Envestnet Portfolio Solutions
PRGS icon

Envestnet Portfolio Solutions’s Progress Software PRGS Stock Holding History

Envestnet Portfolio Solutions’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
Q3 		– Sell
-6,445
Closed -$411K – 1551
2025
Q2 		$411K Buy
+6,445
New +$392K ﹤0.01% 1187

Other funds holding PRGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Portfolio Solutions's PRGS Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Progress Software (PRGS) in Q3 2025, closing a stake of 6,445 shares — an estimated $411K sold.

Envestnet Portfolio Solutions first reported a position in PRGS in Q2 2025 and held it in 1 quarter. The position peaked at $411K in Q2 2025. 309 funds tracked by Wall St. Rank hold PRGS as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining Progress Software position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 6,445 Progress Software shares in Q3 2025, an estimated $411K.
  • Envestnet Portfolio Solutions first reported a position in Progress Software in Q2 2025 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Progress Software position peaked at $411K in Q2 2025.
  • 309 funds tracked by Wall St. Rank held Progress Software as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.