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IFP Advisors’s Progress Software PRGS Stock Holding History

IFP 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
Q2 		$4.53K Buy
135
+61
+82% +$1.8K ﹤0.01% 3853
2026
Q1 		$1.9K Sell
74
-9
-11% -$344 ﹤0.01% 3986
2025
Q4 		$3.57K Sell
83
-22
-21% -$959 ﹤0.01% 3590
2025
Q3 		$4.61K Buy
+105
New +$4.84K ﹤0.01% 3297
2025
Q2 		– Sell
-32
Closed -$1.95K – 2686
2025
Q1 		$1.65K Hold
32
– – ﹤0.01% 3204
2024
Q4 		$2.08K Buy
32
+1
+3% +$67 ﹤0.01% 3090
2024
Q3 		$2.09K Hold
31
– – ﹤0.01% 2905
2024
Q2 		$1.68K Buy
+31
New +$1.57K ﹤0.01% 2850
2023
Q3 		– Sell
-10,908
Closed -$634K – 3493
2023
Q2 		$634K Buy
+10,908
New +$620K 0.03% 570
2023
Q1 		– Sell
-11
Closed -$14K – 4182
2022
Q4 		$14K Sell
11
-1
-8% -$50 ﹤0.01% 3172
2022
Q3 		$14K Buy
12
+1
+9% +$46 ﹤0.01% 3404
2022
Q2 		$14K Hold
11
– – ﹤0.01% 3157
2022
Q1 		$14K Buy
+11
New +$495 ﹤0.01% 3157

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

IFP Advisors's PRGS Position: Q2 2026 in Review

IFP Advisors increased its Progress Software (PRGS) stake by 82% in Q2 2026, buying an estimated $1.8K and bringing the position to 135 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #3853.

IFP Advisors first reported a position in PRGS in Q1 2022 and has held it in 13 quarters since. The position peaked at $634K in Q2 2023. 293 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

  • IFP Advisors held 135 shares of Progress Software worth $4.53K as of Q2 2026.
  • IFP Advisors bought 61 Progress Software shares in Q2 2026, an estimated $1.8K.
  • Progress Software made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3853 holding.
  • IFP Advisors first reported a position in Progress Software in Q1 2022 and has held it in 13 quarters since.
  • IFP Advisors's Progress Software position peaked at $634K in Q2 2023.
  • 293 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.