DaveManuel.com · Institutional Ownership · Who Owns It
PROGRESS SOFTWARE CORP (PRGS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
299
Reporting holders
$1.6B
Reported value
113.3%
Of shares outstanding
0.8%
Calls
0.6%
Puts
+3
Holder change
Institutions report 46,472,160 shares against 41,012,942 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $254.2M | 7,570,529 | 0.00% | 8q | +8.6%+$20.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $129.2M | 3,846,694 | 0.01% | 2q | +12.1%+$14.0M |
| STATE STREET CORP | $65.9M | 1,961,723 | 0.00% | 31q | +11.4%+$6.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $63.8M | 1,899,835 | 0.00% | 2q | -1.5%-$967.3K |
| VICTORY CAPITAL MANAGEMENT INC | $56.7M | 1,689,867 | 0.03% | 31q | +78.3%+$24.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $42.8M | 1,274,910 | 0.02% | 8q | +4.4%+$1.8M |
| LSV ASSET MANAGEMENT | $42.4M | 1,262,144 | 0.08% | 31q | +27.7%+$9.2M |
| GOLDMAN SACHS GROUP INC | $42.3M | 1,258,502 | 0.00% | 31q | +93.3%+$20.4M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $40.8M | 1,214,414 | 0.03% | 31q | +13.5%+$4.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $39.3M | 1,171,371 | 0.00% | 31q | +7.8%+$2.8M |
| DIMENSIONAL FUND ADVISORS LP | $36.1M | 1,076,430 | 0.01% | 31q | -12.8%-$5.3M |
| AQR CAPITAL MANAGEMENT LLC | $35.0M | 1,042,345 | 0.01% | 31q | +167.5%+$21.9M |
| Heron Bay Capital Management | $34.0M | 1,012,832 | 3.08% | 8q | +10.6%+$3.3M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $29.6M | 880,608 | 0.04% | 3q | +35.7%+$7.8M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $28.9M | 861,531 | 0.58% | 26q | -2.6%-$781.0K |
| AMERICAN CENTURY COMPANIES INC | $28.0M | 832,699 | 0.01% | 31q | +17.6%+$4.2M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $26.7M | 795,068 | 0.07% | 31q | +25.2%+$5.4M |
| KENNEDY CAPITAL MANAGEMENT LLC | $24.9M | 741,875 | 0.44% | 16q | +143.3%+$14.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22.9M | 682,103 | 0.00% | 31q | +14.1%+$2.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21.3M incl. $6.8M options CALL+PUT | 429,699 | 0.00% | 31q | -13.3%-$3.3M |
| RICE HALL JAMES & ASSOCIATES, LLC | $19.1M | 570,261 | 0.93% | 26q | +26.0%+$3.9M |
| BARCLAYS PLC | $19.1M | 569,452 | 0.00% | 31q | +9.8%+$1.7M |
| FMR LLC | $18.9M | 562,754 | 0.00% | 31q | -7.9%-$1.6M |
| BANK OF AMERICA CORP /DE/ | $18.5M | 550,957 | 0.00% | 31q | +13.2%+$2.2M |
| SEGALL BRYANT & HAMILL, LLC | $18.3M | 545,957 | 0.22% | 31q | -4.2%-$809.9K |
| MORGAN STANLEY | $17.9M | 532,200 | 0.00% | 35q | -23.3%-$5.4M |
| Invenomic Capital Management LP | $17.2M | 511,240 | 1.03% | new | NEW |
| OAKTOP CAPITAL MANAGEMENT II, L.P. | $17.1M | 508,608 | 0.73% | 31q | HELD |
| NORTHERN TRUST CORP | $16.5M | 491,221 | 0.00% | 31q | +10.0%+$1.5M |
| DekaBank Deutsche Girozentrale | $12.6M | 478,870 | 0.02% | 25q | HELD |
| GLENMEDE TRUST CO NA | $12.4M | 368,593 | 0.05% | 18q | +18.0%+$1.9M |
| WELLS FARGO & COMPANY/MN | $11.2M | 334,899 | 0.00% | 31q | +56.9%+$4.1M |
| Dana Investment Advisors, Inc. | $11.2M | 333,457 | 0.29% | 3q | +29.2%+$2.5M |
| Pacer Advisors, Inc. | $9.7M | 288,615 | 0.02% | 19q | +11.3%+$981.8K |
| VANGUARD FIDUCIARY TRUST CO | $9.7M | 288,047 | 0.00% | 2q | -2.0%-$202.2K |
| Invesco Ltd. | $9.5M | 282,392 | 0.00% | 31q | +9.3%+$805.2K |
| Bank of New York Mellon Corp | $9.2M | 274,691 | 0.00% | 31q | +4.0%+$352.6K |
| UBS Group AG | $7.8M | 232,984 | 0.00% | 31q | +23.4%+$1.5M |
| NOMURA HOLDINGS INC | $7.4M | 220,442 | 0.01% | 21q | +18.8%+$1.2M |
| PRINCIPAL FINANCIAL GROUP INC | $6.9M | 204,224 | 0.00% | 31q | -0.8%-$56.6K |
| DEUTSCHE BANK AG\ | $6.9M | 204,183 | 0.00% | 34q | -3.6%-$257.8K |
| Qube Research & Technologies Ltd | $6.6M | 197,524 | 0.01% | 4q | +44.3%+$2.0M |
| Public Sector Pension Investment Board | $6.4M | 189,318 | 0.02% | 31q | -4.8%-$318.8K |
| BANK OF MONTREAL /CAN/ | $6.3M | 186,387 | 0.00% | 31q | -11.3%-$795.8K |
| Edgestream Partners, L.P. | $6.0M | 178,939 | 0.18% | 13q | +125.9%+$3.3M |
| PARADIGM CAPITAL MANAGEMENT INC/NY | $5.4M | 160,600 | 0.15% | 31q | +254.5%+$3.9M |
| Hillsdale Investment Management Inc. | $5.2M | 154,150 | 0.12% | 7q | +8.1%+$389.5K |
| Nuveen, LLC | $5.2M | 153,973 | 0.00% | 6q | +66.4%+$2.1M |
| BANK OF NOVA SCOTIA | $4.9M incl. $33.6K options PUT | 145,258 | 0.01% | 10q | +57.7%+$1.8M |
| IMC-Chicago, LLC | $4.7M incl. $2.2M options CALL+PUT | 75,379 | 0.00% | 2q | -63.2%-$8.1M |
| Corient Private Wealth LP | $4.3M | 129,526 | 0.01% | 2q | +42.8%+$1.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4.3M | 127,664 | 0.01% | 7q | +30.9%+$1.0M |
| AMERIPRISE FINANCIAL INC | $4.3M | 126,834 | 0.00% | 31q | -6.6%-$299.2K |
| PRUDENTIAL FINANCIAL INC | $4.2M | 124,120 | 0.00% | 34q | +71.6%+$1.7M |
| Creative Planning | $4.1M | 122,088 | 0.00% | 12q | +376.1%+$3.2M |
| ANCHOR CAPITAL ADVISORS LLC | $4.0M | 120,448 | 0.06% | 4q | +98.3%+$2.0M |
| BNP PARIBAS FINANCIAL MARKETS | $3.8M | 113,584 | 0.00% | 31q | +48.5%+$1.2M |
| Point72 Asset Management, L.P. | $3.8M | 113,291 | 0.00% | 2q | -65.4%-$7.2M |
| JANE STREET GROUP, LLC | $3.8M CALL+PUT | options only | 0.00% | 25q | OPTIONS |
| Mariner, LLC | $3.8M | 112,543 | 0.00% | 15q | +97.5%+$1.9M |
| MACKENZIE FINANCIAL CORP | $3.7M | 110,731 | 0.00% | 9q | +89.9%+$1.8M |
| RHUMBLINE ADVISERS | $3.7M | 109,931 | 0.00% | 31q | -9.6%-$391.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.7M | 108,951 | 0.00% | 31q | +7.9%+$269.0K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $3.5M | 103,620 | 0.07% | 8q | -10.7%-$415.6K |
| SEI INVESTMENTS CO | $3.4M | 102,100 | 0.00% | 31q | +1.3%+$44.7K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $3.3M | 97,069 | 0.05% | 2q | +48.3%+$1.1M |
| CITADEL ADVISORS LLC | $3.2M incl. $3.0M options CALL+PUT | 6,685 | 0.00% | 31q | -86.7%-$21.1M |
| Legal & General Group Plc | $3.2M | 96,017 | 0.00% | 31q | HELD |
| BESSEMER GROUP INC | $3.1M | 93,750 | 0.00% | 31q | HELD |
| CAPITAL FUND MANAGEMENT S.A. | $3.1M | 90,841 | 0.01% | 6q | -45.2%-$2.5M |
| HSBC HOLDINGS PLC | $2.9M | 83,759 | 0.00% | 12q | +128.7%+$1.6M |
| Swiss National Bank | $2.8M | 84,100 | 0.00% | 31q | -0.6%-$16.8K |
| RAYMOND JAMES FINANCIAL INC | $2.5M | 75,901 | 0.00% | 7q | -1.4%-$37.3K |
| Swedbank AB | $2.4M | 72,100 | 0.00% | 21q | -83.4%-$12.1M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $2.3M | 69,914 | 0.00% | 31q | -4.0%-$97.4K |
| Vanguard Global Advisers, LLC | $2.3M | 69,711 | 0.00% | 2q | +46.1%+$738.6K |
| Quantinno Capital Management LP | $2.3M | 68,952 | 0.00% | 6q | +222.5%+$1.6M |
| FIRST TRUST ADVISORS LP | $2.2M | 64,719 | 0.00% | 31q | -17.0%-$445.2K |
| Choate Investment Advisors | $2.1M | 61,948 | 0.04% | 31q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.0M | 58,222 | 0.00% | 23q | +15.1%+$256.9K |
| JPMORGAN CHASE & CO | $1.9M | 54,912 | 0.00% | 31q | -78.8%-$7.1M |
| SG Americas Securities, LLC | $1.9M | 56,604 | 0.00% | 6q | -39.0%-$1.2M |
| KLP KAPITALFORVALTNING AS | $1.9M | 56,200 | 0.01% | 7q | +185.3%+$1.2M |
| Engineers Gate Manager LP | $1.8M | 54,940 | 0.02% | 2q | +321.6%+$1.4M |
| IEQ CAPITAL, LLC | $1.8M | 54,368 | 0.01% | new | NEW |
| ROYCE & ASSOCIATES LP | $1.7M | 52,109 | 0.01% | 16q | +0.8%+$14.7K |
| Range Financial Group LLC | $1.7M | 51,353 | 0.47% | new | NEW |
| Russell Investments Group, Ltd. | $1.7M | 51,253 | 0.00% | 31q | +24.6%+$339.9K |
| Sanctuary Advisors, LLC | $1.7M | 49,767 | 0.01% | new | NEW |
| ACADIAN ASSET MANAGEMENT LLC | $1.6M | 48,595 | 0.00% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.6M | 46,828 | 0.00% | 31q | -11.7%-$208.7K |
| D. E. Shaw & Co., Inc. | $1.5M CALL+PUT | options only | 0.00% | 10q | OPTIONS |
| WOLVERINE ASSET MANAGEMENT LLC | $1.5M incl. $1.1M options CALL+PUT | 13,459 | 0.01% | 4q | HELD |
| Aquatic Capital Management LLC | $1.5M | 45,191 | 0.05% | new | NEW |
| Walleye Capital LLC | $1.5M CALL+PUT | options only | 0.01% | 4q | OPTIONS |
| FIFTH THIRD BANCORP | $1.4M | 40,879 | 0.00% | 22q | +32.4%+$335.8K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.4M | 40,623 | 0.00% | 2q | HELD |
| Walleye Trading LLC | $1.3M incl. $930.2K options CALL+PUT | 11,170 | 0.00% | 5q | -65.6%-$2.5M |
| Cerity Partners LLC | $1.3M | 37,629 | 0.00% | 8q | +118.1%+$684.3K |
| MARSHALL WACE, LLP | $1.3M | 37,517 | 0.00% | 5q | +42.1%+$373.3K |
Showing the largest 100 of 299 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-22 | 2026-09-22 | Acquisition or disposal completed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-29 | Jarrett Loren | EVP/GM Digital Experience | Sold | 11,747 | $488.8K ×2 |
| 2026-07-01 | Subramanian Sundar | EVP/GM Infrastructure Mgmt | Sold | 10,597 | $405.5K |
| 2026-05-18 | WANG YUFAN STEPHANIE | Chief Legal Officer | Sold | 5,019 | $144.9K ×2 |
| 2026-05-19 | FOLGER ANTHONY | Chief Financial Officer | Sold | 4,474 | $130.3K ×2 |
| 2026-10-16 | FOLGER ANTHONY | Chief Financial Officer | Sold | 3,067 | $123.8K ×2 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 73 | $29.0M | 727,687 | 10 | 19 | 26 | 0.0% |
| Q2 2026 | 299 | $1.6B | 46,472,160 | 62 | 111 | 83 | 1.4% |
| Q1 2026 | 296 | $1.2B | 44,330,494 | 48 | 90 | 105 | 1.9% |
| Q4 2025 | 315 | $2.1B | 46,516,879 | 38 | 107 | 115 | 5.3% |
| Q3 2025 | 314 | $2.2B | 47,483,942 | 47 | 104 | 117 | 6.9% |
| Q2 2025 | 347 | $3.2B | 49,256,907 | 61 | 106 | 116 | 2.8% |
| Q1 2025 | 316 | $2.6B | 48,706,994 | 45 | 106 | 111 | 2.7% |
| Q4 2024 | 333 | $3.3B | 49,807,052 | 28 | 116 | 100 | 1.9% |
| Q3 2024 | 329 | $3.3B | 49,340,361 | 50 | 104 | 101 | 0.7% |
| Q2 2024 | 306 | $2.6B | 47,444,662 | 48 | 100 | 102 | 1.3% |
| Q1 2024 | 305 | $2.7B | 49,911,812 | 50 | 91 | 96 | 2.6% |
| Q4 2023 | 284 | $2.5B | 46,138,167 | 20 | 98 | 92 | 0.9% |
| Q3 2023 | 293 | $2.4B | 44,913,346 | 39 | 84 | 110 | 0.4% |
| Q2 2023 | 288 | $2.6B | 44,784,337 | 42 | 81 | 113 | 0.2% |
| Q1 2023 | 286 | $2.7B | 46,764,927 | 33 | 102 | 97 | 0.1% |
| Q4 2022 | 274 | $2.3B | 44,564,184 | 45 | 71 | 105 | 0.2% |
| Q3 2022 | 238 | $5.6B | 130,400,574 | 28 | 80 | 83 | 0.1% |
| Q2 2022 | 248 | $5.2B | 114,627,248 | 42 | 78 | 77 | 0.1% |
| Q1 2022 | 238 | $3.2B | 67,267,758 | 28 | 75 | 85 | 0.1% |
| Q4 2021 | 252 | $3.6B | 75,357,720 | 34 | 88 | 77 | 0.3% |
| Q3 2021 | 247 | $2.8B | 57,114,647 | 42 | 80 | 77 | 0.3% |
| Q2 2021 | 222 | $2.8B | 60,495,500 | 27 | 80 | 71 | 0.2% |
| Q1 2021 | 216 | $2.4B | 54,070,602 | 19 | 65 | 95 | 0.2% |
| Q4 2020 | 213 | $2.5B | 55,079,790 | 14 | 68 | 85 | 0.3% |
| Q3 2020 | 214 | $2.1B | 57,444,854 | 21 | 84 | 67 | 0.8% |
| Q2 2020 | 220 | $2.2B | 57,026,748 | 36 | 63 | 86 | 0.5% |
| Q1 2020 | 212 | $2.9B | 91,162,039 | 22 | 66 | 81 | 0.1% |
| Q4 2019 | 223 | $2.9B | 70,133,768 | 17 | 75 | 84 | 0.2% |
| Q3 2019 | 226 | $2.4B | 63,143,000 | 19 | 77 | 74 | 0.1% |
| Q2 2019 | 239 | $2.7B | 62,833,779 | 34 | 63 | 90 | 0.4% |
| Q1 2019 | 242 | $2.5B | 56,706,410 | 39 | 90 | 62 | 0.4% |
| Q4 2018 | 227 | $2.4B | 68,581,712 | 5 | 4 | 6 | 0.1% |