Progress SoftwarePRGS
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 309 institutions reported holding Progress Software Corp. (PRGS) in their 13F filings, down 37 from Q2 2025. 40 opened new positions and 75 sold out. The largest holders were BlackRock, Inc. ($302.0M), Vanguard Group Inc. ($250.6M) and Boston Trust Walden Corp ($85.7M). 8 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Progress Software Corp.
- CUSIP
- 743312100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $39.2M |
| Exits | 75 | $134.6M |
All 13F filers, Q2 2025 → Q3 2025: 5,564,805 shares bought and 7,580,595 shares sold, net −2,015,790 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 309 holders
| BlackRock, Inc. | 0.01% | Add +1.5% | 6,873,467 | $302.0M |
| Vanguard Group Inc. | 0.00% | Reduce -1.9% | 5,704,249 | $250.6M |
| Boston Trust Walden Corp | 0.63% | Add +8.6% | 1,950,676 | $85.7M |
| State Street Corp. | 0.00% | Reduce -0.1% | 1,790,608 | $78.7M |
| Wellington Management Group LLP | 0.01% | Add +24.2% | 1,348,134 | $59.2M |
| Allspring Global Investments Holdings, LLC | 0.09% | Add +26.1% | 1,178,716 | $53.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.9% | 1,139,309 | $50.0M |
| Geode Capital Management, LLC | 0.00% | Add +0.7% | 1,075,392 | $47.2M |
| Systematic Financial Management LP | 0.98% | Add +42.0% | 914,798 | $40.2M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +34.1% | 906,411 | $39.8M |
| Invesco Ltd. | 0.01% | Add +2.4% | 868,245 | $38.1M |
| Macquarie Group Ltd. | 0.04% | Add +2.9% | 862,126 | $37.9M |
| Principal Financial Group Inc. | 0.02% | Reduce -7.7% | 843,569 | $37.1M |
| Swedbank AB | 0.03% | Add +3.0% | 744,226 | $32.7M |
| FMR LLC | 0.00% | Reduce -5.9% | 734,265 | $32.3M |
| Capital International Investors | 0.01% | No change | 722,081 | $31.7M |
| American Century Companies Inc. | 0.01% | Add +557.7% | 648,792 | $28.5M |
| Segall Bryant & Hamill, LLC | 0.38% | Add +19.4% | 643,145 | $28.3M |
| Fuller & Thaler Asset Management, Inc. | 0.10% | Reduce -0.1% | 638,215 | $28.0M |
| Bank of America Corp. | 0.00% | Reduce -10.5% | 630,137 | $27.7M |
| Barclays PLC | 0.01% | Reduce -10.4% | 514,999 | $22.6M |
| Oaktop Capital Management Ii, L.P. | 2.02% | No change | 508,608 | $22.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.3% | 499,206 | $21.9M |
| Morgan Stanley | 0.00% | Reduce -41.6% | 494,382 | $21.7M |
| DekaBank Deutsche Girozentrale | 0.04% | No change | 478,870 | $21.0M |
| Northern Trust Corp. | 0.00% | Reduce -3.9% | 474,363 | $20.8M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.10% | Add +145.3% | 464,598 | $20.4M |
| Deutsche Bank AG | 0.01% | Reduce -50.4% | 431,499 | $19.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -41.1% | 430,179 | $18.9M |
| Millennium Management | 0.02% | Add +1.8% | 417,969 | $18.4M |
| Natixis | 0.09% | Reduce -31.2% | 371,924 | $16.3M |
| Qube Research & Technologies Ltd | 0.02% | New | 371,593 | $16.3M |
| Bank of Montreal | 0.01% | Reduce -38.6% | 369,657 | $16.2M |
| LSV Asset Management | 0.04% | Add +183.0% | 362,000 | $15.9M |
| Marshall Wace, LLP | 0.02% | Add +732.6% | 357,384 | $15.7M |
| Rice Hall James & Associates, LLC | 0.81% | Add +148.1% | 338,941 | $14.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.9% | 322,909 | $14.2M |
| Glenmede Investment Management, LP | 0.06% | Add +20.6% | 295,352 | $13.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +1.9% | 290,308 | $12.8M |
| Mizuho Markets Americas LLC | 0.27% | Reduce -62.2% | 290,062 | $12.7M |
| Wells Fargo & Company | 0.00% | Reduce -20.1% | 275,126 | $12.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -35.5% | 270,954 | $11.9M |
| Nomura Holdings Inc. | 0.06% | Add +485.4% | 269,938 | $11.9M |
| Swiss Life Asset Management Ltd | 0.06% | Add +0.3% | 264,285 | $11.6M |
| Kennedy Capital Management LLC | 0.25% | Add +46.6% | 258,211 | $11.3M |
| Heron Bay Capital Management | 2.09% | Add +117.1% | 254,311 | $11.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +1.6% | 228,140 | $10.0M |
| UBS Group AG | 0.00% | Reduce -24.4% | 225,764 | $9.9M |
| Jefferies Financial Group Inc. | 0.09% | Reduce -60.1% | 223,616 | $9.8M |
| AQR Capital Management | 0.01% | Add +475.5% | 214,738 | $9.4M |
| BNP Paribas Financial Markets | 0.01% | Add +376.9% | 203,343 | $8.9M |
| Woodline Partners LP | 0.04% | Add +25.6% | 202,602 | $8.9M |
| Public Sector Pension Investment Board | 0.03% | Add +1.1% | 168,160 | $7.4M |
| UniSuper Management Pty Ltd | 0.04% | Add +10.4% | 157,004 | $6.9M |
| Bank of Nova Scotia | 0.01% | Add +6.0% | 154,585 | $6.8M |
| Prudential Financial Inc. | 0.01% | Add +58.9% | 149,181 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -56.4% | 147,983 | $6.5M |
| Edgestream Partners, L.P. | 0.18% | Add +64.8% | 142,466 | $6.3M |
| KLP Kapitalforvaltning As | 0.02% | Add +28.3% | 127,100 | $5.6M |
| Rhumbline Advisers | 0.00% | Reduce -0.8% | 125,082 | $5.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -22.0% | 124,552 | $5.5M |
| Nuveen, LLC | 0.00% | No change | 123,391 | $5.4M |
| Two Sigma Investments, LP | 0.01% | Add +96.3% | 119,001 | $5.2M |
| Y-Intercept (Hong Kong) Ltd | 0.12% | New | 117,801 | $5.2M |
| Legal & General Group Plc | 0.00% | Reduce -5.5% | 115,413 | $5.1M |
| Jane Street Group, LLC | 0.01% | Reduce -17.5% | 105,592 | $4.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -43.8% | 100,931 | $4.4M |
| GHP Investment Advisors, Inc. | 0.18% | Reduce -18.2% | 95,251 | $4.2M |
| Corient Private Wealth LP | 0.01% | Reduce -18.2% | 94,149 | $4.1M |
| Hillsdale Investment Management Inc. | 0.12% | Add +5.7% | 90,950 | $4.0M |
| First Trust Advisors LP | 0.00% | Add +62.8% | 84,712 | $3.7M |
| Swiss National Bank | 0.00% | Add +1.7% | 83,600 | $3.7M |
| Citadel Advisors | 0.00% | Reduce -38.6% | 81,519 | $3.6M |
| Susquehanna Portfolio Strategies, LLC | 0.06% | Add +526.0% | 78,892 | $3.5M |
| Capital Fund Management S.A. | 0.03% | Add +19.2% | 77,822 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -41.8% | 75,307 | $3.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.5% | 72,442 | $3.2M |
| Citigroup Inc. | 0.00% | Reduce -77.8% | 70,425 | $3.1M |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 69,994 | $3.1M |
| Dark Forest Capital Management LP | 0.12% | New | 69,552 | $3.1M |
| New York State Teachers Retirement System | 0.01% | Reduce -7.2% | 68,851 | $3.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -70.9% | 65,936 | $2.9M |
| Gabelli Funds LLC | 0.02% | Add +3.6% | 62,521 | $2.7M |
| Victory Capital Management Inc. | 0.00% | Add +39.3% | 62,282 | $2.7M |
| Choate Investment Advisors | 0.06% | No change | 61,948 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -34.1% | 61,028 | $2.7M |
| GW&K Investment Management, LLC | 0.02% | New | 59,475 | $2.6M |
| Renaissance Technologies | 0.00% | Reduce -83.3% | 56,965 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +21.2% | 54,982 | $2.4M |
| F/m Investments LLC | 0.09% | Reduce -0.5% | 54,139 | $2.4M |
| Royce & Associates LP | 0.02% | Add +0.2% | 53,702 | $2.4M |
| Campbell & CO Investment Adviser LLC | 0.18% | Add +421.4% | 52,919 | $2.3M |
| Anchor Capital Advisors LLC | 0.07% | New | 52,340 | $2.3M |
| Susquehanna Fundamental Investments, LLC | 0.08% | Reduce -20.5% | 48,072 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +1.3% | 48,215 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.8% | 46,774 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -18.1% | 45,834 | $2.0M |
| Paradigm Capital Management Inc. | 0.09% | No change | 45,300 | $2.0M |
| Van Hulzen Asset Management, LLC | 0.15% | Reduce -1.1% | 44,496 | $2.0M |
| Polaris Capital Management, LLC | 0.13% | Add +27.8% | 44,200 | $1.9M |
| Mountain Pacific Investment Advisers LLC | 0.29% | Reduce -81.3% | 42,658 | $1.9M |
| Trexquant Investment LP | 0.02% | New | 42,166 | $1.9M |
| Russell Investments Group, Ltd. | 0.00% | Add +12.8% | 41,810 | $1.8M |
| Franklin Resources Inc. | 0.00% | Add +1.6% | 41,487 | $1.8M |
| Sei Investments Co. | 0.00% | Reduce -24.2% | 40,428 | $1.8M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 39,641 | $1.7M |
| AXA Investment Managers S.A. | 0.00% | — | 37,141 | $1.6M |
| QSV Equity Investors LLC | 1.61% | No change | 35,883 | $1.6M |
| Brevan Howard Capital Management LP | 0.02% | New | 33,202 | $1.5M |
| Gotham Asset Management | 0.01% | Add +525.3% | 32,692 | $1.4M |
| PEAK6 LLC | 0.04% | Add +12373.1% | 32,056 | $1.4M |
| Verition Fund Management LLC | 0.01% | Add +57.4% | 31,655 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -33.8% | 31,099 | $1.4M |
| Teacher Retirement System of Texas | 0.01% | Add +61.0% | 30,527 | $1.3M |
| Daiwa Securities Group Inc. | 0.00% | Add +376.2% | 30,000 | $1.3M |
| Mackenzie Financial Corp. | 0.00% | Add +98.3% | 29,939 | $1.3M |
| Arax Advisory Partners | 0.02% | Add +130340.9% | 28,697 | $1.3M |
| Brown Advisory Inc. | 0.00% | Reduce -25.9% | 28,680 | $1.3M |
| Moody National Bank Trust Division | 0.10% | Add +24.3% | 27,873 | $1.2M |
| Hudson Edge Investment Partners Inc. | 0.19% | Add +63.0% | 27,214 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -86.1% | 25,892 | $1.1M |
| HSBC Holdings PLC | 0.00% | Reduce -74.0% | 25,797 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -65.5% | 25,629 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | No change | 25,353 | $1.1M |
| Caption Management, LLC | 0.07% | Reduce -61.6% | 25,200 | $1.1M |
| Intech Investment Management LLC | 0.01% | Reduce -43.9% | 25,165 | $1.1M |
| Elo Mutual Pension Insurance Co | 0.02% | Add +63.4% | 24,828 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Add +8.0% | 24,539 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +169.6% | 23,649 | $1.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +397.8% | 22,400 | $984K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -15.4% | 21,691 | $952K |
| Delphi Management Inc. | 0.87% | Add +0.3% | 21,296 | $936K |
| Integrated Investment Consultants, LLC | 0.16% | Add +157.7% | 21,279 | $935K |
| Oppenheimer & Co. Inc. | 0.01% | New | 20,348 | $894K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 19,906 | $874K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -1.5% | 19,800 | $870K |
| CastleKnight Management LP | 0.05% | Add +185.5% | 19,700 | $865K |
| Janus Henderson Group PLC | 0.00% | No change | 19,257 | $845K |
| Holocene Advisors, LP | 0.00% | New | 18,831 | $827K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -45.3% | 18,533 | $814K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +59.8% | 17,521 | $770K |
| Creative Planning | 0.00% | Reduce -14.5% | 17,318 | $761K |
| Two Sigma Advisers, LP | 0.00% | Add +149.4% | 16,525 | $726K |
| Pathstone Holdings, LLC | 0.00% | Add +29.3% | 16,216 | $712K |
| Advisory Research Inc. | 0.09% | Add +3.8% | 15,209 | $668K |
| Cerity Partners LLC | 0.00% | Add +81.3% | 14,816 | $651K |
| Walleye Trading LLC | 0.01% | Reduce -44.3% | 14,518 | $638K |
| Comerica Bank | 0.00% | Reduce -52.2% | 14,268 | $627K |
| New York State Common Retirement Fund | 0.00% | No change | 13,972 | $614K |
| Kendall Capital Management | 0.14% | Reduce -26.9% | 13,930 | $612K |
| Pier 88 Investment Partners LLC | 0.67% | New | 13,670 | $601K |
| Yousif Capital Management, LLC | 0.01% | Reduce -17.1% | 13,339 | $586K |
| Harbor Capital Advisors, Inc. | 0.05% | Add +12.9% | 13,272 | $583K |
| Arizona State Retirement System | 0.00% | Add +1.5% | 12,743 | $560K |
| Amalgamated Bank | 0.00% | Add +3.5% | 12,671 | $557K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 12,376 | $544K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -7.3% | 12,269 | $539K |
| Wedbush Securities Inc. | 0.02% | Add +161.6% | 12,094 | $531K |
| Inspire Investing, LLC | 0.05% | Add +61.6% | 12,056 | $530K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +21.5% | 11,858 | $521K |
| Bayesian Capital Management, LP | 0.10% | Add +181.8% | 11,606 | $510K |
| Handelsbanken Fonder AB | 0.00% | No change | 11,516 | $506K |
| Tidal Investments LLC | 0.00% | Reduce -10.1% | 11,142 | $489K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.6% | 10,978 | $482K |
| Engineers Gate Manager LP | 0.01% | New | 10,832 | $476K |
| Inceptionr LLC | 0.11% | New | 10,715 | $471K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 10,658 | $468K |
| Capstone Investment Advisors, LLC | 0.01% | New | 10,638 | $467K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -44.2% | 10,044 | $441K |
| Choreo, LLC | 0.01% | Reduce -34.1% | 10,032 | $441K |
| GMO | 0.00% | Reduce -41.5% | 10,016 | $440K |
| PNC Financial Services Group, Inc. | 0.00% | Add +20.4% | 9,984 | $439K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.0% | 9,672 | $425K |
| Cetera Investment Advisers | 0.00% | Add +122.4% | 9,525 | $418K |
| Blueshift Asset Management, LLC | 0.13% | New | 9,503 | $417K |
| XTX Topco Ltd | 0.02% | Add +22.0% | 9,502 | $417K |
| Quantinno Capital Management LP | 0.00% | Add +43.7% | 9,330 | $410K |
| QRG Capital Management, Inc. | 0.00% | Reduce -28.4% | 8,711 | $383K |
| Oxford Asset Management LLP | 0.12% | New | 8,467 | $372K |
| Amundi | 0.00% | Reduce -94.9% | 7,964 | $372K |
| Freestone Grove Partners LP | 0.00% | Reduce -26.2% | 8,279 | $364K |
| ProShare Advisors LLC | 0.00% | Reduce -15.6% | 8,075 | $355K |
| James Investment Research, Inc. | 0.04% | Add +30.9% | 7,818 | $343K |
| Voya Investment Management LLC | 0.00% | Reduce -34.9% | 7,725 | $339K |
| Danske Bank A/S | 0.00% | Reduce -62.5% | 7,633 | $335K |
| Boothbay Fund Management, LLC | 0.01% | New | 7,531 | $331K |
| Simplex Trading, LLC | 0.01% | Reduce -85.3% | 7,477 | $328K |
| Graham Capital Management, L.P. | 0.02% | New | 7,438 | $327K |
| Forbes J M & Co. LLP | 0.03% | No change | 7,120 | $313K |
| Atria Investments, Inc | 0.00% | Add +25.9% | 7,062 | $310K |
| Ifrah Financial Services, Inc. | 0.08% | Add +1.4% | 6,925 | $304K |
| GAMCO Investors | 0.00% | Reduce -1.3% | 6,887 | $303K |
| Axq Capital, LP | 0.11% | New | 6,747 | $296K |
| AlphaQuest LLC | 0.02% | Add +3.5% | 6,568 | $289K |
| Virtu Financial LLC | 0.02% | Add +95.8% | 6,442 | $283K |
| Praxis Investment Management Inc. | 0.02% | No change | 6,410 | $282K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -50.4% | 6,269 | $275K |
| Lazard Asset Management LLC | 0.00% | Reduce -84.1% | 6,152 | $270K |
| Versor Investments LP | 0.05% | Reduce -37.1% | 6,100 | $268K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +13.8% | 6,051 | $266K |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,960 | $262K |
| DRW Securities, LLC | 0.01% | New | 5,697 | $251K |
| HighTower Advisors, LLC | 0.00% | Reduce -36.2% | 5,631 | $247K |
| CenterBook Partners LP | 0.01% | New | 5,612 | $247K |
| Henshaw Capital LLC | 0.01% | Reduce -26.9% | 5,528 | $243K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -25.5% | 5,411 | $238K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,100 | $224K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,731 | $222K |
| Magnus Financial Group LLC | 0.02% | No change | 4,905 | $215K |
| Vestcor Inc | 0.01% | No change | 4,857 | $213K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -12.6% | 4,829 | $212K |
| CIBC Bancorp USA Inc. | 0.00% | — | 4,568 | $201K |
| US Bancorp \de | 0.00% | Reduce -60.4% | 4,381 | $192K |
| Cwm, LLC | 0.00% | Add +675.2% | 3,977 | $175K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -52.9% | 3,612 | $159K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -19.5% | 3,580 | $157K |
| Assetmark, Inc. | 0.00% | Reduce -5.1% | 3,012 | $132K |
| Aster Capital Management (DIFC) Ltd | 0.06% | Add +140.1% | 2,799 | $123K |
| Whittier Trust Co. | 0.00% | Reduce -2.2% | 2,421 | $112K |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.7% | 2,364 | $104K |
| iSAM Funds (UK) Ltd | 0.02% | New | 2,317 | $102K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,800 | $81K |
| Leonteq Securities AG | 0.00% | Add +89.5% | 1,800 | $79K |
| Shell Asset Management Co. | 0.01% | Reduce -61.6% | 1,751 | $77K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -2.4% | 1,734 | $76K |
| EMC Capital Management | 0.03% | No change | 1,575 | $69K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -4.3% | 1,424 | $63K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -0.5% | 1,173 | $52K |
| KBC Group NV | 0.00% | No change | 1,161 | $51K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -99.6% | 1,151 | $51K |
| Blue Trust, Inc. | 0.00% | Add +1.8% | 964 | $42K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.1% | 895 | $40K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 819 | $38K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +14.2% | 773 | $34K |
| CIBC Private Wealth Group LLC | 0.00% | Add +17.7% | 684 | $30K |
| Versant Capital Management, Inc | 0.00% | Add +45.6% | 546 | $24K |
| Parallel Advisors, LLC | 0.00% | Reduce -29.8% | 470 | $21K |
| Public Employees Retirement System of Ohio | 0.00% | Add +14.9% | 470 | $21K |
| Rockefeller Capital Management L.P. | 0.00% | New | 455 | $20K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -33.0% | 464 | $20K |
| Quaker Wealth Management, LLC | 0.01% | No change | 450 | $20K |
| Schroder Investment Management Group | 0.00% | New | 449 | $19K |
| Rossby Financial, LCC | 0.01% | Add +120.7% | 415 | $19K |
| GAMMA Investing LLC | 0.00% | Reduce -73.7% | 385 | $17K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +67.0% | 349 | $15K |
| Quarry LP | 0.00% | New | 340 | $15K |
| First Horizon Corp. | 0.00% | — | 301 | $13K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 300 | $13K |
| State of Wyoming | 0.00% | Reduce -86.5% | 289 | $13K |
| Farther Finance Advisors, LLC | 0.00% | Add +7.2% | 267 | $12K |
| Quadrant Capital Group LLC | 0.00% | Reduce -92.3% | 265 | $12K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -25.5% | 254 | $11K |
| Bogart Wealth, LLC | 0.00% | Add +1666.7% | 212 | $9K |
| Fifth Third Bancorp | 0.00% | Reduce -25.4% | 209 | $9K |
| Bessemer Group Inc. | 0.00% | Add +24.8% | 196 | $9K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -5.6% | 203 | $9K |
| WealthCollab, LLC | 0.00% | Add +211.5% | 190 | $8K |
| Principal Securities, Inc. | 0.00% | Reduce -91.2% | 170 | $7K |
| UMB Bank, n.a. | 0.00% | Reduce -1.2% | 165 | $7K |
| Mizuho Markets Cayman LP | 0.00% | New | 157 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -71.8% | 150 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2.9% | 144 | $6K |
| Essential Partners LLC | 0.00% | New | 128 | $6K |
| Key Financial Inc | 0.00% | No change | 123 | $6K |
| Bare Financial Services, Inc | 0.00% | Add +20.0% | 120 | $5K |
| TD Private Client Wealth LLC | 0.00% | Reduce -92.5% | 113 | $5K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 105 | $5K |
| Sterling Capital Management LLC | 0.00% | No change | 104 | $5K |
| Nova Wealth Management, Inc. | 0.00% | New | 100 | $4K |
| Hemington Wealth Management | 0.00% | Reduce -10.4% | 95 | $4K |
| Root Financial Partners, LLC | 0.00% | New | 83 | $4K |
| Jones Financial Companies LLLP | 0.00% | Add +113.5% | 79 | $3K |
| LRI Investments, LLC | 0.00% | No change | 69 | $3K |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 48 | $3K |
| True Wealth Design, LLC | 0.00% | Add +857.1% | 67 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 65 | $3K |
| Salomon & Ludwin, LLC | 0.00% | New | 62 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 65 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -38.0% | 62 | $3K |
| Fortitude Family Office, LLC | 0.00% | Reduce -9.0% | 61 | $3K |
| Advisory Services Network, LLC | 0.00% | New | 61 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 60 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | New | 53 | $2K |
| Allworth Financial LP | 0.00% | Reduce -50.0% | 52 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 49 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 44 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -59.2% | 42 | $2K |
| Clearstead Advisors, LLC | 0.00% | New | 41 | $2K |
| Global Retirement Partners, LLC | 0.00% | Reduce -88.4% | 35 | $2K |
| Wealthspire Advisors, LLC | 0.00% | New | 34 | $1K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.1% | 31 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 31 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 30 | $1K |
| Signaturefd, LLC | 0.00% | Reduce -71.4% | 30 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 30 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.3% | 29 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 20 | $1K |
| Optiver Holding B.V. | 0.00% | New | 21 | $923 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 18 | $791 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -41.9% | 18 | $791 |
| Westfuller Advisors, LLC | 0.00% | New | 18 | $787 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +75.0% | 7 | $307 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -14.3% | 6 | $278 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -20.0% | 4 | $176 |
| Rialto Wealth Management, LLC | 0.00% | Add +200.0% | 3 | $132 |
| Toronto Dominion Bank | 0.00% | New | 1 | $56 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -66.7% | 1 | $44 |
| Covestor Ltd | 0.00% | Reduce -94.9% | 9 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is PRGS's weight in each manager's 13F, not the share of Progress Software Corp. the manager owns.