PRGS icon

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
VWWMG
276
Vermillion & White Wealth Management Group
Pennsylvania
$2.85K
RIL
277
Rothschild Investment LLC
Illinois
$2.72K
FFO
278
Fortitude Family Office
Arizona
$2.68K
ASN
279
Advisory Services Network
Georgia
$2.67K
BIA
280
Bell Investment Advisors
California
$2.64K
RWS
281
Retirement Wealth Solutions
Wisconsin
$2.33K
AF
282
Allworth Financial
California
$2.29K
CA
283
CoreCap Advisors
Michigan
$2.15K
CFD
284
Creative Financial Designs
Indiana
$1.93K
SS
285
SBI Securities
Japan
$1.84K
CA
286
Clearstead Advisors
Ohio
$1.8K
GRP
287
Global Retirement Partners
California
$1.56K
WANY
288
Wealthspire Advisors (New York)
New York
$1.49K
NA
289
NewEdge Advisors
Louisiana
$1.36K
CT
290
Clearstead Trust
Maine
$1.36K
S
291
SignatureFD
Georgia
$1.32K
SPIA
292
Steward Partners Investment Advisory
New York
$1.32K
FMII
293
Farmers & Merchants Investments Inc
Nebraska
$1.32K
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$1.27K
PMAM
295
Picton Mahoney Asset Management
Ontario, Canada
$1K
Optiver Holding
296
Optiver Holding
Netherlands
$923
JWA
297
JFS Wealth Advisors
Pennsylvania
$791
PWA
298
Physician Wealth Advisors
Utah
$791
WA
299
Westfuller Advisors
New York
$787
BHWM
300
Bay Harbor Wealth Management
Maryland
$307