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Foundations Investment Advisors’s Progress Software PRGS Stock Holding History

Foundations Investment 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
2025
Q1 		– Sell
-3,375
Closed -$220K – 915
2024
Q4 		$220K Sell
3,375
-308
-8% -$20.6K ﹤0.01% 775
2024
Q3 		$248K Buy
+3,683
New +$211K 0.01% 695

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foundations Investment Advisors's PRGS Position: Q1 2025 in Review

Foundations Investment Advisors sold out of Progress Software (PRGS) in Q1 2025, closing a stake of 3,375 shares — an estimated $220K sold.

Foundations Investment Advisors first reported a position in PRGS in Q3 2024 and held it in 2 quarters. The position peaked at $248K in Q3 2024. 313 funds tracked by Wall St. Rank hold PRGS as of Q1 2025.

  • Foundations Investment Advisors reported no remaining Progress Software position as of Q1 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 3,375 Progress Software shares in Q1 2025, an estimated $220K.
  • Foundations Investment Advisors first reported a position in Progress Software in Q3 2024 and held it in 2 quarters.
  • Foundations Investment Advisors's Progress Software position peaked at $248K in Q3 2024.
  • 313 funds tracked by Wall St. Rank held Progress Software as of Q1 2025.

Based on Foundations Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.