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Westfuller Advisors’s Progress Software PRGS Stock Holding History

Westfuller 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
Q4 		– Sell
-18
Closed -$787 – 805
2025
Q3 		$787 Buy
+18
New +$830 ﹤0.01% 720

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BTW
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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Westfuller Advisors's PRGS Position: Q4 2025 in Review

Westfuller Advisors sold out of Progress Software (PRGS) in Q4 2025, closing a stake of 18 shares — an estimated $787 sold.

Westfuller Advisors first reported a position in PRGS in Q3 2025 and held it in 1 quarter. The position peaked at $787 in Q3 2025. 309 funds tracked by Wall St. Rank hold PRGS as of Q4 2025.

  • Westfuller Advisors reported no remaining Progress Software position as of Q4 2025 after selling out during the quarter.
  • Westfuller Advisors sold 18 Progress Software shares in Q4 2025, an estimated $787.
  • Westfuller Advisors first reported a position in Progress Software in Q3 2025 and held it in 1 quarter.
  • Westfuller Advisors's Progress Software position peaked at $787 in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Progress Software as of Q4 2025.

Based on Westfuller Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.