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Progress Software

346 hedge funds and large institutions have $3.13B invested in Progress Software in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 112 increasing their positions, 120 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more capital invested

Capital invested by funds: $2.55B → $3.13B (+$581M)

11% more funds holding

Funds holding: 313346 (+33)

0.47% less ownership

Funds ownership: 114.85%114.38% (-0.47%)

7% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 120

61% less call options, than puts

Call options by funds: $25.6M | Put options by funds: $66.1M

Holders
346
Holders Change
+33
Holders Change %
+10.54%
% of All Funds
4.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
65
Increased
112
Reduced
120
Closed
27
Calls
$25.6M
Puts
$66.1M
Net Calls
-$40.5M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
326
Steward Partners Investment Advisory
New York
$1.92K -$1.22K -20 -40%
FMII
327
Farmers & Merchants Investments Inc
Nebraska
$1.92K
MSFP
328
Mark Sheptoff Financial Planning
Connecticut
$1.85K +$1.76K +29 New
SWM
329
Spire Wealth Management
Virginia
$1.85K +$1.76K +29 New
AAP
330
Arax Advisory Partners
Colorado
$1.41K
AAS
331
Ameritas Advisory Services
Nebraska
$1.28K +$1.22K +20 New
AGWCA
332
Annis Gardner Whiting Capital Advisors
Florida
$1.21K +$1.16K +19 New
PMAM
333
Picton Mahoney Asset Management
Ontario, Canada
$1K
RCM
334
Raleigh Capital Management
North Carolina
$841
SC
335
Swan Capital
Florida
$830 +$791 +13 New
BWL
336
Bogart Wealth LLC
Virginia
$766
FHA
337
First Horizon Advisors
Tennessee
$733
MCM
338
MAI Capital Management
Ohio
$639 +$608 +10 New
HNB
339
Huntington National Bank
Ohio
$575
KG
340
Kilter Group
New York
$575 +$547 +9 New
TWD
341
True Wealth Design
Ohio
$447
DPW
342
DiNuzzo Private Wealth
Pennsylvania
$447 +$61 +1 +17%
SIC
343
SJS Investment Consulting
Ohio
$320
BHWM
344
Bay Harbor Wealth Management
Maryland
$255 +$182 +3 +300%
HIA
345
HFM Investment Advisors
New Jersey
$192 +$122 +2 +200%
PWM
346
Parkworth Wealth Management
California
$192 +$122 +2 +200%
RWM
347
Rialto Wealth Management
New York
$64 +$61 +1 New
TC
348
TwinBeech Capital
New York
-$4.75M -92,187 Closed
AIMCA
349
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$1.2M -23,200 Closed
CF
350
Corebridge Financial
Texas
-$1.16M -22,511 Closed

PRGS Hedge Fund Activity: Q2 2025 in Review

346 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Progress Software (PRGS) for Q2 2025, worth a combined $3.13B — up 23% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PRGS positions and 27 closed out — a net gain of 38 holders — while 112 added to existing stakes and 120 trimmed.

The largest buyer was Millennium Management, adding an estimated $14.5M. The largest seller was Wellington Management Group, cutting an estimated $16.5M.

  • 346 institutional investors held Progress Software (PRGS) as of Q2 2025, up from 313 in Q1 2025.
  • Funds reported $3.13B of Progress Software stock for Q2 2025, up 23% quarter-over-quarter.
  • 65 funds opened new Progress Software positions in Q2 2025 and 27 closed out, a net change of +38 holders.
  • The largest Progress Software buyer in Q2 2025 was Millennium Management, an estimated $14.5M added.
  • The largest Progress Software seller in Q2 2025 was Wellington Management Group, an estimated $16.5M sold.

Based on aggregated 13F filings for Q2 2025.