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 343 institutions that hold shares in the stock, with a total of 49.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
49
shares
|
$2,397
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
46
shares
|
$2,250
0.0% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
44
shares
|
$2,152
0.0% of portfolio
|
Q2 2023
Reduced 10.2%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
44
shares
|
$2,152
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
43
shares
|
$2,103
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
42
shares
|
$2,055
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
38
shares
|
$1,859
0.0% of portfolio
|
Q1 2025
Added 46.15%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
35
shares
|
$1,712
0.0% of portfolio
|
Q2 2022
Reduced 70.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
34
shares
|
$1,663
0.0% of portfolio
|
Q1 2025
Added 1033.33%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
32
shares
|
$1,565
0.0% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
32
shares
|
$1,565
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
30
shares
|
$1,467
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
30
shares
|
$1,467
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
24
shares
|
$1,174
0.0% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
22
shares
|
$1,076
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
20
shares
|
$978
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
20
shares
|
$978
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
18
shares
|
$880
0.0% of portfolio
|
Q1 2025
Reduced 90.53%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
13
shares
|
$636
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
12
shares
|
$587
0.0% of portfolio
|
Q1 2025
Reduced 73.33%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
11
shares
|
$538
0.0% of portfolio
|
Q1 2025
Reduced 93.37%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
10
shares
|
$489
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
9
shares
|
$440
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
7
shares
|
$342
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
7
shares
|
$342
0.0% of portfolio
|
Q2 2025
Added 16.67%
|