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Larson Financial Group’s Progress Software PRGS Stock Holding History

Larson Financial Group’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 		$21K Buy
625
+601
+2,504% +$17.8K ﹤0.01% 1986
2026
Q1 		$616 Buy
24
+5
+26% +$191 ﹤0.01% 3273
2025
Q4 		$816 Buy
+19
New +$828 ﹤0.01% 3009
2025
Q3 		– Sell
-195
Closed -$12.4K – 3597
2025
Q2 		$12.4K Sell
195
-78
-29% -$4.74K ﹤0.01% 1703
2025
Q1 		$14.1K Buy
273
+267
+4,450% +$15.3K ﹤0.01% 1497
2024
Q4 		$391 Hold
6
– – ﹤0.01% 2268
2024
Q3 		$404 Hold
6
– – ﹤0.01% 2182
2024
Q2 		$326 Buy
+6
New +$304 ﹤0.01% 1943
2023
Q4 		– Sell
-144
Closed -$7.57K – 1884
2023
Q3 		$7.57K Buy
+144
New +$8.43K ﹤0.01% 1074

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 $3.37T AUM 44.26% 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

Larson Financial Group's PRGS Position: Q2 2026 in Review

Larson Financial Group increased its Progress Software (PRGS) stake by 2,504% in Q2 2026, buying an estimated $17.8K and bringing the position to 625 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

Larson Financial Group first reported a position in PRGS in Q3 2023 and has held it in 9 quarters since. 293 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

  • Larson Financial Group held 625 shares of Progress Software worth $21K as of Q2 2026.
  • Larson Financial Group bought 601 Progress Software shares in Q2 2026, an estimated $17.8K.
  • Progress Software made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1986 holding.
  • Larson Financial Group first reported a position in Progress Software in Q3 2023 and has held it in 9 quarters since.
  • 293 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

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