SAG
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SageView Advisory Group’s Progress Software PRGS Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-886
Closed -$38K – 1946
2025
Q4 		$38K Buy
+886
New +$38.6K ﹤0.01% 1188

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SageView Advisory Group's PRGS Position: Q1 2026 in Review

SageView Advisory Group sold out of Progress Software (PRGS) in Q1 2026, closing a stake of 886 shares — an estimated $38K sold.

SageView Advisory Group first reported a position in PRGS in Q4 2025 and held it in 1 quarter. The position peaked at $38K in Q4 2025. 294 funds tracked by Wall St. Rank hold PRGS as of Q1 2026.

  • SageView Advisory Group reported no remaining Progress Software position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 886 Progress Software shares in Q1 2026, an estimated $38K.
  • SageView Advisory Group first reported a position in Progress Software in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Progress Software position peaked at $38K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Progress Software as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.