MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC PRGS β€” PROGRESS SOFTWARE CORP

Ownership history in MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC  Β·  5 quarters on record

AI Ownership Summary

MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC reported PROGRESS SOFTWARE CORP (PRGS) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.05% in 2025 Q2. The latest visible filing shows PRGS at 0.16% 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 MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC'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 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.05% in 2025 Q2

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

Time in book
Holding Window
2025 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.

How MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC held PRGS β€” position size vs. price
% of Fund (quarterly)    PRGS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 37,412 -431 -1.1% 0.16% $960K 2026-04-16 $29.82
2025 Q4 REDUCED 11.3% -40.3% βœ… 37,843 -4,815 -11.3% 0.26% $1.6M 2026-01-29 $39.71
2025 Q3 REDUCED 81.3% -0.8% βœ… 42,658 -184,968 -81.3% 0.29% $1.9M 2025-10-30 $41.83
2025 Q2 ADDED β€” β€” β€” 227,626 +91,003 +66.6% 1.05% $14.5M 2025-07-18 $47.47
2025 Q1 INITIATED β€” β€” β€” 136,623 β€” β€” 0.52% $7.0M 2025-04-17 $56.00

🏒 Other funds also holding PRGS

As of 2026 Q2 β€” sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.01% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC and PRGS

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

How long has MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC reported owning PRGS?

MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC reported PRGS across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported PRGS position in MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC's portfolio?

The largest reported portfolio weight for PRGS was 1.05% in 2025 Q2.

What is the latest reported PRGS position on this page?

The most recent filing on this page is 2026 Q1, when MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC reported 37,412 shares, equal to 0.16% of portfolio, with an estimated market value of $960K.

What does the chart on this PRGS ownership page compare?

The chart compares MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC'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 MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC time their PRGS position?

Based on 13F filing dates vs. subsequent PRGS price moves, MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on PRGS relative to SPY over the holding period was -60.6%.

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