Prog Holdings Inc (PRG) 13F Positioning & Ownership Changes (Q2 2026)

PRG ranks #2145 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

PRG is a top-conviction position for Breach Inlet Capital Management, LLC — at 14.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in PRG belongs to BlackRock, Inc., but the position matters far more to Breach Inlet Capital Management, LLC, who has 14.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its PRG position for two straight quarters, increasing it by $47.2M to reach $48.4M today.

Goldman Sachs Group Inc has trimmed its PRG position for two straight quarters, cutting it by $25.3M while still holding $28.5M.

PRG is up 3.1% today, and institutions have been net buyers of $228.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

PRG posted net income of $146.7M over the trailing twelve months, and currently trades at a P/E of 10.8.

• Profitable — net income of $146.7M over the trailing twelve months
• Net income declined year over year, from $214.7M to $146.7M
• Generated $335.0M in positive operating cash flow
• Liabilities run 0.43x equity — within a conventional range