Root Financial Partners
PRGS icon

Root Financial Partners’s Progress Software PRGS Stock Holding History

Root Financial Partners’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
2026
Q3 		$12K Buy
+299
New +$12.3K ﹤0.01% 1827
2026
Q2 		– Sell
-253
Closed -$6.49K – 2457
2026
Q1 		$6.49K Buy
253
+206
+438% +$7.87K ﹤0.01% 1849
2025
Q4 		$2.02K Sell
47
-36
-43% -$1.57K ﹤0.01% 1986
2025
Q3 		$3.65K Buy
+83
New +$3.82K ﹤0.01% 1830

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Root Financial Partners's PRGS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Progress Software (PRGS) in Q3 2026: 299 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1827 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PRGS as recently as Q1 2026.

Root Financial Partners first reported a position in PRGS in Q3 2025 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold PRGS as of Q3 2026.

  • Root Financial Partners held 299 shares of Progress Software worth $12K as of Q3 2026.
  • Progress Software was a new Root Financial Partners position in Q3 2026.
  • Progress Software made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1827 holding.
  • Root Financial Partners first reported a position in Progress Software in Q3 2025 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held Progress Software as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.