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LRI Investments’s Progress Software PRGS Stock Holding History

LRI Investments’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 		$25.2K Buy
+751
New +$22.2K ﹤0.01% 703
2026
Q1 		– Sell
-69
Closed -$2.97K – 1484
2025
Q4 		$2.97K Hold
69
– – ﹤0.01% 1137
2025
Q3 		$3.04K Hold
69
– – ﹤0.01% 1139
2025
Q2 		$4.41K Hold
69
– – ﹤0.01% 1046
2025
Q1 		$3.56K Hold
69
– – ﹤0.01% 1017
2024
Q4 		$4.5K Hold
69
– – ﹤0.01% 960
2024
Q3 		$4.65K Buy
69
+16
+30% +$916 ﹤0.01% 951
2024
Q2 		$2.86K Buy
+53
New +$2.69K ﹤0.01% 1007

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

LRI Investments's PRGS Position: Q2 2026 in Review

LRI Investments opened a new position in Progress Software (PRGS) in Q2 2026: 751 shares worth $25.2K. The stake represents ﹤0.01% of the portfolio and ranks #703 among its holdings. This is a return to the name: LRI Investments previously reported a position in PRGS as recently as Q4 2025.

LRI Investments first reported a position in PRGS in Q2 2024 and has held it in 8 quarters since. 293 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

  • LRI Investments held 751 shares of Progress Software worth $25.2K as of Q2 2026.
  • Progress Software was a new LRI Investments position in Q2 2026.
  • Progress Software made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #703 holding.
  • LRI Investments first reported a position in Progress Software in Q2 2024 and has held it in 8 quarters since.
  • 293 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.