Dana Investment Advisors, Inc. PRGS PROGRESS SOFTWARE CORP COM

Ownership history in Dana Investment Advisors, Inc.  ·  7 quarters on record

AI Ownership Summary

Dana Investment Advisors, Inc. reported PROGRESS SOFTWARE CORP COM (PRGS) in 7 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.2% in 2026 Q1. The latest visible filing shows PRGS at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PRGS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dana Investment Advisors, Inc.'s position in PROGRESS SOFTWARE CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PRGS was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Dana Investment Advisors, Inc. held PRGS — position size vs. price
% of Fund (quarterly)    PRGS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 258,061 +118,146 +84.4% 0.20% $6.6M 2026-05-14 $26.80
2025 Q4 ADDED 139,915 +85,473 +157.0% 0.17% $6.0M 2026-02-05 $41.41
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Dana Investment Advisors, Inc. and PRGS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dana Investment Advisors, Inc. reported owning PRGS?

Dana Investment Advisors, Inc. reported PRGS across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported PRGS position in Dana Investment Advisors, Inc.'s portfolio?

The largest reported portfolio weight for PRGS was 0.20% in 2026 Q1.

What is the latest reported PRGS position on this page?

The most recent filing on this page is 2026 Q1, when Dana Investment Advisors, Inc. reported 258,061 shares, equal to 0.20% of portfolio, with an estimated market value of $6.6M.

What does the chart on this PRGS ownership page compare?

The chart compares Dana Investment Advisors, Inc.'s quarterly PRGS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Dana Investment Advisors, Inc. time their PRGS position?

Based on 13F filing dates vs. subsequent PRGS price moves, Dana Investment Advisors, Inc. correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on PRGS relative to SPY over the holding period was -35.6%.

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