Progress Software Corp
PRGS- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000876167
In the last 90 days, Progress Software Corp insiders filed 0 open-market purchases and 3 sales; 292 institutions reported holding it in 13F filings for Q2 2026, worth $1.56B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Progress Software Corp as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 276
- +27 vs. Q3 2022
- Shares held
- 44.5M
- +158.5K (+0.4%) vs. Q3 2022
- Total value
- $2.25B
- +$357.6M (+18.9%) vs. Q3 2022
- New holders
- 45
- 82 more added
- Sold out
- 18
- 108 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PRGS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 292 | $1.56B |
| Q1 2026 | 293 | $1.14B |
| Q4 2025 | 309 | $1.97B |
| Q3 2025 | 308 | $2.07B |
| Q2 2025 | 347 | $3.13B |
| Q1 2025 | 312 | $2.51B |
| Q4 2024 | 331 | $3.24B |
| Q3 2024 | 328 | $3.28B |
| Q2 2024 | 305 | $2.55B |
| Q1 2024 | 303 | $2.48B |
| Q4 2023 | 280 | $2.42B |
| Q3 2023 | 291 | $2.36B |
| Q2 2023 | 291 | $2.60B |
| Q1 2023 | 286 | $2.67B |
| Q4 2022 | 276 | $2.25B |
| Q3 2022 | 251 | $1.89B |
| Q2 2022 | 259 | $2.03B |
| Q1 2022 | 249 | $2.06B |
| Q4 2021 | 257 | $2.10B |
| Q3 2021 | 252 | $2.16B |
| Q2 2021 | 226 | $2.06B |
| Q1 2021 | 220 | $1.82B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Progress Software Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 9 | $0 | 0.00% | +2+28.6% | Added |
| Advisory Services Network, LLC | 1 | $50 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 50 | $192 | 0.00% | +50 | New |
| Versant Capital Management, Inc | 6 | $303 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $404 | 0.00% | −1−11.1% | Reduced |
| SJS Investment Consulting Inc. | 9 | $454 | 0.00% | +4+80.0% | Added |
| AdvisorNet Financial, Inc | 9 | $454 | 0.00% | +9 | New |
| Allworth Financial LP | 9 | $454 | 0.00% | +9 | New |
| Ellevest, Inc. | 13 | $656 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 19 | $961 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 15 | $1.00K | 0.00% | −17−53.1% | Reduced |
| Schubert & Co | 21 | $1.06K | 0.00% | −1−4.5% | Reduced |
| Proequities, Inc. | 22 | $1.11K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 23 | $1.16K | 0.00% | +23 | New |
| JFS Wealth Advisors, LLC | 27 | $1.36K | 0.00% | +8+42.1% | Added |
| Steward Partners Investment Advisory, LLC | 30 | $1.51K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 30 | $1.51K | 0.00% | +30 | New |
| Farmers & Merchants Investments Inc | 33 | $1.67K | 0.00% | +4+13.8% | Added |
| FinTrust Capital Advisors, LLC | 38 | $1.92K | 0.00% | −214−84.9% | Reduced |
| Front Row Advisors LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 44 | $2.22K | 0.00% | +44 | New |
| Global Retirement Partners, LLC | 49 | $2.49K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $2.98K | 0.00% | +21+55.3% | Added |
| Aua Capital Management, LLC | 61 | $3.08K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 62 | $3.13K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 84 | $4.24K | 0.00% | +84 | New |
| Manchester Capital Management LLC | 87 | $4.39K | 0.00% | +16+22.5% | Added |
| Signaturefd, LLC | 91 | $4.59K | 0.00% | −18−16.5% | Reduced |
| Comerica Securities,inc. | 109 | $5.50K | 0.00% | +109 | New |
| Fifth Third Bancorp | 111 | $5.60K | 0.00% | −133−54.5% | Reduced |
| CWM, LLC | 158 | $8.00K | 0.00% | −149−48.5% | Reduced |
| Quadrant Capital Group LLC | 208 | $10.5K | 0.00% | +40+23.8% | Added |
| Rockefeller Capital Management L.P. | 229 | $11.0K | 0.00% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 260 | $13.1K | 0.00% | +260 | New |
| Parkside Financial Bank & Trust | 286 | $14.4K | 0.00% | +157+121.7% | Added |
| TCI Wealth Advisors, Inc. | 336 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 357 | $18.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 359 | $18.1K | 0.00% | −5,642−94.0% | Reduced |
| Covestor Ltd | 413 | $21.0K | 0.02% | +407+6,783.3% | Added |
| Assetmark, Inc | 447 | $22.6K | 0.00% | −1−0.2% | Reduced |
| Cornerstone Management, Inc. | 500 | $25.2K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 561 | $28.0K | 0.00% | −1,265−69.3% | Reduced |
| Altshuler Shaham Ltd | 662 | $33.4K | 0.00% | −55−7.7% | Reduced |
| Spire Wealth Management | 666 | $34.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 686 | $34.6K | 0.00% | +56+8.9% | Added |
| Ronald Blue Trust, Inc. | 953 | $41.0K | 0.00% | +526+123.2% | Added |
| Sutton Wealth Advisors Inc. | 904 | $45.6K | 0.02% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 314 | $47.6K | 0.01% | +314 | New |
| TD Private Client Wealth LLC | 1,066 | $53.8K | 0.00% | −84−7.3% | Reduced |
| Aquatic Capital Management LLC | 1,400 | $71.0K | 0.01% | +1,400 | New |
| Virtus Fund Advisers, LLC | 1,471 | $74.2K | 0.53% | +1,471 | New |
| Federated Hermes, Inc. | 1,532 | $77.3K | 0.00% | +367+31.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,800 | $90.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,957 | $99.0K | 0.00% | −1,999−50.5% | Reduced |
| Financial Management Professionals, Inc. | 1,981 | $100.0K | 0.02% | −22−1.1% | Reduced |
| Nisa Investment Advisors, LLC | 2,319 | $117.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,446 | $123.4K | 0.13% | +2,446 | New |
| Metropolitan Life Insurance Co | 2,682 | $135.3K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 2,753 | $139.0K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2,875 | $145.0K | 0.18% | +2,875 | New |
| UBS Group AG | 2,907 | $146.7K | 0.00% | −1,190−29.0% | Reduced |
| Point72 Middle East FZE | 2,907 | $146.7K | 0.01% | +2,907 | New |
| GWM Advisors LLC | 2,965 | $147.9K | 0.00% | +2,965 | New |
| Simplex Trading, LLC | 3,434 | $173.0K | 0.01% | +3,434 | New |
| Ameritas Investment Partners, Inc. | 3,448 | $178.4K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,555 | $179.3K | 0.06% | −642−15.3% | Reduced |
| James Investment Research Inc | 4,023 | $203.0K | 0.03% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,151 | $209.4K | 0.00% | +4,151 | New |
| CenterBook Partners LP | 4,196 | $211.7K | 0.03% | +4,196 | New |
| Crossmark Global Holdings, Inc. | 4,255 | $214.0K | 0.01% | +4,255 | New |
| Bokf, NA | 4,245 | $214.2K | 0.00% | +4,245 | New |
| KBC Group NV | 4,253 | $215.0K | 0.00% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 4,291 | $216.0K | 0.09% | +4,291 | New |
| Bank of Nova Scotia | 4,286 | $216.2K | 0.00% | +4,286 | New |
| Truist Financial Corp | 4,537 | $228.9K | 0.00% | +4,537 | New |
| Lazard Asset Management LLC | 4,594 | $231.0K | 0.00% | +190+4.3% | Added |
| Pictet Asset Management SA | 4,706 | $237.0K | 0.00% | +4,706 | New |
| Miracle Mile Advisors, LLC | 4,708 | $237.5K | 0.01% | +4,708 | New |
| Integrated Investment Consultants, LLC | 4,867 | $245.5K | 0.08% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,905 | $247.5K | 0.04% | 00.0% | Unchanged |
| EMC Capital Management | 4,984 | $251.0K | 0.23% | +624+14.3% | Added |
| Dakota Wealth Management | 5,374 | $271.1K | 0.02% | +200+3.9% | Added |
| State of Wisconsin Investment Board | 5,416 | $273.2K | 0.00% | −2,741−33.6% | Reduced |
| Kestra Advisory Services, LLC | 5,547 | $279.8K | 0.00% | +5,547 | New |
| Sawgrass Asset Management LLC | 5,596 | $282.3K | 0.04% | +5,596 | New |
| CWM Advisors, LLC | 5,626 | $283.8K | 0.04% | −182−3.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,773 | $291.0K | 0.00% | −981−14.5% | Reduced |
| Rehmann Capital Advisory Group | 5,768 | $291.0K | 0.03% | +999+20.9% | Added |
| Gotham Asset Management, LLC | 5,787 | $292.0K | 0.01% | −5,025−46.5% | Reduced |
| Hancock Whitney Corp | 5,857 | $296.0K | 0.01% | +5,857 | New |
| Bellecapital International Ltd. | 5,910 | $298.2K | 0.08% | +5,910 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,069 | $306.2K | 0.00% | +919+17.8% | Added |
| SG Americas Securities, LLC | 6,198 | $313.0K | 0.00% | −19,875−76.2% | Reduced |
| Meritage Portfolio Management | 6,230 | $314.0K | 0.02% | +6,230 | New |
| Everence Capital Management Inc | 6,410 | $323.0K | 0.03% | 00.0% | Unchanged |
| Woodline Partners LP | 6,411 | $323.4K | 0.00% | +6,411 | New |
| Miller Howard Investments Inc | 6,666 | $336.3K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 6,748 | $340.4K | 0.01% | +67+1.0% | Added |
| ProShare Advisors LLC | 6,781 | $342.1K | 0.00% | +777+12.9% | Added |
| Alps Advisors Inc | 6,939 | $350.1K | 0.00% | −37−0.5% | Reduced |