Y-Intercept (HK)’s Progress Software PRGS Stock Holding History

Y-Intercept (HK)’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	$853K	Sell	25,392 -32,526	-56%	-$963K	0.02%	1109
2026 Q1	$1.49M	Buy	+57,918	New	+$2.21M	0.03%	860
2025 Q4	–	Sell	-117,801	Closed	-$5.17M	–	1909
2025 Q3	$5.17M	Buy	+117,801	New	+$5.43M	0.12%	196
2024 Q4	–	Sell	-5,786	Closed	-$390K	–	1557
2024 Q3	$390K	Sell	5,786 -18,855	-77%	-$1.08M	0.02%	896
2024 Q2	$1.34M	Buy	24,641 +9,841	+66%	+$499K	0.07%	376
2024 Q1	$789K	Buy	+14,800	New	+$813K	0.06%	486
2023 Q4	–	Sell	-7,381	Closed	-$388K	–	1571
2023 Q3	$388K	Buy	+7,381	New	+$432K	0.04%	661
2023 Q2	–	Sell	-7,812	Closed	-$449K	–	1631
2023 Q1	$449K	Buy	+7,812	New	+$435K	0.05%	589
2022 Q3	–	Sell	-5,846	Closed	-$265K	–	1211
2022 Q2	$265K	Buy	+5,846	New	+$278K	0.03%	623

Other funds holding PRGS

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

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

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return