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Progress Software
PRGS

Overview Fund Activity

328 hedge funds and large institutions have $3.23B invested in Progress Software in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 121 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+4
Holders Change %
+1.23%
% of All Funds
4.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
44
Increased
121
Reduced
106
Closed
35
Calls
$3.3M
Puts
$59.4M
Net Calls
-$56.1M
Net Calls Change
-$67.8M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$74.5M
2
JFG
2
Jefferies Financial Group
New York
$44.1M
3
N
3
Natixis
France
$33.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$12.1M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$13.6M

Top Sellers

1
Nomura Holdings
1
Nomura Holdings
Japan
$29.1M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$5.91M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$14.5M
4
WAM
4
Weiss Asset Management
Massachusetts
$0
5
LG
5
Leuthold Group
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
301
CoreCap Advisors
Michigan
$3.19K – – –
RIL
302
Rothschild Investment LLC
Illinois
$2.93K – – –
BWL
303
Bogart Wealth LLC
Virginia
$2.93K +$2.93K +45 New
AF
304
Allworth Financial
California
$2.92K -$515 -9 -15%
SCM
305
Sterling Capital Management
North Carolina
$2.87K – – –
GRP
306
Global Retirement Partners
California
$2.86K – – –
LFA
307
LGT Financial Advisors
Texas
$2.74K – – –
QL
308
Quarry LP
New York
$2.48K -$5.41K -83 -69%
IA
309
IFP Advisors
Florida
$2.09K +$65 +1 +3%
FMII
310
Farmers & Merchants Investments Inc
Nebraska
$1.96K -$196 -3 -9%
HCP
311
Hexagon Capital Partners
Arkansas
$1.69K +$1.56K +24 +1,200%
FFA
312
Farther Finance Advisors
California
$1.63K +$65 +1 +4%
JWA
313
JFS Wealth Advisors
Pennsylvania
$1.56K – – –
PMAM
314
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
CWP
315
Concord Wealth Partners
Virginia
$782 – – –
SWM
316
Spire Wealth Management
Virginia
$586 – – –
HNB
317
Huntington National Bank
Ohio
$586 – – –
SIC
318
SJS Investment Consulting
Ohio
$457 – – –
LFG
319
Larson Financial Group
Missouri
$391 – – –
DPW
320
DiNuzzo Private Wealth
Pennsylvania
$391 – – –
T
321
Transce3nd
Texas
$329 +$329 +5 New
CPG
322
Cornerstone Planning Group
New Jersey
$273 – – –
SS
323
SBI Securities
Japan
$195 +$195 +3 New
NA
324
NewEdge Advisors
Louisiana
$195 +$195 +3 New
GFPC
325
Global Financial Private Client
Florida
$130 +$130 +2 New
11 12
13
14 15