Burney Company
PRGS icon

Burney Company’s Progress Software PRGS Stock Holding History

Burney Company’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
Q3 		$536K Sell
13,402
-280
-2% -$11.6K 0.01% 448
2026
Q2 		$459K Sell
13,682
-2,194
-14% -$64.9K 0.01% 475
2026
Q1 		$407K Buy
+15,876
New +$607K 0.01% 462

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Range Financial Group
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Wealth Enhancement Advisory Services
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Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Burney Company's PRGS Position: Q3 2026 in Review

Burney Company reduced its Progress Software (PRGS) stake by 2% in Q3 2026, selling an estimated $11.6K and leaving 13,402 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #448.

Burney Company first reported a position in PRGS in Q1 2026 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold PRGS as of Q3 2026.

  • Burney Company held 13,402 shares of Progress Software worth $536K as of Q3 2026.
  • Burney Company sold 280 Progress Software shares in Q3 2026, an estimated $11.6K.
  • Progress Software made up 0.01% of Burney Company's portfolio in Q3 2026, its #448 holding.
  • Burney Company first reported a position in Progress Software in Q1 2026 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Progress Software as of Q3 2026.

Based on Burney Company's 13F filing for Q3 2026, filed 15 Oct 2026.