WT
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Whittier Trust’s Progress Software PRGS Stock Holding History

Whittier Trust’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 		$7.32K Sell
189
-108
-36% -$3.2K ﹤0.01% 1178
2026
Q1 		$8.44K Sell
297
-2,017
-87% -$77.1K ﹤0.01% 1147
2025
Q4 		$96.1K Sell
2,314
-107
-4% -$4.66K ﹤0.01% 737
2025
Q3 		$112K Sell
2,421
-54
-2% -$2.49K ﹤0.01% 699
2025
Q2 		$158K Sell
2,475
-332
-12% -$20.2K ﹤0.01% 705
2025
Q1 		$145K Sell
2,807
-270
-9% -$15.5K ﹤0.01% 709
2024
Q4 		$200K Sell
3,077
-803
-21% -$53.6K ﹤0.01% 664
2024
Q3 		$261K Sell
3,880
-439
-10% -$25.1K ﹤0.01% 629
2024
Q2 		$234K Sell
4,319
-79,679
-95% -$4.04M ﹤0.01% 626
2024
Q1 		$4.48M Buy
83,998
+3,125
+4% +$172K 0.07% 207
2023
Q4 		$4.39M Buy
80,873
+2,044
+3% +$108K 0.07% 205
2023
Q3 		$4.14M Buy
78,829
+2,975
+4% +$174K 0.07% 207
2023
Q2 		$4.41M Buy
75,854
+4,773
+7% +$271K 0.08% 200
2023
Q1 		$4.08M Buy
71,081
+641
+0.9% +$35.7K 0.07% 206
2022
Q4 		$3.55M Buy
70,440
+219
+0.3% +$10.9K 0.07% 217
2022
Q3 		$2.99M Buy
70,221
+2,898
+4% +$134K 0.06% 223
2022
Q2 		$3.05M Buy
67,323
+1,040
+2% +$49.5K 0.06% 226
2022
Q1 		$3.12M Buy
66,283
+3,877
+6% +$174K 0.05% 238
2021
Q4 		$3.01M Buy
62,406
+1,807
+3% +$90K 0.05% 243
2021
Q3 		$2.98M Buy
60,599
+2,902
+5% +$134K 0.05% 235
2021
Q2 		$2.67M Buy
57,697
+3,462
+6% +$157K 0.05% 243
2021
Q1 		$2.39M Buy
54,235
+5,024
+10% +$220K 0.05% 250
2020
Q4 		$2.22M Buy
49,211
+2,310
+5% +$93.4K 0.05% 239
2020
Q3 		$1.72M Buy
46,901
+1,070
+2% +$39K 0.04% 260
2020
Q2 		$1.78M Sell
45,831
-331
-0.7% -$12.6K 0.05% 236
2020
Q1 		$1.48M Buy
+46,162
New +$1.86M 0.05% 242

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Whittier Trust's PRGS Position: Q2 2026 in Review

Whittier Trust reduced its Progress Software (PRGS) stake by 36% in Q2 2026, selling an estimated $3.2K and leaving 189 shares worth $7.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Whittier Trust first reported a position in PRGS in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.48M in Q1 2024. 293 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

  • Whittier Trust held 189 shares of Progress Software worth $7.32K as of Q2 2026.
  • Whittier Trust sold 108 Progress Software shares in Q2 2026, an estimated $3.2K.
  • Progress Software made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1178 holding.
  • Whittier Trust first reported a position in Progress Software in Q1 2020 and has held it in 26 quarters since.
  • Whittier Trust's Progress Software position peaked at $4.48M in Q1 2024.
  • 293 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.