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Progress Software

344 hedge funds and large institutions have $3.12B invested in Progress Software in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 113 increasing their positions, 119 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.76% less ownership

Funds ownership: 114.58%113.81% (-0.76%)

5% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 119

61% less call options, than puts

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

Holders
344
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25.6M
Puts
$66.1M
Net Calls
Net Calls Change

Top Buyers

1 +$15.2M
2 +$12M
3 +$11M
4
Goldman Sachs
Goldman Sachs
New York
+$10.8M
5
JFG
Jefferies Financial Group
New York
+$9.83M

Top Sellers

1 -$17.3M
2 -$17M
3 -$16.3M
4
BlackRock
BlackRock
New York
-$16.1M
5
Macquarie Group
Macquarie Group
Australia
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
326
Spire Wealth Management
Virginia
$1.85K
MSFP
327
Mark Sheptoff Financial Planning
Connecticut
$1.85K
AAP
328
Arax Advisory Partners
Colorado
$1.41K
AAS
329
Ameritas Advisory Services
Nebraska
$1.28K
AGWCA
330
Annis Gardner Whiting Capital Advisors
Florida
$1.21K
PMAM
331
Picton Mahoney Asset Management
Ontario, Canada
$1K
RCM
332
Raleigh Capital Management
North Carolina
$841
SC
333
Swan Capital
Florida
$830
BWL
334
Bogart Wealth LLC
Virginia
$766
FHA
335
First Horizon Advisors
Tennessee
$733
MCM
336
MAI Capital Management
Ohio
$639
HNB
337
Huntington National Bank
Ohio
$575
KG
338
Kilter Group
New York
$575
TWD
339
True Wealth Design
Ohio
$447
DPW
340
DiNuzzo Private Wealth
Pennsylvania
$447
SIC
341
SJS Investment Consulting
Ohio
$320
BHWM
342
Bay Harbor Wealth Management
Maryland
$255
PWM
343
Parkworth Wealth Management
California
$192
HIA
344
HFM Investment Advisors
New Jersey
$192
RWM
345
Rialto Wealth Management
New York
$64
TC
346
TwinBeech Capital
New York
AIMCA
347
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
CF
348
Corebridge Financial
Texas
EGM
349
Engineers Gate Manager
New York
Balyasny Asset Management
350
Balyasny Asset Management
Illinois