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Progress Software

309 hedge funds and large institutions have $1.97B invested in Progress Software in 2025 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 119 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more call options, than puts

Call options by funds: $92.9M | Put options by funds: $19.7M

14% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 44

0% more funds holding

Funds holding: 309309 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $2.07B → $1.97B (-$103M)

2.7% less ownership

Funds ownership: 109.45%106.75% (-2.7%)

12% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 119

Holders
309
Holders Change
Holders Change %
0%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
50
Increased
105
Reduced
119
Closed
44
Calls
$92.9M
Puts
$19.7M
Net Calls
+$73.2M
Net Calls Change
+$87.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VWWMG
276
Vermillion & White Wealth Management Group
Pennsylvania
$2.79K
RWS
277
Retirement Wealth Solutions
Wisconsin
$2.66K +$392 +9 +17%
FFA
278
Farther Finance Advisors
California
$2.23K -$9.37K -215 -81%
CA
279
CoreCap Advisors
Michigan
$2.1K
RFP
280
Root Financial Partners
California
$2.02K -$1.57K -36 -43%
CFD
281
Creative Financial Designs
Indiana
$1.89K
AAP
282
Arax Advisory Partners
Colorado
$1.8K -$1.25M -28,655 -100%
SS
283
SBI Securities
Japan
$1.8K
TM
284
Torren Management
California
$1.78K +$1.79K +41 New
QL
285
Quarry LP
New York
$1.76K -$13K -299 -88%
AssetMark Inc
286
AssetMark Inc
California
$1.55K -$130K -2,976 -99%
NA
287
NewEdge Advisors
Louisiana
$1.29K -$44 -1 -3%
FMII
288
Farmers & Merchants Investments Inc
Nebraska
$1.29K
S
289
SignatureFD
Georgia
$1.29K
SPIA
290
Steward Partners Investment Advisory
New York
$1.29K
JWA
291
JFS Wealth Advisors
Pennsylvania
$989 +$218 +5 +28%
PMAM
292
Picton Mahoney Asset Management
Ontario, Canada
$859
LFG
293
Larson Financial Group
Missouri
$816 +$828 +19 New
SEP
294
Signature Equity Partners
Ohio
$773 +$785 +18 New
OC
295
Optima Capital
Oregon
$516 +$523 +12 New
KG
296
Kilter Group
New York
$473 +$479 +11 New
ACM
297
Aster Capital Management
United Arab Emirates
$344 -$122K -2,791 -100%
CA
298
Clearstead Advisors
Ohio
$215 -$1.57K -36 -88%
DPW
299
DiNuzzo Private Wealth
Pennsylvania
$215 -$44 -1 -17%
AW
300
Ankerstar Wealth
Texas
$215 +$218 +5 New