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PRGS icon

Edgestream Partners’s Progress Software PRGS Stock Holding History

Edgestream Partners’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
Q1 		$2.03M Sell
79,215
-127,927
-62% -$4.89M 0.07% 488
2025
Q4 		$8.9M Buy
207,142
+64,676
+45% +$2.82M 0.25% 85
2025
Q3 		$6.26M Buy
142,466
+56,040
+65% +$2.58M 0.18% 183
2025
Q2 		$5.52M Sell
86,426
-24,201
-22% -$1.47M 0.15% 268
2025
Q1 		$5.7M Buy
110,627
+3,808
+4% +$218K 0.19% 194
2024
Q4 		$6.96M Buy
106,819
+72,218
+209% +$4.82M 0.3% 62
2024
Q3 		$2.33M Buy
34,601
+9,281
+37% +$531K 0.1% 355
2024
Q2 		$1.37M Sell
25,320
-4,464
-15% -$227K 0.07% 441
2024
Q1 		$1.59M Sell
29,784
-48,634
-62% -$2.67M 0.08% 393
2023
Q4 		$4.26M Buy
78,418
+66,297
+547% +$3.52M 0.31% 53
2023
Q3 		$637K Buy
12,121
+6,864
+131% +$402K 0.05% 531
2023
Q2 		$305K Buy
+5,257
New +$299K 0.03% 626

Other funds holding PRGS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return