IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Progress Software Corp (PRGS)

CUSIP: 743312100 | NYSE | Technology · Software - Infrastructure | Small Cap | 1025 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,297,453
0.0% of portfolio›$51.9M
Principal Financial Group Inc282,518
0.0% of portfolio›$11.3M
Creative Planning130,757
0.0% of portfolio›$5.2M
CX Institutional128,757
0.1% of portfolio›$5.1K
MacKenzie Financial Corp87,402
0.0% of portfolio›$3.5M
Leuthold Group, LLC85,168
0.3% of portfolio›$3.4M
Wedge Capital Management L L P71,286
0.0% of portfolio›$2.8M
New York State Teachers Retirement System63,351
0.0% of portfolio›$2.5K
Range Financial Group LLC51,070
0.6% of portfolio›$2.0M
Allspring Global Investments Holdings, LLC42,157
0.0% of portfolio›$1.5M
Virginia Retirement Systems ET Al38,500
0.0% of portfolio›$1.5M
Prescott Group Capital Management, L.L.C.30,000
0.1% of portfolio›$1.2M
Wealth Enhancement Advisory Services, LLC27,693
0.0% of portfolio›$1.1M
Mountain Pacific Investment Advisers LLC24,977
0.2% of portfolio›$998.3K
Moody National Bank Trust Division24,521
0.1% of portfolio›$980.1K
Polaris Capital Management, LLC23,400
0.1% of portfolio›$935.3K
Inspire Investing, LLC19,294
0.0% of portfolio›$771.2K
Louisiana State Employees Retirement System17,500
0.0% of portfolio›$699.5K
State of Wyoming15,511
0.0% of portfolio›$620.0K
Choreo, LLC14,799
0.0% of portfolio›$591.5K
Wolverine Asset Management LLC13,459
0.0% of portfolio›$538.0K
D.A. Davidson & Co.13,450
0.0% of portfolio›$537.6K
Burney Co/13,402
0.0% of portfolio›$535.7K
Oppenheimer & Co Inc13,037
0.0% of portfolio›$521.1K
James Investment Research, Inc.11,677
0.0% of portfolio›$466.7K
Arizona State Retirement System11,555
0.0% of portfolio›$461.9K
Harbor Capital Advisors, Inc.10,798
0.0% of portfolio›$432
Amalgamated Bank10,666
0.0% of portfolio›$426
Yousif Capital Management, LLC10,449
0.0% of portfolio›$417.6K
Chesley Taft & Associates LLC10,211
0.0% of portfolio›$408.1K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS9,663
0.0% of portfolio›$386.2K
Oregon Public Employees Retirement Fund9,172
0.0% of portfolio›$366.6K
Hudson Edge Investment Partners Inc.8,656
0.0% of portfolio›$346.0K
Citigroup Inc8,147
0.0% of portfolio›$325.6K
State of Alaska, Department of Revenue8,090
0.0% of portfolio›$322
Farther Finance Advisors, LLC8,087
0.0% of portfolio›$323.3K
Atria Investments, Inc7,970
0.0% of portfolio›$318.5K
Crossmark Global Holdings, Inc.7,633
0.0% of portfolio›$305.1K
Wedbush Securities Inc7,476
0.0% of portfolio›$299
Pictet Asset Management Holding SA7,178
0.0% of portfolio›$286.9K
Swiss Life Asset Management Ltd7,151
0.0% of portfolio›$285.8K
Forbes J M & Co LLP7,120
0.0% of portfolio›$284.6K
Brighton Jones LLC6,669
0.0% of portfolio›$266.6K
Robeco Institutional Asset Management B.V.6,575
0.0% of portfolio›$262.8K
Ifrah Financial Services, Inc.6,389
0.1% of portfolio›$255.4K
Essential Planning, Llc.6,169
0.1% of portfolio›$246.6K
Pinnacle Wealth Planning Services, Inc.5,916
0.0% of portfolio›$236.5K
DekaBank Deutsche Girozentrale5,675
0.0% of portfolio›$228
ProShare Advisors LLC5,646
0.0% of portfolio›$225.7K
Kendall Capital Management5,400
0.0% of portfolio›$215.8K
CenterBook Partners LP5,253
0.0% of portfolio›$210.0K
71 West Capital Partners5,125
0.0% of portfolio›$204.8K
Fulcrum Asset Management LLP4,590
0.0% of portfolio›$181.0K
Mitsubishi UFJ Asset Management Co., Ltd.4,577
0.0% of portfolio›$182.9K
Versant Capital Management, Inc2,764
0.0% of portfolio›$110.5K
Gamma Investing LLC2,360
0.0% of portfolio›$94.3K
Heritage Family Offices, LLP2,130
0.0% of portfolio›$85.1K
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,800
0.0% of portfolio›$71.9K
Parallel Advisors, LLC1,617
0.0% of portfolio›$64.6K
Nisa Investment Advisors, LLC1,437
0.0% of portfolio›$57.4K
KBC Group NV1,161
0.0% of portfolio›$46
EverSource Wealth Advisors, LLC1,098
0.0% of portfolio›$43.9K
Sterling Capital Management LLC1,022
0.0% of portfolio›$40.8K
Blue Trust, Inc.791
0.0% of portfolio›$31.6K
Salomon & Ludwin, LLC513
0.0% of portfolio›$20.5K
Financial Management Professionals, Inc.486
0.0% of portfolio›$19.4K
WPG Advisers, LLC471
0.0% of portfolio›$18.8K
Essential Partners LLC464
0.0% of portfolio›$18.5K
Provenance Wealth Advisors, LLC464
0.0% of portfolio›$18.5K
True Wealth Design, LLC457
0.0% of portfolio›$18.3K
Quaker Wealth Management, LLC450
0.0% of portfolio›$18.0K
MassMutual Private Wealth & Trust, FSB374
0.0% of portfolio›$14.9K
Signaturefd, LLC325
0.0% of portfolio›$13.0K
SJS Investment Consulting Inc.316
0.0% of portfolio›$12.6K
Root Financial Partners, LLC299
0.0% of portfolio›$12.0K
Plato Investment Management Ltd283
0.0% of portfolio›$11.4K
Covestor Ltd258
0.0% of portfolio›$10
Bare Financial Services, Inc181
0.0% of portfolio›$7.2K
Wilmington Savings Fund Society, FSB176
0.0% of portfolio›$7.0K
TD Private Client Wealth LLC113
0.0% of portfolio›$4.5K
Parkside Financial Bank & Trust105
0.0% of portfolio›$4.2K
GHP Investment Advisors, Inc.102
0.0% of portfolio›$4.1K
Retirement Wealth Solutions LLC94
0.0% of portfolio›$3.8K
IFP Advisors, Inc81
0.0% of portfolio›$3.2K
SBI Securities Co., Ltd.80
0.0% of portfolio›$3.2K
Ascentis Wealth Management, LLC76
0.0% of portfolio›$3.0K
Ares Financial Consulting, LLC67
0.0% of portfolio›$2.7K
TD Waterhouse Canada Inc.65
0.0% of portfolio›$2.4K
Creative Financial Designs Inc44
0.0% of portfolio›$1.8K
Farmers & Merchants Investments Inc43
0.0% of portfolio›$1.7K
Private Trust Co NA24
0.0% of portfolio›$959
UMB Private Wealth Management, LLC18
0.0% of portfolio›$719
Marquette Asset Management, LLC17
0.0% of portfolio›$680
Signature Equity Partners, LLC17
0.0% of portfolio›$679
Caitong International Asset Management Co., Ltd12
0.0% of portfolio›$480
Assetmark, Inc10
0.0% of portfolio›$400
JFS Wealth Advisors, LLC9
0.0% of portfolio›$360
Cedar Mountain Advisors, LLC6
0.0% of portfolio›$240
Valley National Advisers Inc6
0.0% of portfolio›$240
Gilpin Wealth Management, LLC5
0.0% of portfolio›$200
Financial Consulate, Inc3
0.0% of portfolio›$120
Hughes Financial Services, LLC2
0.0% of portfolio›$90
Davis Capital Management2
0.0% of portfolio›$80
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,297,453$51.9M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
282,518$11.3M0.0%CoreLowDes Moines, IA2026-11-02
Creative Planning
130,757$5.2M0.0%IndexVery LowOverland Park, KS2026-11-02
CX Institutional
128,757$5.1K0.1%CoreMediumAuburn, IN2026-10-02
MacKenzie Financial Corp
87,402$3.5M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Leuthold Group, LLC
85,168$3.4M0.3%ValueMediumMinneapolis, MN2026-11-04
Wedge Capital Management L L P
71,286$2.8M0.0%ValueMediumCharlotte, NC2026-10-13
New York State Teachers Retirement System
63,351$2.5K0.0%CoreVery LowAlbany, NY2026-10-22
Range Financial Group LLC
51,070$2.0M0.6%GARPMediumTigard, OR2026-10-21
Allspring Global Investments Holdings, LLC
42,157$1.5M0.0%CoreMediumCharlotte, NC2026-11-04
Virginia Retirement Systems ET Al
38,500$1.5M0.0%CoreMediumRichmond, VA2026-10-28
Prescott Group Capital Management, L.L.C.
30,000$1.2M0.1%Deep ValueMediumTulsa, OK2026-10-30
Wealth Enhancement Advisory Services, LLC
27,693$1.1M0.0%CoreLowPlymouth, MN2026-10-13
Mountain Pacific Investment Advisers LLC
24,977$998.3K0.2%CoreVery LowBoise, ID2026-10-29
Moody National Bank Trust Division
24,521$980.1K0.1%CoreMediumGalveston, TX2026-10-06
Polaris Capital Management, LLC
23,400$935.3K0.1%Deep ValueLowBoston, MA2026-10-21
Inspire Investing, LLC
19,294$771.2K0.0%GARPHighMeridian, ID2026-10-22
Louisiana State Employees Retirement System
17,500$699.5K0.0%IndexLowBaton Rouge, LA2026-10-20
State of Wyoming
15,511$620.0K0.0%ValueHighCheyenne, WY2026-10-28
Choreo, LLC
14,799$591.5K0.0%IndexLowRockford, IL2026-10-28
Wolverine Asset Management LLC
13,459$538.0K0.0%Deep ValueVery HighChicago, IL2026-11-02
D.A. Davidson & Co.
13,450$537.6K0.0%CoreLowGreat Falls, MT2026-10-28
Burney Co/
13,402$535.7K0.0%GARPMediumReston, VA2026-10-15
Oppenheimer & Co Inc
13,037$521.1K0.0%CoreLowNew York, NY2026-10-26
James Investment Research, Inc.
11,677$466.7K0.0%CoreLowAlpha, OH2026-10-22
Arizona State Retirement System
11,555$461.9K0.0%IndexVery LowPhoenix, AZ2026-11-03
Harbor Capital Advisors, Inc.
10,798$4320.0%ValueHighChicago, IL2026-10-22
Amalgamated Bank
10,666$4260.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
10,449$417.6K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Chesley Taft & Associates LLC
10,211$408.1K0.0%CoreLowChicago, IL2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
9,663$386.2K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
9,172$366.6K0.0%IndexVery LowTigard, OR2026-10-30
Hudson Edge Investment Partners Inc.
8,656$346.0K0.0%Deep ValueMediumJersey City, NJ2026-10-28
Citigroup Inc
8,147$325.6K0.0%CoreMediumNew York, NY2026-11-04
State of Alaska, Department of Revenue
8,090$3220.0%CoreVery LowJuneau, AK2026-10-15
Farther Finance Advisors, LLC
8,087$323.3K0.0%IndexLowSan Francisco, CA2026-10-08
Atria Investments, Inc
7,970$318.5K0.0%CoreMediumCharlotte, NC2026-10-15
Crossmark Global Holdings, Inc.
7,633$305.1K0.0%GARPMediumHouston, TX2026-10-21
Wedbush Securities Inc
7,476$2990.0%CoreLowPasadena, CA2026-10-22
Pictet Asset Management Holding SA
7,178$286.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Swiss Life Asset Management Ltd
7,151$285.8K0.0%CoreLowZurich, Switzerland2026-11-03
Forbes J M & Co LLP
7,120$284.6K0.0%GrowthVery LowBoston, MA2026-10-16
Brighton Jones LLC
6,669$266.6K0.0%CoreVery LowSeattle, WA2026-11-03
Robeco Institutional Asset Management B.V.
6,575$262.8K0.0%CoreMediumRotterdam, Philippines2026-10-20
Ifrah Financial Services, Inc.
6,389$255.4K0.1%ETFLowLittle Rock, AR2026-10-13
Essential Planning, Llc.
6,169$246.6K0.1%ETFLowPortsmouth, NH2026-10-21
Pinnacle Wealth Planning Services, Inc.
5,916$236.5K0.0%GARPLowMansfield, OH2026-10-27
DekaBank Deutsche Girozentrale
5,675$2280.0%CoreLowFrankfurt, Hong Kong2026-10-27
ProShare Advisors LLC
5,646$225.7K0.0%GrowthLowBethesda, MD2026-10-29
Kendall Capital Management
5,400$215.8K0.0%GARPLowRockville, MD2026-10-23
CenterBook Partners LP
5,253$210.0K0.0%ValueVery HighGreenwich, CT2026-11-02
71 West Capital Partners
5,125$204.8K0.0%IndexVery LowBoston, MA2026-11-04
Fulcrum Asset Management LLP
4,590$181.0K0.0%CoreMediumLondon, United Kingdom2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
4,577$182.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
Versant Capital Management, Inc
2,764$110.5K0.0%GARPLowPhoenix, AZ2026-10-02
Gamma Investing LLC
2,360$94.3K0.0%IndexVery LowFoster City, CA2026-10-08
Heritage Family Offices, LLP
2,130$85.1K0.0%GrowthHighScottsdale, AZ2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
1,800$71.9K0.0%GrowthVery LowBoston, MA2026-10-23
Parallel Advisors, LLC
1,617$64.6K0.0%IndexLowSan Francisco, CA2026-11-03
Nisa Investment Advisors, LLC
1,437$57.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
KBC Group NV
1,161$460.0%CoreMediumBrussels, Czech Republic2026-10-22
EverSource Wealth Advisors, LLC
1,098$43.9K0.0%CoreMediumBirmingham, AL2026-11-04
Sterling Capital Management LLC
1,022$40.8K0.0%GARPMediumCharlotte, NC2026-10-22
Blue Trust, Inc.
791$31.6K0.0%ETFLowBrentwood, TN2026-10-15
Salomon & Ludwin, LLC
513$20.5K0.0%ETFVery LowRichmond, VA2026-10-29
Financial Management Professionals, Inc.
486$19.4K0.0%ETFMediumAustin, TX2026-10-23
WPG Advisers, LLC
471$18.8K0.0%CoreLowBaltimore, MD2026-10-27
Essential Partners LLC
464$18.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Provenance Wealth Advisors, LLC
464$18.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
True Wealth Design, LLC
457$18.3K0.0%ETFMediumAkron, OH2026-10-13
Quaker Wealth Management, LLC
450$18.0K0.0%ETFMediumMoorestown, NJ2026-10-22
MassMutual Private Wealth & Trust, FSB
374$14.9K0.0%CoreLowSpringfield, MA2026-10-05
Signaturefd, LLC
325$13.0K0.0%IndexLowAtlanta, GA2026-10-23
SJS Investment Consulting Inc.
316$12.6K0.0%ETFVery LowSylvania, OH2026-10-26
Root Financial Partners, LLC
299$12.0K0.0%ETFMediumEncinitas, CA2026-10-21
Plato Investment Management Ltd
283$11.4K0.0%CoreLowSydney, China2026-11-05
Covestor Ltd
258$100.0%ValueHighLondon, United Kingdom2026-10-30
Bare Financial Services, Inc
181$7.2K0.0%ETFVery LowGap, PA2026-11-04
Wilmington Savings Fund Society, FSB
176$7.0K0.0%CoreLowWilmington, DE2026-10-23
TD Private Client Wealth LLC
113$4.5K0.0%ETFLowNew York, NY2026-10-28
Parkside Financial Bank & Trust
105$4.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
GHP Investment Advisors, Inc.
102$4.1K0.0%CoreVery LowDenver, CO2026-10-15
Retirement Wealth Solutions LLC
94$3.8K0.0%ETFLowMarshfield, WI2026-10-07
IFP Advisors, Inc
81$3.2K0.0%GrowthLowTampa, FL2026-10-16
SBI Securities Co., Ltd.
80$3.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Ascentis Wealth Management, LLC
76$3.0K0.0%Agg GrowthLowDallas, TX2026-11-03
Ares Financial Consulting, LLC
67$2.7K0.0%CoreLowCalabasas, CA2026-10-19
TD Waterhouse Canada Inc.
65$2.4K0.0%CoreLowToronto, Australia2026-10-16
Creative Financial Designs Inc
44$1.8K0.0%ETFMediumKokomo, IN2026-11-04
Farmers & Merchants Investments Inc
43$1.7K0.0%CoreVery LowLincoln, NE2026-10-22
Private Trust Co NA
24$9590.0%CoreLowCleveland, OH2026-10-20
UMB Private Wealth Management, LLC
18$7190.0%GrowthN/AKansas City, MO2026-10-19
Marquette Asset Management, LLC
17$6800.0%ETFVery LowMinneapolis, MN2026-10-09
Signature Equity Partners, LLC
17$6790.0%GrowthMediumColumbus, OH2026-10-29
Caitong International Asset Management Co., Ltd
12$4800.0%GrowthVery HighHong Kong, South Korea2026-10-29
Assetmark, Inc
10$4000.0%ETFLowConcord, CA2026-10-21
JFS Wealth Advisors, LLC
9$3600.0%ETFVery LowHermitage, PA2026-11-03
Cedar Mountain Advisors, LLC
6$2400.0%ETFVery LowLake Oswego, OR2026-10-15
Valley National Advisers Inc
6$2400.0%ETFLowBethlehem, PA2026-10-23
Gilpin Wealth Management, LLC
5$2000.0%GrowthLowDenver, CO2026-10-09
Financial Consulate, Inc
3$1200.0%ETFLowHunt Valley, MD2026-10-23
Hughes Financial Services, LLC
2$900.0%ETFLowHerndon, VA2026-10-30
Davis Capital Management
2$800.0%CoreLowJacksonville, FL2026-10-08