Progress SoftwarePRGS

13F holders, Q3 2025 (September 30)
309holders −37
40new positions
75sold out
8famous investors
$43.96avg. 13F price*

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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions40$39.2M
Exits75$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.