Corient Private Wealth LLC

Position in PRGS — Progress Software Corp /Ma

CIK 1948780 MIAMI, FL

Position in PRGS

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$4,349,483

+$2,022,746 QoQ

Shares Held

129,526

+42.8% QoQ

Ownership

0.316%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#49

of 293 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 70% Shared 0% None 30%

Technology · as of Jun 30, 2026

Corient Private Wealth LLC holds $2,862,811,970 across 70 Software - Infrastructure names. PRGS ranks #25 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	5,128,574	$1,913,060,672
2	PANW	Palo Alto Networks Inc	1,095,028	$373,426,447
3	ORCL	Oracle Corp	1,282,773	$187,990,382
4	NET	Cloudflare, Inc.	208,103	$51,043,503
5	PLTR	Palantir Technologies Inc.	383,278	$44,717,043
6	FTNT	Fortinet, Inc.	198,342	$30,469,297
7	CRWD	CrowdStrike Holdings, Inc.	130,456	$24,889,047
8	FFIV	F5, Inc.	49,673	$20,661,980

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,349,483	129,526	+42.8%	Shares	Sole	2026-08-27
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.