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EP Wealth Advisors’s Progress Software PRGS Stock Holding History

EP Wealth Advisors’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 		– Sell
-8,305
Closed -$213K – 1847
2026
Q1 		$213K Buy
8,305
+1,552
+23% +$59.3K ﹤0.01% 1378
2025
Q4 		$290K Buy
+6,753
New +$294K ﹤0.01% 1154
2025
Q2 		$420K Sell
6,583
-129
-2% -$7.85K ﹤0.01% 852
2025
Q1 		$346K Buy
6,712
+125
+2% +$7.15K ﹤0.01% 850
2024
Q4 		$429K Buy
6,587
+564
+9% +$37.7K ﹤0.01% 743
2024
Q3 		$406K Buy
+6,023
New +$345K ﹤0.01% 753

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

EP Wealth Advisors's PRGS Position: Q2 2026 in Review

EP Wealth Advisors sold out of Progress Software (PRGS) in Q2 2026, closing a stake of 8,305 shares — an estimated $213K sold.

EP Wealth Advisors first reported a position in PRGS in Q3 2024 and held it in 6 quarters. The position peaked at $429K in Q4 2024. 294 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

  • EP Wealth Advisors reported no remaining Progress Software position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 8,305 Progress Software shares in Q2 2026, an estimated $213K.
  • EP Wealth Advisors first reported a position in Progress Software in Q3 2024 and held it in 6 quarters.
  • EP Wealth Advisors's Progress Software position peaked at $429K in Q4 2024.
  • 294 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.