SSG
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Summit Securities Group’s Progress Software PRGS Stock Holding History

Summit Securities 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
2025
Q2 		– Sell
-86
Closed -$4.43K – 1351
2025
Q1 		$4.43K Buy
+86
New +$4.92K ﹤0.01% 615
2023
Q4 		– Sell
-948
Closed -$50K – 852
2023
Q3 		$50K Buy
+948
New +$55.5K 0.01% 279

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Securities Group's PRGS Position: Q2 2025 in Review

Summit Securities Group sold out of Progress Software (PRGS) in Q2 2025, closing a stake of 86 shares — an estimated $4.43K sold.

Summit Securities Group first reported a position in PRGS in Q3 2023 and held it in 2 quarters. The position peaked at $50K in Q3 2023. 346 funds tracked by Wall St. Rank hold PRGS as of Q2 2025.

  • Summit Securities Group reported no remaining Progress Software position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 86 Progress Software shares in Q2 2025, an estimated $4.43K.
  • Summit Securities Group first reported a position in Progress Software in Q3 2023 and held it in 2 quarters.
  • Summit Securities Group's Progress Software position peaked at $50K in Q3 2023.
  • 346 funds tracked by Wall St. Rank held Progress Software as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.