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 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	–	4184
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 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