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 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 $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