Atria Investments’s Progress Software PRGS Stock Holding History

Atria Investments’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	–	Sell	-5,641	Closed	-$242K	–	2127
2025 Q4	$242K	Sell	5,641 -1,421	-20%	-$61.9K	﹤0.01%	1870
2025 Q3	$310K	Buy	7,062 +1,454	+26%	+$67K	﹤0.01%	1701
2025 Q2	$358K	Buy	5,608 +118	+2%	+$7.18K	﹤0.01%	1603
2025 Q1	$283K	Sell	5,490 -2,464	-31%	-$141K	﹤0.01%	1644
2024 Q4	$518K	Buy	7,954 +2,034	+34%	+$136K	0.01%	1308
2024 Q3	$399K	Buy	5,920 +663	+13%	+$37.9K	0.01%	1448
2024 Q2	$285K	Buy	+5,257	New	+$267K	﹤0.01%	1621

Other funds holding PRGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Atria Investments's PRGS Position: Q1 2026 in Review

Atria Investments sold out of Progress Software (PRGS) in Q1 2026, closing a stake of 5,641 shares — an estimated $242K sold.

Atria Investments first reported a position in PRGS in Q2 2024 and held it in 7 quarters. The position peaked at $518K in Q4 2024. 294 funds tracked by Wall St. Rank hold PRGS as of Q1 2026.

Atria Investments reported no remaining Progress Software position as of Q1 2026 after selling out during the quarter.
Atria Investments sold 5,641 Progress Software shares in Q1 2026, an estimated $242K.
Atria Investments first reported a position in Progress Software in Q2 2024 and held it in 7 quarters.
Atria Investments's Progress Software position peaked at $518K in Q4 2024.
294 funds tracked by Wall St. Rank held Progress Software as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.