J.M. Forbes & Co’s Progress Software PRGS Stock Holding History

J.M. Forbes & Co’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	–	Sell	-7,120	Closed	-$306K	–	153
2025 Q4	$306K	Hold	7,120	–	–	0.02%	123
2025 Q3	$313K	Hold	7,120	–	–	0.03%	121
2025 Q2	$455K	Hold	7,120	–	–	0.04%	104
2025 Q1	$367K	Hold	7,120	–	–	0.04%	116
2024 Q4	$464K	Hold	7,120	–	–	0.04%	102
2024 Q3	$480K	Hold	7,120	–	–	0.05%	101
2024 Q2	$386K	Hold	7,120	–	–	0.04%	106
2024 Q1	$380K	Hold	7,120	–	–	0.04%	106
2023 Q4	$387K	Hold	7,120	–	–	0.04%	102
2023 Q3	$374K	Hold	7,120	–	–	0.05%	103
2023 Q2	$414K	Hold	7,120	–	–	0.05%	101
2023 Q1	$409K	Hold	7,120	–	–	0.06%	83
2022 Q4	$359K	Sell	7,120 -43,975	-86%	-$2.19M	0.05%	85
2022 Q3	$2.17M	Buy	+51,095	New	+$2.36M	0.34%	51

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