Key Financial Inc’s Progress Software PRGS Stock Holding History

Key Financial Inc’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	–	Sell	-123	Closed	-$3.15K	–	1434
2026 Q1	$3.15K	Hold	123	–	–	﹤0.01%	1114
2025 Q4	$5.28K	Hold	123	–	–	﹤0.01%	1022
2025 Q3	$5.56K	Hold	123	–	–	﹤0.01%	1017
2025 Q2	$7.85K	Hold	123	–	–	﹤0.01%	920
2025 Q1	$6.34K	Hold	123	–	–	﹤0.01%	936
2024 Q4	$8.01K	Hold	123	–	–	﹤0.01%	867
2024 Q3	$8.29K	Hold	123	–	–	﹤0.01%	844
2024 Q2	$6.67K	Hold	123	–	–	﹤0.01%	876
2024 Q1	$6.56K	Hold	123	–	–	﹤0.01%	867
2023 Q4	$6.68K	Hold	123	–	–	﹤0.01%	837
2023 Q3	$6.47K	Hold	123	–	–	﹤0.01%	832
2023 Q2	$7.15K	Buy	+123	New	+$6.99K	﹤0.01%	816

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

Key Financial Inc's PRGS Position: Q2 2026 in Review

Key Financial Inc sold out of Progress Software (PRGS) in Q2 2026, closing a stake of 123 shares — an estimated $3.15K sold.

Key Financial Inc first reported a position in PRGS in Q2 2023 and held it in 12 quarters. The position peaked at $8.29K in Q3 2024. 293 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

Key Financial Inc reported no remaining Progress Software position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 123 Progress Software shares in Q2 2026, an estimated $3.15K.
Key Financial Inc first reported a position in Progress Software in Q2 2023 and held it in 12 quarters.
Key Financial Inc's Progress Software position peaked at $8.29K in Q3 2024.
293 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.