Jones Financial Companies
PRGS icon

Jones Financial Companies’s Progress Software PRGS Stock Holding History

Jones Financial Companies’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 		$430K Buy
12,982
+6,392
+97% +$189K ﹤0.01% 2280
2026
Q1 		$182K Buy
6,590
+6,488
+6,361% +$248K ﹤0.01% 2437
2025
Q4 		$4.38K Buy
102
+23
+29% +$1K ﹤0.01% 3556
2025
Q3 		$3.32K Buy
79
+42
+114% +$1.94K ﹤0.01% 3523
2025
Q2 		$2.36K Buy
37
+19
+106% +$1.16K ﹤0.01% 3410
2025
Q1 		$925 Buy
18
+17
+1,700% +$973 ﹤0.01% 3419
2024
Q4 		$65 Buy
+1
New +$67 ﹤0.01% 3371

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 $3.38T AUM 44.17% 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

Jones Financial Companies's PRGS Position: Q2 2026 in Review

Jones Financial Companies increased its Progress Software (PRGS) stake by 97% in Q2 2026, buying an estimated $189K and bringing the position to 12,982 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Jones Financial Companies first reported a position in PRGS in Q4 2024 and has held it in 7 quarters since. 293 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

  • Jones Financial Companies held 12,982 shares of Progress Software worth $430K as of Q2 2026.
  • Jones Financial Companies bought 6,392 Progress Software shares in Q2 2026, an estimated $189K.
  • Progress Software made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2280 holding.
  • Jones Financial Companies first reported a position in Progress Software in Q4 2024 and has held it in 7 quarters since.
  • 293 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.