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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return