Global Retirement Partners’s Progress Software PRGS Stock Holding History

Global Retirement Partners’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 Q4	$21.7K	Buy	504 +469	+1,340%	+$20.4K	﹤0.01%	2834
2025 Q3	$1.56K	Sell	35 -266	-88%	-$12.3K	﹤0.01%	3392
2025 Q2	$19.2K	Buy	+301	New	+$18.3K	﹤0.01%	2314
2024 Q4	$2.85K	Hold	44	–	–	﹤0.01%	2933
2024 Q3	$2.95K	Hold	44	–	–	﹤0.01%	2796
2024 Q2	$2.38K	Hold	44	–	–	﹤0.01%	2910
2024 Q1	$2.33K	Hold	44	–	–	﹤0.01%	2690
2023 Q4	$2.34K	Hold	44	–	–	﹤0.01%	2617
2023 Q3	$2.26K	Hold	44	–	–	﹤0.01%	2489
2023 Q2	$2.53K	Sell	44 -5	-10%	-$284	﹤0.01%	2452
2023 Q1	$2.65K	Hold	49	–	–	﹤0.01%	2399
2022 Q4	$2.49K	Hold	49	–	–	﹤0.01%	2278
2022 Q3	$3K	Sell	49 -48	-49%	-$2.22K	﹤0.01%	2137
2022 Q2	$4K	Buy	97 +3	+3%	+$143	﹤0.01%	1986
2022 Q1	$4K	Buy	+94	New	+$4.23K	﹤0.01%	1983

Other funds holding PRGS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return