Institutional Ownership Progress Software Corp (PRGS)
This table provides information about the institutional ownership of Progress Software Corp (PRGS). We have compiled data on the 365 institutions that hold shares in the stock, with a total of 47.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mizuho Markets Cayman LP
|
Nov 19, 2025 Q3 2025 |
157
shares
|
$6,597
0.0% of portfolio
|
Q3 2025
Reduced 96.19%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
151
shares
|
$6,345
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
150
shares
|
$6,303
0.0% of portfolio
|
Q3 2025
Reduced 71.8%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
144
shares
|
$6,050
0.0% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
123
shares
|
$5,168
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
120
shares
|
$5,042
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
113
shares
|
$4,748
0.0% of portfolio
|
Q3 2025
Reduced 92.45%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
104
shares
|
$4,370
0.0% of portfolio
|
Q2 2025
Added 126.09%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
100
shares
|
$4,202
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
95
shares
|
$3,991
0.0% of portfolio
|
Q3 2024
Added 23.38%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
95
shares
|
$3,991
0.0% of portfolio
|
Q3 2025
Reduced 10.38%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
83
shares
|
$3,487
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
79
shares
|
$3,319
0.0% of portfolio
|
Q3 2025
Added 113.51%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
75
shares
|
$3,151
0.0% of portfolio
|
Q4 2023
Added 212.5%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
69
shares
|
$2,899
0.0% of portfolio
|
Q3 2024
Added 30.19%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
67
shares
|
$2,815
0.0% of portfolio
|
Q2 2025
Added 166.61%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
67
shares
|
$2,815
0.0% of portfolio
|
Q3 2025
Added 857.14%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
65
shares
|
$2,731
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
65
shares
|
$2,731
0.0% of portfolio
|
Q2 2025
Reduced 10.96%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
62
shares
|
$2,605
0.0% of portfolio
|
Q3 2025
Reduced 38.0%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
62
shares
|
$2,605
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
61
shares
|
$2,563
0.0% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
61
shares
|
$2,563
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
60
shares
|
$2,521
0.0% of portfolio
|
Q1 2025
Reduced 15.49%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
53
shares
|
$2,227
0.0% of portfolio
|
Q3 2025
New holding
|
|