Progress SoftwarePRGS

13F holders, Q4 2025 (December 31)
310holders +1
37new positions
43sold out
7famous investors
$43.04avg. 13F price*

At the end of Q4 2025, 310 institutions reported holding Progress Software Corp. (PRGS) in their 13F filings, up 1 from Q3 2025. 37 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($298.8M), Vanguard Group Inc. ($244.3M) and Boston Trust Walden Corp ($80.3M). 7 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions37$25.2M
Exits43$60.6M

All 13F filers, Q3 2025 → Q4 2025: 3,578,718 shares bought and 5,730,498 shares sold, net −2,151,780 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 310 holders

BlackRock, Inc. 0.01% Add +1.2% 6,955,031 $298.8M
Vanguard Group Inc. 0.00% Reduce -0.3% 5,687,127 $244.3M
Boston Trust Walden Corp 0.61% Reduce -4.2% 1,869,746 $80.3M
State Street Corp. 0.00% Reduce -1.3% 1,767,674 $75.9M
Wellington Management Group LLP 0.01% Add +3.4% 1,394,349 $59.9M
Dimensional Fund Advisors LP 0.01% Reduce -2.4% 1,112,516 $47.8M
Geode Capital Management, LLC 0.00% Add +0.6% 1,081,487 $46.5M
LSV Asset Management 0.09% Add +171.2% 981,800 $42.2M
Allspring Global Investments Holdings, LLC 0.07% Reduce -16.1% 988,572 $40.6M
Manufacturers Life Insurance Company, The 0.03% Add +2.7% 931,070 $40.0M
Systematic Financial Management LP 0.92% Reduce -1.1% 904,918 $38.9M
Nomura Asset Management International Inc. 0.05% — 822,435 $35.3M
American Century Companies Inc. 0.02% Add +14.2% 740,590 $31.8M
Swedbank AB 0.03% Reduce -1.1% 735,648 $31.6M
Capital International Investors 0.00% No change 722,081 $31.0M
Barclays PLC 0.01% Add +39.0% 715,691 $30.7M
Fuller & Thaler Asset Management, Inc. 0.09% Reduce -0.5% 634,746 $27.3M
DekaBank Deutsche Girozentrale 0.05% No change 478,870 $26.3M
Segall Bryant & Hamill, LLC 0.35% Reduce -6.9% 599,055 $25.7M
Morgan Stanley 0.00% Add +19.3% 589,875 $25.3M
Bank of America Corp. 0.00% Reduce -10.0% 567,399 $24.4M
Charles Schwab Investment Management Inc. 0.00% Add +11.9% 558,855 $24.0M
Arrowstreet Capital, Limited Partnership 0.01% Add +80.2% 523,036 $22.5M
Oaktop Capital Management Ii, L.P. 1.85% No change 508,608 $21.8M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.11% Add +6.6% 495,346 $21.3M
FMR LLC 0.00% Reduce -33.7% 486,757 $20.9M
Northern Trust Corp. 0.00% Reduce -4.8% 451,550 $19.4M
Natixis 0.07% Add +18.3% 439,800 $18.9M
Goldman Sachs Group Inc. 0.00% Add +0.6% 432,620 $18.6M
Rice Hall James & Associates, LLC 0.84% Add +5.0% 355,909 $15.3M
Jefferies Financial Group Inc. 0.12% Add +52.6% 341,193 $14.7M
Deutsche Bank AG 0.00% Reduce -24.3% 326,845 $14.0M
Two Sigma Investments, LP 0.02% Add +166.4% 317,048 $13.6M
Principal Financial Group Inc. 0.01% Reduce -63.1% 311,105 $13.4M
Kennedy Capital Management LLC 0.28% Add +20.0% 309,884 $13.3M
Jane Street Group, LLC 0.02% Add +187.3% 303,394 $13.0M
Wells Fargo & Company 0.00% Add +9.6% 301,399 $12.9M
AQR Capital Management 0.01% Add +33.7% 287,082 $12.3M
Bank of New York Mellon Corp 0.00% Reduce -11.4% 286,076 $12.3M
Nomura Holdings Inc. 0.03% Add +1.9% 274,945 $11.8M
Glenmede Trust Co. NA 0.06% — 270,682 $11.6M
Swiss Life Asset Management Ltd 0.06% Add +1.4% 268,016 $11.5M
Heron Bay Capital Management 2.17% Add +4.2% 264,862 $11.4M
Marshall Wace, LLP 0.01% Reduce -30.5% 248,477 $10.7M
BNP Paribas Financial Markets 0.01% Add +10.4% 224,559 $9.6M
Invesco Ltd. 0.00% Reduce -75.4% 213,646 $9.2M
Edgestream Partners, L.P. 0.25% Add +45.4% 207,142 $8.9M
UBS Group AG 0.00% Reduce -11.6% 199,624 $8.6M
Bank of Montreal 0.00% Reduce -48.6% 190,012 $8.2M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Reduce -19.3% 184,156 $7.9M
Bank of Nova Scotia 0.01% Add +7.3% 165,920 $7.1M
Woodline Partners LP 0.03% Reduce -19.9% 162,392 $7.0M
Citadel Advisors 0.00% Add +98.9% 162,131 $7.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +23.5% 153,769 $6.6M
Public Sector Pension Investment Board 0.02% Reduce -11.7% 148,513 $6.4M
Ameriprise Financial Inc. 0.00% Reduce -3.2% 143,215 $6.2M
Dana Investment Advisors, Inc. 0.17% New 139,915 $6.0M
KLP Kapitalforvaltning As 0.02% Add +2.3% 130,000 $5.6M
Hillsdale Investment Management Inc. 0.15% Add +37.2% 124,750 $5.4M
Rhumbline Advisers 0.00% Reduce -4.3% 119,748 $5.1M
Mizuho Markets Americas LLC 0.10% Reduce -62.2% 109,712 $4.7M
Legal & General Group Plc 0.00% Reduce -6.3% 108,103 $4.6M
Capital Fund Management S.A. 0.04% Add +35.1% 105,136 $4.5M
Qube Research & Technologies Ltd 0.01% Reduce -71.8% 104,683 $4.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.6% 102,548 $4.4M
JPMorgan Chase & Co. 0.00% Reduce -64.2% 96,938 $4.2M
Nuveen, LLC 0.00% Reduce -23.8% 94,078 $4.0M
Bessemer Group Inc. 0.01% Add +47668.4% 93,626 $4.0M
Stifel Financial Corp. 0.00% Add +21.1% 84,786 $3.6M
Swiss National Bank 0.00% Add +1.2% 84,600 $3.6M
Mackenzie Financial Corp. 0.00% Add +174.3% 82,131 $3.6M
WINTON GROUP Ltd 0.12% New 81,486 $3.5M
GHP Investment Advisors, Inc. 0.14% Reduce -17.8% 78,268 $3.4M
Raymond James Financial Inc. 0.00% Reduce -3.9% 72,386 $3.1M
New York State Teachers Retirement System 0.01% Reduce -1.6% 67,751 $2.9M
Sei Investments Co. 0.00% Add +66.6% 67,350 $2.9M
T. Rowe Price Associates Inc. 0.00% Add +1.8% 67,152 $2.9M
Gabelli Funds LLC 0.02% Add +6.2% 66,400 $2.9M
Campbell & CO Investment Adviser LLC 0.13% Add +20.9% 63,980 $2.7M
Two Sigma Advisers, LP 0.01% Add +279.6% 62,725 $2.7M
Choate Investment Advisors 0.05% No change 61,948 $2.7M
Anchor Capital Advisors LLC 0.08% Add +15.9% 60,683 $2.6M
Balyasny Asset Management L.P. 0.01% New 59,361 $2.6M
UniSuper Management Pty Ltd 0.01% Reduce -63.5% 57,289 $2.5M
GW&K Investment Management, LLC 0.02% Reduce -4.4% 56,847 $2.4M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 55,322 $2.4M
Royce & Associates LP 0.02% Reduce -0.4% 53,478 $2.3M
Susquehanna Portfolio Strategies, LLC 0.04% Reduce -32.7% 53,100 $2.3M
Mariner, LLC 0.00% Add +15.4% 52,891 $2.3M
F/m Investments LLC 0.09% Reduce -2.7% 52,659 $2.3M
Susquehanna Fundamental Investments, LLC 0.07% Add +0.9% 48,522 $2.1M
Millennium Management 0.00% Reduce -88.4% 48,371 $2.1M
Alliancebernstein L.P. 0.00% Reduce -33.9% 47,872 $2.1M
Paradigm Capital Management Inc. 0.08% No change 45,300 $1.9M
Janus Henderson Group PLC 0.00% Add +134.8% 45,210 $1.9M
Envestnet Asset Management Inc. 0.00% Reduce -28.6% 43,598 $1.9M
Quantinno Capital Management LP 0.00% Add +347.2% 41,722 $1.8M
California State Teachers Retirement System 0.00% Add +3.4% 40,998 $1.8M
Franklin Resources Inc. 0.00% Reduce -1.8% 40,750 $1.8M
Russell Investments Group, Ltd. 0.00% Reduce -3.2% 40,455 $1.7M
Prudential Financial Inc. 0.00% Reduce -72.9% 40,410 $1.7M
Twinbeech Capital LP 0.12% New 39,165 $1.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +4830.7% 38,114 $1.6M
Mountain Pacific Investment Advisers LLC 0.26% Reduce -11.3% 37,843 $1.6M
Readystate Asset Management LP 0.12% New 36,952 $1.6M
CANADA LIFE ASSURANCE Co 0.00% Reduce -23.7% 36,792 $1.6M
Van Hulzen Asset Management, LLC 0.11% Reduce -20.8% 35,235 $1.5M
Fox Run Management, L.L.C. 0.23% New 34,219 $1.5M
Gotham Asset Management 0.01% Add +4.5% 34,155 $1.5M
Polaris Capital Management, LLC 0.11% Reduce -28.5% 31,600 $1.4M
HSBC Holdings PLC 0.00% Add +19.8% 30,893 $1.3M
Creative Planning 0.00% Add +70.4% 29,511 $1.3M
Thrivent Financial for Lutherans 0.00% Reduce -5.2% 29,484 $1.3M
PEAK6 LLC 0.03% Reduce -8.4% 29,366 $1.3M
SG Americas Securities, LLC 0.00% Add +19.2% 28,195 $1.2M
Moody National Bank Trust Division 0.12% Add +0.8% 28,085 $1.2M
First Trust Advisors LP 0.00% Reduce -67.1% 27,866 $1.2M
Intech Investment Management LLC 0.01% Add +8.1% 27,194 $1.2M
Hudson Edge Investment Partners Inc. 0.16% Reduce -5.8% 25,626 $1.1M
Teacher Retirement System of Texas 0.00% Reduce -17.4% 25,231 $1.1M
QSV Equity Investors LLC 1.58% Reduce -30.9% 24,814 $1.1M
MetLife Investment Management, LLC 0.01% Reduce -4.3% 24,269 $1.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +8.0% 24,200 $1.0M
Dark Forest Capital Management LP 0.05% Reduce -66.2% 23,498 $1.0M
Brevan Howard Capital Management LP 0.02% Reduce -30.2% 23,181 $996K
State of Alaska, Department of Revenue 0.01% Add +0.7% 21,848 $938K
Illinois Municipal Retirement Fund 0.01% Reduce -12.1% 21,559 $926K
Legato Capital Management LLC 0.08% New 21,201 $911K
Integrated Investment Consultants, LLC 0.18% Reduce -1.2% 21,024 $903K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.1% 19,917 $856K
Louisiana State Employees Retirement System 0.01% Reduce -0.5% 19,700 $846K
Victory Capital Management Inc. 0.00% Reduce -68.6% 19,559 $840K
Abacus Wealth Partners, LLC 0.08% New 18,961 $815K
Exchange Traded Concepts, LLC 0.01% Reduce -2.9% 18,005 $773K
Susquehanna International Group, LLP 0.00% Reduce -61.8% 17,885 $768K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +1.1% 17,710 $761K
Brown Advisory Inc. 0.00% Reduce -38.4% 17,671 $759K
Verition Fund Management LLC 0.00% Reduce -46.0% 17,100 $735K
Pier 88 Investment Partners LLC 0.83% Add +23.6% 16,890 $726K
Caption Management, LLC 0.03% Reduce -33.7% 16,700 $717K
XTX Topco Ltd 0.02% Add +71.2% 16,264 $699K
Elo Mutual Pension Insurance Co 0.01% Reduce -35.8% 15,943 $685K
Citigroup Inc. 0.00% Reduce -77.9% 15,535 $667K
Holocene Advisors, LP 0.00% Reduce -19.5% 15,158 $651K
Virtus Advisers, LLC 0.31% New 14,800 $636K
Oppenheimer & Co. Inc. 0.01% Reduce -28.2% 14,618 $628K
Versor Investments LP 0.10% Add +139.3% 14,600 $627K
Harbor Capital Advisors, Inc. 0.05% Add +9.6% 14,550 $625K
Advisory Research Inc. 0.08% Reduce -5.6% 14,359 $617K
Royal Bank of Canada 0.00% Reduce -74.1% 14,229 $612K
MidFirst Bank 0.05% — 14,000 $601K
New York State Common Retirement Fund 0.00% No change 13,972 $600K
Inspire Investing, LLC 0.05% Add +9.7% 13,223 $568K
Amalgamated Bank 0.00% Reduce -1.2% 12,516 $538K
State Board of Administration of Florida Retirement System 0.00% No change 12,376 $532K
State of Tennessee, Department of Treasury 0.00% Add +19.8% 12,768 $522K
Wedbush Securities Inc. 0.02% Add +0.5% 12,150 $522K
Arizona State Retirement System 0.00% Reduce -6.2% 11,948 $513K
Police & Firemen's Retirement System of New Jersey 0.00% Add +0.5% 11,918 $512K
Comerica Bank 0.00% Reduce -16.8% 11,866 $510K
Handelsbanken Fonder AB 0.00% No change 11,516 $495K
Cwm, LLC 0.00% Add +183.2% 11,264 $484K
PNC Financial Services Group, Inc. 0.00% Add +11.1% 11,095 $477K
Kendall Capital Management 0.10% Reduce -20.6% 11,065 $475K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -11.5% 10,854 $467K
Watershed Asset Management, L.L.C. 0.43% — 10,801 $464K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -3.2% 10,623 $456K
Yousif Capital Management, LLC 0.00% Reduce -12.6% 11,654 $450K
Amundi 0.00% Add +30.4% 10,383 $446K
Cerity Partners LLC 0.00% Reduce -31.2% 10,196 $438K
Natixis Advisors, LLC 0.00% New 10,074 $433K
Choreo, LLC 0.01% Reduce -1.0% 9,931 $432K
D. E. Shaw & Co. 0.00% Reduce -61.8% 9,888 $425K
Lazard Asset Management LLC 0.00% Add +59.8% 9,831 $422K
Oregon Public Employees Retirement Fund 0.01% Add +1.0% 9,772 $420K
State of Wyoming 0.04% Add +3205.5% 9,553 $410K
GMO 0.00% Reduce -6.5% 9,362 $402K
Tidal Investments LLC 0.00% Reduce -16.7% 9,277 $399K
QRG Capital Management, Inc. 0.00% Add +3.4% 9,004 $387K
Mercer Global Advisors Inc. 0.00% Add +61.5% 8,736 $375K
Bridgefront Capital, LLC 0.09% New 8,684 $373K
ProShare Advisors LLC 0.00% Add +3.2% 8,333 $358K
Delphi Management Inc. 0.34% Reduce -61.3% 8,251 $354K
Pathstone Holdings, LLC 0.00% Reduce -49.8% 8,143 $350K
Stoneridge Investment Partners LLC 0.23% New 7,853 $337K
James Investment Research, Inc. 0.04% No change 7,818 $336K
Voya Investment Management LLC 0.00% No change 7,725 $332K
Two Sigma Securities, LLC 0.04% New 7,434 $319K
Entropy Technologies, LP 0.02% New 7,244 $311K
Forbes J M & Co. LLP 0.02% No change 7,120 $306K
Buckland Partners Management Co LLC 0.17% — 7,000 $301K
Ifrah Financial Services, Inc. 0.08% Reduce -0.4% 6,896 $296K
EP Wealth Advisors, LLC 0.00% — 6,753 $290K
GAMCO Investors 0.00% Reduce -2.3% 6,727 $289K
Cetera Investment Advisers 0.00% Reduce -31.8% 6,492 $279K
AlphaQuest LLC 0.02% Reduce -2.1% 6,431 $276K
Praxis Investment Management Inc. 0.02% No change 6,410 $275K
Wealth Enhancement Advisory Services, LLC 0.00% Add +37.5% 6,505 $270K
Maryland State Retirement & Pension System 0.01% No change 6,269 $269K
Group One Trading LLC 0.01% New 6,113 $263K
Pictet Asset Management Holding SA 0.00% No change 5,960 $256K
Merit Financial Group, LLC 0.00% New 5,928 $255K
M&T Bank Corp 0.00% New 5,684 $244K
Atria Investments, Inc 0.00% Reduce -20.1% 5,641 $242K
HighTower Advisors, LLC 0.00% Reduce -2.7% 5,477 $235K
LPL Financial LLC 0.00% New 5,105 $219K
Public Employees Retirement Association of Colorado 0.00% No change 5,100 $219K
Chesley Taft & Associates LLC 0.01% New 5,027 $216K
Magnus Financial Group LLC 0.02% No change 4,905 $211K
Mutual of America Capital Management LLC 0.00% Add +1.6% 4,904 $211K
Squarepoint Ops LLC 0.00% Reduce -81.5% 4,731 $203K
Neuberger Berman Group LLC 0.00% New 4,723 $203K
Wealthspire Advisors, LLC 0.00% Add +13650.0% 4,675 $201K
US Bancorp \de 0.00% Add +6.1% 4,650 $200K
Quantbot Technologies LP 0.01% New 4,488 $193K
Ensign Peak Advisors, Inc 0.00% Reduce -62.7% 3,744 $161K
Ameritas Investment Partners, Inc. 0.00% No change 3,580 $154K
Versant Capital Management, Inc 0.02% Add +544.3% 3,518 $151K
GAMMA Investing LLC 0.01% Add +652.2% 2,896 $124K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +43.6% 2,490 $102K
Tower Research Capital LLC (TRC) 0.00% Reduce -36.8% 2,282 $98K
Whittier Trust Co. 0.00% Reduce -4.4% 2,314 $96K
Leonteq Securities AG 0.00% Add +2.8% 1,850 $79K
Pacer Advisors, Inc. 0.00% Reduce -24.0% 1,797 $77K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,800 $75K
Vestcor Inc 0.00% Reduce -66.0% 1,650 $71K
Canada Pension Plan Investment Board 0.00% New 1,500 $64K
Pinnacle Wealth Planning Services, Inc. 0.01% New 1,416 $61K
EMC Capital Management 0.03% Reduce -15.0% 1,339 $58K
Rockefeller Capital Management L.P. 0.00% Add +192.8% 1,332 $57K
TD Private Client Wealth LLC 0.00% Add +1042.5% 1,291 $55K
KBC Group NV 0.00% No change 1,161 $50K
Advisors Asset Management, Inc. 0.00% Reduce -2.0% 1,150 $49K
Nisa Investment Advisors, LLC 0.00% Reduce -31.1% 981 $42K
Kemnay Advisory Services Inc. 0.01% New 978 $42K
SageView Advisory Group, LLC 0.00% New 886 $38K
Whittier Trust Co. of Nevada Inc. 0.00% No change 819 $34K
Blue Trust, Inc. 0.00% Reduce -19.5% 776 $33K
Hantz Financial Services, Inc. 0.00% Add +194.1% 747 $32K
CIBC Private Wealth Group LLC 0.00% Add +4.0% 711 $31K
Quadrant Capital Group LLC 0.00% Add +107.2% 549 $24K
Public Employees Retirement System of Ohio 0.00% Add +16.4% 547 $23K
Osaic Holdings, Inc. 0.00% Reduce -41.6% 523 $22K
Global Retirement Partners, LLC 0.00% Add +1340.0% 504 $22K
Parallel Advisors, LLC 0.00% Reduce -2.1% 460 $20K
Quaker Wealth Management, LLC 0.01% No change 450 $19K
Maseco LLP 0.00% New 438 $19K
Rossby Financial, LCC 0.01% No change 415 $18K
Essential Partners LLC 0.01% Add +217.2% 406 $17K
Smartleaf Asset Management LLC 0.00% Reduce -15.1% 394 $17K
Allworth Financial LP 0.00% Add +651.9% 391 $17K
First Horizon Corp. 0.00% Add +25.3% 377 $16K
Fifth Third Bancorp 0.00% Add +70.3% 356 $15K
Caitong International Asset Management Co., Ltd 0.00% Reduce -1.7% 343 $15K
UMB Bank, n.a. 0.00% Add +85.5% 306 $13K
Salomon & Ludwin, LLC 0.00% Add +419.4% 322 $13K
Sterling Capital Management LLC 0.00% Add +174.0% 285 $12K
WPG Advisers, LLC 0.01% New 238 $10K
Brown Brothers Harriman & Co. 0.00% New 232 $10K
Parkside Financial Bank & Trust 0.00% Add +10.8% 225 $10K
EverSource Wealth Advisors, LLC 0.00% Add +37.3% 206 $9K
MassMutual Private Wealth & Trust, FSB 0.00% Add +38.9% 200 $9K
Los Angeles Capital Management LLC 0.00% New 200 $8K
Basecamp Wealth Advisors LLC 0.00% — 176 $8K
Rothschild Investment LLC 0.00% Add +156.4% 159 $7K
Key Financial Inc 0.00% No change 123 $5K
MAI Capital Management 0.00% New 120 $5K
True Wealth Design, LLC 0.00% Add +56.7% 105 $5K
Elequin Capital, LP 0.00% New 104 $4K
Jones Financial Companies LLLP 0.00% Add +29.1% 102 $4K
Nova Wealth Management, Inc. 0.00% No change 100 $4K
IFP Advisors, Inc 0.00% Reduce -20.9% 83 $4K
Northwestern Mutual Wealth Management Co. 0.00% Add +186.2% 83 $4K
T. Rowe Price Investment Management, Inc. 0.00% No change 48 $3K
LRI Investments, LLC 0.00% No change 69 $3K
Vermillion & White Wealth Management Group, LLC 0.00% No change 65 $3K
TD Waterhouse Canada Inc. 0.00% No change 65 $3K
Retirement Wealth Solutions LLC 0.00% Add +17.0% 62 $3K
Farther Finance Advisors, LLC 0.00% Reduce -80.5% 52 $2K
CoreCap Advisors, LLC 0.00% No change 49 $2K
Root Financial Partners, LLC 0.00% Reduce -43.4% 47 $2K
Creative Financial Designs Inc. 0.00% No change 44 $2K
Arax Advisory Partners 0.00% Reduce -99.8% 42 $2K
SBI Securities Co., Ltd. 0.00% No change 42 $2K
Torren Management, LLC 0.00% — 41 $2K
Quarry LP 0.00% Reduce -87.9% 41 $2K
Assetmark, Inc. 0.00% Reduce -98.8% 36 $2K
NewEdge Advisors, LLC 0.00% Reduce -3.2% 30 $1K
Farmers & Merchants Investments Inc. 0.00% No change 30 $1K
Signaturefd, LLC 0.00% No change 30 $1K
Steward Partners Investment Advisory, LLC 0.00% No change 30 $1K
JFS Wealth Advisors, LLC 0.00% Add +27.8% 23 $989
Picton Mahoney Asset Management 0.00% No change 20 $859
Larson Financial Group LLC 0.00% New 19 $816
Signature Equity Partners, LLC 0.00% — 18 $773
Optima Capital LLC 0.00% New 12 $516
Kilter Group LLC 0.00% New 11 $473
Aster Capital Management (DIFC) Ltd 0.00% Reduce -99.7% 8 $344
Ankerstar Wealth, LLC 0.00% — 5 $215
Clearstead Advisors, LLC 0.00% Reduce -87.8% 5 $215
DiNuzzo Private Wealth, Inc. 0.00% Reduce -16.7% 5 $215
Keating Financial Advisory Services, Inc. 0.00% — 5 $215
Gilpin Wealth Management, LLC 0.00% — 3 $129
DV Trading LLC 0.00% — 3 $129
SJS Investment Consulting Inc. 0.00% Reduce -25.0% 3 $129
Rialto Wealth Management, LLC 0.00% Reduce -33.3% 2 $86
Bay Harbor Wealth Management, LLC 0.00% Reduce -71.4% 2 $85
Hughes Financial Services, LLC 0.00% New 1 $43
Dunhill Financial, LLC 0.00% New 1 $39
Covestor Ltd 0.00% Reduce -44.4% 5 $0

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