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Lindbrook Capital’s Progress Software PRGS Stock Holding History

Lindbrook Capital’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
2025
Q1 		$4.89K Hold
95
– – ﹤0.01% 1961
2024
Q4 		$6.19K Hold
95
– – ﹤0.01% 1886
2024
Q3 		$6.4K Buy
95
+18
+23% +$1.03K ﹤0.01% 1904
2024
Q2 		$4.18K Buy
+77
New +$3.91K ﹤0.01% 2083
2022
Q4 		– Sell
-11
Closed – – 2974
2022
Q3 		$0 Sell
11
-22
-67% -$1.02K ﹤0.01% 2852
2022
Q2 		$1K Buy
33
+15
+83% +$714 ﹤0.01% 2335
2022
Q1 		$1K Buy
+18
New +$810 ﹤0.01% 2328

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's PRGS Position: Q1 2025 in Review

Lindbrook Capital held its Progress Software (PRGS) position steady in Q1 2025 at 95 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

Lindbrook Capital first reported a position in PRGS in Q1 2022 and has held it in 7 quarters since. The position peaked at $6.4K in Q3 2024. 313 funds tracked by Wall St. Rank hold PRGS as of Q1 2025.

  • Lindbrook Capital held 95 shares of Progress Software worth $4.89K as of Q1 2025.
  • Lindbrook Capital left its Progress Software share count unchanged in Q1 2025.
  • Progress Software made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1961 holding.
  • Lindbrook Capital first reported a position in Progress Software in Q1 2022 and has held it in 7 quarters since.
  • Lindbrook Capital's Progress Software position peaked at $6.4K in Q3 2024.
  • 313 funds tracked by Wall St. Rank held Progress Software as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.