Institutional Ownership Progress Software Corp (PRGS)
This table provides information about the institutional ownership of Progress Software Corp (PRGS). We have compiled data on the 353 institutions that hold shares in the stock, with a total of 48.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
95
shares
|
$5,150
0.0% of portfolio
|
Q3 2024
Added 23.38%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
75
shares
|
$4,066
0.0% of portfolio
|
Q4 2023
Added 212.5%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
73
shares
|
$3,958
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
72
shares
|
$3,903
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
72
shares
|
$3,903
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
71
shares
|
$3,849
0.0% of portfolio
|
Q4 2024
Added 18.33%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
69
shares
|
$3,741
0.0% of portfolio
|
Q3 2024
Added 30.19%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
65
shares
|
$3,524
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
61
shares
|
$3,307
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
54
shares
|
$2,927
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
51
shares
|
$2,765
0.0% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
51
shares
|
$2,765
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
50
shares
|
$2,711
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
49
shares
|
$2,656
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
45
shares
|
$2,439
0.0% of portfolio
|
Q3 2024
Added 350.0%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
45
shares
|
$2,439
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
44
shares
|
$2,385
0.0% of portfolio
|
Q2 2023
Reduced 10.2%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
44
shares
|
$2,385
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
42
shares
|
$2,277
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
42
shares
|
$2,277
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
38
shares
|
$2,060
0.0% of portfolio
|
Q4 2024
Reduced 68.6%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
35
shares
|
$1,897
0.0% of portfolio
|
Q2 2022
Reduced 70.83%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
32
shares
|
$1,735
0.0% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
32
shares
|
$1,735
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
30
shares
|
$1,626
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|