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Cornerstone Planning Group’s Progress Software PRGS Stock Holding History

Cornerstone Planning Group’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
Q1 		– Sell
-5
Closed -$273 – 1659
2024
Q4 		$273 Hold
5
– – ﹤0.01% 1301
2024
Q3 		$326 Buy
+5
New +$286 ﹤0.01% 1176

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 $3.38T AUM 44.17% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Planning Group's PRGS Position: Q1 2025 in Review

Cornerstone Planning Group sold out of Progress Software (PRGS) in Q1 2025, closing a stake of 5 shares — an estimated $273 sold.

Cornerstone Planning Group first reported a position in PRGS in Q3 2024 and held it in 2 quarters. The position peaked at $326 in Q3 2024. 313 funds tracked by Wall St. Rank hold PRGS as of Q1 2025.

  • Cornerstone Planning Group reported no remaining Progress Software position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 5 Progress Software shares in Q1 2025, an estimated $273.
  • Cornerstone Planning Group first reported a position in Progress Software in Q3 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's Progress Software position peaked at $326 in Q3 2024.
  • 313 funds tracked by Wall St. Rank held Progress Software as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.