Chesley Taft & Associates
PRGS icon

Chesley Taft & Associates’s Progress Software PRGS Stock Holding History

Chesley Taft & Associates’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 		$408K Buy
10,211
+1,029
+11% +$42.5K 0.02% 297
2026
Q2 		$308K Buy
9,182
+685
+8% +$20.3K 0.01% 322
2026
Q1 		$218K Buy
8,497
+3,470
+69% +$133K 0.01% 351
2025
Q4 		$216K Buy
+5,027
New +$219K 0.01% 361
2025
Q3 		– Sell
-3,552
Closed -$227K – 354
2025
Q2 		$227K Buy
+3,552
New +$216K 0.01% 325

Other funds holding PRGS

CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Range Financial Group
Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Chesley Taft & Associates's PRGS Position: Q3 2026 in Review

Chesley Taft & Associates increased its Progress Software (PRGS) stake by 11% in Q3 2026, buying an estimated $42.5K and bringing the position to 10,211 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #297.

Chesley Taft & Associates first reported a position in PRGS in Q2 2025 and has held it in 5 quarters since. 56 funds tracked by Wall St. Rank hold PRGS as of Q3 2026.

  • Chesley Taft & Associates held 10,211 shares of Progress Software worth $408K as of Q3 2026.
  • Chesley Taft & Associates bought 1,029 Progress Software shares in Q3 2026, an estimated $42.5K.
  • Progress Software made up 0.02% of Chesley Taft & Associates's portfolio in Q3 2026, its #297 holding.
  • Chesley Taft & Associates first reported a position in Progress Software in Q2 2025 and has held it in 5 quarters since.
  • 56 funds tracked by Wall St. Rank held Progress Software as of Q3 2026.

Based on Chesley Taft & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.