RAFFA WEALTH MANAGEMENT, LLC’s Progress Software PRGS Stock Holding History

RAFFA WEALTH MANAGEMENT, 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	–	Sell	-1	Closed	-$26	–	1660
2026 Q1	$26	Buy	+1	New	+$38	﹤0.01%	1471
2022 Q4	–	Sell	-13	Closed	-$553	–	1135
2022 Q3	$553	Buy	+13	New	+$601	﹤0.01%	1008
2017 Q1	–	Sell	-24	Closed	-$766	–	733
2016 Q4	$766	Hold	24	–	–	﹤0.01%	532
2016 Q3	$653	Hold	24	–	–	﹤0.01%	596
2016 Q2	$659	Hold	24	–	–	﹤0.01%	557
2016 Q1	$579	Hold	24	–	–	﹤0.01%	632
2015 Q4	$576	Hold	24	–	–	﹤0.01%	623
2015 Q3	$620	Hold	24	–	–	﹤0.01%	561
2015 Q2	$660	Hold	24	–	–	﹤0.01%	553
2015 Q1	$652	Hold	24	–	–	﹤0.01%	570
2014 Q4	$648	Hold	24	–	–	﹤0.01%	538
2014 Q3	$574	Buy	+24	New	+$563	﹤0.01%	551
2014 Q1	–	Sell	-24	Closed	-$648	–	618
2013 Q4	$648	Buy	+24	New	+$621	﹤0.01%	538

Other funds holding PRGS

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's PRGS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Progress Software (PRGS) in Q2 2026, closing a stake of 1 share — an estimated $26 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in PRGS in Q4 2013 and held it in 13 quarters. The position peaked at $766 in Q4 2016. 60 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Progress Software position as of Q2 2026 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 1 Progress Software share in Q2 2026, an estimated $26.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Progress Software in Q4 2013 and held it in 13 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Progress Software position peaked at $766 in Q4 2016.
60 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.