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Farther Finance Advisors’s Progress Software PRGS Stock Holding History

Farther Finance 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
Q3 		$323K Buy
8,087
+7,314
+946% +$302K ﹤0.01% 1921
2026
Q2 		$26K Buy
773
+370
+92% +$10.9K ﹤0.01% 3783
2026
Q1 		$10.1K Buy
403
+351
+675% +$13.4K ﹤0.01% 4108
2025
Q4 		$2.23K Sell
52
-215
-81% -$9.37K ﹤0.01% 4652
2025
Q3 		$11.7K Buy
267
+18
+7% +$830 ﹤0.01% 3373
2025
Q2 		$15.9K Sell
249
-44
-15% -$2.68K ﹤0.01% 2821
2025
Q1 		$16.9K Buy
293
+268
+1,072% +$15.3K ﹤0.01% 2463
2024
Q4 		$1.63K Buy
25
+1
+4% +$67 ﹤0.01% 3080
2024
Q3 		$1.62K Buy
24
+4
+20% +$229 ﹤0.01% 3071
2024
Q2 		$1.07K Hold
20
– – ﹤0.01% 3055
2024
Q1 		$1.06K Hold
20
– – ﹤0.01% 2748
2023
Q4 		$1.09K Sell
20
-24
-55% -$1.27K ﹤0.01% 2694
2023
Q3 		$2.31K Hold
44
– – ﹤0.01% 1804
2023
Q2 		$2.56K Hold
44
– – ﹤0.01% 1670
2023
Q1 		$2.53K Hold
44
– – ﹤0.01% 1558
2022
Q4 		$2.22K Buy
+44
New +$2.19K ﹤0.01% 1416

Other funds holding PRGS

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's PRGS Position: Q3 2026 in Review

Farther Finance Advisors increased its Progress Software (PRGS) stake by 946% in Q3 2026, buying an estimated $302K and bringing the position to 8,087 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Farther Finance Advisors first reported a position in PRGS in Q4 2022 and has held it in 16 quarters since. 10 funds tracked by Wall St. Rank hold PRGS as of Q3 2026.

  • Farther Finance Advisors held 8,087 shares of Progress Software worth $323K as of Q3 2026.
  • Farther Finance Advisors bought 7,314 Progress Software shares in Q3 2026, an estimated $302K.
  • Progress Software made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1921 holding.
  • Farther Finance Advisors first reported a position in Progress Software in Q4 2022 and has held it in 16 quarters since.
  • 10 funds tracked by Wall St. Rank held Progress Software as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.