Progress SoftwarePRGS

13F holders, Q1 2026 (March 31)
294holders −16
49new positions
62sold out
5famous investors
$25.71avg. 13F price*

At the end of Q1 2026, 294 institutions reported holding Progress Software Corp. (PRGS) in their 13F filings, down 16 from Q4 2025. 49 opened new positions and 62 sold out. The largest holders were BlackRock, Inc. ($178.8M), Vanguard Portfolio Management LLC ($88.0M) and Vanguard Capital Management LLC ($49.5M). 5 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions49$36.8M
Exits62$152.6M

All 13F filers, Q4 2025 → Q1 2026: 6,641,520 shares bought and 8,089,163 shares sold, net −1,447,643 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 294 holders

BlackRock, Inc. 0.00% Add +0.3% 6,972,080 $178.8M
Vanguard Portfolio Management LLC 0.00% — 3,430,715 $88.0M
Vanguard Capital Management LLC 0.00% — 1,928,640 $49.5M
State Street Corp. 0.00% Reduce -0.4% 1,761,009 $45.2M
Boston Trust Walden Corp 0.36% Reduce -8.0% 1,720,324 $44.1M
Dimensional Fund Advisors LP 0.01% Add +10.9% 1,233,830 $31.7M
Arrowstreet Capital, Limited Partnership 0.02% Add +133.6% 1,221,647 $31.3M
Geode Capital Management, LLC 0.00% Add +0.5% 1,086,715 $27.9M
Manufacturers Life Insurance Company, The 0.02% Add +15.0% 1,070,327 $27.5M
LSV Asset Management 0.05% Add +0.7% 988,400 $25.4M
Victory Capital Management Inc. 0.02% Add +4746.3% 947,894 $24.3M
Heron Bay Capital Management 2.17% Add +245.7% 915,697 $23.5M
Systematic Financial Management LP 0.52% Reduce -2.2% 884,790 $22.7M
American Century Companies Inc. 0.01% Reduce -4.4% 707,807 $18.2M
Morgan Stanley 0.00% Add +17.6% 693,731 $17.8M
Goldman Sachs Group Inc. 0.00% Add +50.5% 651,035 $16.7M
Nomura Asset Management International Inc. 0.03% Reduce -21.1% 648,850 $16.6M
Fuller & Thaler Asset Management, Inc. 0.05% Add +0.1% 635,212 $16.3M
FMR LLC 0.00% Add +25.6% 611,107 $15.7M
Charles Schwab Investment Management Inc. 0.00% Add +6.9% 597,663 $15.3M
Segall Bryant & Hamill, LLC 0.21% Reduce -4.8% 570,077 $14.6M
Barclays PLC 0.00% Reduce -27.6% 518,540 $13.3M
Oaktop Capital Management Ii, L.P. 0.97% No change 508,608 $13.0M
DekaBank Deutsche Girozentrale 0.02% No change 478,870 $12.9M
Susquehanna International Group, LLP 0.02% Add +2672.3% 495,819 $12.7M
Bank of America Corp. 0.00% Reduce -14.2% 486,717 $12.5M
Rice Hall James & Associates, LLC 0.65% Add +27.2% 452,702 $11.6M
Northern Trust Corp. 0.00% Reduce -1.1% 446,425 $11.5M
Swedbank AB 0.01% Reduce -41.1% 433,580 $11.1M
AQR Capital Management 0.00% Add +35.8% 389,725 $10.0M
Point72 Asset Management 0.02% New 327,776 $8.4M
Glenmede Trust Co. NA 0.04% Add +15.4% 312,282 $8.0M
Kennedy Capital Management LLC 0.17% Reduce -1.6% 304,914 $7.8M
Vanguard Fiduciary Trust Co. 0.00% — 294,069 $7.5M
JPMorgan Chase & Co. 0.00% Add +166.9% 258,766 $7.3M
Allspring Global Investments Holdings, LLC 0.01% Reduce -70.9% 287,901 $7.2M
Bank of New York Mellon Corp 0.00% Reduce -7.7% 264,190 $6.8M
Pacer Advisors, Inc. 0.02% Add +14334.0% 259,378 $6.7M
Invesco Ltd. 0.00% Add +20.9% 258,413 $6.6M
Dana Investment Advisors, Inc. 0.20% Add +84.4% 258,061 $6.6M
Woodline Partners LP 0.02% Add +36.4% 221,469 $5.7M
Wells Fargo & Company 0.00% Reduce -29.2% 213,405 $5.5M
Deutsche Bank AG 0.00% Reduce -35.2% 211,861 $5.4M
Bank of Montreal 0.00% Add +10.6% 210,087 $5.4M
Principal Financial Group Inc. 0.00% Reduce -33.8% 205,911 $5.3M
IMC-Chicago, LLC 0.08% New 204,662 $5.2M
Public Sector Pension Investment Board 0.02% Add +33.9% 198,811 $5.1M
Jane Street Group, LLC 0.01% Reduce -37.7% 188,938 $4.8M
UBS Group AG 0.00% Reduce -5.4% 188,755 $4.8M
Nomura Holdings Inc. 0.04% Reduce -32.5% 185,526 $4.8M
Capital Fund Management S.A. 0.04% Add +57.5% 165,634 $4.2M
Natixis 0.02% Reduce -64.8% 155,000 $4.0M
Hillsdale Investment Management Inc. 0.10% Add +14.3% 142,550 $3.7M
Qube Research & Technologies Ltd 0.01% Add +30.7% 136,857 $3.5M
Ameriprise Financial Inc. 0.00% Reduce -5.2% 135,743 $3.5M
Rhumbline Advisers 0.00% Add +1.5% 121,574 $3.1M
Susquehanna Fundamental Investments, LLC 0.11% Add +139.1% 115,996 $3.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.6% 100,939 $2.6M
Sei Investments Co. 0.00% Add +49.6% 100,768 $2.6M
Two Sigma Investments, LP 0.00% Reduce -68.5% 99,823 $2.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -36.6% 97,497 $2.5M
Legal & General Group Plc 0.00% Reduce -11.2% 95,948 $2.5M
Bessemer Group Inc. 0.00% Reduce -0.3% 93,349 $2.4M
SG Americas Securities, LLC 0.00% Add +229.2% 92,819 $2.4M
Nuveen, LLC 0.00% Reduce -1.6% 92,546 $2.4M
Bank of Nova Scotia 0.00% Reduce -44.5% 92,090 $2.4M
Dynamic Technology Lab Private Ltd 0.38% New 91,096 $2.3M
Corient Private Wealth LP 0.00% New 90,711 $2.3M
Swiss National Bank 0.00% No change 84,600 $2.2M
Alliancebernstein L.P. 0.00% Add +0.4% 48,058 $2.1M
Edgestream Partners, L.P. 0.07% Reduce -61.8% 79,215 $2.0M
First Trust Advisors LP 0.00% Add +179.8% 77,978 $2.0M
Raymond James Financial Inc. 0.00% Add +6.4% 77,013 $2.0M
BNP Paribas Financial Markets 0.00% Reduce -65.9% 76,513 $2.0M
GHP Investment Advisors, Inc. 0.08% Reduce -3.0% 75,925 $1.9M
New York State Teachers Retirement System 0.00% Add +7.5% 72,814 $1.9M
Prudential Financial Inc. 0.00% Add +79.0% 72,319 $1.9M
Wedge Capital Management L L P 0.03% New 65,441 $1.7M
XTX Topco Ltd 0.03% Add +286.3% 62,826 $1.6M
Choate Investment Advisors 0.03% No change 61,948 $1.6M
Tudor Investment Corporation 0.01% New 61,448 $1.6M
Anchor Capital Advisors LLC 0.04% Add +0.1% 60,746 $1.6M
Mackenzie Financial Corp. 0.00% Reduce -29.0% 58,298 $1.5M
Y-Intercept (Hong Kong) Ltd 0.03% New 57,918 $1.5M
UniSuper Management Pty Ltd 0.01% No change 57,289 $1.5M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -69.0% 57,184 $1.5M
Mariner, LLC 0.00% Add +7.7% 56,978 $1.5M
Man Group plc 0.00% New 54,593 $1.4M
Dark Forest Capital Management LP 0.12% Add +131.8% 54,456 $1.4M
Boothbay Fund Management, LLC 0.03% New 54,041 $1.4M
Susquehanna Portfolio Strategies, LLC 0.02% No change 53,100 $1.4M
California State Teachers Retirement System 0.00% Add +29.4% 53,043 $1.4M
Twinbeech Capital LP 0.14% Add +33.5% 52,269 $1.3M
Royce & Associates LP 0.01% Reduce -3.4% 51,670 $1.3M
T. Rowe Price Associates Inc. 0.00% Reduce -24.7% 50,574 $1.3M
Citadel Advisors 0.00% Reduce -69.0% 50,310 $1.3M
Gsa Capital Partners LLP 0.08% New 49,856 $1.3M
Blueshift Asset Management, LLC 0.39% New 49,815 $1.3M
Janus Henderson Group PLC 0.00% Add +6.3% 48,038 $1.2M
Vanguard Global Advisers, LLC 0.00% — 47,717 $1.2M
Envestnet Asset Management Inc. 0.00% Add +4.1% 45,372 $1.2M
Paradigm Capital Management Inc. 0.04% No change 45,300 $1.2M
Picton Mahoney Asset Management 0.01% Add +224360.0% 44,892 $1.2M
Van Hulzen Asset Management, LLC 0.08% Add +25.4% 44,178 $1.1M
Brevan Howard Capital Management LP 0.01% Add +77.9% 41,246 $1.1M
Russell Investments Group, Ltd. 0.00% Add +1.7% 41,136 $1.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 40,623 $1.0M
Franklin Resources Inc. 0.00% Reduce -7.3% 37,759 $969K
Mountain Pacific Investment Advisers LLC 0.16% Reduce -1.1% 37,412 $960K
HSBC Holdings PLC 0.00% Add +18.6% 36,627 $955K
Fox Run Management, L.L.C. 0.16% Reduce -2.7% 33,290 $941K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -6.6% 35,613 $913K
CANADA LIFE ASSURANCE Co 0.00% Reduce -6.4% 34,434 $883K
Readystate Asset Management LP 0.09% Reduce -10.1% 33,215 $852K
Gotham Asset Management 0.00% Reduce -3.4% 33,004 $847K
State of Tennessee, Department of Treasury 0.00% Add +157.1% 32,825 $842K
Walleye Trading LLC 0.02% New 32,492 $833K
Fifth Third Bancorp 0.00% Add +8574.2% 30,880 $792K
CenterBook Partners LP 0.04% New 30,069 $771K
Trexquant Investment LP 0.01% New 29,207 $749K
Elo Mutual Pension Insurance Co 0.01% Add +79.1% 28,554 $732K
Thrivent Financial for Lutherans 0.00% Reduce -4.7% 28,110 $721K
Moody National Bank Trust Division 0.07% Reduce -0.8% 27,873 $715K
Marshall Wace, LLP 0.00% Reduce -89.4% 26,401 $677K
Creative Planning 0.00% Reduce -13.1% 25,644 $658K
Aster Capital Management (DIFC) Ltd 0.21% Add +158100.0% 12,656 $652K
Illinois Municipal Retirement Fund 0.01% Add +16.3% 25,081 $643K
Graham Capital Management, L.P. 0.03% New 24,779 $636K
MetLife Investment Management, LLC 0.00% Reduce -0.8% 24,068 $617K
Citigroup Inc. 0.00% Add +54.6% 24,025 $616K
Polaris Capital Management, LLC 0.05% Reduce -25.9% 23,400 $600K
Schonfeld Strategic Advisors LLC 0.00% New 23,254 $596K
Inspire Investing, LLC 0.03% Add +74.6% 23,092 $592K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Reduce -7.8% 22,300 $572K
Gabelli Funds LLC 0.00% Reduce -66.9% 22,000 $564K
State of Alaska, Department of Revenue 0.01% Add +0.7% 21,989 $563K
Quantinno Capital Management LP 0.00% Reduce -48.8% 21,379 $548K
Campbell & CO Investment Adviser LLC 0.03% Reduce -68.3% 20,248 $519K
Amundi 0.00% Add +94.6% 20,208 $518K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +12.8% 19,985 $513K
KLP Kapitalforvaltning As 0.00% Reduce -84.8% 19,700 $505K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.2% 19,674 $505K
Pier 88 Investment Partners LLC 0.74% Add +16.0% 19,600 $503K
Vinva Investment Management Ltd 0.01% New 12,068 $498K
Louisiana State Employees Retirement System 0.01% Reduce -5.1% 18,700 $480K
Brooklyn Investment Group 0.01% New 17,674 $453K
Brown Advisory Inc. 0.00% Reduce -0.1% 17,657 $453K
Cerity Partners LLC 0.00% Add +69.2% 17,252 $443K
Balyasny Asset Management L.P. 0.00% Reduce -72.0% 16,627 $426K
Advisory Research Inc. 0.05% Add +15.6% 16,597 $426K
Abacus Wealth Partners, LLC 0.04% Reduce -15.1% 16,092 $413K
Burney Co./ 0.01% New 15,876 $407K
Watershed Asset Management, L.L.C. 0.41% Add +42.0% 15,335 $393K
Hudson Edge Investment Partners Inc. 0.06% Reduce -40.8% 15,180 $389K
Virtus Advisers, LLC 0.18% No change 14,800 $380K
Alps Advisors Inc. 0.00% New 14,440 $370K
Pathstone Holdings, LLC 0.00% Add +76.8% 14,398 $369K
Oxford Asset Management LLP 0.15% New 14,368 $369K
MidFirst Bank 0.03% No change 14,000 $359K
New York State Common Retirement Fund 0.00% No change 13,972 $358K
Oppenheimer & Co. Inc. 0.00% Reduce -5.6% 13,798 $354K
Teacher Retirement System of Texas 0.00% Reduce -46.5% 13,485 $346K
Engineers Gate Manager LP 0.00% New 13,030 $334K
Royal Bank of Canada 0.00% Reduce -10.2% 12,778 $328K
Globeflex Capital L P 0.05% New 12,655 $325K
Mercer Global Advisors Inc. 0.00% Add +42.0% 12,408 $318K
State Board of Administration of Florida Retirement System 0.00% No change 12,376 $317K
Magnetar Financial LLC 0.00% New 12,367 $317K
Wedbush Securities Inc. 0.01% Add +1.6% 12,339 $316K
Caitong International Asset Management Co., Ltd 0.06% Add +3468.5% 12,240 $314K
Amalgamated Bank 0.00% Reduce -3.0% 12,145 $312K
Police & Firemen's Retirement System of New Jersey 0.00% No change 11,918 $306K
Arizona State Retirement System 0.00% Reduce -1.4% 11,785 $302K
Choreo, LLC 0.00% Add +16.6% 11,579 $297K
Handelsbanken Fonder AB 0.00% No change 11,516 $295K
Yousif Capital Management, LLC 0.00% Reduce -3.1% 11,295 $290K
Diametric Capital, LP 0.07% New 10,924 $280K
Janney Montgomery Scott LLC 0.00% New 10,933 $280K
Teachers Retirement System of the State of Kentucky 0.00% No change 10,854 $279K
Kendall Capital Management 0.06% Reduce -3.2% 10,715 $275K
Walleye Capital LLC 0.00% New 10,424 $267K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -2.0% 10,415 $267K
Intech Investment Management LLC 0.00% Reduce -61.9% 10,354 $266K
Vanguard Investments Australia, Ltd. 0.00% — 10,019 $257K
PEAK6 LLC 0.01% Reduce -66.2% 9,936 $255K
QRG Capital Management, Inc. 0.00% Add +9.6% 9,866 $253K
Harbor Capital Advisors, Inc. 0.02% Reduce -32.6% 9,811 $252K
Oregon Public Employees Retirement Fund 0.00% Reduce -1.0% 9,672 $248K
D.A. Davidson & Co. 0.00% New 9,200 $236K
Cwm, LLC 0.00% Reduce -19.4% 9,083 $233K
Chesley Taft & Associates LLC 0.01% Add +69.0% 8,497 $218K
EP Wealth Advisors, LLC 0.00% Add +23.0% 8,305 $213K
Tidal Investments LLC 0.00% Reduce -11.9% 8,177 $210K
Wealth Enhancement Advisory Services, LLC 0.00% Add +25.1% 8,135 $210K
DRW Securities, LLC 0.01% New 7,937 $204K
Integrated Investment Consultants, LLC 0.04% Reduce -62.3% 7,927 $203K
Stoneridge Investment Partners LLC 0.15% No change 7,853 $201K
James Investment Research, Inc. 0.02% Add +0.1% 7,827 $201K
PNC Financial Services Group, Inc. 0.00% Reduce -30.7% 7,688 $197K
Lazard Asset Management LLC 0.00% Reduce -25.8% 7,291 $187K
Jones Financial Companies LLLP 0.00% Add +6360.8% 6,590 $182K
OP Asset Management Ltd 0.00% New 6,525 $167K
Public Employees Retirement Association of Colorado 0.00% No change 5,100 $131K
Freestone Grove Partners LP 0.00% New 4,189 $107K
FNY Investment Advisers, LLC 0.05% New 4,137 $106K
Group One Trading LLC 0.00% Reduce -33.6% 4,057 $104K
Ensign Peak Advisors, Inc 0.00% No change 3,744 $96K
Tower Research Capital LLC (TRC) 0.00% Add +57.4% 3,592 $92K
Ameritas Investment Partners, Inc. 0.00% No change 3,580 $92K
Jefferies Financial Group Inc. 0.00% Reduce -99.0% 3,476 $89K
State of Wyoming 0.01% Reduce -64.8% 3,362 $86K
Rockefeller Capital Management L.P. 0.00% Add +105.6% 2,739 $70K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +8.0% 2,689 $69K
US Bancorp \de 0.00% Reduce -45.7% 2,524 $65K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,800 $48K
GAMMA Investing LLC 0.00% Reduce -40.8% 1,716 $44K
Leonteq Securities AG 0.00% Reduce -8.1% 1,700 $44K
TD Private Client Wealth LLC 0.00% No change 1,291 $33K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -97.8% 1,207 $31K
KBC Group NV 0.00% No change 1,161 $30K
Arax Advisory Partners 0.00% Add +2652.4% 1,156 $30K
Osaic Holdings, Inc. 0.00% Add +114.5% 1,122 $29K
Parallel Advisors, LLC 0.00% Add +142.0% 1,113 $29K
Geneos Wealth Management Inc. 0.00% New 1,000 $26K
Hantz Financial Services, Inc. 0.00% Add +25.2% 935 $24K
Nisa Investment Advisors, LLC 0.00% Reduce -5.3% 929 $24K
Whittier Trust Co. of Nevada Inc. 0.00% No change 819 $23K
EverSource Wealth Advisors, LLC 0.00% Add +300.5% 825 $21K
Blue Trust, Inc. 0.00% Reduce -3.5% 749 $19K
Quarry LP 0.00% Add +1656.1% 720 $18K
Public Employees Retirement System of Ohio 0.00% Add +15.0% 629 $16K
Advisors Asset Management, Inc. 0.00% Reduce -52.2% 550 $14K
Destiny Wealth Partners, LLC 0.00% New 530 $14K
Kemnay Advisory Services Inc. 0.00% Reduce -47.5% 513 $13K
Versant Capital Management, Inc 0.00% Reduce -86.6% 471 $12K
MAI Capital Management 0.00% Add +290.8% 469 $12K
Quaker Wealth Management, LLC 0.00% No change 450 $12K
Essential Partners LLC 0.00% Add +10.1% 447 $11K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -71.3% 407 $10K
Rossby Financial, LCC 0.00% No change 415 $10K
Farther Finance Advisors, LLC 0.00% Add +675.0% 403 $10K
WPG Advisers, LLC 0.01% Add +45.4% 346 $9K
Whittier Trust Co. 0.00% Reduce -87.2% 297 $8K
Allworth Financial LP 0.00% Reduce -17.6% 322 $8K
Rothschild Investment LLC 0.00% Add +75.5% 279 $7K
Sterling Capital Management LLC 0.00% Reduce -4.6% 272 $7K
Root Financial Partners, LLC 0.00% Add +438.3% 253 $6K
Los Angeles Capital Management LLC 0.00% No change 200 $5K
Advisory Services Network, LLC 0.00% New 182 $5K
Basecamp Wealth Advisors LLC 0.00% No change 176 $5K
Key Financial Inc 0.00% No change 123 $3K
Parkside Financial Bank & Trust 0.00% Reduce -49.3% 114 $3K
Nova Wealth Management, Inc. 0.00% No change 100 $3K
UMB Bank, n.a. 0.00% Reduce -69.6% 93 $2K
Barrow Hanley Mewhinney & Strauss LLC 0.00% New 81 $2K
SBI Securities Co., Ltd. 0.00% Add +76.2% 74 $2K
IFP Advisors, Inc 0.00% Reduce -10.8% 74 $2K
Quadrant Capital Group LLC 0.00% Reduce -87.4% 69 $2K
Ares Financial Consulting, LLC 0.00% New 67 $2K
TD Waterhouse Canada Inc. 0.00% No change 65 $2K
Federation des caisses Desjardins du Quebec 0.00% New 61 $2K
NewEdge Advisors, LLC 0.00% Add +83.3% 55 $1K
CoreCap Advisors, LLC 0.00% No change 49 $1K
Smartleaf Asset Management LLC 0.00% Reduce -89.3% 42 $1K
Creative Financial Designs Inc. 0.00% No change 44 $1K
GW&K Investment Management, LLC 0.00% Reduce -99.9% 54 $1K
Elequin Capital, LP 0.00% Reduce -67.3% 34 $872
CVA Family Office, LLC 0.00% New 33 $846
Investors Portfolio Services LLC 0.00% New 32 $841
Steward Partners Investment Advisory, LLC 0.00% No change 30 $770
Farmers & Merchants Investments Inc. 0.00% Reduce -13.3% 26 $667
Larson Financial Group LLC 0.00% Add +26.3% 24 $616
Signature Equity Partners, LLC 0.00% No change 18 $462
Signaturefd, LLC 0.00% Reduce -43.3% 17 $436
Bare Financial Services, Inc 0.00% New 16 $410
Fortitude Family Office, LLC 0.00% New 14 $359
Retirement Wealth Solutions LLC 0.00% Reduce -79.0% 13 $334
JFS Wealth Advisors, LLC 0.00% Reduce -47.8% 12 $308
Sunbelt Securities, Inc. 0.00% New 12 $308
Harbour Investments, Inc. 0.00% New 10 $275
Keating Financial Advisory Services, Inc. 0.00% Add +100.0% 10 $257
Wealth Preservation Advisors, LLC 0.00% New 7 $180
Gilpin Wealth Management, LLC 0.00% Add +100.0% 6 $154
True Wealth Design, LLC 0.00% Reduce -94.3% 6 $154
DiNuzzo Private Wealth, Inc. 0.00% No change 5 $129
SJS Investment Consulting Inc. 0.00% No change 3 $77
Bay Harbor Wealth Management, LLC 0.00% Add +50.0% 3 $76
Rialto Wealth Management, LLC 0.00% No change 2 $52
Cedar Mountain Advisors, LLC 0.00% New 2 $51
Hughes Financial Services, LLC 0.00% Add +100.0% 2 $51
Toronto Dominion Bank 0.00% New 1 $26
Raffa Wealth Management, LLC 0.00% New 1 $26
Measured Wealth Private Client Group, LLC 0.00% New 1 $20
Covestor Ltd 0.00% Add +60.0% 8 $0

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