Claris Advisors’s Progress Software PRGS Stock Holding History

Claris 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
2024 Q4	–	Sell	-2	Closed	-$135	–	877
2024 Q3	$135	Buy	+2	New	+$114	﹤0.01%	1072

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Claris Advisors's PRGS Position: Q4 2024 in Review

Claris Advisors sold out of Progress Software (PRGS) in Q4 2024, closing a stake of 2 shares — an estimated $135 sold.

Claris Advisors first reported a position in PRGS in Q3 2024 and held it in 1 quarter. The position peaked at $135 in Q3 2024. 331 funds tracked by Wall St. Rank hold PRGS as of Q4 2024.

Claris Advisors reported no remaining Progress Software position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Progress Software shares in Q4 2024, an estimated $135.
Claris Advisors first reported a position in Progress Software in Q3 2024 and held it in 1 quarter.
Claris Advisors's Progress Software position peaked at $135 in Q3 2024.
331 funds tracked by Wall St. Rank held Progress Software as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.