PRGS — Progress Software Corp Institutional Holders · Q3 2026
Who owns Progress Software Corp (PRGS)? 11 institutions reported holding $6.67M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CX Institutional ($5.1M), Moody National Bank Trust Division ($980,104), Farther Finance Advisors, LLC ($323,257).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CX Institutional | $5.1M | 128,757 | New |
| 2 | MOODY NATIONAL BANK TRUST DIVISION | $980,104 | 24,521 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $323,257 | 8,087 | Added |
| 4 | Versant Capital Management, Inc | $110,477 | 2,764 | Added |
| 5 | GAMMA Investing LLC | $94,329 | 2,360 | Added |
| 6 | MassMutual Private Wealth & Trust, FSB | $14,949 | 374 | Hold |
| 7 | Retirement Wealth Solutions LLC | $3,758 | 94 | Added |
| 8 | Marquette Asset Management, LLC | $680 | 17 | Hold |
| 9 | GILPIN WEALTH MANAGEMENT, LLC | $200 | 5 | Hold |
| 10 | Davis Capital Management | $80 | 2 | Hold |
| 11 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30