Parisi Gray Wealth Management’s Progress Software PRGS Stock Holding History

Parisi Gray 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	-3,194	Closed	-$204K	–	129
2025 Q2	$204K	Buy	+3,194	New	+$194K	0.06%	118
2025 Q1	–	Sell	-3,208	Closed	-$209K	–	113
2024 Q4	$209K	Hold	3,208	–	–	0.07%	99
2024 Q3	$216K	Buy	+3,208	New	+$184K	0.07%	101
2021 Q3	–	Sell	-3,483	Closed	-$161K	–	426
2021 Q2	$161K	Buy	+3,483	New	+$158K	0.06%	143

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

BTW

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Parisi Gray Wealth Management's PRGS Position: Q3 2025 in Review

Parisi Gray Wealth Management sold out of Progress Software (PRGS) in Q3 2025, closing a stake of 3,194 shares — an estimated $204K sold.

Parisi Gray Wealth Management first reported a position in PRGS in Q2 2021 and held it in 4 quarters. The position peaked at $216K in Q3 2024. 309 funds tracked by Wall St. Rank hold PRGS as of Q3 2025.

Parisi Gray Wealth Management reported no remaining Progress Software position as of Q3 2025 after selling out during the quarter.
Parisi Gray Wealth Management sold 3,194 Progress Software shares in Q3 2025, an estimated $204K.
Parisi Gray Wealth Management first reported a position in Progress Software in Q2 2021 and held it in 4 quarters.
Parisi Gray Wealth Management's Progress Software position peaked at $216K in Q3 2024.
309 funds tracked by Wall St. Rank held Progress Software as of Q3 2025.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.