Corient Private Wealth LLC

Position in PRGS — Progress Software Corp /Ma

CIK 1948780 MIAMI, FL

Position in PRGS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,326,737

-$1,809,228 QoQ

Shares Held

90,711

-3.7% QoQ

Ownership

0.221%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Corient Private Wealth LLC holds $2,661,119,844 across 61 Software - Infrastructure names. PRGS ranks #24 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	5,668,485	$2,098,303,091
2	ORCL	Oracle Corp	1,197,426	$176,153,338
3	PANW	Palo Alto Networks Inc	804,278	$128,941,848
4	PLTR	Palantir Technologies Inc.	548,683	$80,261,348
5	CPAY	Corpay, Inc.	55,454	$16,136,558
6	CRWD	CrowdStrike Holdings, Inc.	38,251	$14,933,572
7	FFIV	F5, Inc.	50,043	$14,478,941
8	TWLO	Twilio Inc	105,259	$13,243,686

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,326,737	90,711	-3.7%	Shares	Sole	2026-05-15
2025-09-30	$4,135,965	94,149	-18.2%	Shares	Sole	2025-11-14
2025-06-30	$7,346,260	115,073	-14.3%	Shares	Sole	2025-09-26
2025-03-31	$6,919,698	134,337	-15.0%	Shares	Sole	2025-05-14
2024-12-31	$10,297,804	158,063	-3.8%	Shares	Sole	2025-02-10
2024-09-30	$11,071,451	164,338	-9.2%	Shares	Sole	2024-11-12
2024-06-30	$9,818,835	180,959	-7.5%	Shares	Sole	2024-08-13
2024-03-31	$10,434,099	195,725	-0.5%	Shares	Sole	2024-05-09
2023-12-31	$10,682,493	196,731	-3.2%	Shares	Sole	2024-02-09
2023-09-30	$10,682,415	203,165	-4.3%	Shares	Sole	2023-11-03
2023-06-30	$12,333,584	212,282	+83.7%	Shares	Sole	2023-08-10
2023-03-31	$6,637,141	115,529	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.