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Progress Software

292 hedge funds and large institutions have $1.14B invested in Progress Software in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 104 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $10.7M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 104

1.44% less ownership

Funds ownership: 106.75%105.31% (-1.4%)

6% less funds holding

Funds holding: 309292 (-17)

14% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 64

42% less capital invested

Capital invested by funds: $1.97B → $1.14B (-$833M)

Holders
292
Holders Change
-17
Holders Change %
-5.5%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
97
Reduced
104
Closed
64
Calls
$11.7M
Puts
$10.7M
Net Calls
+$1.02M
Net Calls Change
-$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
226
WhitTier Trust Company
Nevada
$23.3K
EWA
227
EverSource Wealth Advisors
Alabama
$21.2K +$23.7K +619 +300%
BTI
228
Blue Trust Inc
Georgia
$19.2K -$1.03K -27 -3%
QL
229
Quarry LP
New York
$18.5K +$26K +679 +1,656%
Ohio Public Employees Retirement System (OPERS)
230
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.1K +$3.13K +82 +15%
AAM
231
Advisors Asset Management
Colorado
$14.1K -$22.9K -600 -52%
DWP
232
Destiny Wealth Partners
Florida
$13.6K +$20.3K +530 New
KAS
233
Kemnay Advisory Services
New York
$13.2K -$17.8K -465 -48%
VCM
234
Versant Capital Management
Arizona
$12.1K -$116K -3,047 -87%
MCM
235
MAI Capital Management
Ohio
$12K +$13.3K +349 +291%
QWM
236
Quaker Wealth Management
New Jersey
$11.5K
EP
237
Essential Partners
California
$11.5K +$1.57K +41 +10%
PWPS
238
Pinnacle Wealth Planning Services
Ohio
$10.4K -$38.6K -1,009 -71%
RF
239
Rossby Financial
Florida
$10.4K
FFA
240
Farther Finance Advisors
California
$10.1K +$13.4K +351 +675%
WA
241
WPG Advisers
Maryland
$8.88K +$4.13K +108 +45%
WT
242
Whittier Trust
California
$8.44K -$77.1K -2,017 -87%
AF
243
Allworth Financial
California
$8.26K -$2.64K -69 -18%
RIL
244
Rothschild Investment LLC
Illinois
$7.16K +$4.59K +120 +75%
SCM
245
Sterling Capital Management
North Carolina
$6.98K -$497 -13 -5%
RFP
246
Root Financial Partners
California
$6.49K +$7.87K +206 +438%
Los Angeles Capital Management
247
Los Angeles Capital Management
California
$5.13K
ASN
248
Advisory Services Network
Georgia
$4.67K +$6.96K +182 New
BWA
249
Basecamp Wealth Advisors
Washington
$4.51K
KFI
250
Key Financial Inc
Pennsylvania
$3.15K