Creative Planning
PRGS icon

Creative Planning’s Progress Software PRGS Stock Holding History

Creative Planning’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 		$4.1M Buy
122,088
+96,444
+376% +$2.85M ﹤0.01% 1555
2026
Q1 		$658K Sell
25,644
-3,867
-13% -$148K ﹤0.01% 2808
2025
Q4 		$1.27M Buy
29,511
+12,193
+70% +$531K ﹤0.01% 2093
2025
Q3 		$761K Sell
17,318
-2,936
-14% -$135K ﹤0.01% 2372
2025
Q2 		$1.29M Buy
20,254
+9,482
+88% +$577K ﹤0.01% 1648
2025
Q1 		$555K Sell
10,772
-1,863
-15% -$107K ﹤0.01% 2193
2024
Q4 		$823K Buy
12,635
+4,861
+63% +$325K ﹤0.01% 1806
2024
Q3 		$524K Buy
7,774
+1,300
+20% +$74.4K ﹤0.01% 2066
2024
Q2 		$351K Buy
6,474
+2,183
+51% +$111K ﹤0.01% 2229
2024
Q1 		$229K Buy
4,291
+331
+8% +$18.2K ﹤0.01% 2474
2023
Q4 		$215K Buy
3,960
+127
+3% +$6.73K ﹤0.01% 2360
2023
Q3 		$202K Buy
+3,833
New +$225K ﹤0.01% 2235
2015
Q2 		– Sell
-13
Closed – – 2508
2015
Q1 		$0 Hold
13
– – ﹤0.01% 4362
2014
Q4 		$0 Hold
13
– – ﹤0.01% 4304
2014
Q3 		$0 Hold
13
– – ﹤0.01% 4119
2014
Q2 		$0 Hold
13
– – ﹤0.01% 3923
2014
Q1 		$0 Hold
13
– – ﹤0.01% 3724
2013
Q4 		$0 Hold
13
– – ﹤0.01% 3436
2013
Q3 		$0 Hold
13
– – ﹤0.01% 3322
2013
Q2 		$0 Buy
+13
New +$293 ﹤0.01% 3108

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's PRGS Position: Q2 2026 in Review

Creative Planning increased its Progress Software (PRGS) stake by 376% in Q2 2026, buying an estimated $2.85M and bringing the position to 122,088 shares worth $4.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Creative Planning first reported a position in PRGS in Q2 2013 and has held it in 20 quarters since. 293 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

  • Creative Planning held 122,088 shares of Progress Software worth $4.1M as of Q2 2026.
  • Creative Planning bought 96,444 Progress Software shares in Q2 2026, an estimated $2.85M.
  • Progress Software made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1555 holding.
  • Creative Planning first reported a position in Progress Software in Q2 2013 and has held it in 20 quarters since.
  • 293 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.