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 Q2	$239K	Buy	+7,120	New	+$211K	0.02%	148
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

J.M. Forbes & Co's PRGS Position: Q2 2026 in Review

J.M. Forbes & Co opened a new position in Progress Software (PRGS) in Q2 2026: 7,120 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #148 among its holdings. This is a return to the name: J.M. Forbes & Co previously reported a position in PRGS as recently as Q4 2025.

J.M. Forbes & Co first reported a position in PRGS in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.17M in Q3 2022. 293 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

J.M. Forbes & Co held 7,120 shares of Progress Software worth $239K as of Q2 2026.
Progress Software was a new J.M. Forbes & Co position in Q2 2026.
Progress Software made up 0.02% of J.M. Forbes & Co's portfolio in Q2 2026, its #148 holding.
J.M. Forbes & Co first reported a position in Progress Software in Q3 2022 and has held it in 15 quarters since.
J.M. Forbes & Co's Progress Software position peaked at $2.17M in Q3 2022.
293 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.