AAS
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Avantax Advisory Services’s Progress Software PRGS Stock Holding History

Avantax Advisory Services’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
Q2 		$408K Sell
6,388
-8
-0.1% -$487 ﹤0.01% 1711
2025
Q1 		$329K Buy
6,396
+185
+3% +$10.6K ﹤0.01% 1767
2024
Q4 		$405K Buy
6,211
+317
+5% +$21.2K ﹤0.01% 1585
2024
Q3 		$397K Sell
5,894
-46
-0.8% -$2.63K ﹤0.01% 1567
2024
Q2 		$322K Buy
+5,940
New +$301K ﹤0.01% 1648

Other funds holding PRGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's PRGS Position: Q2 2025 in Review

Avantax Advisory Services reduced its Progress Software (PRGS) stake by 0.13% in Q2 2025, selling an estimated $487 and leaving 6,388 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Avantax Advisory Services first reported a position in PRGS in Q2 2024 and has held it in 5 quarters since. 346 funds tracked by Wall St. Rank hold PRGS as of Q2 2025.

  • Avantax Advisory Services held 6,388 shares of Progress Software worth $408K as of Q2 2025.
  • Avantax Advisory Services sold 8 Progress Software shares in Q2 2025, an estimated $487.
  • Progress Software made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1711 holding.
  • Avantax Advisory Services first reported a position in Progress Software in Q2 2024 and has held it in 5 quarters since.
  • 346 funds tracked by Wall St. Rank held Progress Software as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.