PROGRESS SOFTWARE CORP /MA (PRGS) — Institutional Holders, Q2 2026 (page 3)
323 institutional investment managers reported a PRGS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PRGS 13F holders ranked 201–300 of 323
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | New Age Alpha Advisors#201 · 7,588 sh | 7,588 | $254.8K | 0.01% | New |
| 202 | Merit Financial Group#202 · 7,404 sh | 7,404 | $248.6K | <0.01% | New |
| 203 | Orion Porfolio Solutions#203 · 7,255 sh | 7,255 | $243.6K | <0.01% | New |
| 204 | Pictet Asset Management Holding SA#204 · 7,178 sh | 7,178 | $241.0K | <0.01% | New |
| 205 | FORBES J M & LLP#205 · 7,120 sh | 7,120 | $239.1K | — | New |
| 206 | LAZARD ASSET MANAGEMENT#206 · 1,943,462 sh | 1,943,462 | $235.6K | <0.01% | 0.0% |
| 207 | Buckland Partners Management#207 · 7,000 sh | 7,000 | $235.1K | 0.12% | New |
| 208 | Connor, Clark & Lunn Investment Management Ltd.#208 · 6,758 sh | 6,758 | $226.9K | <0.01% | -88.2% |
| 209 | CITADEL ADVISORS#209 · 6,685 sh | 6,685 | $224.5K | 0.00% | -86.7% |
| 210 | Ifrah Financial Services#210 · 6,661 sh | 6,661 | $223.7K | — | New |
| 211 | Robeco Institutional Asset Management B.V.#211 · 6,575 sh | 6,575 | $220.8K | — | New |
| 212 | Focus Partners Wealth#212 · 6,484 sh | 6,484 | $217.7K | <0.01% | New |
| 213 | BRIGHTON JONES#213 · 6,412 sh | 6,412 | $215.3K | <0.01% | New |
| 214 | Essential Planning#214 · 6,169 sh | 6,169 | $207.2K | — | New |
| 215 | Harbour Wealth Management Group#215 · 6,098 sh | 6,098 | $204.8K | 0.14% | New |
| 216 | NATIONAL BANK OF CANADA#216 · 6,070 sh | 6,070 | $203.7K | <0.01% | New |
| 217 | Maryland State Retirement & Pension System#217 · 6,059 sh | 6,059 | $203.5K | <0.01% | New |
| 218 | ProShare Advisors#218 · 6,025 sh | 6,025 | $202.3K | <0.01% | New |
| 219 | Virtus Fixed Income Advisers#219 · 194,000 sh | 194,000 | $185.5K | 0.12% | New |
| 220 | LEUCADIA NATIONAL#220 · 191,000 sh | 191,000 | $182.4K | <0.01% | -43.4% |
| 221 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#221 · 5,100 sh | 5,100 | $171.0K | <0.01% | 0.0% |
| 222 | ROYAL BANK OF CANADA#222 · 4,322 sh | 4,322 | $146.0K | 0.00% | -96.2% |
| 223 | HUDSON EDGE INVESTMENT PARTNERS#223 · 3,948 sh | 3,948 | $132.6K | 0.02% | -74.0% |
| 224 | Ameritas Investment Partners#224 · 3,836 sh | 3,836 | $128.8K | <0.01% | +7.2% |
| 225 | Mitsubishi UFJ Asset Management , Ltd.#225 · 3,795 sh | 3,795 | $127.4K | <0.01% | +41.1% |
| 226 | Ensign Peak Advisors#226 · 3,744 sh | 3,744 | $125.7K | <0.01% | 0.0% |
| 227 | PIER 88 INVESTMENT PARTNERS#227 · 3,500 sh | 3,500 | $117.5K | 0.03% | -82.1% |
| 228 | Rockefeller Capital Management L.P.#228 · 3,259 sh | 3,259 | $109.5K | <0.01% | +19.0% |
| 229 | Versant Capital Management#229 · 2,645 sh | 2,645 | $88.8K | — | +461.6% |
| 230 | OPPENHEIMER ASSET MANAGEMENT#230 · 85,000 sh | 85,000 | $81.3K | <0.01% | +6.2% |
| 231 | Allworth Financial#231 · 2,406 sh | 2,406 | $80.8K | <0.01% | +647.2% |
| 232 | GAMMA Investing#232 · 2,126 sh | 2,126 | $71.4K | — | +23.9% |
| 233 | US BANCORP \DE\#233 · 2,079 sh | 2,079 | $69.8K | <0.01% | -17.6% |
| 234 | Cetera Investment Advisers#234 · 64,000 sh | 64,000 | $61.2K | <0.01% | 0.0% |
| 235 | Integrated Wealth Concepts#235 · 1,806 sh | 1,806 | $60.6K | <0.01% | New |
| 236 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#236 · 1,800 sh | 1,800 | $60.4K | — | 0.0% |
| 237 | HANTZ FINANCIAL SERVICES#237 · 1,689 sh | 1,689 | $57.0K | <0.01% | +80.6% |
| 238 | NISA INVESTMENT ADVISORS#238 · 1,621 sh | 1,621 | $54.4K | — | +74.5% |
| 239 | Parallel Advisors#239 · 1,581 sh | 1,581 | $53.1K | <0.01% | +42.0% |
| 240 | Leonteq Securities AG#240 · 1,500 sh | 1,500 | $50.4K | <0.01% | -11.8% |
| 241 | VIRTUS ADVISERS#241 · 47,000 sh | 47,000 | $44.9K | 0.02% | -23.9% |
| 242 | TD PRIVATE CLIENT WEALTH#242 · 1,291 sh | 1,291 | $43.4K | <0.01% | 0.0% |
| 243 | KBC Group NV#243 · 1,161 sh | 1,161 | $39.0K | — | 0.0% |
| 244 | Crestwood Advisors Group#244 · 40,000 sh | 40,000 | $38.2K | <0.01% | New |
| 245 | OSAIC#245 · 1,071 sh | 1,071 | $36.0K | 0.00% | -4.5% |
| 246 | EverSource Wealth Advisors#246 · 1,062 sh | 1,062 | $35.7K | <0.01% | -72.5% |
| 247 | Geneos Wealth Management#247 · 1,000 sh | 1,000 | $33.6K | <0.01% | 0.0% |
| 248 | WHITTIER OF NEVADA#248 · 819 sh | 819 | $32.1K | <0.01% | 0.0% |
| 249 | Pinnacle Wealth Planning Services#249 · 892 sh | 892 | $30.0K | <0.01% | +119.2% |
| 250 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#250 · 831 sh | 831 | $27.9K | <0.01% | +32.1% |
| 251 | Ronald Blue#251 · 821 sh | 821 | $27.6K | — | +9.6% |
| 252 | Farther Finance Advisors#252 · 773 sh | 773 | $26.0K | — | +91.8% |
| 253 | LRI Investments#253 · 751 sh | 751 | $25.2K | <0.01% | New |
| 254 | STEPHENS#254 · 24,000 sh | 24,000 | $22.9K | <0.01% | 0.0% |
| 255 | Larson Financial Group#255 · 625 sh | 625 | $21.0K | <0.01% | +2504.2% |
| 256 | Salomon & Ludwin#256 · 513 sh | 513 | $20.1K | <0.01% | New |
| 257 | Federation des caisses Desjardins du Quebec#257 · 570 sh | 570 | $19.1K | <0.01% | +834.4% |
| 258 | ROTHSCHILD INVESTMENT#258 · 569 sh | 569 | $19.1K | <0.01% | +103.9% |
| 259 | Financial Management Professionals#259 · 486 sh | 486 | $16.3K | — | New |
| 260 | Aster Capital Management (DIFC) Ltd#260 · 483 sh | 483 | $16.2K | <0.01% | -96.2% |
| 261 | True Wealth Design#261 · 452 sh | 452 | $15.2K | — | +7433.3% |
| 262 | Quaker Wealth Management#262 · 450 sh | 450 | $15.1K | — | 0.0% |
| 263 | WealthCollab#263 · 445 sh | 445 | $14.9K | <0.01% | New |
| 264 | Essential Partners#264 · 433 sh | 433 | $14.5K | — | -3.1% |
| 265 | Global Retirement Partners#265 · 420 sh | 420 | $14.1K | <0.01% | — |
| 266 | GROUP ONE TRADING, L.P.#266 · 419 sh | 419 | $14.1K | 0.00% | -89.7% |
| 267 | Covestor Ltd#267 · 400 sh | 400 | $14.0K | <0.01% | +4900.0% |
| 268 | Rossby Financial, LCC#268 · 395 sh | 395 | $13.3K | <0.01% | -4.8% |
| 269 | MassMutual Private Wealth & , FSB#269 · 374 sh | 374 | $12.6K | — | New |
| 270 | WPG Advisers#270 · 345 sh | 345 | $11.6K | <0.01% | -0.3% |
| 271 | SIGNATUREFD#271 · 309 sh | 309 | $10.4K | — | +1717.6% |
| 272 | Basecamp Wealth Advisors#272 · 298 sh | 298 | $10.0K | <0.01% | +69.3% |
| 273 | FNY Investment Advisers#273 · 300 sh | 300 | $10.0K | — | -92.7% |
| 274 | INSIGNEO ADVISORY SERVICES#274 · 10,000 sh | 10,000 | $9.6K | <0.01% | -28.6% |
| 275 | WHITTIER#275 · 189 sh | 189 | $7.3K | <0.01% | -36.4% |
| 276 | UMB Bank, n.a.#276 · 201 sh | 201 | $6.8K | <0.01% | +116.1% |
| 277 | LOS ANGELES CAPITAL MANAGEMENT#277 · 200 sh | 200 | $6.7K | 0.00% | 0.0% |
| 278 | GHP Investment Advisors#278 · 198 sh | 198 | $6.6K | — | -99.7% |
| 279 | Wilmington Savings Fund Society, FSB#279 · 176 sh | 176 | $5.9K | — | New |
| 280 | Bare Financial Services#280 · 159 sh | 159 | $5.3K | <0.01% | +893.8% |
| 281 | TOKIO MARINE ASSET MANAGEMENT LTD#281 · 143 sh | 143 | $4.8K | — | New |
| 282 | IFP Advisors#282 · 135 sh | 135 | $4.5K | — | +82.4% |
| 283 | Fulcrum Asset Management LLP#283 · 120 sh | 120 | $4.1K | <0.01% | New |
| 284 | Parkside Financial Bank#284 · 106 sh | 106 | $3.6K | <0.01% | -7.0% |
| 285 | PICTON MAHONEY ASSET MANAGEMENT#285 · 93 sh | 93 | $3.1K | 0.00% | -99.8% |
| 286 | Retirement Wealth Solutions#286 · 90 sh | 90 | $3.0K | — | +592.3% |
| 287 | SBI Securities , Ltd.#287 · 83 sh | 83 | $2.8K | — | +12.2% |
| 288 | BARROW HANLEY MEWHINNEY & STRAUSS#288 · 81 sh | 81 | $2.7K | 0.00% | 0.0% |
| 289 | TD Waterhouse Canada#289 · 65 sh | 65 | $2.5K | — | 0.0% |
| 290 | MANNING & NAPIER ADVISORS#290 · 70 sh | 70 | $2.4K | 0.00% | New |
| 291 | Clearstead Advisors#291 · 67 sh | 67 | $2.3K | 0.00% | New |
| 292 | Ares Financial Consulting#292 · 67 sh | 67 | $2.3K | — | 0.0% |
| 293 | GW&K Investment Management#293 · 54 sh | 54 | $2.0K | 0.00% | 0.0% |
| 294 | Nova Wealth Management#294 · 50 sh | 50 | $1.7K | <0.01% | -50.0% |
| 295 | CREATIVE FINANCIAL DESIGNS#295 · 44 sh | 44 | $1.5K | <0.01% | 0.0% |
| 296 | Smartleaf Asset Management#296 · 42 sh | 42 | $1.4K | 0.00% | 0.0% |
| 297 | Keating Financial Advisory Services#297 · 33 sh | 33 | $1.1K | <0.01% | +230.0% |
| 298 | Steward Partners Investment Advisory#298 · 30 sh | 30 | $1.0K | 0.00% | 0.0% |
| 299 | FARMERS & MERCHANTS INVESTMENTS#299 · 26 sh | 26 | $873.00 | — | 0.0% |
| 300 | SJS Investment Consulting#300 · 20 sh | 20 | $672.00 | — | +566.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.