PWM
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Parkworth Wealth Management’s Progress Software PRGS Stock Holding History

Parkworth 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
Q2 		$192 Buy
3
+2
+200% +$122 ﹤0.01% 959
2025
Q1 		$52 Hold
1
– – ﹤0.01% 1104
2024
Q4 		$65 Buy
+1
New +$67 ﹤0.01% 1105

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 $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parkworth Wealth Management's PRGS Position: Q2 2025 in Review

Parkworth Wealth Management increased its Progress Software (PRGS) stake by 200% in Q2 2025, buying an estimated $122 and bringing the position to 3 shares worth $192. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Parkworth Wealth Management first reported a position in PRGS in Q4 2024 and has held it in 3 quarters since. 346 funds tracked by Wall St. Rank hold PRGS as of Q2 2025.

  • Parkworth Wealth Management held 3 shares of Progress Software worth $192 as of Q2 2025.
  • Parkworth Wealth Management bought 2 Progress Software shares in Q2 2025, an estimated $122.
  • Progress Software made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #959 holding.
  • Parkworth Wealth Management first reported a position in Progress Software in Q4 2024 and has held it in 3 quarters since.
  • 346 funds tracked by Wall St. Rank held Progress Software as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.