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Progress Software

304 hedge funds and large institutions have $2.07B invested in Progress Software in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 107 increasing their positions, 119 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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: $3.14B → $2.07B (-$1.06B)

45% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 77

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
304
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
FFO
276
Fortitude Family Office
Arizona
$2.68K
ASN
277
Advisory Services Network
Georgia
$2.67K
BIA
278
Bell Investment Advisors
California
$2.64K
RWS
279
Retirement Wealth Solutions
Wisconsin
$2.33K
AF
280
Allworth Financial
California
$2.29K
CA
281
CoreCap Advisors
Michigan
$2.15K
CFD
282
Creative Financial Designs
Indiana
$1.93K
SS
283
SBI Securities
Japan
$1.84K
CA
284
Clearstead Advisors
Ohio
$1.8K
GRP
285
Global Retirement Partners
California
$1.56K
WANY
286
Wealthspire Advisors (New York)
New York
$1.49K
NA
287
NewEdge Advisors
Louisiana
$1.36K
CT
288
Clearstead Trust
Maine
$1.36K
S
289
SignatureFD
Georgia
$1.32K
SPIA
290
Steward Partners Investment Advisory
New York
$1.32K
FMII
291
Farmers & Merchants Investments Inc
Nebraska
$1.32K
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$1.27K
PMAM
293
Picton Mahoney Asset Management
Ontario, Canada
$1K
Optiver Holding
294
Optiver Holding
Netherlands
$923
JWA
295
JFS Wealth Advisors
Pennsylvania
$791
PWA
296
Physician Wealth Advisors
Utah
$791
WA
297
Westfuller Advisors
New York
$787
BHWM
298
Bay Harbor Wealth Management
Maryland
$307
DPW
299
DiNuzzo Private Wealth
Pennsylvania
$278
SIC
300
SJS Investment Consulting
Ohio
$176