MOODY NATIONAL BANK TRUST DIVISION PRGS — Progress Software Corp

Ownership history in MOODY NATIONAL BANK TRUST DIVISION  ·  18 quarters on record

AI Ownership Summary

MOODY NATIONAL BANK TRUST DIVISION reported Progress Software Corp (PRGS) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.14% in 2024 Q3. The latest visible filing shows PRGS at 0.07% 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 MOODY NATIONAL BANK TRUST DIVISION'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 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 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.

PRGS stock page MOODY NATIONAL BANK TRUST DIVISION fund profile MOODY NATIONAL BANK TRUST DIVISION full holdings
How MOODY NATIONAL BANK TRUST DIVISION 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 27,873 -212 -0.8% 0.07% $715K 2026-04-09 $27.42
2025 Q4 ADDED — — — 28,085 +212 +0.8% 0.12% $1.2M 2026-01-12 $43.83
2025 Q3 ADDED — — — 27,873 +5,457 +24.3% 0.10% $1.2M 2025-10-06 $46.66
2025 Q2 ADDED — — — 22,416 +176 +0.8% 0.13% $1.4M 2025-07-10 $50.64
2025 Q1 ADDED — — — 22,240 +3,341 +17.7% 0.12% $1.1M 2025-04-04 $56.17
2024 Q4 UNCHANGED — — — 18,899 — 0% 0.13% $1.2M 2025-01-13 $62.09
2024 Q3 ADDED — — — 18,899 +11,112 +142.7% 0.14% $1.3M 2024-10-03 $64.81
2024 Q2 UNCHANGED — — — 7,787 — 0% 0.03% $423K 2024-07-03 $54.27
2024 Q1 UNCHANGED — — — 7,787 — 0% 0.03% $415K 2024-04-04 $50.73
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PRGS

As of 2026 Q1 — sorted by position size

Heron Bay Capital Management 3Y 2.17% OAKTOP CAPITAL MANAGEMENT II, L.P. 3Y 7Y 0.97% RICE HALL JAMES & ASSOCIATES, LLC 3Y 7Y 0.65% SYSTEMATIC FINANCIAL MANAGEMENT LP 3Y 7Y 0.52% Watershed Asset Management, L.L.C. 3Y 7Y 0.41% Blueshift Asset Management, LLC 3Y 7Y 0.39% Dynamic Technology Lab Private Ltd 3Y 7Y 0.38% Boston Trust Walden Corp 3Y 7Y 0.36% Aster Capital Management (DIFC) Ltd 0.21% Dana Investment Advisors, Inc. 3Y 7Y 0.2%

FAQ About MOODY NATIONAL BANK TRUST DIVISION and PRGS

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

How long has MOODY NATIONAL BANK TRUST DIVISION reported owning PRGS?

MOODY NATIONAL BANK TRUST DIVISION reported PRGS across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported PRGS position in MOODY NATIONAL BANK TRUST DIVISION's portfolio?

The largest reported portfolio weight for PRGS was 0.14% in 2024 Q3.

What is the latest reported PRGS position on this page?

The most recent filing on this page is 2026 Q1, when MOODY NATIONAL BANK TRUST DIVISION reported 27,873 shares, equal to 0.07% of portfolio, with an estimated market value of $715K.

What does the chart on this PRGS ownership page compare?

The chart compares MOODY NATIONAL BANK TRUST DIVISION'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 MOODY NATIONAL BANK TRUST DIVISION time their PRGS position?

Based on 13F filing dates vs. subsequent PRGS price moves, MOODY NATIONAL BANK TRUST DIVISION correctly timed 4 out of 13 reported position changes (31%). The annualised alpha on PRGS relative to SPY over the holding period was -21.2%.

← Back to MOODY NATIONAL BANK TRUST DIVISION Holdings