Progress SoftwarePRGS

13F holders, Q2 2024 (June 30)
305holders +3
47new positions
42sold out
8famous investors
$54.26avg. 13F price*

At the end of Q2 2024, 305 institutions reported holding Progress Software Corp. (PRGS) in their 13F filings, up 3 from Q1 2024. 47 opened new positions and 42 sold out. The largest holders were BlackRock Inc. ($385.4M), Vanguard Group Inc. ($312.0M) and Boston Trust Walden Corp ($106.7M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
Progress Software Corp.
CUSIP
743312100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 302Q1 2024Q2 2024: 305Q2 2024Q3 2024: 328Q3 2024Q4 2024: 331Q4 2024Q1 2025: 313Q1 2025Q2 2025: 346Q2 2025Q3 2025: 309Q3 2025Q4 2025: 310Q4 2025Q1 2026: 294Q1 2026Q2 2026: 293Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions47$29.8M
Exits42$37.3M

All 13F filers, Q1 2024 → Q2 2024: 3,708,122 shares bought and 2,983,206 shares sold, net +724,916 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 305 holders

BlackRock Inc. 0.01% Reduce -3.8% 7,102,320 $385.4M
Vanguard Group Inc. 0.01% Add +2.1% 5,750,531 $312.0M
Boston Trust Walden Corp 0.79% Add +10.9% 1,966,696 $106.7M
State Street Corp. 0.00% Reduce -0.7% 1,709,812 $92.8M
Dimensional Fund Advisors LP 0.02% Add +2.5% 1,409,225 $76.5M
Morgan Stanley 0.01% Reduce -22.4% 1,251,692 $67.9M
Wellington Management Group LLP 0.01% Add +5.4% 1,186,575 $64.4M
Fuller & Thaler Asset Management, Inc. 0.27% Reduce -0.1% 1,182,009 $64.1M
Renaissance Technologies 0.10% Reduce -4.4% 1,124,529 $61.0M
Geode Capital Management, LLC 0.00% Add +1.8% 1,010,284 $54.8M
Principal Financial Group Inc. 0.03% Reduce -3.0% 1,001,304 $54.3M
Macquarie Group Ltd. 0.06% Add +1.3% 993,964 $53.9M
Invesco Ltd. 0.01% Add +3.0% 896,908 $48.7M
Allspring Global Investments Holdings, LLC 0.08% Add +22.1% 865,120 $46.9M
FMR LLC 0.00% Reduce -6.0% 779,859 $42.3M
Nomura Holdings Inc. 0.25% Reduce -15.3% 708,297 $38.4M
Bank of America Corp. 0.00% Add +8.0% 641,610 $34.8M
Seizert Capital Partners, LLC 1.68% Add +32.0% 624,777 $33.9M
Deutsche Bank AG 0.02% Reduce -10.2% 617,098 $33.5M
Manufacturers Life Insurance Company, The 0.03% Reduce -6.9% 532,499 $28.9M
Oaktop Capital Management Ii, L.P. 2.83% No change 508,608 $27.6M
Bank of New York Mellon Corp 0.01% Reduce -3.3% 494,278 $26.8M
Systematic Financial Management LP 0.81% Reduce -4.4% 492,849 $26.7M
Northern Trust Corp. 0.00% Reduce -4.2% 485,509 $26.3M
DekaBank Deutsche Girozentrale 0.05% Reduce -2.6% 478,870 $25.9M
Swedbank AB 0.03% Add +144.2% 474,447 $25.7M
JPMorgan Chase & Co. 0.00% Add +213.2% 474,354 $25.7M
Charles Schwab Investment Management Inc. 0.00% Add +1.8% 461,497 $25.0M
Ameriprise Financial Inc. 0.01% Reduce -5.2% 458,516 $24.9M
Mizuho Markets Americas LLC 0.68% Reduce -13.0% 451,895 $24.5M
Citigroup Inc. 0.02% Reduce -2.2% 344,927 $18.7M
Bank of Montreal 0.01% Add +1.9% 339,521 $18.4M
Segall Bryant & Hamill, LLC 0.33% Add +12.9% 338,573 $18.4M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.08% Add +0.2% 330,650 $17.9M
Wells Fargo & Company 0.00% Add +20.2% 322,021 $17.5M
Paradice Investment Management LLC 2.63% No change 274,275 $14.9M
Glenmede Trust Co. NA 0.07% Add +0.5% 268,988 $14.6M
D. E. Shaw & Co. 0.02% Add +32.1% 268,609 $14.6M
Weiss Asset Management LP 1.13% Add +2199.2% 263,943 $14.3M
Marshall Wace, LLP 0.02% Add +530.5% 263,062 $14.3M
Citadel Advisors 0.01% Reduce -10.8% 261,194 $14.2M
Voloridge Investment Management, LLC 0.05% Add +75.0% 242,467 $13.2M
Millennium Management 0.01% Add +681.4% 237,273 $12.9M
Norges Bank 0.00% Reduce -13.9% 218,642 $11.9M
Ceredex Value Advisors LLC 0.22% Reduce -30.9% 213,846 $11.6M
LSV Asset Management 0.02% No change 185,800 $10.1M
Corient Private Wealth LP 0.02% Reduce -7.5% 180,959 $9.8M
Bank of Nova Scotia 0.02% Add +185.0% 176,417 $9.6M
Barclays PLC 0.00% Reduce -8.2% 173,062 $9.4M
Nuveen Asset Management, LLC 0.00% Reduce -6.2% 157,687 $8.6M
Natixis 0.05% Reduce -42.4% 156,900 $8.5M
Chartwell Investment Partners, LLC 0.29% Reduce -4.1% 154,013 $8.4M
Qube Research & Technologies Ltd 0.01% Add +22.4% 146,483 $7.9M
Alliancebernstein L.P. 0.00% Add +17.1% 134,003 $7.3M
UniSuper Management Pty Ltd 0.06% Reduce -1.0% 133,079 $7.2M
Rice Hall James & Associates, LLC 0.41% Add +1.1% 125,830 $6.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +100.1% 125,225 $6.8M
Rhumbline Advisers 0.01% Reduce -3.7% 124,934 $6.8M
Legal & General Group Plc 0.00% Add +0.1% 123,916 $6.7M
F/m Investments LLC 0.24% New 123,186 $6.7M
Goldman Sachs Group Inc. 0.00% Add +25.6% 115,458 $6.3M
Cibc World Markets Corp. 0.04% Add +120.0% 110,000 $6.0M
Prudential Financial Inc. 0.01% Add +53.1% 100,708 $5.5M
Public Sector Pension Investment Board 0.03% Add +5.2% 95,129 $5.2M
Envestnet Asset Management Inc. 0.00% Add +2.3% 94,066 $5.1M
Keeley-Teton Advisors, LLC 0.64% Add +28.3% 92,634 $5.0M
GHP Investment Advisors, Inc. 0.24% Add +17.8% 89,242 $4.8M
Swiss National Bank 0.00% Reduce -1.1% 85,000 $4.6M
New York State Teachers Retirement System 0.01% Reduce -0.3% 77,414 $4.2M
Bridgewater Associates 0.02% Reduce -47.4% 75,344 $4.1M
Kennedy Capital Management LLC 0.09% Add +17.8% 74,736 $4.1M
Globeflex Capital L P 0.42% No change 73,647 $4.0M
Stifel Financial Corp. 0.00% Reduce -3.3% 70,692 $3.8M
CANADA LIFE ASSURANCE Co 0.01% Add +15.8% 70,268 $3.8M
Jane Street Group, LLC 0.00% Add +169.7% 70,284 $3.8M
Victory Capital Management Inc. 0.00% Add +236.1% 68,867 $3.7M
Swiss Life Asset Management Ltd 0.04% New 66,351 $3.6M
American Century Companies Inc. 0.00% Add +14.1% 65,506 $3.6M
Royce & Associates LP 0.03% Reduce -8.4% 65,291 $3.5M
First Trust Advisors LP 0.00% Add +25.5% 62,118 $3.4M
Choate Investment Advisors 0.09% No change 61,948 $3.4M
Susquehanna International Group, LLP 0.01% Add +49.3% 59,326 $3.2M
Balyasny Asset Management L.P. 0.01% Reduce -53.7% 58,143 $3.2M
Royal Bank of Canada 0.00% Add +6.3% 53,588 $2.9M
Russell Investments Group, Ltd. 0.00% Reduce -0.0% 52,766 $2.9M
Mariner, LLC 0.01% Add +0.3% 49,769 $2.7M
Thrivent Financial for Lutherans 0.01% Add +30.7% 49,753 $2.7M
PEAK6 Investments LLC 0.12% New 48,557 $2.6M
Van Hulzen Asset Management, LLC 0.18% Add +146.4% 48,204 $2.6M
Paradigm Capital Management Inc. 0.11% No change 45,300 $2.5M
Martingale Asset Management L P 0.05% Add +4.4% 43,034 $2.3M
Dynamic Technology Lab Private Ltd 0.26% Reduce -8.7% 43,010 $2.3M
California State Teachers Retirement System 0.00% Reduce -3.3% 42,199 $2.3M
Holocene Advisors, LP 0.01% Reduce -25.0% 40,600 $2.2M
Raymond James & Associates 0.00% Reduce -24.6% 40,086 $2.2M
Sei Investments Co. 0.00% Add +374.0% 39,786 $2.2M
AQR Capital Management 0.00% Add +98.8% 38,950 $2.1M
Leuthold Group, LLC 0.24% Reduce -12.8% 38,726 $2.1M
Brown Advisory Inc. 0.00% No change 38,628 $2.1M
Comerica Bank 0.01% Add +13.9% 38,599 $2.1M
Man Group plc 0.01% New 37,349 $2.0M
QSV Equity Investors LLC 2.06% Add +7.1% 36,356 $2.0M
BNP Paribas Financial Markets 0.00% Reduce -47.0% 35,994 $2.0M
HRT Financial LP 0.01% New 35,202 $1.9M
Woodline Partners LP 0.02% Reduce -23.6% 34,830 $1.9M
Legato Capital Management LLC 0.25% Reduce -9.9% 34,651 $1.9M
Schonfeld Strategic Advisors LLC 0.01% Reduce -18.9% 33,268 $1.8M
T. Rowe Price Associates Inc. 0.00% Add +3.0% 32,520 $1.8M
TD Asset Management Inc 0.00% Reduce -27.5% 32,400 $1.8M
Delphi Management Inc. 1.39% Add +40.8% 31,480 $1.7M
Wedge Capital Management L L P 0.03% New 31,189 $1.7M
Pearl River Capital, LLC 0.26% Reduce -9.0% 29,743 $1.6M
Franklin Resources Inc. 0.00% Add +32.7% 29,165 $1.6M
Trexquant Investment LP 0.02% Reduce -63.6% 29,002 $1.6M
Exchange Traded Concepts, LLC 0.04% Add +5.7% 29,000 $1.6M
Susquehanna Fundamental Investments, LLC 0.04% New 28,379 $1.5M
Mackenzie Financial Corp. 0.00% New 25,392 $1.4M
Campbell & CO Investment Adviser LLC 0.12% Add +94.7% 25,327 $1.4M
State of Alaska, Department of Revenue 0.02% Reduce -5.3% 25,328 $1.4M
Edgestream Partners, L.P. 0.07% Reduce -15.0% 25,320 $1.4M
Corebridge Financial, Inc. 0.01% — 24,920 $1.4M
Y-Intercept (Hong Kong) Ltd 0.07% Add +66.5% 24,641 $1.3M
MetLife Investment Management, LLC 0.01% Add +6.7% 24,496 $1.3M
Illinois Municipal Retirement Fund 0.02% Reduce -4.2% 23,696 $1.3M
Cornercap Investment Counsel Inc. 0.21% Add +4.7% 23,408 $1.3M
Alberta Investment Management Corp 0.01% No change 23,200 $1.3M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -60.5% 23,042 $1.3M
UBS Group AG 0.00% Reduce -43.6% 23,001 $1.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 22,778 $1.2M
Louisiana State Employees Retirement System 0.02% No change 21,700 $1.2M
Asset Management One Co., Ltd. 0.00% Reduce -11.8% 20,776 $1.1M
Janus Henderson Group PLC 0.00% Reduce -1.1% 19,257 $1.0M
New York State Common Retirement Fund 0.00% Reduce -6.5% 18,572 $1.0M
Quantbot Technologies LP 0.05% New 18,502 $1.0M
SG Americas Securities, LLC 0.01% Add +114.1% 18,115 $983K
Ensign Peak Advisors, Inc 0.00% No change 17,994 $976K
State Board of Administration of Florida Retirement System 0.00% Reduce -48.6% 17,524 $951K
Yousif Capital Management, LLC 0.01% Reduce -12.7% 17,269 $937K
Captrust Financial Advisors 0.00% Add +26.1% 17,199 $933K
Simplex Trading, LLC 0.03% Add +36.5% 17,059 $925K
US Bancorp \de 0.00% Reduce -4.5% 16,857 $915K
Deerfield Management Company, L.P. 0.02% Reduce -16.3% 16,238 $881K
Pathstone Holdings, LLC 0.00% Add +4.9% 15,807 $858K
Choreo, LLC 0.01% New 15,962 $855K
Gsa Capital Partners LLP 0.06% New 15,195 $824K
Maryland State Retirement & Pension System 0.02% Reduce -4.8% 15,068 $818K
State of Tennessee, Department of Treasury 0.00% No change 14,412 $782K
Voya Investment Management LLC 0.00% Reduce -0.8% 14,372 $780K
Bokf, NA 0.01% Add +146.1% 14,318 $777K
Teachers Retirement System of the State of Kentucky 0.01% No change 14,205 $771K
Advisory Research Inc. 0.14% Add +7.0% 14,015 $760K
HUB Investment Partners, LLC 0.04% No change 14,000 $760K
Tower Research Capital LLC (TRC) 0.01% Add +2194.5% 13,675 $742K
Hudson Edge Investment Partners Inc. 0.14% Add +25.0% 13,665 $741K
Amalgamated Bank 0.01% Reduce -3.8% 13,250 $719K
Kendall Capital Management 0.24% Reduce -1.1% 13,140 $713K
FORA Capital, LLC 0.08% Reduce -42.5% 12,807 $695K
Meritage Portfolio Management 0.04% Add +1.1% 12,414 $674K
Arizona State Retirement System 0.00% Add +1.1% 12,099 $656K
Petrus Trust Company, LTA 0.06% No change 11,631 $631K
Virtus Investment Advisers, LLC 0.56% No change 11,330 $615K
Lazard Asset Management LLC 0.00% Add +206.7% 11,158 $605K
Jump Financial, LLC 0.01% New 11,002 $597K
HighTower Advisors, LLC 0.00% Add +0.7% 10,661 $583K
Cubist Systematic Strategies, LLC 0.01% Reduce -87.8% 10,600 $575K
Amundi 0.00% Add +22.0% 10,547 $574K
Oregon Public Employees Retirement Fund 0.01% Reduce -11.1% 10,456 $567K
Allianz Asset Management GmbH 0.00% No change 10,380 $563K
Two Sigma Advisers, LP 0.00% Reduce -67.7% 10,300 $559K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +0.9% 9,988 $542K
Paloma Partners Management Co 0.06% New 9,881 $536K
Teacher Retirement System of Texas 0.00% Reduce -35.6% 9,811 $532K
AdvisorShares Investments LLC 0.09% New 9,520 $510K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -1.7% 9,313 $505K
Lombard Odier Asset Management (USA) Corp 0.22% New 9,105 $494K
Rehmann Capital Advisory Group 0.03% Add +30.6% 8,857 $481K
QRG Capital Management, Inc. 0.01% Reduce -2.0% 8,801 $478K
Sherbrooke Park Advisers LLC 0.08% New 8,603 $467K
XTX Topco Ltd 0.04% New 8,263 $448K
Entropy Technologies, LP 0.05% Reduce -8.9% 8,207 $445K
Harbor Capital Advisors, Inc. 0.03% Add +53.5% 8,119 $441K
BTC Capital Management, Inc. 0.04% Reduce -4.5% 7,967 $432K
Moody National Bank Trust Division 0.03% No change 7,787 $423K
PNC Financial Services Group, Inc. 0.00% Reduce -5.2% 7,770 $422K
Handelsbanken Fonder AB 0.00% No change 7,716 $419K
Resona Asset Management Co.,Ltd. 0.00% Reduce -5.9% 7,627 $414K
Federated Hermes, Inc. 0.00% Add +1160.9% 7,578 $411K
Henshaw Capital LLC 0.02% Add +23.1% 7,557 $410K
Vestcor Inc 0.01% No change 7,526 $408K
Jefferies Financial Group Inc. 0.01% Reduce -90.7% 7,437 $404K
Inspire Investing, LLC 0.05% Reduce -3.3% 7,315 $397K
Ifrah Financial Services, Inc. 0.11% Reduce -0.4% 7,206 $391K
Forbes J M & Co. LLP 0.04% No change 7,120 $386K
Mutual of America Capital Management LLC 0.00% Reduce -6.0% 7,104 $385K
Savant Capital, LLC 0.00% New 7,022 $381K
CastleKnight Management LP 0.05% No change 6,900 $374K
EntryPoint Capital, LLC 0.17% Add +215.5% 6,866 $373K
ProShare Advisors LLC 0.00% Reduce -23.8% 6,773 $368K
Cambridge Investment Research Advisors, Inc. 0.00% Add +26.3% 6,494 $352K
Creative Planning 0.00% Add +50.9% 6,474 $351K
HSBC Holdings PLC 0.00% Reduce -1.2% 6,272 $342K
Robeco Institutional Asset Management B.V. 0.00% Reduce -20.5% 6,294 $342K
Hancock Whitney Corp. 0.01% Reduce -0.7% 6,188 $336K
James Investment Research, Inc. 0.04% Reduce -0.0% 5,974 $324K
Avantax Advisory Services, Inc. 0.00% New 5,940 $322K
Walleye Capital LLC 0.00% Add +178.2% 5,929 $322K
Praxis Investment Management Inc. 0.02% No change 6,410 $319K
Gotham Asset Management 0.00% Add +27.3% 5,788 $314K
Gallacher Capital Management LLC 0.17% New 5,775 $313K
Aquatic Capital Management LLC 0.01% Add +533.3% 5,700 $309K
Bridgefront Capital, LLC 0.12% New 5,403 $293K
Pictet Asset Management Holding SA 0.00% No change 5,295 $287K
Atria Investments, Inc 0.00% New 5,257 $285K
Orion Porfolio Solutions, LLC 0.00% Reduce -21.7% 5,123 $278K
Orion Portfolio Solutions, LLC 0.00% Reduce -21.7% 5,123 $278K
Public Employees Retirement Association of Colorado 0.00% Reduce -9.0% 5,100 $277K
Wolverine Trading, LLC 0.00% Reduce -19.1% 5,019 $272K
Great Lakes Advisors, LLC 0.00% Add +26.6% 4,991 $271K
Magnus Financial Group LLC 0.03% No change 4,905 $266K
AXA S.A. 0.00% No change 4,700 $255K
Sawgrass Asset Management LLC 0.03% Reduce -6.9% 4,681 $254K
Kestra Advisory Services, LLC 0.00% Reduce -3.3% 4,511 $245K
Algert Global LLC 0.01% New 4,350 $236K
Whittier Trust Co. 0.00% Reduce -94.9% 4,319 $234K
Ameritas Investment Partners, Inc. 0.01% Reduce -6.7% 4,207 $228K
Bahl & Gaynor LLC 0.00% Reduce -84.4% 4,201 $228K
State of Wisconsin Investment Board 0.00% Reduce -37.6% 4,159 $226K
Cetera Investment Advisers 0.00% Add +2.8% 3,950 $214K
Dakota Wealth Management 0.00% New 3,817 $207K
EMC Capital Management 0.12% No change 3,822 $207K
Neo Ivy Capital Management 0.04% — 3,764 $204K
iSAM Funds (UK) Ltd 0.15% Reduce -80.4% 3,741 $203K
Point72 Asia (Singapore) Pte. Ltd. 0.04% Add +4.2% 3,482 $189K
AlphaQuest LLC 0.02% New 2,951 $160K
Assetmark, Inc. 0.00% Reduce -9.8% 2,811 $153K
Walleye Trading LLC 0.00% New 2,269 $123K
Virtus Fund Advisers, LLC 0.47% Add +3.3% 2,185 $119K
Financial Management Professionals, Inc. 0.01% No change 1,950 $106K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,800 $102K
Principal Securities, Inc. 0.00% Add +36.0% 1,667 $90K
KBC Group NV 0.00% Add +35.1% 1,616 $88K
Blue Trust, Inc. 0.00% Add +29.2% 1,640 $87K
Point72 Asset Management 0.00% New 1,585 $86K
TD Private Client Wealth LLC 0.00% No change 1,562 $85K
Nisa Investment Advisors, LLC 0.00% Reduce -2.5% 1,188 $64K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -97.3% 1,148 $62K
Pacer Advisors, Inc. 0.00% Add +58.8% 1,078 $58K
III Capital Management 0.03% New 1,009 $55K
Osaic Holdings, Inc. 0.00% Add +51.2% 830 $45K
State of Wyoming 0.01% New 798 $43K
CIBC Private Wealth Group LLC 0.00% Add +32.9% 751 $41K
Parallel Advisors, LLC 0.00% No change 679 $37K
GAMMA Investing LLC 0.00% Add +26.9% 632 $34K
Catalyst Funds Management Pty Ltd 0.01% New 600 $33K
Orion Capital Management LLC 0.01% Reduce -35.5% 500 $27K
Canada Pension Plan Investment Board 0.00% New 500 $27K
Quadrant Capital Group LLC 0.00% Reduce -1.0% 402 $22K
Public Employees Retirement System of Ohio 0.00% Add +9.3% 352 $19K
Opal Wealth Advisors, LLC 0.01% New 323 $18K
Hantz Financial Services, Inc. 0.00% No change 272 $15K
Planning Capital Management Corp 0.01% No change 260 $14K
Cwm, LLC 0.00% Add +658.8% 258 $14K
Quarry LP 0.01% Add +375.5% 252 $14K
Mascoma Wealth Management LLC 0.00% New 250 $14K
Headlands Technologies LLC 0.00% New 234 $13K
Smartleaf Asset Management LLC 0.00% New 160 $9K
Fifth Third Bancorp 0.00% Reduce -31.7% 142 $8K
EverSource Wealth Advisors, LLC 0.00% Add +101.6% 125 $7K
Key Financial Inc 0.00% No change 123 $7K
Group One Trading LLC 0.00% Reduce -46.3% 116 $6K
Signaturefd, LLC 0.00% Reduce -72.3% 116 $6K
Parkside Financial Bank & Trust 0.00% Reduce -2.6% 112 $6K
Eagle Bay Advisors LLC 0.00% No change 98 $5K
Bessemer Group Inc. 0.00% No change 83 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -52.4% 89 $5K
Tyler-Stone Wealth Management 0.00% New 81 $4K
Lindbrook Capital, LLC 0.00% New 77 $4K
FinTrust Capital Advisors, LLC 0.00% No change 75 $4K
Private Wealth Management Group, LLC 0.00% New 73 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 72 $4K
Allworth Financial LP 0.00% Add +81.8% 60 $3K
Fortitude Family Office, LLC 0.00% No change 54 $3K
LRI Investments, LLC 0.00% New 53 $3K
Bell Investment Advisors, Inc 0.00% Reduce -40.2% 49 $3K
Cullen/Frost Bankers, Inc. 0.00% New 49 $3K
UMB Bank, n.a. 0.00% Add +193.8% 47 $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% No change 40 $2K
Farmers & Merchants Investments Inc. 0.00% No change 33 $2K
Versant Capital Management, Inc 0.00% New 32 $2K
IFP Advisors, Inc 0.00% New 31 $2K
Steward Partners Investment Advisory, LLC 0.00% No change 30 $2K
AdvisorNet Financial, Inc 0.00% New 27 $1K
Innealta Capital, LLC 0.00% New 26 $1K
Stephens Consulting, LLC 0.00% New 24 $1K
JFS Wealth Advisors, LLC 0.00% Reduce -23.3% 23 $1K
Farther Finance Advisors, LLC 0.00% No change 20 $1K
First Horizon Advisors, Inc. 0.00% No change 19 $1K
Rothschild Investment LLC 0.00% Add +100.0% 10 $543
Huntington National Bank 0.00% New 9 $488
SJS Investment Consulting Inc. 0.00% Reduce -12.5% 7 $380
Larson Financial Group LLC 0.00% New 6 $326
DiNuzzo Private Wealth, Inc. 0.00% Reduce -25.0% 6 $326
Covestor Ltd 0.00% Add +66.7% 5 $0

"% of holder's portfolio" is PRGS's weight in each manager's 13F, not the share of Progress Software Corp. the manager owns.