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Progress Software

304 hedge funds and large institutions have $2.07B invested in Progress Software in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 107 increasing their positions, 119 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less call options, than puts

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

34% less capital invested

Capital invested by funds: $3.14B → $2.07B (-$1.06B)

45% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 77

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

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
$70.2M
Puts
$84.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
251
Bogart Wealth LLC
Virginia
$9.31K
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$9.18K
Bessemer Group
253
Bessemer Group
New Jersey
$9K
PFBT
254
Parkside Financial Bank & Trust
Missouri
$8.92K
W
255
WealthCollab
Washington
$8.35K
PS
256
Principal Securities
Iowa
$7.47K
UB
257
UMB Bank
Missouri
$7.25K
MMC
258
Mizuho Markets Cayman
Cayman Islands
$6.9K
EWA
259
EverSource Wealth Advisors
Alabama
$6.59K
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$6.33K
KFI
261
Key Financial Inc
Pennsylvania
$5.56K
BFS
262
Bare Financial Services
Pennsylvania
$5.27K
TPCW
263
TD Private Client Wealth
New York
$4.96K
SCM
264
Sterling Capital Management
North Carolina
$4.57K
NWM
265
Nova Wealth Management
Florida
$4.39K
HWM
266
Hemington Wealth Management
Virginia
$4K
RFP
267
Root Financial Partners
California
$3.65K
Jones Financial Companies
268
Jones Financial Companies
Missouri
$3.32K
LI
269
LRI Investments
Florida
$3.04K
T. Rowe Price Investment Management
270
T. Rowe Price Investment Management
Maryland
$3K
TWD
271
True Wealth Design
Ohio
$2.94K
TWC
272
TD Waterhouse Canada
Ontario, Canada
$2.94K
SL
273
Salomon & Ludwin
Virginia
$2.86K
VWWMG
274
Vermillion & White Wealth Management Group
Pennsylvania
$2.85K
RIL
275
Rothschild Investment LLC
Illinois
$2.72K