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Mount Yale Investment Advisors’s Progress Software PRGS Stock Holding History

Mount Yale Investment Advisors’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
-638
Closed -$40.7K – 1368
2025
Q2 		$40.7K Buy
+638
New +$38.8K ﹤0.01% 873
2018
Q2 		– Sell
-2,100
Closed -$81K – 999
2018
Q1 		$81K Buy
+2,100
New +$96.2K 0.02% 515

Other funds holding PRGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Mount Yale Investment Advisors's PRGS Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Progress Software (PRGS) in Q3 2025, closing a stake of 638 shares — an estimated $40.7K sold.

Mount Yale Investment Advisors first reported a position in PRGS in Q1 2018 and held it in 2 quarters. The position peaked at $81K in Q1 2018. 309 funds tracked by Wall St. Rank hold PRGS as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Progress Software position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 638 Progress Software shares in Q3 2025, an estimated $40.7K.
  • Mount Yale Investment Advisors first reported a position in Progress Software in Q1 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Progress Software position peaked at $81K in Q1 2018.
  • 309 funds tracked by Wall St. Rank held Progress Software as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.