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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
PFBT
251
Parkside Financial Bank & Trust
Missouri
$2.92K -$4.24K -111 -49%
NWM
252
Nova Wealth Management
Florida
$2.56K
UB
253
UMB Bank
Missouri
$2.38K -$8.14K -213 -70%
Barrow, Hanley, Mewhinney & Strauss
254
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.08K +$3.1K +81 New
IA
255
IFP Advisors
Florida
$1.9K -$344 -9 -11%
SS
256
SBI Securities
Japan
$1.9K +$1.22K +32 +76%
QCG
257
Quadrant Capital Group
Ohio
$1.77K -$18.3K -480 -87%
AFC
258
Ares Financial Consulting
California
$1.68K +$2.56K +67 New
TWC
259
TD Waterhouse Canada
Ontario, Canada
$1.63K
FDCDDQ
260
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.56K +$2.33K +61 New
NA
261
NewEdge Advisors
Louisiana
$1.41K +$955 +25 +83%
CA
262
CoreCap Advisors
Michigan
$1.26K
SAM
263
Smartleaf Asset Management
Massachusetts
$1.19K -$13.5K -352 -89%
CFD
264
Creative Financial Designs
Indiana
$1.13K
GKIM
265
GW&K Investment Management
Massachusetts
$1K -$2.17M -56,793 -100%
EC
266
Elequin Capital
New York
$872 -$2.67K -70 -67%
CFO
267
CVA Family Office
Colorado
$846 +$1.26K +33 New
IPS
268
Investors Portfolio Services
Washington
$841 +$1.22K +32 New
SPIA
269
Steward Partners Investment Advisory
New York
$770
FMII
270
Farmers & Merchants Investments Inc
Nebraska
$667 -$153 -4 -13%
LFG
271
Larson Financial Group
Missouri
$616 +$191 +5 +26%
SEP
272
Signature Equity Partners
Ohio
$462
S
273
SignatureFD
Georgia
$436 -$497 -13 -43%
BFS
274
Bare Financial Services
Pennsylvania
$410 +$612 +16 New
FFO
275
Fortitude Family Office
Arizona
$359 +$535 +14 New