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Mascoma Wealth Management’s Progress Software PRGS Stock Holding History

Mascoma Wealth Management’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
Q3 		– Sell
-250
Closed -$16K – 480
2025
Q2 		$16K Hold
250
– – ﹤0.01% 279
2025
Q1 		$12.9K Hold
250
– – ﹤0.01% 306
2024
Q4 		$16.3K Hold
250
– – ﹤0.01% 298
2024
Q3 		$16.8K Hold
250
– – ﹤0.01% 280
2024
Q2 		$13.6K Buy
+250
New +$12.7K ﹤0.01% 303

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 $580B AUM 38.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Mascoma Wealth Management's PRGS Position: Q3 2025 in Review

Mascoma Wealth Management sold out of Progress Software (PRGS) in Q3 2025, closing a stake of 250 shares — an estimated $16K sold.

Mascoma Wealth Management first reported a position in PRGS in Q2 2024 and held it in 5 quarters. The position peaked at $16.8K in Q3 2024. 309 funds tracked by Wall St. Rank hold PRGS as of Q3 2025.

  • Mascoma Wealth Management reported no remaining Progress Software position as of Q3 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 250 Progress Software shares in Q3 2025, an estimated $16K.
  • Mascoma Wealth Management first reported a position in Progress Software in Q2 2024 and held it in 5 quarters.
  • Mascoma Wealth Management's Progress Software position peaked at $16.8K in Q3 2024.
  • 309 funds tracked by Wall St. Rank held Progress Software as of Q3 2025.

Based on Mascoma Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.