Progress SoftwarePRGS
13F holders, Q4 2024 (December 31)331holders +3
28new positions
35sold out
8famous investors
$65.14avg. 13F price*
At the end of Q4 2024, 331 institutions reported holding Progress Software Corp. (PRGS) in their 13F filings, up 3 from Q3 2024. 28 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($471.8M), Vanguard Group Inc. ($381.5M) and State Street Corp. ($119.6M). 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 Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Progress Software Corp.
- CUSIP
- 743312100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $18.1M |
| Exits | 35 | $55.4M |
All 13F filers, Q3 2024 → Q4 2024: 4,504,564 shares bought and 3,977,840 shares sold, net +526,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 331 holders
| BlackRock, Inc. | 0.01% | Add +1.4% | 7,241,135 | $471.8M |
| Vanguard Group Inc. | 0.01% | Add +0.8% | 5,855,525 | $381.5M |
| State Street Corp. | 0.00% | Add +3.9% | 1,836,199 | $119.6M |
| Boston Trust Walden Corp | 0.81% | Reduce -9.3% | 1,781,415 | $116.1M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -3.4% | 1,303,682 | $84.9M |
| Fuller & Thaler Asset Management, Inc. | 0.30% | Reduce -1.1% | 1,201,070 | $78.2M |
| Pacer Advisors, Inc. | 0.17% | Add +45918.9% | 1,143,110 | $74.5M |
| Morgan Stanley | 0.01% | Add +0.9% | 1,105,865 | $72.0M |
| FMR LLC | 0.00% | Add +14.3% | 1,029,275 | $67.1M |
| Geode Capital Management, LLC | 0.01% | Add +0.5% | 1,013,411 | $66.0M |
| Principal Financial Group Inc. | 0.04% | Reduce -5.3% | 990,396 | $64.5M |
| Macquarie Group Ltd. | 0.08% | Reduce -0.3% | 966,164 | $62.9M |
| Renaissance Technologies | 0.09% | Reduce -11.9% | 920,640 | $60.0M |
| Wellington Management Group LLP | 0.01% | Reduce -12.9% | 878,255 | $57.2M |
| Allspring Global Investments Holdings, LLC | 0.09% | Reduce -13.1% | 838,385 | $54.3M |
| Invesco Ltd. | 0.01% | Add +0.7% | 802,523 | $52.3M |
| Deutsche Bank AG | 0.02% | Add +20.1% | 789,109 | $51.4M |
| Mizuho Markets Americas LLC | 0.88% | Add +7.0% | 706,295 | $46.0M |
| Bank of America Corp. | 0.00% | Add +1.0% | 677,445 | $44.1M |
| Jefferies Financial Group Inc. | 0.51% | Add +4750.5% | 676,835 | $44.1M |
| Seizert Capital Partners, LLC | 1.70% | Reduce -10.2% | 579,172 | $37.7M |
| Segall Bryant & Hamill, LLC | 0.52% | Reduce -2.3% | 576,123 | $37.5M |
| Systematic Financial Management LP | 0.92% | Add +1.8% | 554,133 | $36.1M |
| Citigroup Inc. | 0.03% | Add +6.2% | 523,047 | $34.1M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +6.3% | 520,885 | $33.9M |
| Natixis | 0.23% | Add +287.1% | 518,700 | $33.8M |
| Oaktop Capital Management Ii, L.P. | 4.14% | No change | 508,608 | $33.1M |
| Northern Trust Corp. | 0.00% | Add +8.0% | 504,123 | $32.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.7% | 491,800 | $32.0M |
| DekaBank Deutsche Girozentrale | 0.06% | No change | 478,870 | $31.1M |
| Nomura Holdings Inc. | 0.15% | Reduce -53.8% | 447,200 | $29.1M |
| Swedbank AB | 0.04% | Reduce -0.5% | 439,626 | $28.6M |
| D. E. Shaw & Co. | 0.03% | Add +44.1% | 399,909 | $26.1M |
| Bank of Montreal | 0.01% | Add +10.2% | 372,932 | $24.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -21.5% | 359,046 | $23.4M |
| LSV Asset Management | 0.05% | Add +55.7% | 358,449 | $23.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -18.7% | 353,105 | $23.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.1% | 319,428 | $20.8M |
| Wells Fargo & Company | 0.00% | Add +1.2% | 309,489 | $20.2M |
| Schroder Investment Management Group | 0.02% | Add +56.4% | 296,767 | $19.3M |
| Barclays PLC | 0.01% | Reduce -26.9% | 283,749 | $18.5M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -15.2% | 269,888 | $17.6M |
| Glenmede Trust Co. NA | 0.09% | Reduce -1.1% | 262,609 | $17.1M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.07% | Reduce -19.3% | 250,472 | $16.3M |
| Paradice Investment Management LLC | 3.12% | Reduce -6.8% | 241,493 | $15.7M |
| Raymond James Financial Inc. | 0.01% | — | 236,877 | $15.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -56.9% | 222,891 | $14.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +228.0% | 208,450 | $13.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +468.3% | 186,297 | $12.1M |
| Corient Private Wealth LP | 0.02% | Reduce -3.8% | 158,063 | $10.3M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.8% | 156,338 | $10.2M |
| Victory Capital Management Inc. | 0.01% | Add +34.8% | 150,439 | $9.8M |
| Norges Bank | 0.00% | Reduce -17.4% | 148,877 | $9.7M |
| BNP Paribas Financial Markets | 0.01% | Reduce -50.4% | 146,956 | $9.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +17.5% | 142,639 | $9.3M |
| Bank of Nova Scotia | 0.02% | Add +9.2% | 139,344 | $9.1M |
| Rice Hall James & Associates, LLC | 0.49% | Reduce -1.1% | 136,533 | $8.9M |
| Legal & General Group Plc | 0.00% | Add +1.7% | 123,598 | $8.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | — | 122,270 | $8.0M |
| Rhumbline Advisers | 0.01% | Reduce -0.8% | 118,870 | $7.7M |
| Woodline Partners LP | 0.05% | Add +9.9% | 109,072 | $7.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -13.3% | 107,233 | $7.0M |
| Public Sector Pension Investment Board | 0.03% | Add +17.9% | 106,943 | $7.0M |
| Edgestream Partners, L.P. | 0.30% | Add +208.7% | 106,819 | $7.0M |
| UniSuper Management Pty Ltd | 0.05% | Reduce -11.3% | 104,900 | $6.8M |
| GHP Investment Advisors, Inc. | 0.32% | Add +4.2% | 104,572 | $6.8M |
| HSBC Holdings PLC | 0.00% | Add +260.6% | 103,592 | $6.7M |
| Kennedy Capital Management LLC | 0.15% | Reduce -0.8% | 102,790 | $6.7M |
| Lazard Asset Management LLC | 0.01% | Add +177.9% | 101,842 | $6.6M |
| Prudential Financial Inc. | 0.01% | Reduce -11.7% | 99,056 | $6.5M |
| Alps Advisors Inc. | 0.04% | Add +17.4% | 96,416 | $6.3M |
| First Trust Advisors LP | 0.01% | Add +0.3% | 95,908 | $6.2M |
| KLP Kapitalforvaltning As | 0.03% | — | 95,700 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.0% | 94,773 | $6.2M |
| Marshall Wace, LLP | 0.01% | Reduce -79.6% | 90,671 | $5.9M |
| American Century Companies Inc. | 0.00% | Add +13.7% | 86,881 | $5.7M |
| Swiss National Bank | 0.00% | Add +1.1% | 84,400 | $5.5M |
| Keeley-Teton Advisors, LLC | 0.61% | Reduce -10.1% | 80,778 | $5.3M |
| New York State Teachers Retirement System | 0.01% | Add +5.0% | 80,750 | $5.3M |
| UBS Group AG | 0.00% | Add +188.9% | 77,159 | $5.0M |
| Citadel Advisors | 0.00% | Reduce -41.7% | 77,032 | $5.0M |
| Globeflex Capital L P | 0.41% | No change | 73,647 | $4.8M |
| Stifel Financial Corp. | 0.01% | Add +3.7% | 73,391 | $4.8M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -34.7% | 71,856 | $4.7M |
| Heron Bay Capital Management | 0.97% | Add +2.6% | 71,499 | $4.7M |
| Informed Momentum Co LLC | 0.65% | Reduce -2.1% | 70,599 | $4.6M |
| Cubist Systematic Strategies, LLC | 0.07% | Add +56.9% | 68,575 | $4.5M |
| Swiss Life Asset Management Ltd | 0.03% | Add +0.9% | 66,965 | $4.4M |
| AXA S.A. | 0.01% | Reduce -1.1% | 66,041 | $4.3M |
| Sei Investments Co. | 0.01% | Add +22.7% | 65,952 | $4.3M |
| Global IMC LLC | 0.76% | New | 65,095 | $4.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.1% | 63,830 | $4.2M |
| Choate Investment Advisors | 0.10% | No change | 61,948 | $4.0M |
| Hillsdale Investment Management Inc. | 0.20% | New | 60,350 | $3.9M |
| Royce & Associates LP | 0.03% | Reduce -6.3% | 54,775 | $3.6M |
| F/m Investments LLC | 0.13% | Reduce -57.1% | 53,643 | $3.5M |
| Van Hulzen Asset Management, LLC | 0.25% | Add +5.6% | 53,355 | $3.5M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.2% | 51,611 | $3.4M |
| Mariner, LLC | 0.01% | Add +1.3% | 50,798 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.0% | 48,838 | $3.2M |
| Royal Bank of Canada | 0.00% | Reduce -16.4% | 48,065 | $3.1M |
| Teacher Retirement System of Texas | 0.01% | Add +108.9% | 47,267 | $3.1M |
| Paradigm Capital Management Inc. | 0.14% | No change | 45,300 | $3.0M |
| Martingale Asset Management L P | 0.07% | Add +1.4% | 43,654 | $2.8M |
| Susquehanna Fundamental Investments, LLC | 0.05% | — | 42,160 | $2.7M |
| Franklin Resources Inc. | 0.00% | Add +26.1% | 40,846 | $2.7M |
| California State Teachers Retirement System | 0.00% | Reduce -0.9% | 40,076 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -38.2% | 39,582 | $2.6M |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 38,643 | $2.5M |
| Credit Agricole S A | 0.01% | New | 37,658 | $2.5M |
| Mackenzie Financial Corp. | 0.00% | Add +22.2% | 36,562 | $2.4M |
| QSV Equity Investors LLC | 2.28% | Add +0.3% | 36,454 | $2.4M |
| AQR Capital Management | 0.00% | Reduce -2.8% | 36,440 | $2.4M |
| Los Angeles Capital Management LLC | 0.01% | Add +967.5% | 35,709 | $2.3M |
| Comerica Bank | 0.01% | Reduce -8.6% | 34,811 | $2.3M |
| Caxton Associates LP | 0.07% | Add +68.0% | 34,607 | $2.3M |
| Exchange Traded Concepts, LLC | 0.04% | Add +4.3% | 30,820 | $2.0M |
| Wedge Capital Management L L P | 0.03% | Reduce -0.1% | 29,387 | $1.9M |
| Quantbot Technologies LP | 0.06% | Reduce -10.2% | 27,030 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +14.0% | 26,875 | $1.8M |
| Legato Capital Management LLC | 0.23% | Reduce -23.7% | 26,436 | $1.7M |
| Danske Bank A/S | 0.01% | Add +73.5% | 25,571 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Add +4.0% | 25,472 | $1.7M |
| Amundi | 0.00% | Add +110.5% | 25,117 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.2% | 24,370 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.0% | 24,190 | $1.6M |
| Delphi Management Inc. | 1.47% | Reduce -10.0% | 23,361 | $1.5M |
| Alberta Investment Management Corp | 0.01% | No change | 23,200 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +31.8% | 23,087 | $1.5M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 22,644 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -1.6% | 22,338 | $1.5M |
| TD Asset Management Inc | 0.00% | Reduce -10.2% | 22,100 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -23.4% | 21,094 | $1.4M |
| Verition Fund Management LLC | 0.01% | Add +222.6% | 20,818 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | No change | 20,700 | $1.3M |
| Kendall Capital Management | 0.38% | Add +37.5% | 20,095 | $1.3M |
| Intech Investment Management LLC | 0.01% | Add +40.5% | 19,446 | $1.3M |
| Freestone Grove Partners LP | 0.02% | — | 19,307 | $1.3M |
| Janus Henderson Group PLC | 0.00% | No change | 19,257 | $1.3M |
| Gotham Asset Management | 0.01% | Add +114.5% | 18,904 | $1.2M |
| Moody National Bank Trust Division | 0.13% | No change | 18,899 | $1.2M |
| Voya Investment Management LLC | 0.00% | Add +26.8% | 18,292 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 17,994 | $1.2M |
| Millennium Management | 0.00% | Add +45.7% | 17,646 | $1.1M |
| GMO | 0.00% | New | 16,959 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.9% | 16,205 | $1.1M |
| Choreo, LLC | 0.01% | Reduce -11.3% | 15,648 | $1.0M |
| Wakefield Asset Management LLLP | 0.34% | New | 15,372 | $1.0M |
| Integrated Quantitative Investments LLC | 0.48% | — | 15,000 | $977K |
| Meritage Portfolio Management | 0.06% | Add +7.3% | 14,843 | $967K |
| US Bancorp \de | 0.00% | Reduce -3.8% | 14,808 | $965K |
| Maryland State Retirement & Pension System | 0.02% | Add +0.0% | 14,449 | $941K |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +25.8% | 14,366 | $936K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 14,205 | $926K |
| Man Group plc | 0.00% | Reduce -57.4% | 14,202 | $925K |
| Pathstone Holdings, LLC | 0.00% | Reduce -11.4% | 14,045 | $915K |
| New York State Common Retirement Fund | 0.00% | No change | 13,972 | $910K |
| Advisory Research Inc. | 0.15% | Add +0.5% | 13,623 | $888K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -43.9% | 13,278 | $865K |
| HighTower Advisors, LLC | 0.00% | Add +24.8% | 13,249 | $863K |
| Hudson Edge Investment Partners Inc. | 0.16% | Add +4.8% | 13,068 | $851K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -5.9% | 12,913 | $841K |
| ProShare Advisors LLC | 0.00% | Add +44.5% | 12,817 | $835K |
| Creative Planning | 0.00% | Add +62.5% | 12,635 | $823K |
| Amalgamated Bank | 0.01% | Add +0.4% | 12,639 | $823K |
| Arizona State Retirement System | 0.01% | Add +1.1% | 12,448 | $811K |
| Bokf, NA | 0.01% | Reduce -4.2% | 12,775 | $795K |
| Campbell & CO Investment Adviser LLC | 0.06% | Add +110.2% | 12,002 | $782K |
| Handelsbanken Fonder AB | 0.00% | Add +28.2% | 11,816 | $770K |
| Petrus Trust Company, LTA | 0.07% | Add +43.5% | 11,635 | $758K |
| Virtus Investment Advisers, LLC | 0.59% | No change | 11,330 | $738K |
| Dynamic Technology Lab Private Ltd | 0.11% | Reduce -62.7% | 10,920 | $711K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 10,626 | $692K |
| QRG Capital Management, Inc. | 0.01% | Reduce -3.5% | 10,420 | $679K |
| Mercer Global Advisors Inc. | 0.00% | New | 10,332 | $673K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 10,072 | $656K |
| Cornercap Investment Counsel Inc. | 0.20% | No change | 9,593 | $625K |
| Squarepoint Ops LLC | 0.00% | New | 9,294 | $606K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.2% | 9,160 | $597K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 9,049 | $590K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +6.5% | 8,594 | $560K |
| Bryce Point Capital, LLC | 0.16% | — | 8,364 | $545K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +1.3% | 8,362 | $545K |
| Versor Investments LP | 0.09% | New | 8,200 | $534K |
| AE Wealth Management LLC | 0.00% | Add +114.3% | 8,134 | $530K |
| Atria Investments, Inc | 0.01% | Add +34.4% | 7,954 | $518K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +3.6% | 7,902 | $515K |
| Fieldview Capital Management, LLC | 0.08% | — | 7,874 | $513K |
| Cerity Partners LLC | 0.00% | Reduce -11.7% | 7,544 | $507K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 7,715 | $503K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -20.0% | 7,577 | $494K |
| Henshaw Capital LLC | 0.02% | No change | 7,557 | $492K |
| BTC Capital Management, Inc. | 0.05% | Reduce -4.2% | 7,511 | $489K |
| Federated Hermes, Inc. | 0.00% | Reduce -0.9% | 7,491 | $488K |
| AlphaQuest LLC | 0.06% | Add +179.5% | 7,463 | $486K |
| Forbes J M & Co. LLP | 0.04% | No change | 7,120 | $464K |
| Savant Capital, LLC | 0.00% | Reduce -0.2% | 7,041 | $459K |
| Ifrah Financial Services, Inc. | 0.13% | Reduce -2.2% | 7,035 | $458K |
| CastleKnight Management LP | 0.05% | No change | 6,900 | $450K |
| Harvest Fund Management Co., Ltd | 0.02% | New | 6,891 | $448K |
| Inspire Investing, LLC | 0.05% | Reduce -1.7% | 6,820 | $444K |
| Bantamac Capital, LLC | 0.20% | New | 6,813 | $444K |
| Great Lakes Advisors, LLC | 0.00% | Add +31.6% | 6,681 | $435K |
| State of Wyoming | 0.05% | Add +615.3% | 6,602 | $430K |
| EP Wealth Advisors, LLC | 0.00% | Add +9.4% | 6,587 | $429K |
| Mutual of America Capital Management LLC | 0.00% | Add +1.0% | 6,500 | $423K |
| Praxis Investment Management Inc. | 0.03% | No change | 6,410 | $418K |
| Hancock Whitney Corp. | 0.01% | Add +0.5% | 6,283 | $409K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -0.7% | 6,248 | $407K |
| Integrated Investment Consultants, LLC | 0.08% | Reduce -11.2% | 6,244 | $407K |
| Avantax Advisory Services, Inc. | 0.00% | Add +5.4% | 6,211 | $405K |
| James Investment Research, Inc. | 0.05% | Reduce -0.0% | 5,973 | $389K |
| Caisse Des Depots Et Consignations | 0.02% | — | 5,773 | $376K |
| Shell Asset Management Co. | 0.02% | No change | 5,644 | $368K |
| Wedbush Securities Inc. | 0.01% | Add +39.9% | 5,397 | $352K |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,295 | $345K |
| Defined Financial Planning LLC | 0.36% | — | 5,203 | $339K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,100 | $332K |
| Magnus Financial Group LLC | 0.03% | No change | 4,905 | $320K |
| Vestcor Inc | 0.01% | Reduce -35.5% | 4,857 | $316K |
| Cetera Investment Advisers | 0.00% | Add +8.3% | 4,796 | $312K |
| Canada Pension Plan Investment Board | 0.00% | Add +820.0% | 4,600 | $300K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -7.2% | 4,588 | $299K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -7.2% | 4,588 | $299K |
| Point72 Asset Management | 0.00% | Add +16.1% | 4,531 | $295K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +5.7% | 4,446 | $290K |
| Gsa Capital Partners LLP | 0.02% | New | 4,346 | $283K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 4,273 | $278K |
| New Age Alpha Advisors, LLC | 0.01% | New | 4,257 | $277K |
| Aigen Investment Management, LP | 0.05% | New | 4,160 | $271K |
| State of Wisconsin Investment Board | 0.00% | Add +7.4% | 4,106 | $268K |
| Sawgrass Asset Management LLC | 0.03% | Reduce -12.3% | 3,980 | $259K |
| Cibc World Markets Corp. | 0.00% | New | 3,977 | $259K |
| Two Sigma Advisers, LP | 0.00% | Reduce -43.7% | 3,900 | $254K |
| GeoWealth Management, LLC | 0.01% | Add +637.6% | 3,880 | $253K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -19.1% | 3,855 | $251K |
| EMC Capital Management | 0.14% | Add +43.8% | 3,822 | $249K |
| LPL Financial LLC | 0.00% | New | 3,814 | $248K |
| Gallacher Capital Management LLC | 0.12% | Reduce -40.8% | 3,640 | $237K |
| Hohimer Wealth Management, LLC | 0.04% | Add +6.3% | 3,552 | $231K |
| Olympiad Research LP | 0.24% | New | 3,536 | $230K |
| Bahl & Gaynor LLC | 0.00% | Reduce -3.5% | 3,503 | $228K |
| Walleye Trading LLC | 0.00% | Reduce -76.7% | 3,454 | $225K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -1.1% | 3,427 | $223K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -8.4% | 3,375 | $220K |
| Assetmark, Inc. | 0.00% | Add +6.6% | 3,301 | $215K |
| Inspire Advisors, LLC | 0.03% | Reduce -8.6% | 3,212 | $209K |
| Parisi Gray Wealth Management | 0.07% | No change | 3,208 | $209K |
| Flputnam Investment Management Co. | 0.00% | Reduce -8.5% | 3,188 | $208K |
| Centiva Capital, LP | 0.01% | Reduce -64.0% | 3,186 | $208K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -9.5% | 3,160 | $206K |
| Whittier Trust Co. | 0.00% | Reduce -20.7% | 3,077 | $200K |
| KBC Group NV | 0.00% | Add +44.5% | 2,335 | $152K |
| Virtus Fund Advisers, LLC | 0.46% | Add +3.6% | 2,263 | $147K |
| Financial Management Professionals, Inc. | 0.02% | Reduce -0.9% | 1,933 | $126K |
| TD Private Client Wealth LLC | 0.00% | No change | 1,863 | $121K |
| GAMMA Investing LLC | 0.01% | Add +55.4% | 1,736 | $113K |
| Aster Capital Management (DIFC) Ltd | 0.04% | Reduce -70.7% | 1,632 | $106K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,800 | $98K |
| Blue Trust, Inc. | 0.00% | Reduce -13.5% | 1,468 | $96K |
| Principal Securities, Inc. | 0.00% | Reduce -12.5% | 1,392 | $91K |
| Nisa Investment Advisors, LLC | 0.00% | Add +7.6% | 1,303 | $85K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -20.9% | 1,196 | $76K |
| Gen-Wealth Partners Inc | 0.03% | No change | 1,130 | $74K |
| Simplex Trading, LLC | 0.00% | Reduce -91.6% | 953 | $62K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 912 | $59K |
| Smartleaf Asset Management LLC | 0.01% | Add +893.5% | 765 | $50K |
| Parallel Advisors, LLC | 0.00% | Add +6.4% | 713 | $46K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.0% | 680 | $44K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -61.7% | 527 | $34K |
| Bessemer Group Inc. | 0.00% | Add +149.5% | 494 | $33K |
| Orion Capital Management LLC | 0.01% | New | 500 | $33K |
| Advisors Asset Management, Inc. | 0.00% | New | 447 | $29K |
| Quadrant Capital Group LLC | 0.00% | Add +9.2% | 439 | $29K |
| Cwm, LLC | 0.00% | Add +10.6% | 364 | $24K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.8% | 365 | $24K |
| Point72 (DIFC) Ltd | 0.00% | New | 324 | $21K |
| STRS Ohio | 0.00% | New | 300 | $20K |
| Hantz Financial Services, Inc. | 0.00% | No change | 272 | $18K |
| Mascoma Wealth Management LLC | 0.00% | No change | 250 | $16K |
| Elequin Capital, LP | 0.00% | Reduce -36.8% | 247 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +48.6% | 217 | $14K |
| Versant Capital Management, Inc | 0.00% | Add +540.6% | 205 | $13K |
| Fifth Third Bancorp | 0.00% | No change | 185 | $12K |
| Covestor Ltd | 0.01% | Reduce -3.9% | 172 | $11K |
| First Horizon Advisors, Inc. | 0.00% | Add +773.7% | 166 | $11K |
| Key Financial Inc | 0.00% | No change | 123 | $8K |
| Parkside Financial Bank & Trust | 0.00% | No change | 112 | $7K |
| Signaturefd, LLC | 0.00% | No change | 106 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 102 | $7K |
| UMB Bank, n.a. | 0.00% | No change | 101 | $7K |
| Eagle Bay Advisors LLC | 0.00% | No change | 98 | $6K |
| Lindbrook Capital, LLC | 0.00% | No change | 95 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 73 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 72 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +18.3% | 71 | $5K |
| LRI Investments, LLC | 0.00% | No change | 69 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | New | 65 | $4K |
| Hemington Wealth Management | 0.00% | No change | 72 | $4K |
| WealthCollab, LLC | 0.00% | No change | 61 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 54 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 51 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +66.7% | 50 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 49 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 45 | $3K |
| Bogart Wealth, LLC | 0.00% | New | 45 | $3K |
| Allworth Financial LP | 0.00% | Reduce -15.0% | 51 | $3K |
| Sterling Capital Management LLC | 0.00% | No change | 44 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 44 | $3K |
| LGT Financial Advisors LLC | 0.01% | No change | 42 | $3K |
| Quarry LP | 0.00% | Reduce -68.6% | 38 | $2K |
| IFP Advisors, Inc | 0.00% | Add +3.2% | 32 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -9.1% | 30 | $2K |
| Hexagon Capital Partners LLC | 0.00% | Add +1200.0% | 26 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.2% | 25 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 24 | $2K |
| Picton Mahoney Asset Management | 0.00% | No change | 20 | $1K |
| Concord Wealth Partners | 0.00% | No change | 12 | $782 |
| Huntington National Bank | 0.00% | No change | 9 | $586 |
| Spire Wealth Management | 0.00% | No change | 9 | $586 |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $457 |
| Larson Financial Group LLC | 0.00% | No change | 6 | $391 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $391 |
| Transce3nd, LLC | 0.00% | — | 5 | $329 |
| Cornerstone Planning Group LLC | 0.00% | No change | 5 | $273 |
| NewEdge Advisors, LLC | 0.00% | New | 3 | $195 |
| SBI Securities Co., Ltd. | 0.00% | — | 3 | $195 |
| Capital A Wealth Management, LLC | 0.00% | — | 2 | $130 |
| Global Financial Private Client, LLC | 0.00% | New | 2 | $130 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $65 |
| Jones Financial Companies LLLP | 0.00% | New | 1 | $65 |
"% of holder's portfolio" is PRGS's weight in each manager's 13F, not the share of Progress Software Corp. the manager owns.