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Progress Software

343 hedge funds and large institutions have $3.11B invested in Progress Software in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 112 increasing their positions, 119 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+31
Holders Change %
+9.94%
% of All Funds
4.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
64
Increased
112
Reduced
119
Closed
27
Calls
$25.6M
Puts
$66.1M
Net Calls
-$40.5M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
301
Sterling Capital Management
North Carolina
$6.64K +$3.7K +58 +126%
SS
302
SBI Securities
Japan
$6.58K
RIL
303
Rothschild Investment LLC
Illinois
$6.38K +$3.19K +50 +100%
BFS
304
Bare Financial Services
Pennsylvania
$6.38K +$3.64K +57 +133%
HWM
305
Hemington Wealth Management
Virginia
$6K +$1.42K +25 +31%
TPWA
306
Twin Peaks Wealth Advisors
California
$5.01K +$5.01K +113 New
BF
307
BOK Financial
Oklahoma
$4.79K -$812K -12,720 -99%
PWMG
308
Private Wealth Management Group
New Jersey
$4.66K
LI
309
LRI Investments
Florida
$4.41K
FFO
310
Fortitude Family Office
Arizona
$4.28K +$830 +13 +24%
VWWMG
311
Vermillion & White Wealth Management Group
Pennsylvania
$4.15K -$511 -8 -11%
W
312
WealthCollab
Washington
$3.9K
BIA
313
Bell Investment Advisors
California
$3.83K
TWC
314
TD Waterhouse Canada
Ontario, Canada
$3.61K
CA
315
CoreCap Advisors
Michigan
$3.13K
CFD
316
Creative Financial Designs
Indiana
$2.81K
Jones Financial Companies
317
Jones Financial Companies
Missouri
$2.36K +$1.21K +19 +106%
NA
318
NewEdge Advisors
Louisiana
$2.05K -$128 -2 -6%
JWA
319
JFS Wealth Advisors
Pennsylvania
$1.98K +$447 +7 +29%
CT
320
Clearstead Trust
Maine
$1.98K +$1.98K +31 New
TFA
321
Toth Financial Advisory
Virginia
$1.92K +$1.92K +30 New
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$1.92K -$1.79K -28 -48%
SPIA
323
Steward Partners Investment Advisory
New York
$1.92K -$1.28K -20 -40%
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$1.92K
MSFP
325
Mark Sheptoff Financial Planning
Connecticut
$1.85K +$1.85K +29 New