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Progress Software

312 hedge funds and large institutions have $2.55B invested in Progress Software in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
-16
Holders Change %
-4.88%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
45
Increased
111
Reduced
113
Closed
57
Calls
$3.09M
Puts
$65.8M
Net Calls
-$62.8M
Net Calls Change
-$6.67M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$22K +$3.63K +72 +20%
CIAM
252
Caitong International Asset Management
Hong Kong
$21.7K +$21.7K +422 New
EWA
253
EverSource Wealth Advisors
Alabama
$21.5K +$10.3K +200 +92%
Ohio Public Employees Retirement System (OPERS)
254
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.4K +$2.63K +51 +14%
OWA
255
Opal Wealth Advisors
New York
$20K +$20K +389 New
Osaic Holdings
256
Osaic Holdings
Arizona
$17.9K -$17.1K -332 -49%
FFA
257
Farther Finance Advisors
California
$16.9K +$15.5K +268 +1,072%
VCM
258
Versant Capital Management
Arizona
$15.9K +$5.31K +103 +50%
LWA
259
Lowe Wealth Advisors
Maryland
$15.5K +$15.5K +300 New
LFG
260
Larson Financial Group
Missouri
$14.1K +$13.8K +267 +4,450%
HFS
261
Hantz Financial Services
Michigan
$14K
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$13.2K +$3.66K +71 +38%
MWM
263
Mascoma Wealth Management
New Hampshire
$12.9K
C
264
Covestor
United Kingdom
$10K +$652 +12 +7%
UB
265
UMB Bank
Missouri
$9.43K +$4.22K +82 +81%
PFBT
266
Parkside Financial Bank & Trust
Missouri
$8.91K +$3.14K +61 +54%
Federated Hermes
267
Federated Hermes
Pennsylvania
$8.4K -$377K -7,328 -98%
MPWT
268
MassMutual Private Wealth & Trust
Connecticut
$7.21K +$1.96K +38 +37%
KFI
269
Key Financial Inc
Pennsylvania
$6.34K
Bessemer Group
270
Bessemer Group
New Jersey
$6K -$19.8K -379 -77%
SS
271
SBI Securities
Japan
$5.31K +$5.15K +100 +3,333%
LC
272
Lindbrook Capital
California
$4.89K
S
273
SignatureFD
Georgia
$4.79K -$670 -13 -12%
SSG
274
Summit Securities Group
New York
$4.43K +$4.43K +86 New
HWM
275
Hemington Wealth Management
Virginia
$4K +$444 +9 +13%