Position in PRGS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,588,966
-$1,072,320 QoQ
Shares Held
61,948
0.0% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PRGS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Choate Investment Advisors holds $135,304,580 across 13 Software - Infrastructure names. PRGS ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
324,686 | $120,189,016 | |
| 2 | ORCL |
Oracle Corp
|
30,332 | $4,462,140 | |
| 3 | PANW |
Palo Alto Networks Inc
|
16,235 | $2,602,795 | |
| 4 | FTNT |
Fortinet, Inc.
|
28,679 | $2,343,647 | |
| 5 | PRGS |
Progress Software Corp /Ma
This page
|
61,948 | $1,588,966 | |
| 6 | CPAY |
Corpay, Inc.
|
4,511 | $1,312,655 | |
| 7 | IOT |
Samsara Inc.
|
25,946 | $822,228 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
3,249 | $475,263 |
All Filings in PRGS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,588,966 | 61,948 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,661,286 | 61,948 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,721,375 | 61,948 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,954,760 | 61,948 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,190,941 | 61,948 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,035,912 | 61,948 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,173,436 | 61,948 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,361,298 | 61,948 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,302,447 | 61,948 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,363,776 | 61,948 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,257,225 | 61,948 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,599,178 | 61,948 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,558,912 | 61,948 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,125,276 | 61,948 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,635,887 | 61,948 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,806,244 | 61,948 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,917,131 | 61,948 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,990,229 | 61,948 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,047,222 | 61,948 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,865,095 | 61,948 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $2,729,428 | 61,948 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,799,430 | 61,948 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,136,250 | 85,503 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $3,313,241 | 85,503 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,736,096 | 85,503 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||