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Wealthspire Advisors (New York)’s Progress Software PRGS Stock Holding History

Wealthspire Advisors (New York)’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
-4,675
Closed -$201K – 1064
2025
Q4 		$201K Buy
4,675
+4,641
+13,650% +$202K ﹤0.01% 974
2025
Q3 		$1.49K Buy
+34
New +$1.57K ﹤0.01% 2675

Other funds holding PRGS

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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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s PRGS Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Progress Software (PRGS) in Q1 2026, closing a stake of 4,675 shares — an estimated $201K sold.

Wealthspire Advisors (New York) first reported a position in PRGS in Q3 2025 and held it in 2 quarters. The position peaked at $201K in Q4 2025. 294 funds tracked by Wall St. Rank hold PRGS as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Progress Software position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 4,675 Progress Software shares in Q1 2026, an estimated $201K.
  • Wealthspire Advisors (New York) first reported a position in Progress Software in Q3 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Progress Software position peaked at $201K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Progress Software as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.