Public record / Tickers / PRGS

PRGS — PROGRESS SOFTWARE CORP /MA

Both disclosure regimes on one name: who in Congress filed about PRGS, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
8
all PTR rows naming PRGS
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
04-03
filed 2026-04-03
13F holders
292
top-292 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Kevin Hern · $50.0K–$100K

Sale · traded 2026-03-16 → filed 2026-04-03. Ranked over every PRGS row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PRGS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PRGS
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-03Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 03-16 +18d$50K–$100K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 07-16 +28d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 07-10 +34d$1K–$15K
2021-10-07Kevin Hern R–OK-1Purchase · JT (jointly owned)Traded 09-02 +35d$15K–$50K
2021-10-07Kevin Hern R–OK-1Purchase · JT (jointly owned)Traded 09-02 +35d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in PRGS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing PRGS in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Kevin Hern R–OK-11−$100K to −$50.0K1

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · PRGS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
1 Gotham Asset Management $847K held

new + add vs trim + exit, by shares · $ = reported value now, not the change · PROGRESS SOFTWARE CORP

Merged timeline of congressional filings and notable-manager moves on PRGS
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Ftrim−1,151 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of PRGS for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$179M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$88.0M1
3VANGUARD CAPITAL MANAGEMENT LLC$49.5M1
4STATE STREET CORP$45.2M1
5DIMENSIONAL FUND ADVISORS LP$31.7M1
6ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$31.3M1
7GEODE CAPITAL MANAGEMENT, LLC$27.9M1
8MANUFACTURERS LIFE INSURANCE COMPANY, THE$27.5M1
9VICTORY CAPITAL MANAGEMENT INC$24.3M1
10Heron Bay Capital Management$23.5M1
11SYSTEMATIC FINANCIAL MANAGEMENT LP$22.7M1
12AMERICAN CENTURY COMPANIES INC$18.2M1
13MORGAN STANLEY$17.8M1
14NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$16.6M1
15FULLER & THALER ASSET MANAGEMENT, INC.$16.3M1
16FMR LLC$15.7M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$15.3M1
18SEGALL BRYANT & HAMILL, LLC$14.6M1
19BARCLAYS PLC$13.3M1
20OAKTOP CAPITAL MANAGEMENT II, L.P.$13.0M1
21SUSQUEHANNA INTERNATIONAL GROUP, LLP$12.7M1
22BANK OF AMERICA CORP /DE/$12.5M1
23RICE HALL JAMES & ASSOCIATES, LLC$11.6M1
24NORTHERN TRUST CORP$11.5M1
25Swedbank AB$11.1M1
26AQR CAPITAL MANAGEMENT LLC$10.0M1
27Point72 Asset Management, L.P.$8.4M1
28KENNEDY CAPITAL MANAGEMENT LLC$7.8M1
29GLENMEDE TRUST CO NA$7.6M1
30VANGUARD FIDUCIARY TRUST CO$7.5M1
31Allspring Global Investments Holdings, LLC$7.2M1
32Bank of New York Mellon Corp$6.8M1
33Invesco Ltd.$6.6M1
34Dana Investment Advisors, Inc.$6.6M1
35Woodline Partners LP$5.7M1
36WELLS FARGO & COMPANY/MN$5.5M1
37DEUTSCHE BANK AG\$5.4M1
38BANK OF MONTREAL /CAN/$5.4M1
39PRINCIPAL FINANCIAL GROUP INC$5.3M1
40IMC-Chicago, LLC$5.2M1
41PUBLIC SECTOR PENSION INVESTMENT BOARD$5.1M1
42JANE STREET GROUP, LLC$4.8M1
43UBS Group AG$4.8M1
44NOMURA HOLDINGS INC$4.8M1
45NATIXIS$4.0M1
46Hillsdale Investment Management Inc.$3.7M1
47Qube Research & Technologies Ltd$3.5M1
48AMERIPRISE FINANCIAL INC$3.5M1
49SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$3.0M1
50UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.6M1
51SEI INVESTMENTS CO$2.6M1
52TWO SIGMA INVESTMENTS, LP$2.6M1
53Universal- Beteiligungs- und Servicegesellschaft mbH$2.5M1
54Legal & General Group Plc$2.5M1
55Nuveen, LLC$2.4M1
56BANK OF NOVA SCOTIA$2.4M1
57Dynamic Technology Lab Private Ltd$2.3M1
58Corient Private Wealth LLC$2.3M1
59Swiss National Bank$2.2M1
60ALLIANCEBERNSTEIN L.P.$2.1M1
61Edgestream Partners, L.P.$2.0M1
62FIRST TRUST ADVISORS LP$2.0M1
63RAYMOND JAMES FINANCIAL INC$2.0M1
64GHP Investment Advisors, Inc.$1.9M1
65PRUDENTIAL FINANCIAL INC$1.9M1
66WEDGE CAPITAL MANAGEMENT L L P/NC$1.7M1
67XTX Topco Ltd$1.6M1
68Choate Investment Advisors$1.6M1
69ANCHOR CAPITAL ADVISORS LLC$1.6M1
70MACKENZIE FINANCIAL CORP$1.5M1
71Y-Intercept (Hong Kong) Ltd$1.5M1
72UniSuper Management Pty Ltd$1.5M1
73Connor, Clark & Lunn Investment Management Ltd.$1.5M1
74Mariner, LLC$1.5M1
75Man Group plc$1.4M1
76BOOTHBAY FUND MANAGEMENT, LLC$1.4M1
77Susquehanna Portfolio Strategies, LLC$1.4M1
78TWINBEECH CAPITAL LP$1.3M1
79ROYCE & ASSOCIATES LP$1.3M1
80CITADEL ADVISORS LLC$1.3M1
81Blueshift Asset Management, LLC$1.3M1
82Janus Henderson Group Ltd.$1.2M1
83Vanguard Global Advisers, LLC$1.2M1
84ENVESTNET ASSET MANAGEMENT INC$1.2M1
85PARADIGM CAPITAL MANAGEMENT INC/NY$1.2M1
86PICTON MAHONEY ASSET MANAGEMENT$1.2M1
87Van Hulzen Asset Management, LLC$1.1M1
88Brevan Howard Capital Management LP$1.1M1
89VANGUARD ASSET MANAGEMENT, Ltd$1.0M1
90FRANKLIN RESOURCES INC$969K1
91MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$960K1
92HSBC HOLDINGS PLC$955K1
93FOX RUN MANAGEMENT, L.L.C.$941K1
94BNP Paribas Asset Management Holding S.A.$913K1
95READYSTATE ASSET MANAGEMENT LP$852K1
96Gotham Asset Management, LLC$847K1
97Walleye Trading LLC$833K1
98FIFTH THIRD BANCORP$792K1
99CenterBook Partners LP$771K1
100Trexquant Investment LP$749K1
101Elo Mutual Pension Insurance Co$732K1
102MOODY NATIONAL BANK TRUST DIVISION$715K1
103Creative Planning$658K1
104Aster Capital Management (DIFC) Ltd$652K1
105Illinois Municipal Retirement Fund$643K1
106Graham Capital Management, L.P.$636K1
107MetLife Investment Management, LLC$617K1
108CITIGROUP INC$616K1
109Schonfeld Strategic Advisors LLC$596K1
110Inspire Investing, LLC$592K1
111Quantinno Capital Management LP$548K1
112Amundi$518K1
113Zurcher Kantonalbank (Zurich Cantonalbank)$513K1
114KLP KAPITALFORVALTNING AS$505K1
115MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$505K1
116PIER 88 INVESTMENT PARTNERS LLC$503K1
117Vinva Investment Management Ltd$498K1
118Brooklyn Investment Group$453K1
119BROWN ADVISORY INC$453K1
120Cerity Partners LLC$443K1
121BALYASNY ASSET MANAGEMENT L.P.$426K1
122ADVISORY RESEARCH INC$426K1
123BURNEY CO/$407K1
124Watershed Asset Management, L.L.C.$393K1
125HUDSON EDGE INVESTMENT PARTNERS INC.$389K1
126VIRTUS ADVISERS, LLC$380K1
127ALPS ADVISORS INC$370K1
128Pathstone Holdings, LLC$369K1
129OXFORD ASSET MANAGEMENT LLP$369K1
130MidFirst Bank$359K1
131NEW YORK STATE COMMON RETIREMENT FUND$358K1
132OPPENHEIMER & CO INC$354K1
133TEACHER RETIREMENT SYSTEM OF TEXAS$346K1
134Engineers Gate Manager LP$334K1
135ROYAL BANK OF CANADA$328K1
136GLOBEFLEX CAPITAL L P$325K1
137MERCER GLOBAL ADVISORS INC /ADV$318K1
138STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$317K1
139Magnetar Financial LLC$317K1
140Caitong International Asset Management Co., Ltd$314K1
141Arizona State Retirement System$302K1
142CHOREO, LLC$297K1
143YOUSIF CAPITAL MANAGEMENT, LLC$290K1
144Diametric Capital, LP$280K1
145Kendall Capital Management$275K1
146Walleye Capital LLC$267K1
147COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$267K1
148INTECH INVESTMENT MANAGEMENT LLC$266K1
149Vanguard Investments Australia, Ltd.$257K1
150PEAK6 LLC$255K1
151QRG CAPITAL MANAGEMENT, INC.$253K1
152OREGON PUBLIC EMPLOYEES RETIREMENT FUND$248K1
153D.A. DAVIDSON & CO.$236K1
154CWM, LLC$233K1
155Chesley Taft & Associates LLC$218K1
156EP Wealth Advisors, LLC$213K1
157Tidal Investments LLC$210K1
158WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$210K1
159DRW Securities, LLC$204K1
160JAMES INVESTMENT RESEARCH, INC.$201K1
161LAZARD ASSET MANAGEMENT LLC$187K1
162OP Asset Management Ltd$167K1
163Freestone Grove Partners LP$107K1
164GROUP ONE TRADING LLC$104K1
165Ensign Peak Advisors, Inc$96.0K1
166Tower Research Capital LLC (TRC)$92.1K1
167Ameritas Investment Partners, Inc.$91.8K1
168Jefferies Financial Group Inc.$89.2K1
169State of Wyoming$86.2K1
170Rockefeller Capital Management L.P.$70.3K1
171Mitsubishi UFJ Asset Management Co., Ltd.$69.0K1
172US BANCORP \DE\$64.7K1
173Leonteq Securities AG$43.6K1
174HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$31.0K1
175Arax Advisory Partners$29.7K1
176OSAIC HOLDINGS, INC.$28.8K1
177Geneos Wealth Management Inc.$25.7K1
178LSV ASSET MANAGEMENT$25.4K1
179NISA INVESTMENT ADVISORS, LLC$23.8K1
180Blue Trust, Inc.$19.2K1
181Quarry LP$18.5K1
182PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$16.1K1
183Advisors Asset Management, Inc.$14.1K1
184Destiny Wealth Partners, LLC$13.6K1
185Kemnay Advisory Services Inc.$13.2K1
186DekaBank Deutsche Girozentrale$12.9K1
187MAI Capital Management$12.0K1
188Quaker Wealth Management, LLC$11.5K1
189Pinnacle Wealth Planning Services, Inc.$10.4K1
190WPG Advisers, LLC$8.9K1
191Allworth Financial LP$8.3K1
192Sterling Capital Management LLC$7.0K1
193Basecamp Wealth Advisors LLC$4.5K1
194Key FInancial Inc$3.2K1
195Parkside Financial Bank & Trust$2.9K1
196UMB Bank, n.a.$2.4K1
197BARROW HANLEY MEWHINNEY & STRAUSS LLC$2.1K1
198SBI Securities Co., Ltd.$1.9K1
199NEW YORK STATE TEACHERS RETIREMENT SYSTEM$1.9K1
200QUADRANT CAPITAL GROUP LLC$1.8K1
201TD Waterhouse Canada Inc.$1.6K1
202Federation des caisses Desjardins du Quebec$1.6K1
203GSA CAPITAL PARTNERS LLP$1.3K1
204Smartleaf Asset Management LLC$1.2K1
205CANADA LIFE ASSURANCE Co$8831
206Elequin Capital, LP$8721
207CVA Family Office, LLC$8461
208Investors Portfolio Services LLC$8411
209Steward Partners Investment Advisory, LLC$7701
210THRIVENT FINANCIAL FOR LUTHERANS$7211
211FARMERS & MERCHANTS INVESTMENTS INC$6671
212Larson Financial Group LLC$6161
213State of Alaska, Department of Revenue$5631
214Signature Equity Partners, LLC$4621
215SIGNATUREFD, LLC$4361
216Retirement Wealth Solutions LLC$3341
217WEDBUSH SECURITIES INC$3161
218AMALGAMATED BANK$3121
219JFS WEALTH ADVISORS, LLC$3081
220TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2791
221Keating Financial Advisory Services, Inc.$2571
222HARBOR CAPITAL ADVISORS, INC.$2521
223True Wealth Design, LLC$1541
224GILPIN WEALTH MANAGEMENT, LLC$1541
225PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$1311
226DiNuzzo Private Wealth, Inc.$1291
227SJS Investment Consulting Inc.$771
228Rialto Wealth Management, LLC$521
229KBC Group NV$301
230TORONTO DOMINION BANK$261
231Measured Wealth Private Client Group, LLC$201
232M&T BANK CORP$01
233VANGUARD GROUP INC$01
234STIFEL FINANCIAL CORP$01
235DELPHI MANAGEMENT INC /MA/$01
236Clearstead Advisors, LLC$01
237COMERICA BANK$01
238WELLINGTON MANAGEMENT GROUP LLP$01
239MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$01
240VIRGINIA RETIREMENT SYSTEMS ET Al$01
241D. E. Shaw & Co., Inc.$01
242NATIXIS ADVISORS, LLC$01
243FORBES J M & CO LLP$01
244VOYA INVESTMENT MANAGEMENT LLC$01
245NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$01
246DIAMOND HILL CAPITAL MANAGEMENT INC$01
247MILLENNIUM MANAGEMENT LLC$01
248CANADA PENSION PLAN INVESTMENT BOARD$01
249CIBC Private Wealth Group LLC$01
250ASSETMARK, INC$01
251Grantham, Mayo, Van Otterloo & Co. LLC$01
252ProShare Advisors LLC$01
253Ifrah Financial Services, Inc.$01
254LPL Financial LLC$01
255Legato Capital Management LLC$01
256TWO SIGMA SECURITIES, LLC$01
257Verition Fund Management LLC$01
258EXCHANGE TRADED CONCEPTS, LLC$01
259HighTower Advisors, LLC$01
260TWO SIGMA ADVISERS, LP$01
261Quantbot Technologies LP$01
262Atria Investments, Inc$01
263Vestcor Inc$01
264Capital International Investors$01
265WINTON GROUP Ltd$01
266Merit Financial Group, LLC$01
267Swiss Life Asset Management Ltd$01
268Squarepoint Ops LLC$01
269Wealthspire Advisors, LLC$01
270Versor Investments LP$01
271Cetera Investment Advisers$01
272Holocene Advisors, LP$01
273Caption Management, LLC$01
274DV Trading LLC$01
275Bridgefront Capital, LLC$01
276Global Retirement Partners, LLC$01
277Magnus Financial Group LLC$01
278Salomon & Ludwin, LLC$01
279Maryland State Retirement & Pension System$01
280MIZUHO MARKETS AMERICAS LLC$01
281F/m Investments LLC$01
282Vermillion & White Wealth Management Group, LLC$01
283AlphaQuest LLC$01
284SageView Advisory Group, LLC$01
285Dunhill Financial, LLC$01
286Pictet Asset Management Holding SA$01
287QSV Equity Investors LLC$01
288Ankerstar Wealth, LLC$01
289Kilter Group LLC$01
290OPTIMA CAPITAL LLC$01
291MASECO LLP$01
292Buckland Partners Management Co LLC$01
Truncated by Public Filings. The published aggregate ranks the top 292 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 1 sell
Congress net ($ bound)−$100K to −$50.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PRGS

RETAINED WINDOW · ACTIVE HITS

Zero hits on PRGS in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for PRGS · financials and macro

Financials — as filed PLANNED

PRGS's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PRGS on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing