13F

Position

Root Financial Partners, LLC in Progress Software Corp

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$814$42.96$25.65

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202547$2.02K0.0%
Q1 2026253$6.49K$25.65−$814$5.28K0.0%