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Progress Software

307 hedge funds and large institutions have $2.07B invested in Progress Software in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 108 increasing their positions, 119 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

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: $3.13B → $2.07B (-$1.06B)

43% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 76

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
307
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
HFS
251
Hantz Financial Services
Michigan
$11K
BWL
252
Bogart Wealth LLC
Virginia
$9.31K
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$9.18K
Bessemer Group
254
Bessemer Group
New Jersey
$9K
PFBT
255
Parkside Financial Bank & Trust
Missouri
$8.92K
W
256
WealthCollab
Washington
$8.35K
PS
257
Principal Securities
Iowa
$7.47K
UB
258
UMB Bank
Missouri
$7.25K
MMC
259
Mizuho Markets Cayman
Cayman Islands
$6.9K
EWA
260
EverSource Wealth Advisors
Alabama
$6.59K
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$6.33K
KFI
262
Key Financial Inc
Pennsylvania
$5.56K
BFS
263
Bare Financial Services
Pennsylvania
$5.27K
TPCW
264
TD Private Client Wealth
New York
$4.96K
IA
265
IFP Advisors
Florida
$4.61K
SCM
266
Sterling Capital Management
North Carolina
$4.57K
NWM
267
Nova Wealth Management
Florida
$4.39K
HWM
268
Hemington Wealth Management
Virginia
$4K
RFP
269
Root Financial Partners
California
$3.65K
Jones Financial Companies
270
Jones Financial Companies
Missouri
$3.32K
LI
271
LRI Investments
Florida
$3.04K
T. Rowe Price Investment Management
272
T. Rowe Price Investment Management
Maryland
$3K
TWD
273
True Wealth Design
Ohio
$2.94K
TWC
274
TD Waterhouse Canada
Ontario, Canada
$2.94K
SL
275
Salomon & Ludwin
Virginia
$2.86K