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Creative Planning PRGS Position History
Progress Software Corporation • Technology
Quarters held
8
Latest value
$5.1M
Q3 2026
Peak value
$5.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2K |
| Q3 2025 | $759K |
| Q4 2025 | $1.3M |
| Q1 2026 | $658K |
| Q2 2026 | $118K |
| Q2 2026 | $4M |
| Q3 2026 | $143K |
| Q3 2026 | $5.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.1M | 127.2K | — | — |
| Q3 2026 | $143K | 3.6K | — | — |
| Q2 2026 | $4M | 118.6K | — | — |
| Q2 2026 | $118K | 3.5K | — | — |
| Q1 2026 | $658K | 25.6K | — | — |
| Q4 2025 | $1.3M | 29.5K | — | — |
| Q3 2025 | $759K | 17.3K | — | — |
| Q3 2025 | $2K | 48 | — | — |
Other funds holding PRGS
$897.8M
$364.5M
$295.4M
$289.8M
$285.8M
$278.5M
$235.3M
$228.8M