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, Q3 2023
Institutional positions in Progress Software Corp as of Sep 30, 2023. 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
- 291
- +2 vs. Q2 2023
- Shares held
- 44.9M
- −481.2K (−1.1%) vs. Q2 2023
- Total value
- $2.36B
- −$232.9M (−9.0%) vs. Q2 2023
- New holders
- 38
- 94 more added
- Sold out
- 36
- 118 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Progress Software Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $58 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $421 | 0.00% | +2+33.3% | Added |
| AdvisorNet Financial, Inc | 10 | $526 | 0.00% | −1−9.1% | Reduced |
| Steward Financial Group LLC | 32 | $1.00K | 0.00% | +32 | New |
| First Horizon Advisors, Inc. | 19 | $1.01K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 23 | $1.21K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 24 | $1.26K | 0.00% | −14−36.8% | Reduced |
| JFS Wealth Advisors, LLC | 28 | $1.47K | 0.00% | +1+3.7% | Added |
| Steward Partners Investment Advisory, LLC | 30 | $1.58K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 33 | $1.74K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 33 | $1.74K | 0.00% | +24+266.7% | Added |
| Glassman Wealth Services | 36 | $1.89K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $2.10K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 42 | $2.21K | 0.00% | +42 | New |
| Global Retirement Partners, LLC | 44 | $2.26K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 43 | $2.26K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 44 | $2.31K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 56 | $2.94K | 0.00% | −1−1.8% | Reduced |
| Group One Trading, L.P. | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $3.10K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 60 | $3.15K | 0.00% | +60 | New |
| EverSource Wealth Advisors, LLC | 62 | $3.26K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $3.79K | 0.00% | +72 | New |
| Massmutual Trust Co FSB | 105 | $5.52K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 123 | $6.47K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 144 | $7.57K | 0.00% | −16−10.0% | Reduced |
| Larson Financial Group LLC | 144 | $7.57K | 0.00% | +144 | New |
| Covestor Ltd | 156 | $8.00K | 0.01% | −1−0.6% | Reduced |
| CWM, LLC | 151 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 286 | $15.0K | 0.00% | −4−1.4% | Reduced |
| Pacer Advisors, Inc. | 317 | $16.7K | 0.00% | −120−27.5% | Reduced |
| Public Employees Retirement System of Ohio | 360 | $19.0K | 0.00% | −61−14.5% | Reduced |
| Hantz Financial Services, Inc. | 357 | $19.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 375 | $19.7K | 0.00% | +120+47.1% | Added |
| Altshuler Shaham Ltd | 387 | $20.3K | 0.00% | −78−16.8% | Reduced |
| Signaturefd, LLC | 418 | $22.0K | 0.00% | −1−0.2% | Reduced |
| STRS Ohio | 600 | $31.0K | 0.00% | −900−60.0% | Reduced |
| Parallel Advisors, LLC | 681 | $35.8K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 754 | $39.6K | 0.02% | +754 | New |
| Orion Capital Management LLC | 775 | $40.8K | 0.03% | +775 | New |
| Federated Hermes, Inc. | 795 | $41.8K | 0.00% | −36−4.3% | Reduced |
| Clear Street Markets LLC | 948 | $50.0K | 0.04% | +948 | New |
| TD Private Client Wealth LLC | 1,012 | $53.2K | 0.00% | −82−7.5% | Reduced |
| Ronald Blue Trust, Inc. | 992 | $58.0K | 0.00% | +773+353.0% | Added |
| KBC Group NV | 1,196 | $63.0K | 0.00% | −2,154−64.3% | Reduced |
| USA Financial Portformulas Corp | 1,434 | $75.4K | 0.11% | −51−3.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,800 | $89.4K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 1,858 | $97.7K | 0.69% | +387+26.3% | Added |
| Financial Management Professionals, Inc. | 1,981 | $104.0K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,319 | $121.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,476 | $127.2K | 0.00% | +482+24.2% | Added |
| Metropolitan Life Insurance Co | 2,496 | $131.2K | 0.01% | +117+4.9% | Added |
| Assetmark, Inc | 2,761 | $145.2K | 0.00% | +232+9.2% | Added |
| State of Wyoming | 3,189 | $167.7K | 0.04% | −90−2.7% | Reduced |
| JustInvest LLC | 3,806 | $200.1K | 0.01% | −91−2.3% | Reduced |
| Creative Planning | 3,833 | $201.5K | 0.00% | +3,833 | New |
| GW Henssler & Associates Ltd | 3,880 | $204.0K | 0.01% | +3,880 | New |
| ISAM Funds (UK) Ltd | 4,024 | $211.6K | 0.13% | +4,024 | New |
| Advisors Asset Management, Inc. | 4,043 | $212.6K | 0.00% | −3,710−47.9% | Reduced |
| Crossmark Global Holdings, Inc. | 3,986 | $215.0K | 0.00% | −42−1.0% | Reduced |
| Guidance Capital, Inc | 4,350 | $223.9K | 0.10% | +126+3.0% | Added |
| Engineers Gate Manager LP | 4,306 | $226.4K | 0.01% | −6,478−60.1% | Reduced |
| Ameritas Investment Partners, Inc. | 4,327 | $227.5K | 0.01% | +731+20.3% | Added |
| Tower Research Capital LLC (TRC) | 4,392 | $230.9K | 0.01% | +2,865+187.6% | Added |
| Algert Global LLC | 4,510 | $237.1K | 0.01% | +4,510 | New |
| AlphaMark Advisors, LLC | 4,558 | $240.0K | 0.10% | +4,558 | New |
| NinePointTwo Capital | 4,664 | $245.0K | 0.10% | +4,664 | New |
| Kestra Advisory Services, LLC | 4,663 | $245.2K | 0.00% | +17+0.4% | Added |
| Magnus Financial Group LLC | 4,905 | $257.9K | 0.04% | 00.0% | Unchanged |
| EMC Capital Management | 4,984 | $262.0K | 0.19% | −22,528−81.9% | Reduced |
| Pictet Asset Management Holding SA | 5,295 | $278.4K | 0.00% | +5,295 | New |
| FORA Capital, LLC | 5,410 | $284.5K | 0.02% | +5,410 | New |
| Cambridge Investment Research Advisors, Inc. | 5,432 | $286.0K | 0.00% | −727−11.8% | Reduced |
| Dakota Wealth Management | 5,516 | $290.0K | 0.01% | −161−2.8% | Reduced |
| Rehmann Capital Advisory Group | 5,867 | $308.5K | 0.03% | +616+11.7% | Added |
| Brinker Capital Investments, LLC | 5,907 | $310.6K | 0.00% | −63−1.1% | Reduced |
| Orion Portfolio Solutions, LLC | 5,907 | $310.6K | 0.00% | −63−1.1% | Reduced |
| Citadel Advisors LLC | 5,931 | $311.9K | 0.00% | −106,754−94.7% | Reduced |
| James Investment Research Inc | 5,975 | $314.2K | 0.04% | +1,952+48.5% | Added |
| Vestcor Inc | 5,984 | $315.0K | 0.01% | +3,231+117.4% | Added |
| Legacy Wealth Asset Management, LLC | 6,117 | $321.6K | 0.12% | −1,333−17.9% | Reduced |
| Henshaw Capital LLC | 6,141 | $322.9K | 0.02% | +6,141 | New |
| New York Life Investment Management LLC | 6,198 | $325.9K | 0.00% | −981−13.7% | Reduced |
| HighTower Advisors, LLC | 6,249 | $330.0K | 0.00% | +6,249 | New |
| Public Employees Retirement Association of Colorado | 6,286 | $331.0K | 0.00% | −1,726−21.5% | Reduced |
| Hancock Whitney Corp | 6,325 | $332.6K | 0.01% | −269−4.1% | Reduced |
| Moody National Bank Trust Division | 6,340 | $333.4K | 0.02% | −9,566−60.1% | Reduced |
| Everence Capital Management Inc | 6,410 | $337.0K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,458 | $339.0K | 0.00% | +499+8.4% | Added |
| Susquehanna International Group, LLP | 6,575 | $345.7K | 0.00% | −30,052−82.0% | Reduced |
| Sawgrass Asset Management LLC | 6,609 | $347.5K | 0.04% | −215−3.2% | Reduced |
| CWM Advisors, LLC | 6,622 | $348.2K | 0.04% | +404+6.5% | Added |
| ProShare Advisors LLC | 6,623 | $348.2K | 0.00% | −173−2.5% | Reduced |
| BTC Capital Management, Inc. | 6,637 | $349.0K | 0.04% | −1,013−13.2% | Reduced |
| The PNC Financial Services Group, Inc. | 6,757 | $355.3K | 0.00% | −185−2.7% | Reduced |
| Miracle Mile Advisors, LLC | 6,801 | $357.6K | 0.01% | +550+8.8% | Added |
| Amundi | 6,852 | $358.8K | 0.00% | +4+0.1% | Added |
| CastleKnight Management LP | 6,900 | $362.8K | 0.06% | +6,900 | New |
| Ifrah Financial Services, Inc. | 7,079 | $372.2K | 0.12% | −52−0.7% | Reduced |
| Gotham Asset Management, LLC | 7,100 | $373.3K | 0.01% | +1,624+29.7% | Added |