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Defined Financial Planning’s Progress Software PRGS Stock Holding History

Defined Financial 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
2025
Q2 		– Sell
-5,156
Closed -$298K – 83
2025
Q1 		$298K Sell
5,156
-47
-0.9% -$2.69K 0.3% 52
2024
Q4 		$339K Buy
+5,203
New +$348K 0.36% 40

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Defined Financial Planning's PRGS Position: Q2 2025 in Review

Defined Financial Planning sold out of Progress Software (PRGS) in Q2 2025, closing a stake of 5,156 shares — an estimated $298K sold.

Defined Financial Planning first reported a position in PRGS in Q4 2024 and held it in 2 quarters. The position peaked at $339K in Q4 2024. 346 funds tracked by Wall St. Rank hold PRGS as of Q2 2025.

  • Defined Financial Planning reported no remaining Progress Software position as of Q2 2025 after selling out during the quarter.
  • Defined Financial Planning sold 5,156 Progress Software shares in Q2 2025, an estimated $298K.
  • Defined Financial Planning first reported a position in Progress Software in Q4 2024 and held it in 2 quarters.
  • Defined Financial Planning's Progress Software position peaked at $339K in Q4 2024.
  • 346 funds tracked by Wall St. Rank held Progress Software as of Q2 2025.

Based on Defined Financial Planning's 13F filing for Q2 2025, filed 23 Jul 2025.