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Progress Software
PRGS

Overview Fund Activity

300 hedge funds and large institutions have $2.48B invested in Progress Software in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 95 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+23
Holders Change %
+8.3%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
52
Increased
95
Reduced
103
Closed
27
Calls
$21.5M
Puts
$49.5M
Net Calls
-$27.9M
Net Calls Change
-$15.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$44.2M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$37.8M
3
Deutsche Bank
Deutsche Bank
Germany
$36.7M
4
Citadel Advisors
Citadel Advisors
Florida
$15.6M
5
Wells Fargo
Wells Fargo
California
$14.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$86M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$27.2M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$4.23M
5
Millennium Management
Millennium Management
New York
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
276
WealthCollab
Washington
$3.84K – – –
Mitsubishi UFJ Asset Management
277
Mitsubishi UFJ Asset Management
Japan
$3.84K – – –
EWA
278
EverSource Wealth Advisors
Alabama
$3.09K – – –
CA
279
Clearstead Advisors
Ohio
$3.05K – – –
FFO
280
Fortitude Family Office
Arizona
$2.88K – – –
QL
281
Quarry LP
New York
$2.83K +$2.83K +53 New
GRP
282
Global Retirement Partners
California
$2.33K – – –
LFA
283
LGT Financial Advisors
Texas
$2.24K – – –
FRA
284
Front Row Advisors
California
$2.13K +$2.13K +40 New
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$2K -$2.06K -35 -51%
AF
286
Allworth Financial
California
$1.76K – – –
FMII
287
Farmers & Merchants Investments Inc
Nebraska
$1.76K – – –
JWA
288
JFS Wealth Advisors
Pennsylvania
$1.6K – – –
SPIA
289
Steward Partners Investment Advisory
New York
$1.6K – – –
FFA
290
Farther Finance Advisors
California
$1.06K – – –
FHA
291
First Horizon Advisors
Tennessee
$1.03K – – –
UB
292
UMB Bank
Missouri
$853 +$853 +16 New
SIC
293
SJS Investment Consulting
Ohio
$427 +$53 +1 +14%
DPW
294
DiNuzzo Private Wealth
Pennsylvania
$427 +$160 +3 +60%
ECM
295
Everence Capital Management
Indiana
$342 – – –
FGAM
296
Financial Gravity Asset Management
Texas
$305 +$305 +6 New
RIL
297
Rothschild Investment LLC
Illinois
$267 +$267 +5 New
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$213 +$213 +4 New
TWP
299
TFO Wealth Partners
Ohio
$53 – – –
William Blair Investment Management
300
William Blair Investment Management
Illinois
– -$30M -552,607 Closed
10 11
12
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