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
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 26,0571.1M $0.00 %as of Feb 28, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 26,014724.5K $0.00 %as of Apr 30, 2026
PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST 25,000696.3K $0.26 %as of Apr 30, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 23,842611.5K $0.07 %as of Mar 31, 2026
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 23,634989.8K $0.06 %as of Feb 28, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 23,597605.3K $0.04 %as of Mar 31, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 23,397979.9K $0.00 %as of Feb 28, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 23,000590K $0.00 %as of Mar 31, 2026
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 22,368622.9K $0.11 %as of Apr 30, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 22,220618.8K $0.00 %as of Apr 30, 2026
iShares Expanded Tech Sector ETF iShares Trust 22,184569K $0.01 %as of Mar 31, 2026
Keeley Small Cap Fund Teton Westwood Funds 22,000564.3K $0.66 %as of Mar 31, 2026
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 21,181589.9K $0.07 %as of Apr 30, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 20,240563.7K $0.01 %as of Apr 30, 2026
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 20,109842.2K $0.11 %as of Feb 28, 2026
Small Cap Index Fund Northern Funds 19,312495.4K $0.04 %as of Mar 31, 2026
Transamerica Small Cap Value TRANSAMERICA FUNDS 19,250536.1K $0.52 %as of Apr 30, 2026
SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 19,100489.9K $0.10 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 18,514474.9K $0.00 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 18,162505.8K $0.04 %as of Apr 30, 2026
SMALL CAP EQUITY FUND GuideStone Funds 17,901459.2K $0.06 %as of Mar 31, 2026
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 17,829746.7K $0.38 %as of Feb 28, 2026
Small Cap Index Fund VALIC Co I 17,562735.5K $0.06 %as of Feb 28, 2026
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 17,379727.8K $0.01 %as of Feb 28, 2026
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 17,281481.3K $0.17 %as of Apr 30, 2026
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 17,209441.4K $0.24 %as of Mar 31, 2026
SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 17,000712K $0.24 %as of Feb 28, 2026
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 16,803431K $0.06 %as of Mar 31, 2026
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 16,543460.7K $0.07 %as of Apr 30, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 15,950409.1K $0.02 %as of Mar 31, 2026
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 15,898442.8K $0.06 %as of Apr 30, 2026
Gotham Absolute Return Fund FundVantage Trust 15,545398.7K $0.04 %as of Mar 31, 2026
Swedbank Robur Mixfond Pension Swedbank Robur Fonder AB 15,5003.8M SEK0.05 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 14,839413.3K $0.02 %as of Apr 30, 2026
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 14,817380.1K $0.53 %as of Mar 31, 2026
Virtus Small-Cap Fund Virtus Investment Trust 14,800379.6K $0.36 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 14,738378K $0.01 %as of Mar 31, 2026
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 14,726377.7K $0.07 %as of Mar 31, 2026
Swedbank Robur Access Edge Global Swedbank Robur Fonder AB 14,5803.6M SEK0.05 %as of Mar 31, 2026
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 14,407369.5K $0.07 %as of Mar 31, 2026
Timothy Plan US Small Cap Core ETF Timothy Plan 14,320367.3K $0.12 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 14,150362.9K $0.04 %as of Mar 31, 2026
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 14,115362K $0.13 %as of Mar 31, 2026
Small Cap Special Values Fund VALIC Co I 13,414561.8K $0.32 %as of Feb 28, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 12,970543.2K $0.06 %as of Feb 28, 2026
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 12,909331.1K $0.07 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 12,851329.6K $0.03 %as of Mar 31, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 12,796356.4K $0.00 %as of Apr 30, 2026
Diversified Equity Master Portfolio Master Investment Portfolio 12,396318K $0.01 %as of Mar 31, 2026
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 11,896305.1K $0.07 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 11,875304.6K $0.00 %as of Mar 31, 2026
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 11,5162.8M SEK0.01 %as of Mar 31, 2026
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 11,228470.2K $0.18 %as of Feb 28, 2026
Paradigm Micro-Cap Fund PARADIGM FUNDS 10,900279.6K $0.21 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 10,845278.2K $0.04 %as of Mar 31, 2026
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 10,798452.2K $0.00 %as of Feb 28, 2026
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 10,172260.9K $0.03 %as of Mar 31, 2026
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 9,638268.4K $0.17 %as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 9,262237.6K $0.00 %as of Mar 31, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 9,217386K $0.00 %as of Feb 28, 2026
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 9,180235.5K $0.12 %as of Mar 31, 2026
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 9,025251.3K $0.00 %as of Apr 30, 2026
VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc 9,021231.4K $0.09 %as of Mar 31, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,834246K $0.03 %as of Apr 30, 2026
iShares Morningstar Small-Cap Value ETF iShares Trust 8,702242.4K $0.04 %as of Apr 30, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 8,693242.1K $0.00 %as of Apr 30, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 8,284212.5K $0.04 %as of Mar 31, 2026
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 8,177209.7K $0.14 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 7,995205.1K $0.00 %as of Mar 31, 2026
JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS 7,780199.6K $0.25 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 7,579194.4K $0.04 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 7,370189K $0.03 %as of Mar 31, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,268186.4K $0.02 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 7,058196.6K $0.02 %as of Apr 30, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,658278.8K $0.02 %as of Feb 28, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 6,463180K $0.04 %as of Apr 30, 2026
Avantis U.S. Equity ETF American Century ETF Trust 6,193259.4K $0.00 %as of Feb 28, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 6,101156.5K $0.01 %as of Mar 31, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,097169.8K $0.03 %as of Apr 30, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 5,850150.1K $0.04 %as of Mar 31, 2026
MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND 5,835149.7K $0.28 %as of Mar 31, 2026
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 5,669145.4K $0.04 %as of Mar 31, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,456151.9K $0.01 %as of Apr 30, 2026
Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust 5,372137.8K $0.12 %as of Mar 31, 2026
Adara Smaller Companies Fund RBB Fund, Inc. 5,306222.2K $0.03 %as of Feb 28, 2026
Small Cap Core Fund Northern Funds 5,294135.8K $0.04 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 5,155132.2K $0.04 %as of Mar 31, 2026
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 4,992128K $0.03 %as of Mar 31, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,975127.6K $0.04 %as of Mar 31, 2026
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 4,820123.6K $0.07 %as of Mar 31, 2026
Victory Extended Market Index Fund Victory Portfolios III 4,718131.4K $0.02 %as of Apr 30, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 4,703120.6K $0.04 %as of Mar 31, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 4,439123.6K $0.03 %as of Apr 30, 2026
Hennessy Technology Fund Hennessy Funds Trust 4,281119.2K $1.46 %as of Apr 30, 2026
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 4,164116K $0.02 %as of Apr 30, 2026
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 4,129105.9K $0.03 %as of Mar 31, 2026
Gotham Enhanced Return Fund FundVantage Trust 4,033103.4K $0.02 %as of Mar 31, 2026
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 3,88099.5K $0.05 %as of Mar 31, 2026
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 3,84798.7K $0.08 %as of Mar 31, 2026
Pacer US Small Cap Cash Cows Growth Leaders ETF Pacer Funds Trust 3,695102.9K $0.45 %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