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Progress Software

292 hedge funds and large institutions have $1.14B invested in Progress Software in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 104 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $10.7M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 104

1.44% less ownership

Funds ownership: 106.75%105.31% (-1.4%)

6% less funds holding

Funds holding: 309292 (-17)

14% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 64

42% less capital invested

Capital invested by funds: $1.97B → $1.14B (-$833M)

Holders
292
Holders Change
-17
Holders Change %
-5.5%
% of All Funds
3.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
97
Reduced
104
Closed
64
Calls
$11.7M
Puts
$10.7M
Net Calls
+$1.02M
Net Calls Change
-$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RWS
276
Retirement Wealth Solutions
Wisconsin
$334 -$1.87K -49 -79%
JWA
277
JFS Wealth Advisors
Pennsylvania
$308 -$420 -11 -48%
SS
278
Sunbelt Securities
Texas
$308 +$459 +12 New
HI
279
Harbour Investments
Wisconsin
$275 +$382 +10 New
KFAS
280
Keating Financial Advisory Services
Kansas
$257 +$191 +5 +100%
WPA
281
Wealth Preservation Advisors
Tennessee
$180 +$268 +7 New
TWD
282
True Wealth Design
Ohio
$154 -$3.78K -99 -94%
GWM
283
Gilpin Wealth Management
Colorado
$154 +$115 +3 +100%
DPW
284
DiNuzzo Private Wealth
Pennsylvania
$129
SIC
285
SJS Investment Consulting
Ohio
$77
BHWM
286
Bay Harbor Wealth Management
Maryland
$76 +$38 +1 +50%
RWM
287
Rialto Wealth Management
New York
$52
HFS
288
Hughes Financial Services
Virginia
$51 +$38 +1 +100%
CMA
289
Cedar Mountain Advisors
Oregon
$51 +$76 +2 New
Toronto Dominion Bank
290
Toronto Dominion Bank
Ontario, Canada
$26 +$38 +1 New
MWPCG
291
Measured Wealth Private Client Group
New Hampshire
$20 +$38 +1 New
Wellington Management Group
292
Wellington Management Group
Massachusetts
-$59.9M -1,394,349 Closed
Capital International Investors
293
Capital International Investors
California
-$31M -722,081 Closed
Diamond Hill Capital Management
294
Diamond Hill Capital Management
Ohio
-$21.3M -495,346 Closed
SLAM
295
Swiss Life Asset Management
-$11.5M -268,016 Closed
MMA
296
Mizuho Markets Americas
New York
-$4.71M -109,712 Closed
Stifel Financial
297
Stifel Financial
Missouri
-$3.64M -84,786 Closed
WG
298
Winton Group
United Kingdom
-$3.5M -81,486 Closed
Two Sigma Advisers
299
Two Sigma Advisers
New York
-$2.69M -62,725 Closed
FMI
300
F/M Investments
District of Columbia
-$2.26M -52,659 Closed