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 2024
Institutional positions in Progress Software Corp as of Sep 30, 2024. 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
- 328
- +25 vs. Q2 2024
- Shares held
- 48.8M
- +8.99M (+22.6%) vs. Q2 2024
- Total value
- $3.28B
- +$1.11B (+51.6%) vs. Q2 2024
- New holders
- 53
- 110 more added
- Sold out
- 28
- 106 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Progress Software Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 2 | $135 | 0.00% | +2 | New |
| Claris Advisors, LLC | 2 | $135 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 5 | $326 | 0.00% | +5 | New |
| Mendota Financial Group, LLC | 5 | $337 | 0.00% | +5 | New |
| Larson Financial Group LLC | 6 | $404 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $405 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $472 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 9 | $606 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 9 | $606 | 0.00% | +9 | New |
| Concord Wealth Partners | 12 | $808 | 0.00% | +12 | New |
| Picton Mahoney Asset Management | 20 | $1.00K | 0.00% | +20 | New |
| First Horizon Advisors, Inc. | 19 | $1.31K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 24 | $1.62K | 0.00% | +4+20.0% | Added |
| JFS Wealth Advisors, LLC | 24 | $1.62K | 0.00% | +1+4.3% | Added |
| AdvisorNet Financial, Inc | 27 | $1.82K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 30 | $2.02K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 31 | $2.09K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $2.16K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 33 | $2.22K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 42 | $2.83K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 44 | $2.95K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 44 | $2.96K | 0.00% | +44 | New |
| Rothschild Investment LLC | 45 | $3.03K | 0.00% | +35+350.0% | Added |
| CoreCap Advisors, LLC | 49 | $3.30K | 0.00% | +49 | New |
| Fortitude Family Office, LLC | 54 | $3.64K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 72 | $4.00K | 0.00% | +72 | New |
| Allworth Financial LP | 60 | $4.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $4.04K | 0.00% | +11+22.4% | Added |
| WealthCollab, LLC | 61 | $4.11K | 0.00% | +61 | New |
| Capital Performance Advisors LLP | 62 | $4.18K | 0.00% | +62 | New |
| LRI Investments, LLC | 69 | $4.65K | 0.00% | +16+30.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $4.85K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 73 | $4.92K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 75 | $5.05K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 77 | $5.11K | 0.00% | −83−51.9% | Reduced |
| Lindbrook Capital, LLC | 95 | $6.40K | 0.00% | +18+23.4% | Added |
| Eagle Bay Advisors LLC | 98 | $6.60K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 101 | $6.80K | 0.00% | +54+114.9% | Added |
| Massmutual Trust Co FSB | 102 | $6.87K | 0.00% | +13+14.6% | Added |
| Signaturefd, LLC | 106 | $7.14K | 0.00% | −10−8.6% | Reduced |
| Parkside Financial Bank & Trust | 112 | $7.55K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 121 | $8.15K | 0.00% | −131−52.0% | Reduced |
| Key Financial Inc | 123 | $8.29K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 146 | $9.84K | 0.00% | +21+16.8% | Added |
| Covestor Ltd | 179 | $12.0K | 0.01% | +174+3,480.0% | Added |
| Fifth Third Bancorp | 185 | $12.5K | 0.00% | +43+30.3% | Added |
| Bessemer Group Inc | 198 | $14.0K | 0.00% | +115+138.6% | Added |
| Mascoma Wealth Management LLC | 250 | $16.8K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 260 | $17.5K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 272 | $18.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 329 | $22.0K | 0.00% | +71+27.5% | Added |
| Public Employees Retirement System of Ohio | 368 | $24.8K | 0.00% | +16+4.5% | Added |
| Elequin Capital LP | 391 | $26.3K | 0.00% | +391 | New |
| Quadrant Capital Group LLC | 402 | $27.1K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 500 | $33.7K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 526 | $35.4K | 0.00% | +526 | New |
| Parallel Advisors, LLC | 670 | $45.1K | 0.00% | −9−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 850 | $57.3K | 0.00% | +20+2.4% | Added |
| Catalyst Funds Management Pty Ltd | 900 | $60.6K | 0.01% | +300+50.0% | Added |
| Whittier Trust Co of Nevada Inc | 912 | $61.4K | 0.00% | −236−20.6% | Reduced |
| State of Wyoming | 923 | $62.2K | 0.01% | +125+15.7% | Added |
| Group One Trading, L.P. | 949 | $63.9K | 0.00% | +833+718.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 971 | $65.4K | 0.01% | −2,511−72.1% | Reduced |
| Gen-Wealth Partners Inc | 1,130 | $73.1K | 0.03% | +1,130 | New |
| GAMMA Investing LLC | 1,117 | $75.3K | 0.01% | +485+76.7% | Added |
| Nisa Investment Advisors, LLC | 1,211 | $81.6K | 0.00% | +23+1.9% | Added |
| EMC Capital Management | 2,658 | $82.0K | 0.07% | −1,164−30.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,697 | $92.1K | 0.00% | +57+3.5% | Added |
| Tower Research Capital LLC (TRC) | 1,376 | $92.7K | 0.00% | −12,299−89.9% | Reduced |
| CIBC Private Wealth Group, LLC | 1,513 | $101.9K | 0.00% | +762+101.5% | Added |
| Principal Securities, Inc. | 1,591 | $107.2K | 0.00% | −76−4.6% | Reduced |
| KBC Group NV | 1,616 | $109.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,800 | $117.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,863 | $125.5K | 0.00% | +301+19.3% | Added |
| Financial Management Professionals, Inc. | 1,950 | $131.0K | 0.02% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 2,185 | $147.2K | 0.60% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,484 | $167.3K | 0.00% | +1,406+130.4% | Added |
| Quest Partners LLC | 2,670 | $179.9K | 0.02% | −281−9.5% | Reduced |
| Acadian Asset Management LLC | 2,684 | $180.0K | 0.00% | +2,684 | New |
| Prudent Man Advisors, LLC | 2,989 | $201.4K | 0.07% | +2,989 | New |
| Assetmark, Inc | 3,097 | $208.6K | 0.00% | +286+10.2% | Added |
| Parisi Gray Wealth Management | 3,208 | $216.1K | 0.07% | +3,208 | New |
| Hohimer Wealth Management, LLC | 3,343 | $225.2K | 0.05% | +3,343 | New |
| Los Angeles Capital Management LLC | 3,345 | $225.4K | 0.00% | +3,345 | New |
| O'Shaughnessy Asset Management, LLC | 3,492 | $231.3K | 0.00% | +3,492 | New |
| Crossmark Global Holdings, Inc. | 3,467 | $233.0K | 0.00% | +3,467 | New |
| Flputnam Investment Management Co | 3,484 | $234.7K | 0.00% | +3,484 | New |
| Inspire Advisors, LLC | 3,513 | $236.6K | 0.03% | +3,513 | New |
| Bahl & Gaynor Inc | 3,629 | $244.5K | 0.00% | −572−13.6% | Reduced |
| Foundations Investment Advisors, LLC | 3,683 | $248.1K | 0.01% | +3,683 | New |
| Cresset Asset Management, LLC | 3,752 | $252.8K | 0.00% | +3,752 | New |
| AE Wealth Management LLC | 3,795 | $255.7K | 0.00% | +3,795 | New |
| State of Wisconsin Investment Board | 3,824 | $257.6K | 0.00% | −335−8.1% | Reduced |
| Wedbush Securities Inc | 3,859 | $260.0K | 0.01% | +3,859 | New |
| PEAK6 Investments LLC | 3,877 | $261.2K | 0.01% | −44,680−92.0% | Reduced |
| Whittier Trust Co | 3,880 | $261.3K | 0.00% | −439−10.2% | Reduced |
| Point72 Asset Management, L.P. | 3,903 | $263.0K | 0.00% | +2,318+146.2% | Added |
| Ameritas Investment Partners, Inc. | 4,207 | $283.4K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,429 | $298.4K | 0.00% | +479+12.1% | Added |
| Sawgrass Asset Management LLC | 4,541 | $305.9K | 0.03% | −140−3.0% | Reduced |