Bell Investment Advisors’s Progress Software PRGS Stock Holding History

Bell Investment 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 Q4	–	Sell	-60	Closed	-$2.64K	–	1923
2025 Q3	$2.64K	Hold	60	–	–	﹤0.01%	1219
2025 Q2	$3.83K	Hold	60	–	–	﹤0.01%	1110
2025 Q1	$3.09K	Sell	60 -11	-15%	-$630	﹤0.01%	1132
2024 Q4	$4.63K	Buy	71 +11	+18%	+$735	﹤0.01%	963
2024 Q3	$4.04K	Buy	60 +11	+22%	+$630	﹤0.01%	1048
2024 Q2	$2.66K	Sell	49 -33	-40%	-$1.68K	﹤0.01%	1240
2024 Q1	$4.37K	Hold	82	–	–	﹤0.01%	997
2023 Q4	$4.45K	Buy	82 +23	+39%	+$1.22K	﹤0.01%	938
2023 Q3	$3.1K	Hold	59	–	–	﹤0.01%	1064
2023 Q2	$3.43K	Hold	59	–	–	﹤0.01%	1016
2023 Q1	$3.39K	Hold	59	–	–	﹤0.01%	981
2022 Q4	$2.98K	Buy	59 +21	+55%	+$1.05K	﹤0.01%	1072
2022 Q3	$2K	Buy	38 +1	+3%	+$46	﹤0.01%	1189
2022 Q2	$2K	Buy	+37	New	+$1.76K	﹤0.01%	1212
2021 Q4	$2K	Hold	37	–	–	﹤0.01%	1207
2021 Q3	$2K	Buy	+37	New	+$1.7K	﹤0.01%	1132

Other funds holding PRGS

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Bell Investment Advisors's PRGS Position: Q4 2025 in Review

Bell Investment Advisors sold out of Progress Software (PRGS) in Q4 2025, closing a stake of 60 shares — an estimated $2.64K sold.

Bell Investment Advisors first reported a position in PRGS in Q3 2021 and held it in 16 quarters. The position peaked at $4.63K in Q4 2024. 309 funds tracked by Wall St. Rank hold PRGS as of Q4 2025.

Bell Investment Advisors reported no remaining Progress Software position as of Q4 2025 after selling out during the quarter.
Bell Investment Advisors sold 60 Progress Software shares in Q4 2025, an estimated $2.64K.
Bell Investment Advisors first reported a position in Progress Software in Q3 2021 and held it in 16 quarters.
Bell Investment Advisors's Progress Software position peaked at $4.63K in Q4 2024.
309 funds tracked by Wall St. Rank held Progress Software as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.