BTC Capital Management’s Progress Software PRGS Stock Holding History

BTC Capital Management’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	-6,221	Closed	-$397K	–	213
2025 Q2	$397K	Buy	6,221 +35	+0.6%	+$2.13K	0.03%	172
2025 Q1	$319K	Sell	6,186 -1,325	-18%	-$75.8K	0.03%	187
2024 Q4	$489K	Sell	7,511 -326	-4%	-$21.8K	0.05%	162
2024 Q3	$528K	Sell	7,837 -130	-2%	-$7.44K	0.05%	168
2024 Q2	$432K	Sell	7,967 -375	-4%	-$19K	0.04%	171
2024 Q1	$445K	Buy	+8,342	New	+$458K	0.04%	175
2023 Q3	$349K	Sell	6,637 -1,013	-13%	-$59.3K	0.04%	185
2023 Q2	$443K	Buy	+7,650	New	+$435K	0.05%	172

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

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

BTC Capital Management's PRGS Position: Q3 2025 in Review

BTC Capital Management sold out of Progress Software (PRGS) in Q3 2025, closing a stake of 6,221 shares — an estimated $397K sold.

BTC Capital Management first reported a position in PRGS in Q2 2023 and held it in 8 quarters. The position peaked at $528K in Q3 2024. 309 funds tracked by Wall St. Rank hold PRGS as of Q3 2025.

BTC Capital Management reported no remaining Progress Software position as of Q3 2025 after selling out during the quarter.
BTC Capital Management sold 6,221 Progress Software shares in Q3 2025, an estimated $397K.
BTC Capital Management first reported a position in Progress Software in Q2 2023 and held it in 8 quarters.
BTC Capital Management's Progress Software position peaked at $528K in Q3 2024.
309 funds tracked by Wall St. Rank held Progress Software as of Q3 2025.

Based on BTC Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.