Hillsdale Investment Management’s Progress Software PRGS Stock Holding History

Hillsdale Investment Management’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 Q1	$3.66M	Buy	142,550 +17,800	+14%	+$680K	0.1%	250
2025 Q4	$5.36M	Buy	124,750 +33,800	+37%	+$1.47M	0.15%	187
2025 Q3	$4M	Buy	90,950 +4,900	+6%	+$226K	0.12%	239
2025 Q2	$5.49M	Buy	86,050 +23,900	+38%	+$1.45M	0.2%	140
2025 Q1	$3.2M	Buy	62,150 +1,800	+3%	+$103K	0.16%	175
2024 Q4	$3.93M	Buy	+60,350	New	+$4.03M	0.2%	137
2018 Q2	–	Sell	-31,100	Closed	-$1.2M	–	540
2018 Q1	$1.2M	Hold	31,100	–	–	0.17%	131
2017 Q4	$1.32M	Hold	31,100	–	–	0.21%	93
2017 Q3	$1.19M	Buy	+31,100	New	+$1.04M	0.2%	107

Other funds holding PRGS

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management

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

Manulife (Manufacturers Life Insurance)

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

LSV Asset Management

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