Prudent Man Advisors’s Progress Software PRGS Stock Holding History

Prudent Man 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	-3,374	Closed	-$215K	–	170
2025 Q2	$215K	Buy	+3,374	New	+$205K	0.07%	163
2024 Q4	–	Sell	-2,989	Closed	-$201K	–	185
2024 Q3	$201K	Buy	+2,989	New	+$171K	0.07%	172
2023 Q3	–	Sell	-3,515	Closed	-$204K	–	212
2023 Q2	$204K	Hold	3,515	–	–	0.08%	191
2023 Q1	$202K	Sell	3,515 -776	-18%	-$43.2K	0.08%	184
2022 Q4	$216K	Buy	+4,291	New	+$214K	0.09%	177
2022 Q3	–	Sell	-4,531	Closed	-$205K	–	175
2022 Q2	$205K	Sell	4,531 -262	-5%	-$12.5K	0.1%	149
2022 Q1	$226K	Buy	4,793 +252	+6%	+$11.3K	0.09%	162
2021 Q4	$219K	Buy	+4,541	New	+$226K	0.08%	172

Other funds holding PRGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Prudent Man Advisors's PRGS Position: Q3 2025 in Review

Prudent Man Advisors sold out of Progress Software (PRGS) in Q3 2025, closing a stake of 3,374 shares — an estimated $215K sold.

Prudent Man Advisors first reported a position in PRGS in Q4 2021 and held it in 8 quarters. The position peaked at $226K in Q1 2022. 309 funds tracked by Wall St. Rank hold PRGS as of Q3 2025.

Prudent Man Advisors reported no remaining Progress Software position as of Q3 2025 after selling out during the quarter.
Prudent Man Advisors sold 3,374 Progress Software shares in Q3 2025, an estimated $215K.
Prudent Man Advisors first reported a position in Progress Software in Q4 2021 and held it in 8 quarters.
Prudent Man Advisors's Progress Software position peaked at $226K in Q1 2022.
309 funds tracked by Wall St. Rank held Progress Software as of Q3 2025.

Based on Prudent Man Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.