Superior Planning, LLC’s Progress Software PRGS Stock Holding History

Superior Planning, LLC’s Portfolio PRGS Stock Details PRGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$799	Buy	+20	New	+$826	﹤0.01%	1799

Other funds holding PRGS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Superior Planning, LLC's PRGS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Progress Software (PRGS) in Q3 2026: 20 shares worth $799. The stake represents ﹤0.01% of the portfolio and ranks #1799 among its holdings.

196 funds tracked by Wall St. Rank hold PRGS as of Q3 2026.

Superior Planning, LLC held 20 shares of Progress Software worth $799 as of Q3 2026.
Progress Software was a new Superior Planning, LLC position in Q3 2026.
Progress Software made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1799 holding.
196 funds tracked by Wall St. Rank held Progress Software as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.