PROGRESS SOFTWARE CORP /MA (PRGS) — Institutional Holders, Q2 2026 (page 4)
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 301 to 323. 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 301–323 of 323
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Signature Equity Partners#301 · 18 sh | 18 | $604.00 | <0.01% | 0.0% |
| 302 | Institute for Wealth Management#302 · 17 sh | 17 | $576.00 | <0.01% | New |
| 303 | Marquette Asset Management#303 · 17 sh | 17 | $571.00 | — | New |
| 304 | Cornerstone Financial Management#304 · 16 sh | 16 | $537.00 | <0.01% | New |
| 305 | Silver Grove Financial Group#305 · 11 sh | 11 | $369.00 | <0.01% | New |
| 306 | Plante Moran Financial Advisors#306 · 10 sh | 10 | $336.00 | 0.00% | New |
| 307 | Wealth Enhancement Services#307 · 10 sh | 10 | $336.00 | — | New |
| 308 | HARBOUR INVESTMENTS#308 · 9 sh | 9 | $315.00 | 0.00% | -10.0% |
| 309 | JFS WEALTH ADVISORS#309 · 9 sh | 9 | $303.00 | 0.00% | -25.0% |
| 310 | JPL Wealth Management#310 · 9 sh | 9 | $303.00 | <0.01% | New |
| 311 | Ankerstar Wealth#311 · 8 sh | 8 | $269.00 | <0.01% | New |
| 312 | Stone House Investment Management#312 · 7 sh | 7 | $235.00 | — | New |
| 313 | GILPIN WEALTH MANAGEMENT#313 · 5 sh | 5 | $168.00 | — | -16.7% |
| 314 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#314 · 3 sh | 3 | $101.00 | 0.00% | New |
| 315 | Transamerica Financial Advisors#315 · 2 sh | 2 | $67.00 | 0.00% | New |
| 316 | Davis Capital Management#316 · 2 sh | 2 | $67.00 | — | New |
| 317 | Hughes Financial Services#317 · 1 sh | 1 | $34.00 | 0.00% | -50.0% |
| 318 | Measured Wealth Private Client Group#318 · 1 sh | 1 | $26.00 | 0.00% | 0.0% |
| 319 | NVWM#319 · 0 sh | 0 | $0.00 | — | New |
| 320 | Evolution Advisers#320 · 8 sh | 8 | $0.00 | 0.00% | New |
| 321 | Erste Asset Management GmbH#321 · 0 sh | 0 | $0.00 | 0.00% | New |
| 322 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#322 · 46,828 sh | 46,828 | — | — | -11.7% |
| 323 | Elequin Securities#323 · 3 sh | 3 | — | — | -91.2% |
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.