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Clearstead Trust’s Progress Software PRGS Stock Holding History

Clearstead Trust’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
Q4 		– Sell
-31
Closed -$1.36K – 1402
2025
Q3 		$1.36K Hold
31
– – ﹤0.01% 1125
2025
Q2 		$1.98K Buy
+31
New +$1.89K ﹤0.01% 959

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Clearstead Trust's PRGS Position: Q4 2025 in Review

Clearstead Trust sold out of Progress Software (PRGS) in Q4 2025, closing a stake of 31 shares — an estimated $1.36K sold.

Clearstead Trust first reported a position in PRGS in Q2 2025 and held it in 2 quarters. The position peaked at $1.98K in Q2 2025. 309 funds tracked by Wall St. Rank hold PRGS as of Q4 2025.

  • Clearstead Trust reported no remaining Progress Software position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 31 Progress Software shares in Q4 2025, an estimated $1.36K.
  • Clearstead Trust first reported a position in Progress Software in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Progress Software position peaked at $1.98K in Q2 2025.
  • 309 funds tracked by Wall St. Rank held Progress Software as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.