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Progress Software

304 hedge funds and large institutions have $1.97B invested in Progress Software in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 117 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

2.76% less ownership

Funds ownership: 109.43%106.67% (-2.8%)

5% less capital invested

Capital invested by funds: $2.07B → $1.97B (-$104M)

12% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 117

Holders
304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$92.9M
Puts
$19.7M
Net Calls
Net Calls Change

Top Buyers

1 +$27M
2 +$10.1M
3 +$8.75M
4
Two Sigma Investments
Two Sigma Investments
New York
+$8.63M
5
Jane Street
Jane Street
New York
+$8.62M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
226
Pinnacle Wealth Planning Services
Ohio
$60.8K
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$57.3K
TPCW
228
TD Private Client Wealth
New York
$55.5K
KBC Group
229
KBC Group
Belgium
$50K
AAM
230
Advisors Asset Management
Colorado
$49.4K
Nisa Investment Advisors
231
Nisa Investment Advisors
Missouri
$42.1K
KAS
232
Kemnay Advisory Services
New York
$42K
SAG
233
SageView Advisory Group
California
$38K
WTC
234
WhitTier Trust Company
Nevada
$34K
BTI
235
Blue Trust Inc
Georgia
$33.3K
HFS
236
Hantz Financial Services
Michigan
$32K
CIBC Private Wealth Group
237
CIBC Private Wealth Group
Georgia
$30.5K
QCG
238
Quadrant Capital Group
Ohio
$23.6K
Ohio Public Employees Retirement System (OPERS)
239
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.5K
Osaic Holdings
240
Osaic Holdings
Arizona
$22.5K
GRP
241
Global Retirement Partners
California
$21.7K
PA
242
Parallel Advisors
California
$19.8K
QWM
243
Quaker Wealth Management
New Jersey
$19.3K
MPW
244
MASECO Private Wealth
$18.8K
RF
245
Rossby Financial
Florida
$17.8K
SAM
246
Smartleaf Asset Management
Massachusetts
$17.1K
AF
247
Allworth Financial
California
$16.8K
FHC
248
First Horizon Corporation
Tennessee
$16.2K
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$15.3K
UB
250
UMB Bank
Missouri
$13.1K