Progress SoftwarePRGS

13F holders, Q2 2025 (June 30)
346holders +33
60new positions
26sold out
10famous investors
$63.66avg. 13F price*

At the end of Q2 2025, 346 institutions reported holding Progress Software Corp. (PRGS) in their 13F filings, up 33 from Q1 2025. 60 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($432.1M), Vanguard Group Inc. ($371.2M) and Boston Trust Walden Corp ($114.7M). 10 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions60$51.8M
Exits26$14.5M

All 13F filers, Q1 2025 → Q2 2025: 3,465,163 shares bought and 3,562,414 shares sold, net −97,251 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 346 holders

BlackRock, Inc. 0.01% Reduce -3.6% 6,769,044 $432.1M
Vanguard Group Inc. 0.01% Reduce -0.4% 5,815,292 $371.2M
Boston Trust Walden Corp 0.82% Add +1.9% 1,796,719 $114.7M
State Street Corp. 0.00% Add +2.5% 1,791,971 $114.4M
Dimensional Fund Advisors LP 0.02% Reduce -7.2% 1,118,640 $71.4M
Wellington Management Group LLP 0.01% Reduce -20.0% 1,085,680 $69.3M
Geode Capital Management, LLC 0.00% Add +0.5% 1,067,462 $68.2M
Principal Financial Group Inc. 0.03% Reduce -4.6% 913,866 $58.3M
Deutsche Bank AG 0.02% Add +17.6% 869,083 $55.5M
Invesco Ltd. 0.01% Add +1.2% 847,848 $54.1M
Morgan Stanley 0.00% Reduce -11.8% 846,514 $54.0M
Macquarie Group Ltd. 0.07% Reduce -22.2% 838,025 $53.5M
Allspring Global Investments Holdings, LLC 0.09% Reduce -3.0% 934,766 $51.9M
FMR LLC 0.00% Reduce -13.2% 780,233 $49.8M
Mizuho Markets Americas LLC 1.62% Add +32.4% 767,967 $49.0M
Goldman Sachs Group Inc. 0.01% Add +30.3% 730,882 $46.7M
Swedbank AB 0.05% Reduce -0.8% 722,726 $46.1M
Capital International Investors 0.01% No change 722,081 $46.1M
Bank of America Corp. 0.00% Add +0.5% 704,354 $45.0M
Manufacturers Life Insurance Company, The 0.04% Add +0.5% 675,946 $43.2M
Systematic Financial Management LP 1.10% Add +0.1% 644,025 $41.1M
Fuller & Thaler Asset Management, Inc. 0.15% Reduce -16.5% 638,990 $40.8M
Seizert Capital Partners, LLC 1.74% Add +0.3% 619,325 $39.5M
Bank of Montreal 0.02% Add +6.3% 602,429 $38.5M
Barclays PLC 0.01% Add +20.6% 574,722 $36.7M
Jefferies Financial Group Inc. 0.62% Add +37.8% 561,121 $35.8M
Natixis 0.17% Reduce -3.4% 540,400 $34.5M
Segall Bryant & Hamill, LLC 0.48% Reduce -2.3% 538,534 $34.4M
Oaktop Capital Management Ii, L.P. 3.49% No change 508,608 $32.5M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.1% 500,962 $32.0M
Northern Trust Corp. 0.00% Reduce -3.4% 493,454 $31.5M
DekaBank Deutsche Girozentrale 0.06% Reduce -2.6% 478,870 $30.9M
JPMorgan Chase & Co. 0.00% Add +42.9% 420,425 $26.8M
Millennium Management 0.02% Add +138.9% 410,643 $26.2M
Bank of New York Mellon Corp 0.00% Reduce -0.6% 346,943 $22.1M
Wells Fargo & Company 0.00% Add +4.3% 344,229 $22.0M
Renaissance Technologies 0.03% Reduce -36.8% 340,629 $21.7M
Ameriprise Financial Inc. 0.01% Reduce -3.2% 339,172 $21.7M
Citigroup Inc. 0.01% Reduce -14.1% 317,124 $20.2M
UBS Group AG 0.00% Add +49.7% 298,714 $19.1M
Arrowstreet Capital, Limited Partnership 0.01% Add +56.1% 284,931 $18.2M
Swiss Life Asset Management Ltd 0.10% Add +293.1% 263,504 $16.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -32.1% 261,364 $16.7M
Glenmede Investment Management, LP 0.08% — 244,826 $15.6M
Paradice Investment Management LLC 3.09% Reduce -1.4% 238,145 $15.2M
Mountain Pacific Investment Advisers LLC 1.05% Add +66.6% 227,626 $14.5M
T. Rowe Price Associates Inc. 0.00% Add +9.8% 226,662 $14.5M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Add +43.4% 224,539 $14.3M
Tudor Investment Corporation 0.10% Add +515.9% 206,145 $13.2M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.06% Reduce -15.3% 189,393 $12.1M
D. E. Shaw & Co. 0.01% Reduce -30.6% 186,631 $11.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +22.8% 179,698 $11.5M
Kennedy Capital Management LLC 0.27% Add +12.9% 176,141 $11.2M
Public Sector Pension Investment Board 0.05% Add +5.5% 166,241 $10.6M
Woodline Partners LP 0.05% Add +28.0% 161,320 $10.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -44.5% 159,650 $10.2M
Cubist Systematic Strategies, LLC 0.10% New 146,259 $9.3M
Bank of Nova Scotia 0.02% Reduce -8.2% 145,813 $9.3M
UniSuper Management Pty Ltd 0.06% Add +25.0% 142,224 $9.1M
Rice Hall James & Associates, LLC 0.47% Add +2.6% 136,636 $8.7M
Citadel Advisors 0.01% Add +460.9% 132,860 $8.5M
Amundi 0.00% Add +640.7% 155,526 $8.4M
Raymond James Financial Inc. 0.00% Reduce -28.5% 129,285 $8.3M
Jane Street Group, LLC 0.01% Add +15.0% 128,003 $8.2M
LSV Asset Management 0.02% Reduce -66.6% 127,900 $8.2M
Rhumbline Advisers 0.01% Add +4.2% 126,159 $8.1M
Nuveen, LLC 0.00% Reduce -36.3% 123,391 $7.9M
Legal & General Group Plc 0.00% Add +1.7% 122,096 $7.8M
Heron Bay Capital Management 1.47% Add +20.7% 117,122 $7.5M
GHP Investment Advisors, Inc. 0.33% Add +8.9% 116,501 $7.4M
Corient Private Wealth LP 0.01% Reduce -14.3% 115,073 $7.3M
Alps Advisors Inc. 0.04% Reduce -0.7% 103,181 $6.6M
Clark Capital Management Group, Inc. 0.05% New 103,078 $6.6M
Pinebridge Investments, L.P. 0.05% Reduce -16.7% 101,165 $6.5M
HSBC Holdings PLC 0.00% Reduce -11.0% 99,240 $6.3M
KLP Kapitalforvaltning As 0.03% Reduce -9.0% 99,100 $6.3M
American Century Companies Inc. 0.00% Add +3.0% 98,647 $6.3M
Prudential Financial Inc. 0.01% Add +61.2% 93,916 $6.0M
Envestnet Asset Management Inc. 0.00% Add +1.3% 92,675 $5.9M
Edgestream Partners, L.P. 0.15% Reduce -21.9% 86,426 $5.5M
Hillsdale Investment Management Inc. 0.20% Add +38.5% 86,050 $5.5M
Swiss National Bank 0.00% Reduce -1.1% 82,200 $5.2M
Alliancebernstein L.P. 0.00% Reduce -0.4% 75,031 $4.8M
Squarepoint Ops LLC 0.01% Add +7.3% 74,283 $4.7M
New York State Teachers Retirement System 0.01% No change 74,181 $4.7M
Susquehanna International Group, LLP 0.01% Add +19.9% 71,749 $4.6M
Stifel Financial Corp. 0.00% Reduce -2.6% 70,976 $4.5M
Caption Management, LLC 0.39% New 65,653 $4.2M
Capital Fund Management S.A. 0.05% Reduce -10.5% 65,271 $4.2M
Choate Investment Advisors 0.09% No change 61,948 $4.0M
Two Sigma Investments, LP 0.01% Reduce -11.8% 60,619 $3.9M
Susquehanna Fundamental Investments, LLC 0.10% Reduce -39.4% 60,470 $3.9M
Gabelli Funds LLC 0.03% New 60,321 $3.9M
Fieldview Capital Management, LLC 0.54% Add +774.3% 56,182 $3.6M
Mariner, LLC 0.01% Reduce -5.8% 55,999 $3.6M
F/m Investments LLC 0.13% Add +0.5% 54,408 $3.5M
Royce & Associates LP 0.04% Reduce -1.7% 53,590 $3.4M
Sei Investments Co. 0.00% Reduce -10.9% 53,331 $3.4M
First Trust Advisors LP 0.00% Add +6.5% 52,041 $3.3M
LPL Financial LLC 0.00% Add +8.1% 52,014 $3.3M
Simplex Trading, LLC 0.09% New 50,718 $3.2M
Globeflex Capital L P 0.25% No change 48,000 $3.1M
CANADA LIFE ASSURANCE Co 0.00% Reduce -13.7% 47,614 $3.0M
Thrivent Financial for Lutherans 0.01% Add +47.5% 46,991 $3.0M
Nomura Holdings Inc. 0.02% Reduce -85.2% 46,110 $2.9M
Royal Bank of Canada 0.00% Reduce -11.2% 45,361 $2.9M
Paradigm Capital Management Inc. 0.14% No change 45,300 $2.9M
Van Hulzen Asset Management, LLC 0.24% Reduce -11.4% 44,987 $2.9M
Intech Investment Management LLC 0.03% Add +59.0% 44,853 $2.9M
Victory Capital Management Inc. 0.00% Reduce -66.5% 44,726 $2.9M
Marshall Wace, LLP 0.00% New 42,925 $2.7M
BNP Paribas Financial Markets 0.00% Reduce -8.2% 42,634 $2.7M
Franklin Resources Inc. 0.00% Reduce -1.3% 40,848 $2.6M
Wolverine Trading, LLC 0.07% New 40,804 $2.6M
California State Teachers Retirement System 0.00% Add +0.8% 39,639 $2.5M
Brown Advisory Inc. 0.00% Add +0.1% 38,680 $2.5M
Lazard Asset Management LLC 0.00% Reduce -12.4% 38,624 $2.5M
Norges Bank 0.00% Reduce -49.5% 38,300 $2.4M
AQR Capital Management 0.00% Reduce -12.4% 37,316 $2.4M
Russell Investments Group, Ltd. 0.00% Add +0.7% 37,067 $2.4M
QSV Equity Investors LLC 2.39% Reduce -1.4% 35,883 $2.3M
Polaris Capital Management, LLC 0.15% No change 34,600 $2.2M
Exchange Traded Concepts, LLC 0.03% Add +4.3% 33,888 $2.2M
Legato Capital Management LLC 0.24% No change 31,841 $2.0M
Comerica Bank 0.01% Add +0.7% 29,855 $1.9M
Captrust Financial Advisors 0.00% Reduce -0.8% 27,948 $1.8M
ExodusPoint Capital Management, LP 0.02% Reduce -57.8% 27,739 $1.8M
Walleye Trading LLC 0.04% New 26,057 $1.7M
State of Alaska, Department of Revenue 0.02% Add +6.7% 25,628 $1.6M
MetLife Investment Management, LLC 0.01% Add +0.9% 25,353 $1.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -8.4% 23,485 $1.5M
Illinois Municipal Retirement Fund 0.02% Add +5.8% 22,727 $1.5M
Moody National Bank Trust Division 0.13% Add +0.8% 22,416 $1.4M
Blackhawk Capital Partners, LLC 0.63% New 21,275 $1.4M
Delphi Management Inc. 1.31% Reduce -5.8% 21,237 $1.4M
Danske Bank A/S 0.00% New 20,350 $1.3M
Creative Planning 0.00% Add +88.0% 20,254 $1.3M
Verition Fund Management LLC 0.01% New 20,106 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -1.5% 20,100 $1.3M
Janus Henderson Group PLC 0.00% Reduce -76.7% 19,257 $1.2M
Kendall Capital Management 0.32% Reduce -13.1% 19,070 $1.2M
Teacher Retirement System of Texas 0.01% Reduce -34.3% 18,961 $1.2M
Voloridge Investment Management, LLC 0.00% New 18,519 $1.2M
Ensign Peak Advisors, Inc 0.00% No change 17,994 $1.1M
Martingale Asset Management L P 0.03% No change 17,674 $1.1M
GMO 0.00% Reduce -1.6% 17,128 $1.1M
Point72 Asset Management 0.00% New 16,983 $1.1M
Hudson Edge Investment Partners Inc. 0.18% Reduce -5.9% 16,691 $1.1M
Yousif Capital Management, LLC 0.01% Add +0.3% 16,090 $1.0M
Natixis Advisors, LLC 0.00% Add +17.4% 15,804 $1.0M
Meritage Portfolio Management 0.06% Add +2.5% 15,302 $977K
Choreo, LLC 0.01% Reduce -2.6% 15,213 $971K
Elo Mutual Pension Insurance Co 0.02% New 15,194 $970K
Mackenzie Financial Corp. 0.00% Reduce -60.4% 15,099 $964K
Advisory Research Inc. 0.14% Add +7.2% 14,647 $935K
New York State Common Retirement Fund 0.00% No change 13,972 $892K
Rehmann Capital Advisory Group 0.05% Add +17.3% 13,694 $874K
Integrated Quantitative Investments LLC 0.25% New 13,446 $858K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -6.9% 13,229 $845K
Maryland State Retirement & Pension System 0.02% No change 12,649 $808K
Susquehanna Portfolio Strategies, LLC 0.02% New 12,602 $805K
Arizona State Retirement System 0.00% Add +2.1% 12,551 $801K
Pathstone Holdings, LLC 0.00% Reduce -49.7% 12,546 $801K
Tidal Investments LLC 0.01% New 12,399 $792K
State Board of Administration of Florida Retirement System 0.00% No change 12,376 $790K
Amalgamated Bank 0.01% Reduce -0.6% 12,249 $782K
QRG Capital Management, Inc. 0.01% Add +14.8% 12,172 $777K
Voya Investment Management LLC 0.00% Add +0.3% 11,863 $757K
Harbor Capital Advisors, Inc. 0.03% Add +14.3% 11,759 $751K
Handelsbanken Fonder AB 0.00% Reduce -2.5% 11,516 $735K
Freestone Grove Partners LP 0.01% Reduce -21.5% 11,223 $716K
US Bancorp \de 0.00% Reduce -19.1% 11,058 $706K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +6.4% 11,046 $705K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +35.2% 10,964 $700K
State of Tennessee, Department of Treasury 0.00% No change 10,658 $680K
Liontrust Investment Partners LLP 0.01% Reduce -8.3% 10,486 $669K
Point72 Hong Kong Ltd 0.05% New 10,382 $663K
Bryce Point Capital, LLC 0.56% Reduce -19.5% 10,354 $661K
Campbell & CO Investment Adviser LLC 0.04% Reduce -63.0% 10,150 $648K
CSS LLC 0.12% Reduce -7.8% 9,960 $636K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.0% 9,872 $630K
Police & Firemen's Retirement System of New Jersey 0.01% Add +7.8% 9,758 $623K
Versor Investments LP 0.11% New 9,700 $619K
ProShare Advisors LLC 0.00% Reduce -5.8% 9,567 $611K
HighTower Advisors, LLC 0.00% Reduce -2.4% 8,825 $563K
SG Americas Securities, LLC 0.00% Add +273.6% 8,773 $560K
HRT Financial LP 0.00% Reduce -89.4% 8,687 $554K
Group One Trading LLC 0.02% New 8,519 $544K
Resona Asset Management Co.,Ltd. 0.00% Add +6.2% 8,394 $536K
PNC Financial Services Group, Inc. 0.00% Reduce -1.4% 8,293 $529K
Integrated Investment Consultants, LLC 0.10% Add +4.7% 8,257 $527K
Cerity Partners LLC 0.00% Add +25.0% 8,173 $522K
XTX Topco Ltd 0.02% Add +22.2% 7,790 $497K
Tower Research Capital LLC (TRC) 0.01% Add +532.8% 7,663 $489K
Henshaw Capital LLC 0.02% No change 7,557 $482K
Inspire Investing, LLC 0.05% Reduce -4.3% 7,462 $476K
Fox Run Management, L.L.C. 0.08% New 7,356 $470K
Mercer Global Advisors Inc. 0.00% Reduce -10.8% 7,259 $463K
Forbes J M & Co. LLP 0.04% No change 7,120 $455K
GAMCO Investors 0.00% New 6,977 $445K
CastleKnight Management LP 0.03% No change 6,900 $440K
Daiwa Securities Group Inc. 0.00% New 6,300 $437K
Ifrah Financial Services, Inc. 0.12% Reduce -1.6% 6,829 $436K
Two Sigma Advisers, LP 0.00% Reduce -60.1% 6,625 $423K
EP Wealth Advisors, LLC 0.00% Reduce -1.9% 6,583 $420K
Quantinno Capital Management LP 0.00% Add +29.9% 6,493 $415K
Envestnet Portfolio Solutions, Inc. 0.00% New 6,445 $411K
Praxis Investment Management Inc. 0.03% No change 6,410 $409K
Avantax Advisory Services, Inc. 0.00% Reduce -0.1% 6,388 $408K
AlphaQuest LLC 0.04% Add +19.8% 6,343 $405K
Hancock Whitney Corp. 0.01% Reduce -0.7% 6,261 $400K
First Citizens Bank & Trust Co. 0.01% New 6,234 $398K
AE Wealth Management LLC 0.00% Reduce -9.3% 6,232 $398K
BTC Capital Management, Inc. 0.03% Add +0.6% 6,221 $397K
James Investment Research, Inc. 0.05% No change 5,973 $381K
Pictet Asset Management Holding SA 0.00% Add +12.6% 5,960 $380K
Atria Investments, Inc 0.00% Add +2.1% 5,608 $358K
Mutual of America Capital Management LLC 0.00% Reduce -12.5% 5,527 $353K
Orion Porfolio Solutions, LLC 0.00% Reduce -13.4% 5,315 $339K
Cibc World Markets Corp. 0.00% Reduce -44.8% 5,280 $337K
Gotham Asset Management 0.00% Reduce -24.1% 5,228 $334K
Two Sigma Securities, LLC 0.04% New 5,225 $334K
Public Employees Retirement Association of Colorado 0.00% No change 5,100 $326K
Magnus Financial Group LLC 0.03% No change 4,905 $313K
Caxton Associates LLP 0.01% New 4,869 $311K
Vestcor Inc 0.01% No change 4,857 $310K
Wedbush Securities Inc. 0.01% Add +2.2% 4,624 $295K
Shell Asset Management Co. 0.01% Reduce -15.8% 4,557 $291K
Vanguard Personalized Indexing Management, LLC 0.00% New 4,548 $290K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Reduce -38.4% 4,500 $287K
Ameritas Investment Partners, Inc. 0.01% No change 4,446 $284K
Cetera Investment Advisers 0.00% Add +0.2% 4,283 $273K
Dakota Wealth Management 0.01% Reduce -2.1% 4,265 $272K
Bayesian Capital Management, LP 0.04% New 4,119 $263K
State of Wisconsin Investment Board 0.00% Reduce -7.6% 3,982 $254K
Neuberger Berman Group LLC 0.00% New 3,932 $251K
Gsa Capital Partners LLP 0.02% Reduce -35.9% 3,937 $251K
Vise Technologies, Inc. 0.01% — 3,579 $228K
Chesley Taft & Associates LLC 0.01% New 3,552 $227K
Vident Advisory, LLC 0.00% New 3,426 $219K
Quadrant Capital Group LLC 0.01% Reduce -10.6% 3,421 $218K
Crossmark Global Holdings, Inc. 0.00% New 3,378 $216K
Prudent Man Advisors, LLC 0.07% New 3,374 $215K
Great Lakes Advisors, LLC 0.00% New 3,355 $214K
Xponance LLC 0.00% New 3,343 $213K
Virtu Financial LLC 0.01% New 3,290 $210K
Parisi Gray Wealth Management 0.06% New 3,194 $204K
Assetmark, Inc. 0.00% Add +0.7% 3,174 $203K
Inspire Advisors, LLC 0.02% New 3,135 $200K
Point72 (DIFC) Ltd 0.02% New 3,075 $196K
Whittier Trust Co. 0.00% Reduce -11.8% 2,475 $158K
Pacer Advisors, Inc. 0.00% Reduce -1.0% 2,454 $157K
State of Wyoming 0.02% New 2,144 $137K
Principal Securities, Inc. 0.00% Add +37.9% 1,920 $123K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,800 $115K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +2366.7% 1,776 $113K
EMC Capital Management 0.05% Reduce -58.8% 1,575 $101K
TD Private Client Wealth LLC 0.00% No change 1,496 $96K
Nisa Investment Advisors, LLC 0.00% Reduce -8.7% 1,488 $95K
GAMMA Investing LLC 0.01% Add +59.5% 1,463 $93K
Advisors Asset Management, Inc. 0.00% Add +12.2% 1,179 $75K
Aster Capital Management (DIFC) Ltd 0.02% New 1,166 $74K
KBC Group NV 0.00% Reduce -48.7% 1,161 $74K
Osaic Holdings, Inc. 0.00% Add +183.1% 985 $62K
Leonteq Securities AG 0.00% New 950 $61K
Blue Trust, Inc. 0.00% Reduce -7.7% 947 $60K
Whittier Trust Co. of Nevada Inc. 0.00% No change 819 $52K
Smartleaf Asset Management LLC 0.00% Reduce -4.4% 693 $44K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 677 $43K
Parallel Advisors, LLC 0.00% No change 669 $43K
Financial Management Professionals, Inc. 0.00% Reduce -63.1% 658 $42K
Elevation Point Wealth Partners, LLC 0.00% New 638 $41K
STRS Ohio 0.00% New 600 $38K
CIBC Private Wealth Group LLC 0.00% Reduce -55.1% 581 $37K
EverSource Wealth Advisors, LLC 0.00% Add +27.6% 532 $34K
Cwm, LLC 0.00% Add +17.7% 513 $33K
Orion Capital Management LLC 0.01% No change 500 $32K
Quaker Wealth Management, LLC 0.01% — 450 $29K
Maseco LLP 0.00% — 438 $28K
Public Employees Retirement System of Ohio 0.00% Reduce -1.7% 409 $26K
Opal Wealth Advisors, LLC 0.01% Add +2.3% 398 $25K
Versant Capital Management, Inc 0.00% Add +21.8% 375 $24K
Hantz Financial Services, Inc. 0.00% Add +25.4% 341 $22K
Global Retirement Partners, LLC 0.00% — 301 $19K
Lowe Wealth Advisors, LLC 0.01% No change 300 $19K
Fifth Third Bancorp 0.00% Add +9.4% 280 $18K
PEAK6 LLC 0.00% New 257 $16K
Mascoma Wealth Management LLC 0.00% No change 250 $16K
Farther Finance Advisors, LLC 0.00% Reduce -15.0% 249 $16K
Parkside Financial Bank & Trust 0.00% Add +24.3% 215 $14K
Caitong International Asset Management Co., Ltd 0.01% Reduce -50.5% 209 $13K
Larson Financial Group LLC 0.00% Reduce -28.6% 195 $12K
Rossby Financial, LCC 0.00% New 188 $12K
Covestor Ltd 0.01% Reduce -3.3% 178 $11K
UMB Bank, n.a. 0.00% Reduce -8.7% 167 $11K
Bessemer Group Inc. 0.00% Add +36.5% 157 $10K
MassMutual Private Wealth & Trust, FSB 0.00% No change 140 $9K
Brooklyn Investment Group 0.00% Add +3075.0% 127 $8K
Key Financial Inc 0.00% No change 123 $8K
Richardson Financial Services Inc. 0.00% New 125 $7K
Signaturefd, LLC 0.00% Add +12.9% 105 $7K
Allworth Financial LP 0.00% Add +67.7% 104 $7K
Sterling Capital Management LLC 0.00% Add +126.1% 104 $7K
SBI Securities Co., Ltd. 0.00% No change 103 $7K
Bare Financial Services, Inc 0.00% Add +132.6% 100 $6K
Rothschild Investment LLC 0.00% Add +100.0% 100 $6K
Hemington Wealth Management 0.00% Add +30.9% 106 $6K
Twin Peaks Wealth Advisors, LLC 0.00% New 113 $5K
Bokf, NA 0.00% Reduce -99.4% 75 $5K
Private Wealth Management Group, LLC 0.00% No change 73 $5K
LRI Investments, LLC 0.00% No change 69 $4K
Fortitude Family Office, LLC 0.00% Add +24.1% 67 $4K
Vermillion & White Wealth Management Group, LLC 0.00% Reduce -11.0% 65 $4K
WealthCollab, LLC 0.00% No change 61 $4K
Bell Investment Advisors, Inc 0.00% No change 60 $4K
TD Waterhouse Canada Inc. 0.00% No change 65 $4K
CoreCap Advisors, LLC 0.00% No change 49 $3K
Creative Financial Designs Inc. 0.00% No change 44 $3K
Jones Financial Companies LLLP 0.00% Add +105.6% 37 $2K
NewEdge Advisors, LLC 0.00% Reduce -5.9% 32 $2K
Clearstead Trust, LLC 0.00% New 31 $2K
JFS Wealth Advisors, LLC 0.00% Add +29.2% 31 $2K
Toth Financial Advisory Corp. 0.00% New 30 $2K
Farmers & Merchants Investments Inc. 0.00% No change 30 $2K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -48.3% 30 $2K
Steward Partners Investment Advisory, LLC 0.00% Reduce -40.0% 30 $2K
Mark Sheptoff Financial Planning, LLC 0.00% New 29 $2K
Spire Wealth Management 0.00% New 29 $2K
Arax Advisory Partners 0.00% No change 22 $1K
Ameritas Advisory Services, LLC 0.00% New 20 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 19 $1K
Picton Mahoney Asset Management 0.00% No change 20 $1K
Raleigh Capital Management Inc. 0.00% No change 13 $841
SWAN Capital LLC 0.00% New 13 $830
Bogart Wealth, LLC 0.00% No change 12 $766
First Horizon Advisors, Inc. 0.00% No change 11 $733
MAI Capital Management 0.00% New 10 $639
Kilter Group LLC 0.00% New 9 $575
Huntington National Bank 0.00% No change 9 $575
True Wealth Design, LLC 0.00% No change 7 $447
DiNuzzo Private Wealth, Inc. 0.00% Add +16.7% 7 $447
SJS Investment Consulting Inc. 0.00% No change 5 $320
Bay Harbor Wealth Management, LLC 0.00% Add +300.0% 4 $255
Parkworth Wealth Management, Inc. 0.00% Add +200.0% 3 $192
HFM Investment Advisors, LLC 0.00% Add +200.0% 3 $192
Rialto Wealth Management, LLC 0.00% New 1 $64

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