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Twin Peaks Wealth Advisors’s Progress Software PRGS Stock Holding History

Twin Peaks Wealth Advisors’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
Q3 		– Sell
-113
Closed -$5.01K – 1597
2025
Q2 		$5.01K Buy
+113
New +$6.87K ﹤0.01% 1309

Other funds holding PRGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Twin Peaks Wealth Advisors's PRGS Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Progress Software (PRGS) in Q3 2025, closing a stake of 113 shares — an estimated $5.01K sold.

Twin Peaks Wealth Advisors first reported a position in PRGS in Q2 2025 and held it in 1 quarter. The position peaked at $5.01K in Q2 2025. 309 funds tracked by Wall St. Rank hold PRGS as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Progress Software position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 113 Progress Software shares in Q3 2025, an estimated $5.01K.
  • Twin Peaks Wealth Advisors first reported a position in Progress Software in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Progress Software position peaked at $5.01K in Q2 2025.
  • 309 funds tracked by Wall St. Rank held Progress Software as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.