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Rothschild Investment LLC’s Progress Software PRGS Stock Holding History

Rothschild Investment LLC’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
Q2 		$19.1K Buy
569
+290
+104% +$8.58K ﹤0.01% 1567
2026
Q1 		$7.16K Buy
279
+120
+75% +$4.59K ﹤0.01% 1870
2025
Q4 		$6.83K Buy
159
+97
+156% +$4.23K ﹤0.01% 1734
2025
Q3 		$2.72K Sell
62
-38
-38% -$1.75K ﹤0.01% 2031
2025
Q2 		$6.38K Buy
100
+50
+100% +$3.04K ﹤0.01% 1385
2025
Q1 		$2.58K Buy
50
+5
+11% +$286 ﹤0.01% 1744
2024
Q4 		$2.93K Hold
45
– – ﹤0.01% 1583
2024
Q3 		$3.03K Buy
45
+35
+350% +$2K ﹤0.01% 1502
2024
Q2 		$543 Buy
10
+5
+100% +$254 ﹤0.01% 1960
2024
Q1 		$267 Buy
+5
New +$275 ﹤0.01% 1613

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rothschild Investment LLC's PRGS Position: Q2 2026 in Review

Rothschild Investment LLC increased its Progress Software (PRGS) stake by 104% in Q2 2026, buying an estimated $8.58K and bringing the position to 569 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Rothschild Investment LLC first reported a position in PRGS in Q1 2024 and has held it in 10 quarters since. 277 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

  • Rothschild Investment LLC held 569 shares of Progress Software worth $19.1K as of Q2 2026.
  • Rothschild Investment LLC bought 290 Progress Software shares in Q2 2026, an estimated $8.58K.
  • Progress Software made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1567 holding.
  • Rothschild Investment LLC first reported a position in Progress Software in Q1 2024 and has held it in 10 quarters since.
  • 277 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.