Progress SoftwarePRGS

13F holders, Q1 2025 (March 31)
313holders −18
41new positions
58sold out
8famous investors
$51.63avg. 13F price*

At the end of Q1 2025, 313 institutions reported holding Progress Software Corp. (PRGS) in their 13F filings, down 18 from Q4 2024. 41 opened new positions and 58 sold out. The largest holders were BlackRock, Inc. ($361.7M), Vanguard Group Inc. ($300.7M) and Boston Trust Walden Corp ($90.9M). 8 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions41$81.6M
Exits58$83.2M

All 13F filers, Q4 2024 → Q1 2025: 5,457,634 shares bought and 5,779,906 shares sold, net −322,272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 313 holders

BlackRock, Inc. 0.01% Reduce -3.0% 7,021,979 $361.7M
Vanguard Group Inc. 0.01% Reduce -0.3% 5,837,177 $300.7M
Boston Trust Walden Corp 0.66% Reduce -1.0% 1,763,845 $90.9M
State Street Corp. 0.00% Reduce -4.8% 1,748,632 $90.1M
Wellington Management Group LLP 0.01% Add +54.5% 1,356,882 $69.9M
Dimensional Fund Advisors LP 0.02% Reduce -7.5% 1,205,972 $62.1M
Allspring Global Investments Holdings, LLC 0.10% Add +14.9% 963,730 $55.7M
Macquarie Group Ltd. 0.07% Add +11.5% 1,077,181 $55.5M
Geode Capital Management, LLC 0.00% Add +4.8% 1,062,275 $54.7M
Morgan Stanley 0.00% Reduce -13.2% 959,478 $49.4M
Principal Financial Group Inc. 0.03% Reduce -3.3% 957,871 $49.3M
FMR LLC 0.00% Reduce -12.7% 898,357 $46.3M
Invesco Ltd. 0.01% Add +4.4% 837,885 $43.2M
Fuller & Thaler Asset Management, Inc. 0.15% Reduce -36.3% 764,976 $39.4M
Deutsche Bank AG 0.02% Reduce -6.3% 739,204 $38.1M
Swedbank AB 0.05% Add +65.8% 728,748 $37.5M
Capital International Investors 0.01% New 722,081 $37.2M
Bank of America Corp. 0.00% Add +3.5% 700,867 $36.1M
Manufacturers Life Insurance Company, The 0.03% Add +29.1% 672,685 $34.7M
Systematic Financial Management LP 0.94% Add +16.2% 643,711 $33.2M
Seizert Capital Partners, LLC 1.46% Add +6.6% 617,524 $31.8M
Mizuho Markets Americas LLC 0.65% Reduce -17.8% 580,267 $29.9M
Bank of Montreal 0.02% Add +52.0% 566,854 $29.2M
Goldman Sachs Group Inc. 0.01% Add +75.6% 560,943 $28.9M
Natixis 0.17% Add +7.9% 559,500 $28.6M
Segall Bryant & Hamill, LLC 0.44% Reduce -4.3% 551,174 $28.4M
Renaissance Technologies 0.04% Reduce -41.5% 539,029 $27.8M
Northern Trust Corp. 0.00% Add +1.3% 510,558 $26.3M
Oaktop Capital Management Ii, L.P. 3.49% No change 508,608 $26.2M
Charles Schwab Investment Management Inc. 0.00% Add +2.0% 501,652 $25.8M
DekaBank Deutsche Girozentrale 0.05% Add +2.6% 491,484 $25.2M
Barclays PLC 0.01% Add +67.9% 476,337 $24.5M
Jefferies Financial Group Inc. 0.38% Reduce -39.9% 407,084 $21.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +3524.0% 385,082 $19.8M
LSV Asset Management 0.05% Add +7.0% 383,370 $19.7M
Citigroup Inc. 0.01% Reduce -29.4% 369,035 $19.0M
Ameriprise Financial Inc. 0.00% Reduce -0.8% 350,238 $18.0M
Bank of New York Mellon Corp 0.00% Reduce -2.8% 348,932 $18.0M
Wells Fargo & Company 0.00% Add +6.7% 330,133 $17.0M
Nomura Holdings Inc. 0.09% Reduce -30.1% 312,376 $16.1M
JPMorgan Chase & Co. 0.00% Add +32.0% 294,171 $15.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +135.0% 287,386 $14.8M
D. E. Shaw & Co. 0.02% Reduce -32.8% 268,816 $13.8M
Glenmede Trust Co. NA 0.07% Reduce -4.0% 252,015 $13.0M
Paradice Investment Management LLC 2.78% No change 241,493 $12.4M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.05% Reduce -10.8% 223,533 $11.5M
T. Rowe Price Associates Inc. 0.00% Add +10.8% 206,371 $10.6M
UBS Group AG 0.00% Add +158.6% 199,525 $10.3M
Nuveen, LLC 0.00% — 193,615 $10.0M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -12.4% 182,492 $9.4M
Raymond James Financial Inc. 0.00% Reduce -23.7% 180,808 $9.3M
Millennium Management 0.01% Add +874.0% 171,864 $8.9M
Bank of Nova Scotia 0.02% Add +13.9% 158,783 $8.2M
Public Sector Pension Investment Board 0.04% Add +47.4% 157,640 $8.1M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Add +1772.9% 156,615 $8.1M
Kennedy Capital Management LLC 0.19% Add +51.8% 156,062 $8.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2.6% 146,398 $7.5M
Mountain Pacific Investment Advisers LLC 0.52% New 136,623 $7.0M
Corient Private Wealth LP 0.01% Reduce -15.0% 134,337 $6.9M
Victory Capital Management Inc. 0.01% Reduce -11.3% 133,401 $6.9M
Rice Hall James & Associates, LLC 0.40% Reduce -2.5% 133,120 $6.9M
Woodline Partners LP 0.04% Add +15.6% 126,050 $6.5M
Pinebridge Investments, L.P. 0.05% New 121,489 $6.3M
Rhumbline Advisers 0.01% Add +1.8% 121,063 $6.2M
Legal & General Group Plc 0.00% Reduce -2.9% 120,026 $6.2M
UniSuper Management Pty Ltd 0.04% Add +8.4% 113,746 $5.9M
HSBC Holdings PLC 0.00% Add +7.6% 111,491 $5.7M
Jane Street Group, LLC 0.01% Add +181.3% 111,326 $5.7M
Edgestream Partners, L.P. 0.19% Add +3.6% 110,627 $5.7M
KLP Kapitalforvaltning As 0.03% Add +13.8% 108,900 $5.6M
GHP Investment Advisors, Inc. 0.26% Add +2.3% 106,989 $5.5M
Alps Advisors Inc. 0.03% Add +7.8% 103,919 $5.4M
Susquehanna Fundamental Investments, LLC 0.09% Add +136.7% 99,799 $5.1M
Heron Bay Capital Management 1.05% Add +35.7% 97,010 $5.0M
American Century Companies Inc. 0.00% Add +10.3% 95,809 $4.9M
Twinbeech Capital LP 0.09% New 92,187 $4.7M
Envestnet Asset Management Inc. 0.00% Reduce -3.5% 91,480 $4.7M
Swiss National Bank 0.00% Reduce -1.5% 83,100 $4.3M
Janus Henderson Group PLC 0.00% Add +330.0% 82,799 $4.3M
HRT Financial LP 0.03% New 81,654 $4.2M
Norges Bank 0.00% Reduce -49.1% 75,798 $3.9M
Alliancebernstein L.P. 0.00% Reduce -29.8% 75,309 $3.9M
New York State Teachers Retirement System 0.01% Reduce -8.1% 74,181 $3.8M
Capital Fund Management S.A. 0.05% New 72,904 $3.8M
Stifel Financial Corp. 0.00% Reduce -0.7% 72,875 $3.8M
Keeley-Teton Advisors, LLC 0.43% Reduce -14.1% 69,393 $3.6M
Squarepoint Ops LLC 0.01% Add +644.6% 69,205 $3.6M
Two Sigma Investments, LP 0.01% New 68,740 $3.5M
Swiss Life Asset Management Ltd 0.03% Add +0.1% 67,028 $3.5M
ExodusPoint Capital Management, LP 0.04% New 65,731 $3.4M
Hillsdale Investment Management Inc. 0.16% Add +3.0% 62,150 $3.2M
Choate Investment Advisors 0.08% No change 61,948 $3.2M
Sei Investments Co. 0.00% Reduce -9.2% 59,879 $3.1M
Susquehanna International Group, LLP 0.01% Add +122.7% 59,854 $3.1M
Mariner, LLC 0.01% Add +17.0% 59,441 $3.1M
Prudential Financial Inc. 0.00% Reduce -41.2% 58,256 $3.0M
CANADA LIFE ASSURANCE Co 0.01% Reduce -13.6% 55,159 $2.8M
Royce & Associates LP 0.03% Reduce -0.5% 54,496 $2.8M
F/m Investments LLC 0.11% Add +0.9% 54,137 $2.8M
Royal Bank of Canada 0.00% Add +6.3% 51,094 $2.6M
Van Hulzen Asset Management, LLC 0.24% Reduce -4.8% 50,768 $2.6M
First Trust Advisors LP 0.00% Reduce -49.0% 48,865 $2.5M
LPL Financial LLC 0.00% Add +1161.5% 48,112 $2.5M
Globeflex Capital L P 0.23% Reduce -34.8% 48,000 $2.5M
BNP Paribas Financial Markets 0.00% Reduce -68.4% 46,417 $2.4M
Paradigm Capital Management Inc. 0.13% No change 45,300 $2.3M
Lazard Asset Management LLC 0.00% Reduce -56.7% 44,092 $2.3M
AQR Capital Management 0.00% Add +16.9% 42,587 $2.2M
Franklin Resources Inc. 0.00% Add +1.3% 41,366 $2.1M
California State Teachers Retirement System 0.00% Reduce -1.9% 39,306 $2.0M
Brown Advisory Inc. 0.00% Reduce -0.0% 38,628 $2.0M
Mackenzie Financial Corp. 0.00% Add +4.2% 38,112 $2.0M
Russell Investments Group, Ltd. 0.00% Reduce -28.6% 36,826 $1.9M
QSV Equity Investors LLC 1.94% Reduce -0.2% 36,376 $1.9M
Polaris Capital Management, LLC 0.10% New 34,600 $1.8M
Tudor Investment Corporation 0.02% New 33,471 $1.7M
Credit Agricole S A 0.01% Reduce -13.1% 32,735 $1.7M
Exchange Traded Concepts, LLC 0.03% Add +5.5% 32,499 $1.7M
Thrivent Financial for Lutherans 0.00% Reduce -34.8% 31,856 $1.6M
Legato Capital Management LLC 0.22% Add +20.4% 31,841 $1.6M
Comerica Bank 0.01% Reduce -14.8% 29,660 $1.5M
Teacher Retirement System of Texas 0.01% Reduce -38.9% 28,866 $1.5M
Intech Investment Management LLC 0.01% Add +45.0% 28,202 $1.5M
Captrust Financial Advisors 0.00% Add +33.6% 28,174 $1.5M
Campbell & CO Investment Adviser LLC 0.11% Add +128.4% 27,415 $1.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +6.0% 25,644 $1.3M
MetLife Investment Management, LLC 0.01% Reduce -1.4% 25,115 $1.3M
Pathstone Holdings, LLC 0.01% Add +77.7% 24,956 $1.3M
State of Alaska, Department of Revenue 0.01% Reduce -1.4% 24,031 $1.2M
Citadel Advisors 0.00% Reduce -69.3% 23,688 $1.2M
Amundi 0.00% Reduce -16.4% 20,998 $1.2M
Alberta Investment Management Corp 0.01% No change 23,200 $1.2M
Delphi Management Inc. 1.18% Reduce -3.5% 22,555 $1.2M
Corebridge Financial, Inc. 0.01% Reduce -0.6% 22,511 $1.2M
Moody National Bank Trust Division 0.12% Add +17.7% 22,240 $1.1M
Engineers Gate Manager LP 0.02% New 22,013 $1.1M
Kendall Capital Management 0.33% Add +9.2% 21,945 $1.1M
Illinois Municipal Retirement Fund 0.02% Reduce -3.9% 21,477 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -1.4% 20,400 $1.1M
Balyasny Asset Management L.P. 0.00% New 18,109 $933K
Ensign Peak Advisors, Inc 0.00% No change 17,994 $927K
Hudson Edge Investment Partners Inc. 0.19% Add +35.7% 17,738 $914K
Martingale Asset Management L P 0.02% Reduce -59.5% 17,674 $910K
GMO 0.00% Add +2.7% 17,416 $897K
Two Sigma Advisers, LP 0.00% Add +326.3% 16,625 $856K
Yousif Capital Management, LLC 0.01% Reduce -1.0% 16,050 $827K
Choreo, LLC 0.01% Reduce -0.1% 15,624 $805K
Meritage Portfolio Management 0.05% Add +0.6% 14,927 $769K
Freestone Grove Partners LP 0.01% Reduce -25.9% 14,297 $736K
Teachers Retirement System of the State of Kentucky 0.01% No change 14,205 $732K
New York State Common Retirement Fund 0.00% No change 13,972 $720K
Bryce Point Capital, LLC 0.54% Add +53.9% 12,868 $718K
US Bancorp \de 0.00% Reduce -7.7% 13,671 $704K
Advisory Research Inc. 0.12% Add +0.3% 13,661 $704K
Natixis Advisors, LLC 0.00% New 13,458 $693K
Bokf, NA 0.01% Add +0.2% 12,795 $659K
Prelude Capital Management, LLC 0.07% New 12,660 $652K
Maryland State Retirement & Pension System 0.02% Reduce -12.5% 12,649 $652K
State Board of Administration of Florida Retirement System 0.00% Reduce -46.4% 12,376 $637K
Amalgamated Bank 0.01% Reduce -2.5% 12,319 $635K
Arizona State Retirement System 0.00% Reduce -1.2% 12,294 $633K
Holocene Advisors, LP 0.00% New 12,172 $627K
Schonfeld Strategic Advisors LLC 0.00% Reduce -17.2% 11,900 $613K
Voya Investment Management LLC 0.00% Reduce -35.3% 11,834 $610K
Handelsbanken Fonder AB 0.00% No change 11,816 $609K
Rehmann Capital Advisory Group 0.04% Add +54.0% 11,670 $601K
Liontrust Investment Partners LLP 0.01% New 11,438 $589K
CSS LLC 0.11% New 10,800 $556K
Creative Planning 0.00% Reduce -14.7% 10,772 $555K
State of Tennessee, Department of Treasury 0.00% Reduce -17.5% 10,658 $549K
QRG Capital Management, Inc. 0.01% Add +1.8% 10,607 $546K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +13.3% 10,379 $535K
Harbor Capital Advisors, Inc. 0.02% Add +19.7% 10,286 $530K
ProShare Advisors LLC 0.00% Reduce -20.8% 10,153 $523K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.0% 9,972 $514K
Cibc World Markets Corp. 0.00% Add +140.4% 9,562 $493K
Occudo Quantitative Strategies LP 0.06% New 9,093 $467K
Police & Firemen's Retirement System of New Jersey 0.00% No change 9,049 $466K
HighTower Advisors, LLC 0.00% Reduce -31.8% 9,039 $466K
PNC Financial Services Group, Inc. 0.00% Add +9.0% 8,409 $433K
Qube Research & Technologies Ltd 0.00% Reduce -88.4% 8,341 $430K
Mercer Global Advisors Inc. 0.00% Reduce -21.3% 8,134 $419K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -38.9% 8,109 $418K
Resona Asset Management Co.,Ltd. 0.00% No change 7,902 $407K
Integrated Investment Consultants, LLC 0.08% Add +26.3% 7,885 $406K
Dynamic Technology Lab Private Ltd 0.06% Reduce -28.0% 7,860 $405K
Inspire Investing, LLC 0.05% Add +14.3% 7,793 $401K
Henshaw Capital LLC 0.02% No change 7,557 $389K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% — 7,300 $376K
Forbes J M & Co. LLP 0.04% No change 7,120 $367K
Inceptionr LLC 0.11% New 6,992 $360K
Ifrah Financial Services, Inc. 0.10% Reduce -1.4% 6,938 $357K
CastleKnight Management LP 0.04% No change 6,900 $355K
Gotham Asset Management 0.00% Reduce -63.5% 6,891 $355K
AE Wealth Management LLC 0.00% Reduce -15.5% 6,871 $354K
EP Wealth Advisors, LLC 0.00% Add +1.9% 6,712 $346K
Cerity Partners LLC 0.00% Reduce -13.3% 6,537 $337K
Fieldview Capital Management, LLC 0.05% Reduce -18.4% 6,426 $331K
Praxis Investment Management Inc. 0.02% No change 6,410 $330K
Avantax Advisory Services, Inc. 0.00% Add +3.0% 6,396 $329K
XTX Topco Ltd 0.02% New 6,374 $328K
Mutual of America Capital Management LLC 0.00% Reduce -2.8% 6,316 $325K
Hancock Whitney Corp. 0.01% Add +0.3% 6,304 $325K
BTC Capital Management, Inc. 0.03% Reduce -17.6% 6,186 $319K
Petrus Trust Company, LTA 0.03% Reduce -46.8% 6,185 $319K
Orion Porfolio Solutions, LLC 0.00% Add +33.7% 6,136 $316K
Orion Portfolio Solutions, LLC 0.00% Add +33.7% 6,136 $316K
Gsa Capital Partners LLP 0.03% Add +41.4% 6,144 $316K
James Investment Research, Inc. 0.04% No change 5,973 $308K
Defined Financial Planning LLC 0.30% Reduce -0.9% 5,156 $298K
Atria Investments, Inc 0.00% Reduce -31.0% 5,490 $283K
Shell Asset Management Co. 0.01% Reduce -4.2% 5,410 $279K
AlphaQuest LLC 0.03% Reduce -29.0% 5,297 $273K
Pictet Asset Management Holding SA 0.00% No change 5,295 $273K
Public Employees Retirement Association of Colorado 0.00% No change 5,100 $263K
Quantinno Capital Management LP 0.00% New 4,998 $257K
Magnus Financial Group LLC 0.02% No change 4,905 $253K
Vestcor Inc 0.01% No change 4,857 $250K
Wedbush Securities Inc. 0.01% Reduce -16.2% 4,524 $233K
Ameritas Investment Partners, Inc. 0.01% No change 4,446 $229K
Jain Global LLC 0.00% New 4,412 $227K
Quantessence Capital LLC 0.06% New 4,400 $227K
Dakota Wealth Management 0.01% New 4,356 $224K
State of Wisconsin Investment Board 0.00% Add +5.0% 4,310 $222K
Cetera Investment Advisers 0.00% Reduce -10.8% 4,276 $220K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.10% New 4,000 $206K
Oxford Asset Management LLP 0.09% New 3,966 $204K
Quadrant Capital Group LLC 0.01% Add +771.5% 3,826 $197K
EMC Capital Management 0.12% No change 3,822 $197K
Assetmark, Inc. 0.00% Reduce -4.5% 3,151 $162K
New Age Alpha Advisors, LLC 0.01% Reduce -27.4% 3,092 $159K
Whittier Trust Co. 0.00% Reduce -8.8% 2,807 $145K
Pacer Advisors, Inc. 0.00% Reduce -99.8% 2,479 $128K
SG Americas Securities, LLC 0.00% New 2,348 $121K
KBC Group NV 0.00% Reduce -3.0% 2,265 $117K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,800 $105K
Financial Management Professionals, Inc. 0.01% Reduce -7.8% 1,782 $92K
Principal Securities, Inc. 0.00% No change 1,392 $91K
Nisa Investment Advisors, LLC 0.00% Add +25.0% 1,629 $84K
TD Private Client Wealth LLC 0.00% Reduce -19.7% 1,496 $77K
Coldstream Capital Management Inc. 0.00% New 1,375 $71K
CIBC Private Wealth Group LLC 0.00% Add +8.2% 1,294 $71K
Tower Research Capital LLC (TRC) 0.00% Add +129.8% 1,211 $62K
Advisors Asset Management, Inc. 0.00% Add +135.1% 1,051 $54K
Blue Trust, Inc. 0.00% Reduce -30.1% 1,026 $53K
Canada Pension Plan Investment Board 0.00% Reduce -78.3% 1,000 $52K
GAMMA Investing LLC 0.00% Reduce -47.2% 917 $47K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -10.2% 819 $42K
Smartleaf Asset Management LLC 0.00% Reduce -5.2% 725 $37K
Parallel Advisors, LLC 0.00% Reduce -6.2% 669 $34K
Orion Capital Management LLC 0.01% No change 500 $26K
Cwm, LLC 0.00% Add +19.8% 436 $22K
Caitong International Asset Management Co., Ltd 0.02% New 422 $22K
EverSource Wealth Advisors, LLC 0.00% Add +92.2% 417 $21K
Public Employees Retirement System of Ohio 0.00% Add +14.0% 416 $21K
Opal Wealth Advisors, LLC 0.01% New 389 $20K
Osaic Holdings, Inc. 0.00% Reduce -48.8% 348 $18K
Farther Finance Advisors, LLC 0.00% Add +1072.0% 293 $17K
Versant Capital Management, Inc 0.00% Add +50.2% 308 $16K
Lowe Wealth Advisors, LLC 0.01% New 300 $15K
Larson Financial Group LLC 0.00% Add +4450.0% 273 $14K
Hantz Financial Services, Inc. 0.00% No change 272 $14K
Fifth Third Bancorp 0.00% Add +38.4% 256 $13K
Mascoma Wealth Management LLC 0.00% No change 250 $13K
Covestor Ltd 0.01% Add +7.0% 184 $10K
UMB Bank, n.a. 0.00% Add +81.2% 183 $9K
Parkside Financial Bank & Trust 0.00% Add +54.5% 173 $9K
Federated Hermes, Inc. 0.00% Reduce -97.8% 163 $8K
MassMutual Private Wealth & Trust, FSB 0.00% Add +37.3% 140 $7K
Key Financial Inc 0.00% No change 123 $6K
Bessemer Group Inc. 0.00% Reduce -76.7% 115 $6K
SBI Securities Co., Ltd. 0.00% Add +3333.3% 103 $5K
Lindbrook Capital, LLC 0.00% No change 95 $5K
Signaturefd, LLC 0.00% Reduce -12.3% 93 $5K
Summit Securities Group LLC 0.00% New 86 $4K
Hemington Wealth Management 0.00% Add +12.5% 81 $4K
Private Wealth Management Group, LLC 0.00% No change 73 $4K
Vermillion & White Wealth Management Group, LLC 0.00% New 73 $4K
TD Waterhouse Canada Inc. 0.00% No change 65 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 72 $4K
Allworth Financial LP 0.00% Add +21.6% 62 $4K
LRI Investments, LLC 0.00% No change 69 $4K
WealthCollab, LLC 0.00% No change 61 $3K
Bell Investment Advisors, Inc 0.00% Reduce -15.5% 60 $3K
Northwestern Mutual Wealth Management Co. 0.00% Add +13.7% 58 $3K
Fortitude Family Office, LLC 0.00% No change 54 $3K
Rothschild Investment LLC 0.00% Add +11.1% 50 $3K
Steward Partners Investment Advisory, LLC 0.00% No change 50 $3K
CoreCap Advisors, LLC 0.00% No change 49 $3K
Sterling Capital Management LLC 0.00% Add +4.5% 46 $2K
Creative Financial Designs Inc. 0.00% New 44 $2K
Bare Financial Services, Inc 0.00% New 43 $2K
Hexagon Capital Partners LLC 0.00% Add +46.1% 38 $2K
NewEdge Advisors, LLC 0.00% Add +1033.3% 34 $2K
IFP Advisors, Inc 0.00% No change 32 $2K
Farmers & Merchants Investments Inc. 0.00% No change 30 $2K
JFS Wealth Advisors, LLC 0.00% No change 24 $1K
Arax Advisory Partners 0.00% New 22 $1K
Picton Mahoney Asset Management 0.00% No change 20 $1K
Jones Financial Companies LLLP 0.00% Add +1700.0% 18 $925
Raleigh Capital Management Inc. 0.00% New 13 $678
Bogart Wealth, LLC 0.00% Reduce -73.3% 12 $618
First Horizon Advisors, Inc. 0.00% Reduce -93.4% 11 $591
Stephens Consulting, LLC 0.00% New 10 $516
Huntington National Bank 0.00% No change 9 $464
Global Financial Private Client, LLC 0.00% Add +300.0% 8 $412
True Wealth Design, LLC 0.00% New 7 $361
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $310
SJS Investment Consulting Inc. 0.00% Reduce -28.6% 5 $258
Brooklyn Investment Group 0.00% New 4 $207
Parkworth Wealth Management, Inc. 0.00% No change 1 $52
HFM Investment Advisors, LLC 0.00% — 1 $52
Bay Harbor Wealth Management, LLC 0.00% New 1 $51

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