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 2023
Institutional positions in Progress Software Corp as of Dec 31, 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
- 280
- −7 vs. Q3 2023
- Shares held
- 44.5M
- −373.5K (−0.8%) vs. Q3 2023
- Total value
- $2.42B
- +$55.7M (+2.4%) vs. Q3 2023
- New holders
- 28
- 104 more added
- Sold out
- 35
- 102 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Progress Software Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $272 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 7 | $381 | 0.00% | −1−12.5% | Reduced |
| AdvisorNet Financial, Inc | 9 | $489 | 0.00% | −1−10.0% | Reduced |
| First Horizon Advisors, Inc. | 19 | $1.05K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 20 | $1.09K | 0.00% | −24−54.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 30 | $1.63K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $1.63K | 0.00% | +2+7.1% | Added |
| Allworth Financial LP | 33 | $1.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 33 | $1.79K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 36 | $1.96K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 42 | $2.28K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 44 | $2.34K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 54 | $2.93K | 0.00% | +54 | New |
| Versant Capital Management, Inc | 56 | $3.04K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 60 | $3.26K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 62 | $3.37K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $3.78K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 72 | $3.91K | 0.00% | +72 | New |
| CWM, LLC | 69 | $4.00K | 0.00% | −82−54.3% | Reduced |
| FinTrust Capital Advisors, LLC | 75 | $4.07K | 0.00% | +51+212.5% | Added |
| Bell Investment Advisors, Inc | 82 | $4.45K | 0.00% | +23+39.0% | Added |
| Advisory Services Network, LLC | 100 | $5.43K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 112 | $6.08K | 0.00% | −174−60.8% | Reduced |
| Key Financial Inc | 123 | $6.68K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 146 | $7.93K | 0.00% | +41+39.0% | Added |
| Covestor Ltd | 186 | $10.0K | 0.01% | +30+19.2% | Added |
| EntryPoint Capital, LLC | 199 | $10.8K | 0.01% | +199 | New |
| Fifth Third Bancorp | 208 | $11.3K | 0.00% | +64+44.4% | Added |
| Quadrant Capital Group LLC | 220 | $11.9K | 0.00% | −155−41.3% | Reduced |
| Cutler Group LP | 274 | $14.0K | 0.00% | +274 | New |
| Planning Capital Management Corp | 260 | $14.1K | 0.01% | +260 | New |
| Leonteq Securities AG | 275 | $14.9K | 0.00% | +275 | New |
| Public Employees Retirement System of Ohio | 314 | $17.1K | 0.00% | −46−12.8% | Reduced |
| Hantz Financial Services, Inc. | 357 | $19.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 373 | $20.3K | 0.00% | +56+17.7% | Added |
| Signaturefd, LLC | 418 | $22.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 487 | $27.7K | 0.01% | +487 | New |
| Parallel Advisors, LLC | 695 | $37.7K | 0.00% | +14+2.1% | Added |
| Federated Hermes, Inc. | 737 | $40.0K | 0.00% | −58−7.3% | Reduced |
| Orion Capital Management LLC | 775 | $42.1K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,018 | $55.3K | 0.00% | +6+0.6% | Added |
| KBC Group NV | 1,196 | $65.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,231 | $65.0K | 0.00% | +239+24.1% | Added |
| Principal Securities, Inc. | 1,260 | $68.4K | 0.00% | +1,260 | New |
| Nisa Investment Advisors, LLC | 1,419 | $77.1K | 0.00% | −900−38.8% | Reduced |
| Virtus Fund Advisers, LLC | 1,858 | $100.9K | 0.63% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,800 | $102.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,950 | $106.0K | 0.02% | −31−1.6% | Reduced |
| Metropolitan Life Insurance Co | 2,496 | $135.5K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 3,300 | $179.2K | 0.00% | +539+19.5% | Added |
| Simplex Trading, LLC | 3,561 | $193.0K | 0.01% | +3,561 | New |
| State of Wyoming | 3,664 | $199.0K | 0.04% | +475+14.9% | Added |
| Crossmark Global Holdings, Inc. | 3,748 | $204.0K | 0.00% | −238−6.0% | Reduced |
| HRT Financial LP | 3,770 | $204.0K | 0.00% | +3,770 | New |
| Man Group plc | 3,777 | $205.1K | 0.00% | +3,777 | New |
| Creative Planning | 3,960 | $215.0K | 0.00% | +127+3.3% | Added |
| Commonwealth Equity Services, LLC | 4,014 | $218.0K | 0.00% | +4,014 | New |
| Ameritas Investment Partners, Inc. | 4,508 | $244.8K | 0.01% | +181+4.2% | Added |
| Verition Fund Management LLC | 4,587 | $249.1K | 0.00% | +4,587 | New |
| Kestra Advisory Services, LLC | 4,656 | $252.8K | 0.00% | −7−0.2% | Reduced |
| NinePointTwo Capital | 4,664 | $253.0K | 0.10% | 00.0% | Unchanged |
| AXA S.A. | 4,700 | $255.2K | 0.00% | +4,700 | New |
| Magnus Financial Group LLC | 4,905 | $266.3K | 0.03% | 00.0% | Unchanged |
| EMC Capital Management | 4,984 | $271.0K | 0.18% | 00.0% | Unchanged |
| Guidance Capital, Inc | 5,061 | $274.7K | 0.11% | +711+16.3% | Added |
| Aigen Investment Management, LP | 5,145 | $279.4K | 0.05% | +5,145 | New |
| Dakota Wealth Management | 5,273 | $286.3K | 0.01% | −243−4.4% | Reduced |
| Pictet Asset Management Holding SA | 5,295 | $287.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 5,333 | $290.0K | 0.00% | −99−1.8% | Reduced |
| Brinker Capital Investments, LLC | 5,891 | $313.7K | 0.00% | −16−0.3% | Reduced |
| Orion Portfolio Solutions, LLC | 5,891 | $313.7K | 0.00% | −16−0.3% | Reduced |
| Centiva Capital, LP | 5,856 | $318.0K | 0.02% | +5,856 | New |
| James Investment Research Inc | 5,975 | $324.4K | 0.04% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 6,011 | $326.4K | 0.00% | −187−3.0% | Reduced |
| Public Employees Retirement Association of Colorado | 6,107 | $332.0K | 0.00% | −179−2.8% | Reduced |
| Henshaw Capital LLC | 6,141 | $333.5K | 0.02% | 00.0% | Unchanged |
| Hancock Whitney Corp | 6,150 | $333.9K | 0.01% | −175−2.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,151 | $334.0K | 0.11% | +34+0.6% | Added |
| Rehmann Capital Advisory Group | 6,180 | $335.6K | 0.03% | +313+5.3% | Added |
| Lazard Asset Management LLC | 6,269 | $340.0K | 0.00% | −189−2.9% | Reduced |
| Gotham Asset Management, LLC | 6,281 | $341.1K | 0.01% | −819−11.5% | Reduced |
| Everence Capital Management Inc | 6,410 | $348.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,413 | $348.2K | 0.00% | −344−5.1% | Reduced |
| Amundi | 6,596 | $348.9K | 0.00% | −256−3.7% | Reduced |
| Sawgrass Asset Management LLC | 6,438 | $349.6K | 0.04% | −171−2.6% | Reduced |
| Shell Asset Management Co | 6,560 | $356.0K | 0.02% | −1,971−23.1% | Reduced |
| HighTower Advisors, LLC | 6,605 | $358.0K | 0.00% | +356+5.7% | Added |
| Aquatic Capital Management LLC | 6,800 | $369.0K | 0.01% | +6,800 | New |
| CastleKnight Management LP | 6,900 | $374.7K | 0.06% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 6,970 | $378.5K | 0.00% | −168−2.4% | Reduced |
| Ifrah Financial Services, Inc. | 7,086 | $384.8K | 0.11% | +7+0.1% | Added |
| Forbes J M & Co LLP | 7,120 | $386.6K | 0.04% | 00.0% | Unchanged |
| Caxton Associates LP | 7,247 | $393.5K | 0.02% | +7,247 | New |
| Mutual of America Capital Management LLC | 7,625 | $414.0K | 0.00% | +24+0.3% | Added |
| FORA Capital, LLC | 7,712 | $418.8K | 0.04% | +2,302+42.6% | Added |
| Handelsbanken Fonder AB | 7,716 | $419.0K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 7,787 | $422.8K | 0.03% | +1,447+22.8% | Added |
| CWM Advisors, LLC | 7,902 | $429.1K | 0.05% | +1,280+19.3% | Added |
| Petrus Trust Company, LTA | 7,974 | $433.0K | 0.04% | 00.0% | Unchanged |