Orion Capital Management’s Progress Software PRGS Stock Holding History

Orion Capital 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	-500	Closed	-$31.9K	–	568
2025 Q2	$31.9K	Hold	500	–	–	0.01%	286
2025 Q1	$25.8K	Hold	500	–	–	0.01%	292
2024 Q4	$32.6K	Buy	+500	New	+$33.4K	0.01%	279
2024 Q3	–	Sell	-500	Closed	-$27.1K	–	352
2024 Q2	$27.1K	Sell	500 -275	-35%	-$14K	0.01%	285
2024 Q1	$41.3K	Hold	775	–	–	0.02%	263
2023 Q4	$42.1K	Hold	775	–	–	0.02%	264
2023 Q3	$40.8K	Buy	+775	New	+$45.4K	0.03%	246
2023 Q2	–	Sell	-775	Closed	-$44.5K	–	358
2023 Q1	$44.5K	Buy	+775	New	+$43.2K	0.03%	233

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

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

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

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