Magnus Financial Group’s Progress Software PRGS Stock Holding History

Magnus 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 Q1	–	Sell	-4,905	Closed	-$211K	–	416
2025 Q4	$211K	Hold	4,905	–	–	0.02%	396
2025 Q3	$215K	Hold	4,905	–	–	0.02%	378
2025 Q2	$313K	Hold	4,905	–	–	0.03%	294
2025 Q1	$253K	Hold	4,905	–	–	0.02%	302
2024 Q4	$320K	Hold	4,905	–	–	0.03%	266
2024 Q3	$330K	Hold	4,905	–	–	0.03%	262
2024 Q2	$266K	Hold	4,905	–	–	0.03%	269
2024 Q1	$261K	Hold	4,905	–	–	0.03%	268
2023 Q4	$266K	Hold	4,905	–	–	0.03%	241
2023 Q3	$258K	Hold	4,905	–	–	0.04%	224
2023 Q2	$285K	Hold	4,905	–	–	0.04%	221
2023 Q1	$282K	Hold	4,905	–	–	0.04%	226
2022 Q4	$247K	Hold	4,905	–	–	0.04%	224
2022 Q3	$209K	Hold	4,905	–	–	0.04%	232
2022 Q2	$222K	Hold	4,905	–	–	0.04%	248
2022 Q1	$231K	Buy	4,905 +649	+15%	+$29.2K	0.04%	255
2021 Q4	$205K	Buy	+4,256	New	+$212K	0.04%	244
2020 Q3	–	Sell	-6,680	Closed	-$259K	–	553
2020 Q2	$259K	Hold	6,680	–	–	0.03%	433
2020 Q1	$214K	Buy	+6,680	New	+$269K	0.03%	432

Other funds holding PRGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Magnus Financial Group's PRGS Position: Q1 2026 in Review

Magnus Financial Group sold out of Progress Software (PRGS) in Q1 2026, closing a stake of 4,905 shares — an estimated $211K sold.

Magnus Financial Group first reported a position in PRGS in Q1 2020 and held it in 19 quarters. The position peaked at $330K in Q3 2024. 294 funds tracked by Wall St. Rank hold PRGS as of Q1 2026.

Magnus Financial Group reported no remaining Progress Software position as of Q1 2026 after selling out during the quarter.
Magnus Financial Group sold 4,905 Progress Software shares in Q1 2026, an estimated $211K.
Magnus Financial Group first reported a position in Progress Software in Q1 2020 and held it in 19 quarters.
Magnus Financial Group's Progress Software position peaked at $330K in Q3 2024.
294 funds tracked by Wall St. Rank held Progress Software as of Q1 2026.

Based on Magnus Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.