Clearstead Advisors’s Progress Software PRGS Stock Holding History

Clearstead 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
2026 Q2	$2.25K	Buy	+67	New	+$1.98K	﹤0.01%	2440
2026 Q1	–	Sell	-5	Closed	-$215	–	2711
2025 Q4	$215	Sell	5 -36	-88%	-$1.57K	﹤0.01%	2410
2025 Q3	$1.8K	Buy	+41	New	+$1.89K	﹤0.01%	2476
2024 Q2	–	Sell	-60	Closed	-$3.05K	–	2061
2024 Q1	$3.05K	Hold	60	–	–	﹤0.01%	1254
2023 Q4	$3.26K	Sell	60 -60	-50%	-$3.18K	﹤0.01%	1224
2023 Q3	$6.31K	Buy	+120	New	+$7.03K	﹤0.01%	1188

Other funds holding PRGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

OCMI

Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Clearstead Advisors's PRGS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Progress Software (PRGS) in Q2 2026: 67 shares worth $2.25K. The stake represents ﹤0.01% of the portfolio and ranks #2440 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PRGS as recently as Q4 2025.

Clearstead Advisors first reported a position in PRGS in Q3 2023 and has held it in 6 quarters since. The position peaked at $6.31K in Q3 2023. 122 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

Clearstead Advisors held 67 shares of Progress Software worth $2.25K as of Q2 2026.
Progress Software was a new Clearstead Advisors position in Q2 2026.
Progress Software made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2440 holding.
Clearstead Advisors first reported a position in Progress Software in Q3 2023 and has held it in 6 quarters since.
Clearstead Advisors's Progress Software position peaked at $6.31K in Q3 2023.
122 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.