Titelia

Fund shareholders of Progress Software Corp

ISIN US7433121008 · United States · LEI 549300R65B3JG6972S24

Fund shareholders
298
Of which ETFs
86 212 other funds
Value held
608.2M $ 108.8M SEK
FundSharesValueWeight in fund
iShares Core S&P Small-Cap ETF iShares Trust 2,526,63164.8M $0.07 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,379,67935.4M $0.00 %as of Mar 31, 2026 ↗
VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND 1,076,99045.1M $0.04 %as of Feb 28, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,026,71826.3M $0.04 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 971,40924.9M $0.02 %as of Mar 31, 2026 ↗
Small Cap Core Fund John Hancock Investment Trust 958,62726.7M $1.34 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 618,51215.9M $0.03 %as of Mar 31, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust 603,96115.5M $0.14 %as of Mar 31, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 516,45821.6M $0.38 %as of Feb 27, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 502,10112.9M $0.31 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 469,23112M $0.01 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 415,05111.6M $0.04 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 379,7069.7M $0.07 %as of Mar 31, 2026 ↗
Boston Trust Walden Small Cap Fund Boston Trust Walden Funds 369,6179.5M $0.96 %as of Mar 31, 2026 ↗
Small Cap Value Fund American Century Capital Portfolios, Inc. 350,0009M $0.28 %as of Mar 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 343,0148.8M $0.07 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 295,6277.6M $0.08 %as of Mar 31, 2026 ↗
Small Cap Equity Portfolio GLENMEDE FUND INC 280,3147.8M $0.79 %as of Apr 30, 2026 ↗
Invenomic Fund NORTHERN LIGHTS FUND TRUST II 276,9247.7M $0.80 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 257,04310.8M $0.03 %as of Feb 28, 2026 ↗
Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust 254,3987.1M $0.21 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 246,6656.3M $0.10 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 212,2628.9M $0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 209,4158.8M $0.04 %as of Feb 28, 2026 ↗
Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST 205,9275.3M $0.17 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 194,9555.4M $0.03 %as of Apr 30, 2026 ↗
iShares Expanded Tech-Software Sector ETF iShares Trust 186,3164.8M $0.05 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 160,7664.5M $0.06 %as of Apr 30, 2026 ↗
Victory Integrity Small-Cap Value Fund Victory Portfolios 158,8004.1M $0.40 %as of Mar 31, 2026 ↗
Swedbank Robur Transfer 70 Swedbank Robur Fonder AB 156,80038.3M SEK0.04 %as of Mar 31, 2026 ↗
Boston Trust SMID Cap Fund Boston Trust Walden Funds 155,2364M $0.57 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 151,0843.9M $0.10 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 146,9146.2M $0.11 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 138,3913.9M $0.03 %as of Apr 30, 2026 ↗
Swedbank Robur Aktiefond Pension Swedbank Robur Fonder AB 135,60033.1M SEK0.03 %as of Mar 31, 2026 ↗
Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST 135,0733.8M $0.02 %as of Apr 30, 2026 ↗
Small Cap Core Trust John Hancock Variable Insurance Trust 133,9453.4M $1.19 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 133,1803.4M $0.05 %as of Mar 31, 2026 ↗
SBH SMALL CAP VALUE FUND Segall Bryant & Hamill Trust 125,8603.2M $0.84 %as of Mar 31, 2026 ↗
Swedbank Robur Transfer 90 Swedbank Robur Fonder AB 111,10027.1M SEK0.25 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 109,0744.6M $0.05 %as of Feb 28, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 98,1302.7M $0.09 %as of Apr 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 93,3492.6M $0.03 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 92,1472.6M $0.04 %as of Apr 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 86,0602.4M $0.07 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 81,0802.3M $0.01 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Software & Services ETF SPDR SERIES TRUST 81,0112.1M $0.55 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 79,5913.3M $0.00 %as of Feb 28, 2026 ↗
SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 77,6003.2M $0.17 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 77,3122.2M $0.01 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Information Technology ETF Invesco Exchange-Traded Fund Trust II 74,6063.1M $0.86 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 73,3621.9M $0.05 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 72,0253M $0.13 %as of Feb 28, 2026 ↗
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 71,9391.8M $0.37 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 70,8071.8M $0.02 %as of Mar 31, 2026 ↗
Boston Trust Walden SMID Cap Fund Boston Trust Walden Funds 69,8331.8M $0.58 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 68,2982.9M $0.11 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 67,2611.7M $0.04 %as of Mar 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 65,5211.7M $0.07 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 63,8002.7M $0.00 %as of Feb 28, 2026 ↗
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 61,3461.6M $0.39 %as of Mar 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 60,9831.6M $0.36 %as of Mar 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 60,9771.6M $0.30 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 59,5171.7M $0.00 %as of Apr 30, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 58,4111.6M $0.23 %as of Apr 30, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 58,2771.6M $0.01 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 58,0981.6M $0.01 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 56,6722.4M $0.10 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 56,4091.4M $0.00 %as of Mar 31, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 55,8501.6M $0.24 %as of Apr 30, 2026 ↗
Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios 50,6001.3M $0.40 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 50,5351.4M $0.04 %as of Apr 30, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 48,2001.2M $0.23 %as of Mar 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 47,0391.3M $0.06 %as of Apr 30, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 44,6681.2M $0.12 %as of Apr 30, 2026 ↗
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 44,2751.1M $0.16 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 44,1851.2M $0.01 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 43,6331.1M $0.03 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 41,6171.2M $0.16 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 39,3021.6M $0.11 %as of Feb 28, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 38,2291.1M $0.06 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 37,9761.1M $0.00 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 36,2631M $0.05 %as of Apr 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 35,912921.1K $0.07 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 35,704994.4K $0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST 35,419908.5K $0.04 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 33,601935.8K $0.33 %as of Apr 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 33,102921.9K $0.07 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 32,5671.4M $0.15 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 32,135895K $0.04 %as of Apr 30, 2026 ↗
Paradigm Select Fund PARADIGM FUNDS 32,100823.4K $0.59 %as of Mar 31, 2026 ↗
Nationwide NYSE Arca Tech 100 Index Fund Nationwide Mutual Funds 31,924889.1K $0.12 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 31,894818.1K $0.07 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 30,2041.3M $0.07 %as of Feb 28, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 30,200841.1K $0.09 %as of Apr 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 30,003769.6K $0.07 %as of Mar 31, 2026 ↗
SIMT Tax-Managed Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 29,380753.6K $0.13 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 28,110721K $0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 28,000718.2K $0.04 %as of Mar 31, 2026 ↗
Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust 26,997751.9K $0.24 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Towpath Technology Fund MSS Series Trust 1.62 %as of Feb 28, 2026 ↗
Hennessy Technology Fund Hennessy Funds Trust 1.46 %as of Apr 30, 2026 ↗
Abacus FCF Small Cap Leaders ETF Abacus FCF ETF Trust 1.44 %as of Apr 30, 2026 ↗
Small Cap Core Fund John Hancock Investment Trust 1.34 %as of Apr 30, 2026 ↗
Small Cap Core Trust John Hancock Variable Insurance Trust 1.19 %as of Mar 31, 2026 ↗
Boston Trust Walden Small Cap Fund Boston Trust Walden Funds 0.96 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Information Technology ETF Invesco Exchange-Traded Fund Trust II 0.86 %as of Feb 28, 2026 ↗
SBH SMALL CAP VALUE FUND Segall Bryant & Hamill Trust 0.84 %as of Mar 31, 2026 ↗
Invenomic Fund NORTHERN LIGHTS FUND TRUST II 0.80 %as of Apr 30, 2026 ↗
Small Cap Equity Portfolio GLENMEDE FUND INC 0.79 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2292+1621,168,404-3.6 %
2026Q1276-1421,951,843-6.2 %
2025Q4290-1123,395,400+0.5 %
2025Q3301-1723,281,642-2.3 %
2025Q2318-223,819,297-3.9 %
2025Q1320+224,797,298+5.7 %
2024Q4318+1123,455,983-0.9 %
2024Q3307023,676,543+0.3 %
2024Q2307+323,595,806+3.2 %
2024Q1304-2722,873,801-1.4 %
2023Q433123,204,465

Institutional managers

281 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.6,972,080178.8M $as of Mar 31, 2026
STATE STREET CORP1,761,00945.2M $as of Mar 31, 2026
Boston Trust Walden Corp1,720,32444.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,233,83031.7M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,221,64731.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,086,71527.9M $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE1,070,32727.5M $as of Mar 31, 2026
LSV ASSET MANAGEMENT988,40025.4K $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC947,89424.3M $as of Mar 31, 2026
Heron Bay Capital Management915,69723.5M $as of Mar 31, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP884,79022.7M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC707,80718.2M $as of Mar 31, 2026
MORGAN STANLEY693,73117.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC651,03516.7M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.648,85016.6M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.635,21216.3M $as of Mar 31, 2026
FMR LLC611,10715.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC597,66315.3M $as of Mar 31, 2026
SEGALL BRYANT & HAMILL, LLC570,07714.6M $as of Mar 31, 2026
BARCLAYS PLC518,54013.3M $as of Mar 31, 2026
OAKTOP CAPITAL MANAGEMENT II, L.P.508,60813M $as of Mar 31, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP495,81912.7M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/486,71712.5M $as of Mar 31, 2026
DekaBank Deutsche Girozentrale478,87012.9K $as of Mar 31, 2026
RICE HALL JAMES & ASSOCIATES, LLC452,70211.6M $as of Mar 31, 2026

Declared shareholders of Progress Software Corp

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 8.31 %3,497,598as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.35 %2,254,185as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Progress Software Corp

29 funds declare 30 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
NYLI MacKay Convertible Fund111.6M $as of Apr 30, 2026
NYLIM VP MacKay Convertible Portfolio110.9M $as of Mar 31, 2026
ABSOLUTE CONVERTIBLE ARBITRAGE FUND19.5M $as of Mar 31, 2026
AQR Diversified Arbitrage Fund28.4M $as of Mar 31, 2026
Columbia Flexible Capital Income Fund16.5M $as of Feb 28, 2026
iShares Convertible Bond ETF16.4M $as of Apr 30, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF15.2M $as of Mar 31, 2026
American Beacon SSI Alternative Income Fund13.2M $as of Mar 31, 2026
Fidelity Convertible Securities Fund12.7M $as of Feb 28, 2026
Global Opportunities Portfolio12.5M $as of Apr 30, 2026
Fidelity Strategic Dividend and Income Fund11.3M $as of Feb 28, 2026
Strategic Alternatives Fund1915K $as of Mar 31, 2026
Advent Convertible Bond ETF1822.3K $as of Feb 28, 2026
Morningstar Alternatives Fund1750.8K $as of Apr 30, 2026
ABSOLUTE FLEXIBLE FUND1445.5K $as of Mar 31, 2026
THRIVENT CONSERVATIVE ALLOCATION FUND1327.8K $as of Mar 31, 2026
THRIVENT MULTISECTOR BOND FUND1241.8K $as of Apr 30, 2026
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO 1206.1K $as of Mar 31, 2026
THRIVENT DYNAMIC ALLOCATION FUND1123.6K $as of Apr 30, 2026
THRIVENT DYNAMIC ALLOCATION PORTFOLIO 1105.7K $as of Mar 31, 2026
Harbor Ares Systematic Convertible Securities Fund191.1K $as of Apr 30, 2026
Franklin Alternative Strategies Fund187.7K $as of Feb 27, 2026
JNL Multi-Manager Alternative Fund167.1K $as of Mar 31, 2026
1290 VT Convertible Securities Portfolio166.6K $as of Mar 31, 2026
THRIVENT MULTISECTOR BOND PORTFOLIO149.8K $as of Mar 31, 2026
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Titelia. "Fund shareholders of Progress Software Corp". https://titelia.com/en/stocks/progress-software-corp-US7433121008