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Essential Planning’s Progress Software PRGS Stock Holding History

Essential 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
2026
Q2 		$207K Buy
+6,169
New +$183K 0.06% 84

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

Essential Planning's PRGS Position: Q2 2026 in Review

Essential Planning opened a new position in Progress Software (PRGS) in Q2 2026: 6,169 shares worth $207K. The stake represents 0.06% of the portfolio and ranks #84 among its holdings.

293 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

  • Essential Planning held 6,169 shares of Progress Software worth $207K as of Q2 2026.
  • Progress Software was a new Essential Planning position in Q2 2026.
  • Progress Software made up 0.06% of Essential Planning's portfolio in Q2 2026, its #84 holding.
  • 293 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.