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Progress Software

303 hedge funds and large institutions have $2.55B invested in Progress Software in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 101 increasing their positions, 108 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+3
Holders Change %
+1%
% of All Funds
4.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
101
Reduced
108
Closed
42
Calls
$17.4M
Puts
$16.5M
Net Calls
+$874K
Net Calls Change
+$28.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
276
Private Wealth Management Group
New Jersey
$3.96K +$3.96K +73 New
Mitsubishi UFJ Asset Management
277
Mitsubishi UFJ Asset Management
Japan
$3.91K
AF
278
Allworth Financial
California
$3.33K +$1.5K +27 +82%
FFO
279
Fortitude Family Office
Arizona
$2.93K
LI
280
LRI Investments
Florida
$2.86K +$2.86K +53 New
BIA
281
Bell Investment Advisors
California
$2.66K -$1.79K -33 -40%
CFB
282
Cullen/Frost Bankers
Texas
$2.66K +$2.66K +49 New
UB
283
UMB Bank
Missouri
$2.55K +$1.68K +31 +194%
GRP
284
Global Retirement Partners
California
$2.38K
LFA
285
LGT Financial Advisors
Texas
$2.28K
FRA
286
Front Row Advisors
California
$2.17K
FMII
287
Farmers & Merchants Investments Inc
Nebraska
$1.79K
VCM
288
Versant Capital Management
Arizona
$1.74K +$1.74K +32 New
IA
289
IFP Advisors
Florida
$1.68K +$1.68K +31 New
SPIA
290
Steward Partners Investment Advisory
New York
$1.63K
AF
291
Advisornet Financial
Minnesota
$1.47K +$1.47K +27 New
IC
292
Innealta Capital
Texas
$1.41K +$1.41K +26 New
SC
293
Stephens Consulting
Michigan
$1.3K +$1.3K +24 New
JWA
294
JFS Wealth Advisors
Pennsylvania
$1.25K -$380 -7 -23%
FFA
295
Farther Finance Advisors
California
$1.07K
FHA
296
First Horizon Advisors
Tennessee
$1.05K
RIL
297
Rothschild Investment LLC
Illinois
$543 +$272 +5 +100%
HNB
298
Huntington National Bank
Ohio
$488 +$488 +9 New
SIC
299
SJS Investment Consulting
Ohio
$380 -$54 -1 -13%
DPW
300
DiNuzzo Private Wealth
Pennsylvania
$326 -$109 -2 -25%