Next Financial Group’s Progress Software PRGS Stock Holding History

Next 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
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	2787
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	2668
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	2554
2021 Q1	$1K	Buy	+18	New	+$788	﹤0.01%	2448
2016 Q3	–	Sell	-12	Closed	–	–	2418
2016 Q2	$0	Buy	+12	New	+$308	﹤0.01%	1833

Other funds holding PRGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Next Financial Group's PRGS Position: Q4 2021 in Review

Next Financial Group held its Progress Software (PRGS) position steady in Q4 2021 at 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2787.

Next Financial Group first reported a position in PRGS in Q2 2016 and has held it in 5 quarters since. 258 funds tracked by Wall St. Rank hold PRGS as of Q4 2021.

Next Financial Group held 18 shares of Progress Software worth $1K as of Q4 2021.
Next Financial Group left its Progress Software share count unchanged in Q4 2021.
Progress Software made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2787 holding.
Next Financial Group first reported a position in Progress Software in Q2 2016 and has held it in 5 quarters since.
258 funds tracked by Wall St. Rank held Progress Software as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.