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Bogart Wealth LLC’s Progress Software PRGS Stock Holding History

Bogart Wealth LLC’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
-212
Closed -$9.31K – 1664
2025
Q3 		$9.31K Buy
212
+200
+1,667% +$9.22K ﹤0.01% 842
2025
Q2 		$766 Hold
12
– – ﹤0.01% 1257
2025
Q1 		$618 Sell
12
-33
-73% -$1.89K ﹤0.01% 1236
2024
Q4 		$2.93K Buy
+45
New +$3.01K ﹤0.01% 1019

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bogart Wealth LLC's PRGS Position: Q4 2025 in Review

Bogart Wealth LLC sold out of Progress Software (PRGS) in Q4 2025, closing a stake of 212 shares — an estimated $9.31K sold.

Bogart Wealth LLC first reported a position in PRGS in Q4 2024 and held it in 4 quarters. The position peaked at $9.31K in Q3 2025. 309 funds tracked by Wall St. Rank hold PRGS as of Q4 2025.

  • Bogart Wealth LLC reported no remaining Progress Software position as of Q4 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 212 Progress Software shares in Q4 2025, an estimated $9.31K.
  • Bogart Wealth LLC first reported a position in Progress Software in Q4 2024 and held it in 4 quarters.
  • Bogart Wealth LLC's Progress Software position peaked at $9.31K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Progress Software as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.