CoreCap Advisors’s Progress Software PRGS Stock Holding History

CoreCap 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	–	Sell	-49	Closed	-$1.26K	–	3264
2026 Q1	$1.26K	Hold	49	–	–	﹤0.01%	2494
2025 Q4	$2.1K	Hold	49	–	–	﹤0.01%	2466
2025 Q3	$2.15K	Hold	49	–	–	﹤0.01%	2367
2025 Q2	$3.13K	Hold	49	–	–	﹤0.01%	2231
2025 Q1	$2.53K	Hold	49	–	–	﹤0.01%	2291
2024 Q4	$3.19K	Hold	49	–	–	﹤0.01%	2097
2024 Q3	$3.3K	Buy	+49	New	+$2.8K	﹤0.01%	2076

Other funds holding PRGS

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return