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Allworth Financial’s Progress Software PRGS Stock Holding History

Allworth Financial’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
Q2 		$80.8K Buy
2,406
+2,084
+647% +$61.7K ﹤0.01% 2094
2026
Q1 		$8.26K Sell
322
-69
-18% -$2.64K ﹤0.01% 3636
2025
Q4 		$16.8K Buy
391
+339
+652% +$14.8K ﹤0.01% 2922
2025
Q3 		$2.29K Sell
52
-52
-50% -$2.4K ﹤0.01% 3940
2025
Q2 		$6.64K Buy
104
+42
+68% +$2.56K ﹤0.01% 3106
2025
Q1 		$3.66K Buy
62
+11
+22% +$630 ﹤0.01% 2936
2024
Q4 		$2.92K Sell
51
-9
-15% -$601 ﹤0.01% 3004
2024
Q3 		$4.04K Hold
60
– – ﹤0.01% 2663
2024
Q2 		$3.33K Buy
60
+27
+82% +$1.37K ﹤0.01% 2698
2024
Q1 		$1.76K Hold
33
– – ﹤0.01% 2856
2023
Q4 		$1.79K Hold
33
– – ﹤0.01% 2719
2023
Q3 		$1.74K Buy
33
+24
+267% +$1.41K ﹤0.01% 2611
2023
Q2 		$523 Hold
9
– – ﹤0.01% 2890
2023
Q1 		$518 Hold
9
– – ﹤0.01% 2832
2022
Q4 		$454 Buy
+9
New +$449 ﹤0.01% 2657
2022
Q3 		– Sell
-271
Closed -$12K – 3008
2022
Q2 		$12K Buy
+271
New +$12.9K ﹤0.01% 1504

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's PRGS Position: Q2 2026 in Review

Allworth Financial increased its Progress Software (PRGS) stake by 647% in Q2 2026, buying an estimated $61.7K and bringing the position to 2,406 shares worth $80.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Allworth Financial first reported a position in PRGS in Q2 2022 and has held it in 16 quarters since. 293 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

  • Allworth Financial held 2,406 shares of Progress Software worth $80.8K as of Q2 2026.
  • Allworth Financial bought 2,084 Progress Software shares in Q2 2026, an estimated $61.7K.
  • Progress Software made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2094 holding.
  • Allworth Financial first reported a position in Progress Software in Q2 2022 and has held it in 16 quarters since.
  • 293 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.