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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 %
SWM
326
Spire Wealth Management
Virginia
$1.85K +$1.85K +29 New
AAP
327
Arax Advisory Partners
Colorado
$1.41K
AAS
328
Ameritas Advisory Services
Nebraska
$1.28K +$1.28K +20 New
AGWCA
329
Annis Gardner Whiting Capital Advisors
Florida
$1.21K +$1.21K +19 New
PMAM
330
Picton Mahoney Asset Management
Ontario, Canada
$1K
RCM
331
Raleigh Capital Management
North Carolina
$841
SC
332
Swan Capital
Florida
$830 +$830 +13 New
BWL
333
Bogart Wealth LLC
Virginia
$766
FHA
334
First Horizon Advisors
Tennessee
$733
MCM
335
MAI Capital Management
Ohio
$639 +$639 +10 New
HNB
336
Huntington National Bank
Ohio
$575
KG
337
Kilter Group
New York
$575 +$575 +9 New
TWD
338
True Wealth Design
Ohio
$447
DPW
339
DiNuzzo Private Wealth
Pennsylvania
$447 +$64 +1 +17%
SIC
340
SJS Investment Consulting
Ohio
$320
BHWM
341
Bay Harbor Wealth Management
Maryland
$255 +$191 +3 +300%
PWM
342
Parkworth Wealth Management
California
$192 +$128 +2 +200%
HIA
343
HFM Investment Advisors
New Jersey
$192 +$128 +2 +200%
RWM
344
Rialto Wealth Management
New York
$64 +$64 +1 New
TC
345
TwinBeech Capital
New York
-$4.75M -92,187 Closed
AIMCA
346
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$1.2M -23,200 Closed
CF
347
Corebridge Financial
Texas
-$1.16M -22,511 Closed
EGM
348
Engineers Gate Manager
New York
-$1.13M -22,013 Closed
Balyasny Asset Management
349
Balyasny Asset Management
Illinois
-$933K -18,109 Closed
PCM
350
Prelude Capital Management
New York
-$652K -12,660 Closed