Steward Partners Investment Advisory’s Progress Software PRGS Stock Holding History

Steward Partners Investment Advisory’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	$1.01K	Hold	30	–	–	﹤0.01%	4379
2026 Q1	$770	Hold	30	–	–	﹤0.01%	4225
2025 Q4	$1.29K	Hold	30	–	–	﹤0.01%	4047
2025 Q3	$1.32K	Hold	30	–	–	﹤0.01%	4009
2025 Q2	$1.92K	Sell	30 -20	-40%	-$1.22K	﹤0.01%	3744
2025 Q1	$2.58K	Hold	50	–	–	﹤0.01%	3588
2024 Q4	$3.26K	Buy	50 +20	+67%	+$1.34K	﹤0.01%	3494
2024 Q3	$2.02K	Hold	30	–	–	﹤0.01%	3434
2024 Q2	$1.63K	Hold	30	–	–	﹤0.01%	3321
2024 Q1	$1.6K	Hold	30	–	–	﹤0.01%	3322
2023 Q4	$1.63K	Hold	30	–	–	﹤0.01%	3241
2023 Q3	$1.58K	Hold	30	–	–	﹤0.01%	3119
2023 Q2	$1.74K	Hold	30	–	–	﹤0.01%	3055
2023 Q1	$1.72K	Hold	30	–	–	﹤0.01%	3044
2022 Q4	$1.51K	Hold	30	–	–	﹤0.01%	3073
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	3159
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	3154
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	3215
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	3117
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	3100
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	6984
2021 Q1	$1.32K	Sell	30 -150	-83%	-$6.57K	﹤0.01%	3281
2020 Q4	$8K	Hold	180	–	–	﹤0.01%	2387
2020 Q3	$7K	Hold	180	–	–	﹤0.01%	2268
2020 Q2	$7K	Hold	180	–	–	﹤0.01%	2175
2020 Q1	$5K	Sell	180 -160	-47%	-$6.44K	﹤0.01%	2089
2019 Q4	$14K	Buy	340 +150	+79%	+$6.09K	﹤0.01%	1897
2019 Q3	$7K	Buy	190 +160	+533%	+$6.43K	﹤0.01%	2143
2019 Q2	$1K	Buy	+30	New	+$1.3K	﹤0.01%	2547
2018 Q4	–	Sell	-30	Closed	-$1K	–	1785
2018 Q3	$1K	Hold	30	–	–	﹤0.01%	2516
2018 Q2	$1K	Hold	30	–	–	﹤0.01%	2376
2018 Q1	$1K	Hold	30	–	–	﹤0.01%	2160
2017 Q4	$1K	Buy	+30	New	+$1.25K	﹤0.01%	1804

Other funds holding PRGS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Steward Partners Investment Advisory's PRGS Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Progress Software (PRGS) position steady in Q2 2026 at 30 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #4379.

Steward Partners Investment Advisory first reported a position in PRGS in Q4 2017 and has held it in 33 quarters since. The position peaked at $14K in Q4 2019. 293 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

Steward Partners Investment Advisory held 30 shares of Progress Software worth $1.01K as of Q2 2026.
Steward Partners Investment Advisory left its Progress Software share count unchanged in Q2 2026.
Progress Software made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4379 holding.
Steward Partners Investment Advisory first reported a position in Progress Software in Q4 2017 and has held it in 33 quarters since.
Steward Partners Investment Advisory's Progress Software position peaked at $14K in Q4 2019.
293 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.