None · None

PROG HOLDINGS INC PRG

PROG Holdings, Inc., a financial technology holding company, provides payment options to consumers in the United States. The company operates through two segments: Progressive Leasing and Four. It owns Progressive Leasing, an in-store, app-based, and e-commerce point-of-sale lease-to-own solutions provider; and Four, which enables consumers of all credit backgrounds to pay for purchases over time through short-term, interest-free instalment buy-now-pay-later BNPL plans.

Company profile

Business mix

  • The company operates through two segments: Progressive Leasing and Four.
  • The company offers Purchasing Power, that provides these underserved customers with alternatives to traditional financing options.
  • The company was formerly known as Aaron's Holdings Company, Inc. and changed its name to PROG Holdings, Inc. in December 2020.
  • PROG Holdings, Inc. was founded in 1955 and is based in Draper, Utah.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in rental & leasing services?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Vulcan Value Partners C.T. Fitzpatrick 0.4% $16.2M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 0 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $3.3M Estimated from net reduced shares
Net share change / base shares -16.9% -115,432 / 681,746
Vulcan Value Partners C.T. Fitzpatrick 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -0.5% 13F value change +$1.8M
13F 2025-09-30 Filed 2025-11-10
Minor reduction Shares -11.2% 13F value change -$406,525
13F 2025-12-31 Filed 2026-02-09
Minor reduction Shares -0.6% 13F value change -$1.8M
13F 2026-03-31 Filed 2026-05-11
Minor reduction Shares -5.5% 13F value change -$1.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 681,746 Last 4 periods -115,432 (-16.9%) Total shares 566,314 Value $16.2M

Recent mentions

No public mentions.