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CX Institutional’s Progress Software PRGS Stock Holding History

CX Institutional’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
Q3 		$5.15M Buy
+128,757
New +$5.32M 0.14% 164

Other funds holding PRGS

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

CX Institutional's PRGS Position: Q3 2026 in Review

CX Institutional opened a new position in Progress Software (PRGS) in Q3 2026: 128,757 shares worth $5.15M. The stake represents 0.14% of the portfolio and ranks #164 among its holdings.

10 funds tracked by Wall St. Rank hold PRGS as of Q3 2026.

  • CX Institutional held 128,757 shares of Progress Software worth $5.15M as of Q3 2026.
  • Progress Software was a new CX Institutional position in Q3 2026.
  • Progress Software made up 0.14% of CX Institutional's portfolio in Q3 2026, its #164 holding.
  • 10 funds tracked by Wall St. Rank held Progress Software as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.