PRGS β€” PROGRESS SOFTWARE CORP

Ownership history in DiNuzzo Private Wealth, Inc.  Β·  10 quarters on record

AI Ownership Summary

DiNuzzo Private Wealth, Inc. reported PROGRESS SOFTWARE CORP (PRGS) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows PRGS at 0.00% 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.

What this PRGS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DiNuzzo Private Wealth, Inc.'s position in PROGRESS SOFTWARE CORP, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

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

Time in book
Holding Window
2023 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 DiNuzzo Private Wealth, Inc. held PRGS β€” position size vs. price
% of Fund (quarterly)    PRGS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 5 β€” 0% 0.00% $129 2026-04-08 $28.75
2025 Q4 REDUCED 5 -1 -16.7% 0.00% $215 2026-01-16 $40.09
2025 Q3 REDUCED 6 -1 -14.3% 0.00% $278 2025-10-14 $46.29
2025 Q2 ADDED 7 +1 +16.7% 0.00% $447 2025-07-17 $48.72
2025 Q1 UNCHANGED 6 β€” 0% 0.00% $310 2025-04-25 $59.11
2024 Q4 UNCHANGED 6 β€” 0% 0.00% $391 2025-01-23 $54.12
2024 Q3 UNCHANGED 6 β€” 0% 0.00% $405 2024-10-17 $66.33
2024 Q2 REDUCED 6 -2 -25.0% 0.00% $326 2024-07-30 $58.82
2024 Q1 ADDED 8 +3 +60.0% 0.00% $427 2024-05-06 $50.86
2023 Q4 INITIATED 5 β€” β€” 0.00% $272 2024-02-06 $56.89

FAQ About DiNuzzo Private Wealth, 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 DiNuzzo Private Wealth, Inc. reported owning PRGS?

DiNuzzo Private Wealth, Inc. reported PRGS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PRGS position in DiNuzzo Private Wealth, Inc.'s portfolio?

The largest reported portfolio weight for PRGS was 0.00% in 2024 Q1.

What is the latest reported PRGS position on this page?

The most recent filing on this page is 2026 Q1, when DiNuzzo Private Wealth, Inc. reported 5 shares, equal to 0.00% of portfolio, with an estimated market value of $129.

What does the chart on this PRGS ownership page compare?

The chart compares DiNuzzo Private Wealth, 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.

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