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OptimizeRx Corp hedge fund holdings

OPRXNASDAQ
$8.57+0.18 (+2.15%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

OPRX · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-51.3%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20255224$22.2M$15.1M103Aug 14, 2025
Q3 20255343$47.3M$28M117Nov 14, 2025
Q4 20255046$20.2M$21.2M123Feb 14, 2026
Q1 20266144$16.3M$14.5M123May 15, 2026
Q2 20264465$10.6M$24.2M106Aug 14, 2026

Quarterly action breakdown

Q2 2026
106 filers
New position
19
$3.87M+677K sh
Increased
25
$6.73M+1.18M sh
Reduced
38
-$18.2M-3.18M sh
Out / sold
27
-$6.06M-1.06M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Parkman Healthcare Partners LLCReduce 51.97%-$2.17M$2M0.21%Aug 14, 2026
Invenomic Capital Management LPSell 100%-$1.44M$00.00%Aug 14, 2026
Segall Bryant & Hamill, LLCSell 100%-$1.19M$00.00%Aug 12, 2026
Mink Brook Asset Management LLCNew Buy+$808K$808K0.36%Aug 14, 2026
P.A.W. Capital CorpAdded 77.78%+$400K$915K0.70%Jul 28, 2026
GWN Securities Inc.Sell 100%-$344K$00.00%Aug 5, 2026
Jain Global LLCNew Buy+$296K$296K0.00%Aug 14, 2026
Quantinno Capital Management LPAdded 102.20%+$287K$567K0.00%Aug 13, 2026
Integrated Quantitative Investments LLCSell 100%-$256K$00.00%Aug 14, 2026
Samjo Management, LLCNew Buy+$183K$183K0.06%Aug 14, 2026
Rice Hall James & Associates, LLCAdded 5.30%+$183K$3.63M0.18%Aug 7, 2026
Bullseye Asset Management LLCAdded 14.03%+$182K$1.48M0.75%Aug 12, 2026
9823 Capital, L.P.New Buy+$141K$141K0.10%Aug 14, 2026
Campbell & CO Investment Adviser LLCAdded 55.60%+$105K$292K0.02%Aug 3, 2026
PharVision Advisers, LLCNew Buy+$73.8K$73.8K1.39%Aug 11, 2026
Kennedy Capital Management LLCReduce 1.85%-$69.3K$3.68M0.07%Aug 14, 2026
Aaron Wealth Advisors LLCSell 100%-$66.5K$00.00%Jul 16, 2026
Blair William & CoReduce 1.15%-$40.4K$3.48M0.01%Aug 11, 2026
McAdam, LLCAdded 58.62%+$35K$94.7K0.00%Aug 4, 2026
Huntington National BankNew Buy+$10.2K$10.2K0.00%Aug 13, 2026
Perkins Capital Management IncReduce 6.91%-$6.29K$84.7K0.06%Jul 24, 2026
Versant Capital Management, IncReduce 48.02%-$5.61K$6.07K0.00%Jul 2, 2026
Bogart Wealth, LLCNew Buy+$1.63K$1.63K0.00%Jul 24, 2026
North Star Investment Management Corp.Sell 100%-$446$00.00%Jul 28, 2026

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