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Annis Gardner Whiting Capital Advisors’s Progress Software PRGS Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2025
Q3 		– Sell
-19
Closed -$1.21K – 1379
2025
Q2 		$1.21K Buy
+19
New +$1.16K ﹤0.01% 1051

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's PRGS Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Progress Software (PRGS) in Q3 2025, closing a stake of 19 shares — an estimated $1.21K sold.

Annis Gardner Whiting Capital Advisors first reported a position in PRGS in Q2 2025 and held it in 1 quarter. The position peaked at $1.21K in Q2 2025. 309 funds tracked by Wall St. Rank hold PRGS as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Progress Software position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 19 Progress Software shares in Q3 2025, an estimated $1.21K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Progress Software in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Progress Software position peaked at $1.21K in Q2 2025.
  • 309 funds tracked by Wall St. Rank held Progress Software as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.