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Advisory Research’s Progress Software PRGS Stock Holding History

Advisory Research’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
Q1 		$426K Buy
16,597
+2,238
+16% +$85.5K 0.05% 130
2025
Q4 		$617K Sell
14,359
-850
-6% -$37K 0.08% 130
2025
Q3 		$668K Buy
15,209
+562
+4% +$25.9K 0.09% 122
2025
Q2 		$935K Buy
14,647
+986
+7% +$60K 0.14% 106
2025
Q1 		$704K Buy
13,661
+38
+0.3% +$2.17K 0.12% 118
2024
Q4 		$888K Buy
13,623
+71
+0.5% +$4.74K 0.15% 116
2024
Q3 		$913K Sell
13,552
-463
-3% -$26.5K 0.16% 116
2024
Q2 		$760K Buy
14,015
+919
+7% +$46.6K 0.14% 120
2024
Q1 		$698K Sell
13,096
-68
-0.5% -$3.73K 0.14% 117
2023
Q4 		$715K Sell
13,164
-1,410
-10% -$74.8K 0.11% 193
2023
Q3 		$766K Sell
14,574
-560
-4% -$32.8K 0.11% 222
2023
Q2 		$879K Buy
15,134
+9,830
+185% +$559K 0.11% 223
2023
Q1 		$305K Buy
+5,304
New +$296K 0.05% 289

Other funds holding PRGS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return