5,975 | $319K |
| Bokf, NA | 0.01% | New | 5,818 | $307K |
| Sciencast Management LP | 0.19% | New | 5,704 | $304K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -8.2% | 5,604 | $299K |
| MQS Management LLC | 0.16% | New | 5,357 | $286K |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,295 | $282K |
| Harbor Capital Advisors, Inc. | 0.04% | Reduce -41.9% | 5,290 | $282K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.6% | 5,140 | $274K |
| Sawgrass Asset Management LLC | 0.03% | Reduce -21.9% | 5,030 | $268K |
| Magnus Financial Group LLC | 0.03% | No change | 4,905 | $261K |
| AXA S.A. | 0.00% | No change | 4,700 | $251K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.2% | 4,665 | $249K |
| Gotham Asset Management | 0.00% | Reduce -27.6% | 4,546 | $242K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,508 | $240K |
| Caxton Associates LP | 0.02% | Reduce -38.2% | 4,478 | $239K |
| Danske Bank A/S | 0.00% | — | 4,400 | $235K |
| Creative Planning | 0.00% | Add +8.4% | 4,291 | $229K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.7% | 4,164 | $222K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -43.4% | 3,943 | $210K |
| Lido Advisors, LLC | 0.00% | New | 3,855 | $206K |
| Cetera Investment Advisers | 0.00% | New | 3,843 | $205K |
| EMC Capital Management | 0.12% | Reduce -23.3% | 3,822 | $204K |
| Lazard Asset Management LLC | 0.00% | Reduce -42.0% | 3,638 | $193K |
| nVerses Capital, LLC | 0.45% | New | 3,500 | $187K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.05% | New | 3,341 | $178K |
| Assetmark, Inc. | 0.00% | Reduce -5.5% | 3,118 | $166K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -4.8% | 2,377 | $127K |
| EntryPoint Capital, LLC | 0.10% | Add +993.5% | 2,176 | $116K |
| Walleye Capital LLC | 0.00% | New | 2,131 | $114K |
| Virtus Fund Advisers, LLC | 0.40% | Add +13.9% | 2,116 | $113K |
| Financial Management Professionals, Inc. | 0.02% | No change | 1,950 | $104K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,800 | $92K |
| TD Private Client Wealth LLC | 0.00% | Add +53.4% | 1,562 | $83K |
| Blue Trust, Inc. | 0.00% | Add +3.1% | 1,269 | $68K |
| Principal Securities, Inc. | 0.00% | Reduce -2.7% | 1,226 | $65K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -14.2% | 1,218 | $65K |
| KBC Group NV | 0.00% | No change | 1,196 | $64K |
| Aquatic Capital Management LLC | 0.00% | Reduce -86.8% | 900 | $48K |
| Orion Capital Management LLC | 0.02% | No change | 775 | $41K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.3% | 679 | $36K |
| Pacer Advisors, Inc. | 0.00% | Add +82.0% | 679 | $36K |
| Federated Hermes, Inc. | 0.00% | Reduce -18.4% | 601 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.2% | 596 | $32K |
| CIBC Private Wealth Group LLC | 0.00% | New | 565 | $30K |
| Osaic Holdings, Inc. | 0.00% | Reduce -93.6% | 549 | $29K |
| Leonteq Securities AG | 0.00% | Add +81.8% | 500 | $27K |
| GAMMA Investing LLC | 0.01% | Add +2.3% | 498 | $27K |
| Signaturefd, LLC | 0.00% | No change | 418 | $22K |
| Avior Wealth Management, LLC | 0.00% | New | 415 | $22K |
| Elequin Capital, LP | 0.01% | New | 407 | $22K |
| Quadrant Capital Group LLC | 0.00% | Add +84.5% | 406 | $22K |
| Public Employees Retirement System of Ohio | 0.00% | Add +2.5% | 322 | $17K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -23.8% | 272 | $15K |
| Planning Capital Management Corp | 0.01% | No change | 260 | $14K |
| Fernwood Investment Management, LLC | 0.00% | New | 217 | $12K |
| Group One Trading LLC | 0.00% | New | 216 | $12K |
| Fifth Third Bancorp | 0.00% | No change | 208 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +28.1% | 187 | $10K |
| Key Financial Inc | 0.00% | No change | 123 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Add +2.7% | 115 | $6K |
| Eagle Bay Advisors LLC | 0.00% | New | 98 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 82 | $4K |
| Bessemer Group Inc. | 0.00% | Reduce -99.2% | 83 | $4K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 75 | $4K |
| WealthCollab, LLC | 0.00% | No change | 72 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 72 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 62 | $3K |
| Clearstead Advisors, LLC | 0.00% | No change | 60 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 54 | $3K |
| Quarry LP | 0.00% | New | 53 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 44 | $2K |
| LGT Financial Advisors LLC | 0.00% | No change | 42 | $2K |
| Front Row Advisors LLC | 0.00% | New | 40 | $2K |
| Cwm, LLC | 0.00% | Reduce -50.7% | 34 | $2K |
| Allworth Financial LP | 0.00% | No change | 33 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 33 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 30 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 30 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 20 | $1K |
| First Horizon Advisors, Inc. | 0.00% | No change | 19 | $1K |
| UMB Bank, n.a. | 0.00% | New | 16 | $853 |
| SJS Investment Consulting Inc. | 0.00% | Add +14.3% | 8 | $427 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +60.0% | 8 | $427 |
| Rothschild Investment LLC | 0.00% | New | 5 | $267 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 4 | $213 |
| TFO Wealth Partners, LLC | 0.00% | No change | 1 | $53 |
| Covestor Ltd | 0.00% | Reduce -98.4% | 3 | $0 |
"% of holder's portfolio" is PRGS's weight in each manager's 13F, not the share of Progress Software Corp. the manager owns.