Progress SoftwarePRGS
13F holders, Q3 2024 (September 30)328holders +23
49new positions
27sold out
8famous investors
$67.10avg. 13F price*
At the end of Q3 2024, 328 institutions reported holding Progress Software Corp. (PRGS) in their 13F filings, up 23 from Q2 2024. 49 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($481.2M), Vanguard Group Inc. ($391.4M) and Boston Trust Walden Corp ($132.3M). 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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $48.1M |
| Exits | 27 | $25.7M |
All 13F filers, Q2 2024 → Q3 2024: 4,143,035 shares bought and 2,278,314 shares sold, net +1,864,721 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 328 holders
| BlackRock, Inc. | 0.01% | — | 7,141,954 | $481.2M |
| Vanguard Group Inc. | 0.01% | Add +1.0% | 5,810,279 | $391.4M |
| Boston Trust Walden Corp | 0.92% | Reduce -0.2% | 1,963,184 | $132.3M |
| State Street Corp. | 0.00% | Add +3.3% | 1,766,933 | $119.0M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -4.2% | 1,349,605 | $90.9M |
| Fuller & Thaler Asset Management, Inc. | 0.32% | Add +2.8% | 1,214,890 | $81.8M |
| Morgan Stanley | 0.01% | Reduce -12.4% | 1,095,869 | $73.8M |
| Renaissance Technologies | 0.11% | Reduce -7.0% | 1,045,629 | $70.4M |
| Principal Financial Group Inc. | 0.04% | Add +4.4% | 1,045,240 | $70.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.2% | 1,008,484 | $68.0M |
| Wellington Management Group LLP | 0.01% | Reduce -15.0% | 1,008,409 | $67.9M |
| Macquarie Group Ltd. | 0.07% | Reduce -2.5% | 969,497 | $65.3M |
| Nomura Holdings Inc. | 0.50% | Add +36.6% | 967,537 | $65.2M |
| Allspring Global Investments Holdings, LLC | 0.10% | Add +11.5% | 964,599 | $65.0M |
| FMR LLC | 0.00% | Add +15.4% | 900,157 | $60.6M |
| Invesco Ltd. | 0.01% | Reduce -11.1% | 797,049 | $53.7M |
| Bank of America Corp. | 0.00% | Add +4.5% | 670,659 | $45.2M |
| Mizuho Markets Americas LLC | 1.09% | Add +46.0% | 659,895 | $44.5M |
| Deutsche Bank AG | 0.02% | Add +6.5% | 656,953 | $44.3M |
| Seizert Capital Partners, LLC | 1.96% | Add +3.3% | 645,132 | $43.5M |
| Segall Bryant & Hamill, LLC | 0.54% | Add +74.2% | 589,698 | $39.7M |
| Systematic Financial Management LP | 0.93% | Add +10.5% | 544,417 | $36.7M |
| JPMorgan Chase & Co. | 0.00% | Add +9.1% | 517,580 | $34.9M |
| Oaktop Capital Management Ii, L.P. | 3.74% | No change | 508,608 | $34.3M |
| Citigroup Inc. | 0.03% | Add +42.8% | 492,384 | $33.2M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -8.0% | 490,002 | $33.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.8% | 478,945 | $32.3M |
| DekaBank Deutsche Girozentrale | 0.06% | No change | 478,870 | $31.5M |
| Northern Trust Corp. | 0.01% | Reduce -3.9% | 466,681 | $31.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.5% | 457,137 | $30.8M |
| Marshall Wace, LLP | 0.04% | Add +68.6% | 443,605 | $29.9M |
| Swedbank AB | 0.04% | Reduce -6.9% | 441,604 | $29.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.3% | 434,135 | $29.2M |
| Barclays PLC | 0.01% | Add +124.3% | 388,096 | $26.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +222.1% | 371,939 | $25.1M |
| Bank of Montreal | 0.01% | Reduce -0.3% | 338,365 | $22.4M |
| Voloridge Investment Management, LLC | 0.08% | Add +31.3% | 318,406 | $21.5M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.08% | Reduce -6.1% | 310,448 | $20.9M |
| Wells Fargo & Company | 0.01% | Reduce -5.0% | 305,821 | $20.6M |
| BNP Paribas Financial Markets | 0.02% | Add +722.4% | 296,002 | $19.9M |
| D. E. Shaw & Co. | 0.03% | Add +3.3% | 277,446 | $18.7M |
| Glenmede Trust Co. NA | 0.09% | Reduce -1.3% | 265,474 | $17.9M |
| Paradice Investment Management LLC | 3.04% | Reduce -5.5% | 259,112 | $17.5M |
| Weiss Asset Management LP | 0.61% | Reduce -5.8% | 248,570 | $16.7M |
| Leuthold Group, LLC | 1.80% | Add +958.1% | 409,752 | $16.2M |
| LSV Asset Management | 0.03% | Add +23.9% | 230,200 | $15.5M |
| Schroder Investment Management Group | 0.01% | New | 189,715 | $12.6M |
| Norges Bank | 0.00% | Reduce -17.5% | 180,285 | $12.1M |
| Corient Private Wealth LP | 0.02% | Reduce -9.2% | 164,338 | $11.1M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.0% | 157,617 | $10.6M |
| Chartwell Investment Partners, LLC | 0.32% | Reduce -8.9% | 140,314 | $9.5M |
| Rice Hall James & Associates, LLC | 0.50% | Add +9.7% | 138,091 | $9.3M |
| Natixis | 0.06% | Reduce -14.6% | 134,000 | $9.0M |
| Citadel Advisors | 0.01% | Reduce -49.4% | 132,182 | $8.9M |
| Bank of Nova Scotia | 0.02% | Reduce -27.6% | 127,640 | $8.6M |
| F/m Investments LLC | 0.27% | Add +1.6% | 125,106 | $8.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -7.7% | 123,734 | $8.3M |
| Legal & General Group Plc | 0.00% | Reduce -1.9% | 121,499 | $8.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.1% | 121,350 | $8.2M |
| Rhumbline Advisers | 0.01% | Reduce -4.1% | 119,844 | $8.1M |
| UniSuper Management Pty Ltd | 0.06% | Reduce -11.2% | 118,200 | $8.0M |
| Prudential Financial Inc. | 0.01% | Add +11.4% | 112,149 | $7.6M |
| Victory Capital Management Inc. | 0.01% | Add +62.1% | 111,640 | $7.5M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -24.9% | 110,061 | $7.4M |
| Kennedy Capital Management LLC | 0.15% | Add +38.6% | 103,566 | $7.0M |
| GHP Investment Advisors, Inc. | 0.31% | Add +12.5% | 100,380 | $6.8M |
| Woodline Partners LP | 0.06% | Add +185.1% | 99,283 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.8% | 96,704 | $6.5M |
| First Trust Advisors LP | 0.01% | Add +53.9% | 95,627 | $6.4M |
| Public Sector Pension Investment Board | 0.03% | Reduce -4.6% | 90,729 | $6.1M |
| Keeley-Teton Advisors, LLC | 0.67% | Reduce -3.0% | 89,822 | $6.1M |
| Swiss National Bank | 0.00% | Reduce -1.8% | 83,500 | $5.6M |
| Alps Advisors Inc. | 0.04% | New | 82,148 | $5.5M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.7% | 76,914 | $5.2M |
| American Century Companies Inc. | 0.00% | Add +16.6% | 76,395 | $5.1M |
| Globeflex Capital L P | 0.48% | No change | 73,647 | $5.0M |
| Informed Momentum Co LLC | 0.73% | New | 72,104 | $4.9M |
| Stifel Financial Corp. | 0.01% | Add +0.1% | 70,796 | $4.8M |
| Heron Bay Capital Management | 0.99% | New | 69,696 | $4.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.3% | 67,251 | $4.5M |
| AXA S.A. | 0.01% | Add +1320.3% | 66,756 | $4.5M |
| Swiss Life Asset Management Ltd | 0.05% | No change | 66,351 | $4.5M |
| Jane Street Group, LLC | 0.01% | Reduce -8.9% | 64,049 | $4.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 63,558 | $4.3M |
| Choate Investment Advisors | 0.11% | No change | 61,948 | $4.2M |
| Royce & Associates LP | 0.04% | Reduce -10.5% | 58,437 | $3.9M |
| Royal Bank of Canada | 0.00% | Add +7.3% | 57,476 | $3.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +2.1% | 53,870 | $3.6M |
| Sei Investments Co. | 0.00% | Add +35.1% | 53,761 | $3.6M |
| Van Hulzen Asset Management, LLC | 0.25% | Add +4.8% | 50,521 | $3.4M |
| Mariner, LLC | 0.01% | Add +0.7% | 50,132 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.9% | 48,822 | $3.3M |
| Bridgewater Associates | 0.02% | Reduce -36.8% | 47,605 | $3.2M |
| Paradigm Capital Management Inc. | 0.14% | No change | 45,300 | $3.1M |
| Cubist Systematic Strategies, LLC | 0.04% | Add +312.5% | 43,721 | $2.9M |
| Martingale Asset Management L P | 0.07% | No change | 43,034 | $2.9M |
| California State Teachers Retirement System | 0.00% | Reduce -4.2% | 40,443 | $2.7M |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 38,642 | $2.6M |
| Raymond James & Associates | 0.00% | Reduce -3.6% | 38,639 | $2.6M |
| Comerica Bank | 0.01% | Reduce -1.3% | 38,083 | $2.6M |
| AQR Capital Management | 0.00% | Reduce -3.8% | 37,476 | $2.5M |
| Lazard Asset Management LLC | 0.00% | Add +228.4% | 36,640 | $2.5M |
| QSV Equity Investors LLC | 2.30% | No change | 36,356 | $2.4M |
| ExodusPoint Capital Management, LP | 0.03% | New | 36,232 | $2.4M |
| Legato Capital Management LLC | 0.29% | No change | 34,651 | $2.3M |
| Edgestream Partners, L.P. | 0.10% | Add +36.6% | 34,601 | $2.3M |
| Man Group plc | 0.01% | Reduce -10.7% | 33,355 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.8% | 32,780 | $2.2M |
| Franklin Resources Inc. | 0.00% | Add +11.1% | 32,394 | $2.1M |
| Quantbot Technologies LP | 0.08% | Add +62.7% | 30,109 | $2.0M |
| Mackenzie Financial Corp. | 0.00% | Add +17.8% | 29,922 | $2.0M |
| Exchange Traded Concepts, LLC | 0.05% | Add +1.9% | 29,559 | $2.0M |
| Wedge Capital Management L L P | 0.03% | Reduce -5.7% | 29,405 | $2.0M |
| Dynamic Technology Lab Private Ltd | 0.21% | Reduce -32.0% | 29,250 | $2.0M |
| HRT Financial LP | 0.01% | Reduce -17.7% | 28,956 | $1.9M |
| HSBC Holdings PLC | 0.00% | Add +358.0% | 28,728 | $1.9M |
| Captrust Financial Advisors | 0.01% | Add +60.1% | 27,535 | $1.9M |
| UBS Group AG | 0.00% | Add +16.1% | 26,704 | $1.8M |
| Delphi Management Inc. | 1.59% | Reduce -17.6% | 25,954 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | No change | 24,496 | $1.7M |
| Corebridge Financial, Inc. | 0.01% | Reduce -2.1% | 24,407 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -3.6% | 24,411 | $1.6M |
| TD Asset Management Inc | 0.00% | Reduce -24.1% | 24,600 | $1.6M |
| Virtu Financial LLC | 0.09% | New | 24,142 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +137.1% | 23,685 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.3% | 23,573 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.1% | 23,257 | $1.6M |
| Alberta Investment Management Corp | 0.01% | No change | 23,200 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -4.2% | 22,697 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | Add +130.6% | 22,628 | $1.5M |
| Asset Management One Co., Ltd. | 0.01% | Add +2.8% | 21,359 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -4.6% | 20,700 | $1.4M |
| Caxton Associates LP | 0.06% | New | 20,601 | $1.4M |
| Janus Henderson Group PLC | 0.00% | No change | 19,257 | $1.3M |
| Moody National Bank Trust Division | 0.14% | Add +142.7% | 18,899 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 17,994 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 17,524 | $1.2M |
| Choreo, LLC | 0.02% | Add +10.5% | 17,638 | $1.2M |
| XTX Topco Ltd | 0.08% | Add +107.5% | 17,149 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -4.4% | 16,515 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +0.3% | 15,856 | $1.1M |
| US Bancorp \de | 0.00% | Reduce -8.7% | 15,394 | $1.0M |
| Walleye Trading LLC | 0.02% | Add +553.2% | 14,821 | $998K |
| Danske Bank A/S | 0.00% | New | 14,736 | $993K |
| Kendall Capital Management | 0.30% | Add +11.2% | 14,615 | $985K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -4.1% | 14,445 | $973K |
| Voya Investment Management LLC | 0.00% | Add +0.4% | 14,427 | $972K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 14,205 | $957K |
| HUB Investment Partners, LLC | 0.04% | No change | 14,000 | $943K |
| New York State Common Retirement Fund | 0.00% | Reduce -24.8% | 13,972 | $941K |
| Jefferies Financial Group Inc. | 0.02% | Add +87.6% | 13,954 | $940K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -76.1% | 13,877 | $935K |
| Intech Investment Management LLC | 0.01% | New | 13,837 | $932K |
| Meritage Portfolio Management | 0.06% | Add +11.4% | 13,835 | $932K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -4.7% | 13,729 | $925K |
| Advisory Research Inc. | 0.16% | Reduce -3.3% | 13,552 | $913K |
| Bokf, NA | 0.02% | Reduce -6.8% | 13,340 | $865K |
| Amalgamated Bank | 0.01% | Reduce -5.0% | 12,592 | $848K |
| Hudson Edge Investment Partners Inc. | 0.16% | Reduce -8.8% | 12,468 | $840K |
| Jump Financial, LLC | 0.02% | Add +13.3% | 12,462 | $840K |
| Arizona State Retirement System | 0.01% | Add +1.8% | 12,318 | $830K |
| Millennium Management | 0.00% | Reduce -94.9% | 12,112 | $816K |
| Amundi | 0.00% | Add +13.1% | 11,930 | $789K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -65.7% | 11,424 | $770K |
| Simplex Trading, LLC | 0.03% | Reduce -33.5% | 11,349 | $764K |
| Virtus Investment Advisers, LLC | 0.62% | No change | 11,330 | $763K |
| QRG Capital Management, Inc. | 0.01% | Add +22.7% | 10,797 | $727K |
| Walleye Capital LLC | 0.01% | Add +80.7% | 10,713 | $722K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.4% | 10,618 | $712K |
| Allianz Asset Management GmbH | 0.00% | No change | 10,380 | $699K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.7% | 10,072 | $679K |
| Wolverine Trading, LLC | 0.02% | Add +100.2% | 10,047 | $666K |
| Cornercap Investment Counsel Inc. | 0.19% | Reduce -59.0% | 9,593 | $646K |
| Rehmann Capital Advisory Group | 0.04% | Add +7.0% | 9,476 | $645K |
| Handelsbanken Fonder AB | 0.00% | Add +19.4% | 9,216 | $621K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -1.8% | 9,143 | $616K |
| Inceptionr LLC | 0.15% | New | 9,075 | $611K |
| Oxford Asset Management LLP | 0.51% | New | 8,978 | $605K |
| ProShare Advisors LLC | 0.00% | Add +31.0% | 8,872 | $598K |
| Centiva Capital, LP | 0.03% | New | 8,863 | $597K |
| Gotham Asset Management | 0.01% | Add +52.2% | 8,811 | $594K |
| Cerity Partners LLC | 0.00% | New | 8,542 | $575K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -64.2% | 8,252 | $556K |
| Petrus Trust Company, LTA | 0.05% | Reduce -30.3% | 8,105 | $546K |
| Harbor Capital Advisors, Inc. | 0.02% | Reduce -0.6% | 8,071 | $544K |
| AdvisorShares Investments LLC | 0.10% | Reduce -16.0% | 7,998 | $539K |
| BTC Capital Management, Inc. | 0.05% | Reduce -1.6% | 7,837 | $528K |
| Creative Planning | 0.00% | Add +20.1% | 7,774 | $524K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.4% | 7,740 | $521K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 7,627 | $514K |
| Henshaw Capital LLC | 0.02% | No change | 7,557 | $509K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.3% | 7,557 | $509K |
| Vestcor Inc | 0.02% | No change | 7,526 | $507K |
| Scientech Research LLC | 0.10% | New | 7,204 | $485K |
| Ifrah Financial Services, Inc. | 0.13% | Reduce -0.2% | 7,192 | $485K |
| Forbes J M & Co. LLP | 0.05% | No change | 7,120 | $480K |
| Savant Capital, LLC | 0.00% | Add +0.5% | 7,057 | $475K |
| Integrated Investment Consultants, LLC | 0.10% | New | 7,031 | $474K |
| Inspire Investing, LLC | 0.05% | Reduce -5.2% | 6,937 | $467K |
| Two Sigma Advisers, LP | 0.00% | Reduce -32.8% | 6,925 | $467K |
| Teza Capital Management LLC | 0.05% | New | 6,904 | $465K |
| CastleKnight Management LP | 0.06% | No change | 6,900 | $465K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.5% | 6,529 | $440K |
| Verition Fund Management LLC | 0.00% | New | 6,453 | $435K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -9.4% | 6,434 | $433K |
| Praxis Investment Management Inc. | 0.03% | No change | 6,410 | $432K |
| Holocene Advisors, LP | 0.00% | Reduce -84.4% | 6,344 | $427K |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 6,294 | $424K |
| Hancock Whitney Corp. | 0.01% | Add +1.0% | 6,250 | $421K |
| Gallacher Capital Management LLC | 0.19% | Add +6.4% | 6,146 | $414K |
| EP Wealth Advisors, LLC | 0.00% | New | 6,023 | $406K |
| James Investment Research, Inc. | 0.05% | No change | 5,974 | $402K |
| Atria Investments, Inc | 0.01% | Add +12.6% | 5,920 | $399K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.8% | 5,894 | $397K |
| SG Americas Securities, LLC | 0.00% | Reduce -67.7% | 5,845 | $394K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -76.5% | 5,786 | $390K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -77.5% | 5,710 | $385K |
| Shell Asset Management Co. | 0.02% | — | 5,644 | $380K |
| Aster Capital Management (DIFC) Ltd | 0.08% | — | 5,571 | $375K |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,295 | $357K |
| CSS LLC | 0.06% | New | 5,239 | $353K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,100 | $344K |
| Great Lakes Advisors, LLC | 0.00% | Add +1.7% | 5,075 | $342K |
| Nebula Research & Development LLC | 0.04% | New | 4,972 | $335K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -3.5% | 4,943 | $333K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -3.5% | 4,943 | $333K |
| Magnus Financial Group LLC | 0.03% | No change | 4,905 | $330K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 4,764 | $321K |
| Sawgrass Asset Management LLC | 0.03% | Reduce -3.0% | 4,541 | $306K |
| Cetera Investment Advisers | 0.00% | Add +12.1% | 4,429 | $298K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,207 | $283K |
| Point72 Asset Management | 0.00% | Add +146.3% | 3,903 | $263K |
| Whittier Trust Co. | 0.00% | Reduce -10.2% | 3,880 | $261K |
| PEAK6 Investments LLC | 0.01% | Reduce -92.0% | 3,877 | $261K |
| Wedbush Securities Inc. | 0.01% | New | 3,859 | $260K |
| State of Wisconsin Investment Board | 0.00% | Reduce -8.1% | 3,824 | $258K |
| AE Wealth Management LLC | 0.00% | New | 3,795 | $256K |
| Cresset Asset Management, LLC | 0.00% | New | 3,752 | $253K |
| Foundations Investment Advisors, LLC | 0.01% | New | 3,683 | $248K |
| Bahl & Gaynor LLC | 0.00% | Reduce -13.6% | 3,629 | $244K |
| Inspire Advisors, LLC | 0.03% | New | 3,513 | $237K |
| Flputnam Investment Management Co. | 0.00% | New | 3,484 | $235K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 3,467 | $233K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,492 | $231K |
| Los Angeles Capital Management LLC | 0.00% | New | 3,345 | $225K |
| Hohimer Wealth Management, LLC | 0.05% | New | 3,343 | $225K |
| Parisi Gray Wealth Management | 0.07% | New | 3,208 | $216K |
| Assetmark, Inc. | 0.00% | Add +10.2% | 3,097 | $209K |
| Prudent Man Advisors, LLC | 0.07% | New | 2,989 | $201K |
| Acadian Asset Management LLC | 0.00% | New | 2,684 | $180K |
| AlphaQuest LLC | 0.02% | Reduce -9.5% | 2,670 | $180K |
| Pacer Advisors, Inc. | 0.00% | Add +130.4% | 2,484 | $167K |
| Virtus Fund Advisers, LLC | 0.60% | No change | 2,185 | $147K |
| Financial Management Professionals, Inc. | 0.02% | No change | 1,950 | $131K |
| TD Private Client Wealth LLC | 0.00% | Add +19.3% | 1,863 | $126K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,800 | $117K |
| KBC Group NV | 0.00% | No change | 1,616 | $109K |
| Principal Securities, Inc. | 0.00% | Reduce -4.6% | 1,591 | $107K |
| CIBC Private Wealth Group LLC | 0.00% | Add +101.5% | 1,513 | $102K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.9% | 1,376 | $93K |
| Blue Trust, Inc. | 0.00% | Add +3.5% | 1,697 | $92K |
| EMC Capital Management | 0.05% | Reduce -30.5% | 2,658 | $82K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.9% | 1,211 | $82K |
| GAMMA Investing LLC | 0.01% | Add +76.7% | 1,117 | $75K |
| Gen-Wealth Partners Inc | 0.03% | New | 1,130 | $73K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | Reduce -72.1% | 971 | $65K |
| Group One Trading LLC | 0.00% | Add +718.1% | 949 | $64K |
| State of Wyoming | 0.01% | Add +15.7% | 923 | $62K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -20.6% | 912 | $61K |
| Catalyst Funds Management Pty Ltd | 0.01% | Add +50.0% | 900 | $61K |
| Osaic Holdings, Inc. | 0.00% | Add +2.4% | 850 | $57K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.3% | 670 | $45K |
| GeoWealth Management, LLC | 0.00% | New | 526 | $35K |
| Canada Pension Plan Investment Board | 0.00% | No change | 500 | $34K |
| Quadrant Capital Group LLC | 0.00% | No change | 402 | $27K |
| Elequin Capital, LP | 0.06% | New | 391 | $26K |
| Public Employees Retirement System of Ohio | 0.00% | Add +4.5% | 368 | $25K |
| Cwm, LLC | 0.00% | Add +27.5% | 329 | $22K |
| Hantz Financial Services, Inc. | 0.00% | No change | 272 | $18K |
| Planning Capital Management Corp | 0.01% | No change | 260 | $18K |
| Mascoma Wealth Management LLC | 0.00% | No change | 250 | $17K |
| Bessemer Group Inc. | 0.00% | Add +138.6% | 198 | $14K |
| Fifth Third Bancorp | 0.00% | Add +30.3% | 185 | $12K |
| Covestor Ltd | 0.01% | Add +3480.0% | 179 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +16.8% | 146 | $10K |
| Key Financial Inc | 0.00% | No change | 123 | $8K |
| Quarry LP | 0.00% | Reduce -52.0% | 121 | $8K |
| Parkside Financial Bank & Trust | 0.00% | No change | 112 | $8K |
| Signaturefd, LLC | 0.00% | Reduce -8.6% | 106 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +14.6% | 102 | $7K |
| UMB Bank, n.a. | 0.00% | Add +114.9% | 101 | $7K |
| Eagle Bay Advisors LLC | 0.00% | No change | 98 | $7K |
| Lindbrook Capital, LLC | 0.00% | Add +23.4% | 95 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -51.9% | 77 | $5K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 75 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 73 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 72 | $5K |
| LRI Investments, LLC | 0.00% | Add +30.2% | 69 | $5K |
| Earned Wealth Advisors, LLC | 0.00% | New | 62 | $4K |
| WealthCollab, LLC | 0.00% | New | 61 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +22.4% | 60 | $4K |
| Allworth Financial LP | 0.00% | No change | 60 | $4K |
| Hemington Wealth Management | 0.00% | New | 72 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 54 | $4K |
| CoreCap Advisors, LLC | 0.00% | New | 49 | $3K |
| Rothschild Investment LLC | 0.00% | Add +350.0% | 45 | $3K |
| Sterling Capital Management LLC | 0.00% | — | 44 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 44 | $3K |
| LGT Financial Advisors LLC | 0.01% | No change | 42 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 33 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 32 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 31 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 30 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 27 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +4.3% | 24 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +20.0% | 24 | $2K |
| First Horizon Advisors, Inc. | 0.00% | No change | 19 | $1K |
| Picton Mahoney Asset Management | 0.00% | New | 20 | $1K |
| Concord Wealth Partners | 0.00% | New | 12 | $808 |
| Huntington National Bank | 0.00% | No change | 9 | $606 |
| Spire Wealth Management | 0.00% | New | 9 | $606 |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $472 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $405 |
| Larson Financial Group LLC | 0.00% | No change | 6 | $404 |
| Mendota Financial Group, LLC | 0.00% | New | 5 | $337 |
| Cornerstone Planning Group LLC | 0.00% | New | 5 | $326 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 2 | $135 |
| Hexagon Capital Partners LLC | 0.00% | New | 2 | $135 |
"% of holder's portfolio" is PRGS's weight in each manager's 13F, not the share of Progress Software Corp. the manager owns.