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Financial Management Professionals’s Progress Software PRGS Stock Holding History

Financial Management Professionals’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 		$16.3K Buy
+486
New +$14.4K ﹤0.01% 495
2025
Q3 		– Sell
-658
Closed -$42K – 1037
2025
Q2 		$42K Sell
658
-1,124
-63% -$68.4K ﹤0.01% 277
2025
Q1 		$91.8K Sell
1,782
-151
-8% -$8.64K 0.01% 198
2024
Q4 		$126K Sell
1,933
-17
-0.9% -$1.14K 0.02% 174
2024
Q3 		$131K Hold
1,950
– – 0.02% 174
2024
Q2 		$106K Hold
1,950
– – 0.01% 189
2024
Q1 		$104K Hold
1,950
– – 0.02% 196
2023
Q4 		$106K Sell
1,950
-31
-2% -$1.64K 0.02% 181
2023
Q3 		$104K Hold
1,981
– – 0.02% 169
2023
Q2 		$115K Hold
1,981
– – 0.02% 169
2023
Q1 		$114K Hold
1,981
– – 0.02% 181
2022
Q4 		$100K Sell
1,981
-22
-1% -$1.1K 0.02% 161
2022
Q3 		$85K Hold
2,003
– – 0.02% 163
2022
Q2 		$91K Sell
2,003
-283
-12% -$13.5K 0.02% 170
2022
Q1 		$108K Hold
2,286
– – 0.02% 158
2021
Q4 		$110K Buy
2,286
+730
+47% +$36.3K 0.02% 157
2021
Q3 		$77K Buy
+1,556
New +$71.6K 0.02% 199

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

Financial Management Professionals's PRGS Position: Q2 2026 in Review

Financial Management Professionals opened a new position in Progress Software (PRGS) in Q2 2026: 486 shares worth $16.3K. The stake represents ﹤0.01% of the portfolio and ranks #495 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in PRGS as recently as Q2 2025.

Financial Management Professionals first reported a position in PRGS in Q3 2021 and has held it in 17 quarters since. The position peaked at $131K in Q3 2024. 293 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

  • Financial Management Professionals held 486 shares of Progress Software worth $16.3K as of Q2 2026.
  • Progress Software was a new Financial Management Professionals position in Q2 2026.
  • Progress Software made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #495 holding.
  • Financial Management Professionals first reported a position in Progress Software in Q3 2021 and has held it in 17 quarters since.
  • Financial Management Professionals's Progress Software position peaked at $131K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.