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Progress Software

304 hedge funds and large institutions have $2.07B invested in Progress Software in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 118 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

34% less capital invested

Capital invested by funds: $3.13B → $2.07B (-$1.06B)

44% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 77

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$70.2M
Puts
$84.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
351
Vident Advisory
Georgia
CGH
352
Crossmark Global Holdings
Texas
PMA
353
Prudent Man Advisors
Illinois
GLA
354
Great Lakes Advisors
Illinois
X
355
Xponance
Pennsylvania
PGWM
356
Parisi Gray Wealth Management
New Jersey
IA
357
Inspire Advisors
Idaho
PD
358
Point72 (DIFC)
United Arab Emirates
FMP
359
Financial Management Professionals
Texas
MYIA
360
Mount Yale Investment Advisors
Colorado
SO
361
STRS Ohio
Ohio
OCM
362
Orion Capital Management
California
MPW
363
MASECO Private Wealth
OWA
364
Opal Wealth Advisors
New York
MWM
365
Mascoma Wealth Management
New Hampshire
LFG
366
Larson Financial Group
Missouri
BIG
367
Brooklyn Investment Group
New York
RFS
368
Richardson Financial Services
Massachusetts
TPWA
369
Twin Peaks Wealth Advisors
California
BF
370
BOK Financial
Oklahoma
PWMG
371
Private Wealth Management Group
New Jersey
TFA
372
Toth Financial Advisory
Virginia
SWM
373
Spire Wealth Management
Virginia
MSFP
374
Mark Sheptoff Financial Planning
Connecticut
AAS
375
Ameritas Advisory Services
Nebraska