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
9
all PTR rows naming PRGS
Members · 12m
1
0 buys · 2 sells · by trade date
Latest PTR
09-25
filed 2026-09-25
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 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Kevin Hern · $50.0K–$100K

SELL · 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 / 2 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

4 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. 4 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
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-25Kevin Hern R–OK-1SELL JT (jointly owned)Traded 08-31 +25d$15K–$50K
2026-04-03Kevin Hern R–OK-1SELL JT (jointly owned)Traded 03-16 +18d$50K–$100K
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 07-16 +28d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 07-10 +34d$1K–$15K
2021-10-07Kevin Hern R–OK-1BUY JT (jointly owned)Traded 09-02 +35d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 9 ↗

Members active in PRGS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing PRGS in the trailing 12 months
MemberRowsNet 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.Number 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-12−$150K to −$65.0K1

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
1 Kevin Hern R–OK-1 $15K–$50K

filed 2026-07-03 → 2026-10-01 · 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
2026-09-25Kevin Hern CongressSELL$15K–$50K
2026-05-15Gotham Asset Management 13FTRIM−1,151 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · 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
#FilerValueSecuritiesFlagsSrc
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— value not disclosed1
233VANGUARD GROUP INC— value not disclosed1
234STIFEL FINANCIAL CORP— value not disclosed1
235DELPHI MANAGEMENT INC /MA/— value not disclosed1
236Clearstead Advisors, LLC— value not disclosed1
237COMERICA BANK— value not disclosed1
238WELLINGTON MANAGEMENT GROUP LLP— value not disclosed1
239MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC— value not disclosed1
240VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
241D. E. Shaw & Co., Inc.— value not disclosed1
242NATIXIS ADVISORS, LLC— value not disclosed1
243FORBES J M & CO LLP— value not disclosed1
244VOYA INVESTMENT MANAGEMENT LLC— value not disclosed1
245NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO— value not disclosed1
246DIAMOND HILL CAPITAL MANAGEMENT INC— value not disclosed1
247MILLENNIUM MANAGEMENT LLC— value not disclosed1
248CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
249CIBC Private Wealth Group LLC— value not disclosed1
250ASSETMARK, INC— value not disclosed1
251Grantham, Mayo, Van Otterloo & Co. LLC— value not disclosed1
252ProShare Advisors LLC— value not disclosed1
253Ifrah Financial Services, Inc.— value not disclosed1
254LPL Financial LLC— value not disclosed1
255Legato Capital Management LLC— value not disclosed1
256TWO SIGMA SECURITIES, LLC— value not disclosed1
257Verition Fund Management LLC— value not disclosed1
258EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
259HighTower Advisors, LLC— value not disclosed1
260TWO SIGMA ADVISERS, LP— value not disclosed1
261Quantbot Technologies LP— value not disclosed1
262Atria Investments, Inc— value not disclosed1
263Vestcor Inc— value not disclosed1
264Capital International Investors— value not disclosed1
265WINTON GROUP Ltd— value not disclosed1
266Merit Financial Group, LLC— value not disclosed1
267Swiss Life Asset Management Ltd— value not disclosed1
268Squarepoint Ops LLC— value not disclosed1
269Wealthspire Advisors, LLC— value not disclosed1
270Versor Investments LP— value not disclosed1
271Cetera Investment Advisers— value not disclosed1
272Holocene Advisors, LP— value not disclosed1
273Caption Management, LLC— value not disclosed1
274DV Trading LLC— value not disclosed1
275Bridgefront Capital, LLC— value not disclosed1
276Global Retirement Partners, LLC— value not disclosed1
277Magnus Financial Group LLC— value not disclosed1
278Salomon & Ludwin, LLC— value not disclosed1
279Maryland State Retirement & Pension System— value not disclosed1
280MIZUHO MARKETS AMERICAS LLC— value not disclosed1
281F/m Investments LLC— value not disclosed1
282Vermillion & White Wealth Management Group, LLC— value not disclosed1
283AlphaQuest LLC— value not disclosed1
284SageView Advisory Group, LLC— value not disclosed1
285Dunhill Financial, LLC— value not disclosed1
286Pictet Asset Management Holding SA— value not disclosed1
287QSV Equity Investors LLC— value not disclosed1
288Ankerstar Wealth, LLC— value not disclosed1
289Kilter Group LLC— value not disclosed1
290OPTIMA CAPITAL LLC— value not disclosed1
291MASECO LLP— value not disclosed1
292Buckland Partners Management Co LLC— value not disclosed1
Truncated by Public Filings. Every one of the 231 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — 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 / 2 sell
Congress net ($ bound)−$150K to −$65.0K
Filers net (actions)not in build
Filers net ($ 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