PRGS icon

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 %
PWMG
276
Private Wealth Management Group
New Jersey
$3.76K
VWWMG
277
Vermillion & White Wealth Management Group
Pennsylvania
$3.76K +$3.76K +73 New
TWC
278
TD Waterhouse Canada
Ontario, Canada
$3.75K
Mitsubishi UFJ Asset Management
279
Mitsubishi UFJ Asset Management
Japan
$3.71K
AF
280
Allworth Financial
California
$3.66K +$650 +11 +22%
LI
281
LRI Investments
Florida
$3.56K
W
282
WealthCollab
Washington
$3.14K
BIA
283
Bell Investment Advisors
California
$3.09K -$567 -11 -15%
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$2.99K +$361 +7 +14%
FFO
285
Fortitude Family Office
Arizona
$2.78K
SPIA
286
Steward Partners Investment Advisory
New York
$2.58K
RIL
287
Rothschild Investment LLC
Illinois
$2.58K +$258 +5 +11%
CA
288
CoreCap Advisors
Michigan
$2.53K
SCM
289
Sterling Capital Management
North Carolina
$2.37K +$103 +2 +5%
CFD
290
Creative Financial Designs
Indiana
$2.27K +$2.27K +44 New
BFS
291
Bare Financial Services
Pennsylvania
$2.22K +$2.22K +43 New
HCP
292
Hexagon Capital Partners
Arkansas
$1.96K +$618 +12 +46%
NA
293
NewEdge Advisors
Louisiana
$1.76K +$1.6K +31 +1,033%
IA
294
IFP Advisors
Florida
$1.65K
FMII
295
Farmers & Merchants Investments Inc
Nebraska
$1.55K
JWA
296
JFS Wealth Advisors
Pennsylvania
$1.24K
AAP
297
Arax Advisory Partners
Colorado
$1.13K +$1.13K +22 New
PMAM
298
Picton Mahoney Asset Management
Ontario, Canada
$1K
Jones Financial Companies
299
Jones Financial Companies
Missouri
$925 +$874 +17 +1,700%
RCM
300
Raleigh Capital Management
North Carolina
$678 +$678 +13 New