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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
52
shares
|
$2,185
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
49
shares
|
$2,058
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
48
shares
|
$2,016
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
44
shares
|
$1,848
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
42
shares
|
$1,764
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
42
shares
|
$1,764
0.0% of portfolio
|
Q3 2025
Reduced 59.22%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
41
shares
|
$1,722
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
35
shares
|
$1,470
0.0% of portfolio
|
Q2 2022
Reduced 70.83%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
35
shares
|
$1,470
0.0% of portfolio
|
Q3 2025
Reduced 88.37%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
34
shares
|
$1,428
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
32
shares
|
$1,344
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
31
shares
|
$1,302
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
31
shares
|
$1,302
0.0% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
30
shares
|
$1,260
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
30
shares
|
$1,260
0.0% of portfolio
|
Q3 2025
Reduced 71.43%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
30
shares
|
$1,260
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
29
shares
|
$1,218
0.0% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
21
shares
|
$882
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
20
shares
|
$840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
18
shares
|
$756
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
18
shares
|
$756
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
18
shares
|
$756
0.0% of portfolio
|
Q3 2025
Reduced 41.94%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
11
shares
|
$462
0.0% of portfolio
|
Q1 2025
Reduced 93.37%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
9
shares
|
$378
0.0% of portfolio
|
Q3 2025
Reduced 94.94%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
9
shares
|
$378
0.0% of portfolio
|
Q2 2025
New holding
|
|