AllianceBernstein
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AllianceBernstein’s OptimizeRx OPRX Stock Holding History

AllianceBernstein’s Portfolio OPRX Stock Details OPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-39,850
Closed -$489K – 3407
2026
Q1 		$489K Hold
39,850
– – ﹤0.01% 2647
2025
Q4 		$489K Hold
39,850
– – ﹤0.01% 2669
2025
Q3 		$817K Hold
39,850
– – ﹤0.01% 2445
2025
Q2 		$538K Buy
39,850
+12,800
+47% +$140K ﹤0.01% 2602
2025
Q1 		$234K Hold
27,050
– – ﹤0.01% 2875
2024
Q4 		$131K Hold
27,050
– – ﹤0.01% 3096
2024
Q3 		$209K Hold
27,050
– – ﹤0.01% 3029
2024
Q2 		$271K Buy
27,050
+2,850
+12% +$31.3K ﹤0.01% 2950
2024
Q1 		$294K Sell
24,200
-1,500
-6% -$21.8K ﹤0.01% 2802
2023
Q4 		$368K Hold
25,700
– – ﹤0.01% 2757
2023
Q3 		$200K Hold
25,700
– – ﹤0.01% 2964
2023
Q2 		$367K Buy
25,700
+2,459
+11% +$35K ﹤0.01% 2780
2023
Q1 		$340K Sell
23,241
-2,490
-10% -$41.7K ﹤0.01% 2727
2022
Q4 		$432K Buy
25,731
+3,987
+18% +$68.9K ﹤0.01% 2702
2022
Q3 		$322K Buy
21,744
+2,105
+11% +$41.6K ﹤0.01% 2833
2022
Q2 		$538K Buy
19,639
+80
+0.4% +$2.37K ﹤0.01% 2651
2022
Q1 		$738K Buy
19,559
+25
+0.1% +$1.11K ﹤0.01% 2528
2021
Q4 		$1.21M Buy
19,534
+2,534
+15% +$192K ﹤0.01% 2384
2021
Q3 		$1.45M Hold
17,000
– – ﹤0.01% 2343
2021
Q2 		$1.05M Buy
+17,000
New +$865K ﹤0.01% 2513
2021
Q1 		– Sell
-8,100
Closed -$252K – 3286
2020
Q4 		$252K Buy
+8,100
New +$198K ﹤0.01% 2928

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return

AllianceBernstein's OPRX Position: Q2 2026 in Review

AllianceBernstein sold out of OptimizeRx (OPRX) in Q2 2026, closing a stake of 39,850 shares — an estimated $489K sold.

AllianceBernstein first reported a position in OPRX in Q4 2020 and held it in 21 quarters. The position peaked at $1.45M in Q3 2021. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • AllianceBernstein reported no remaining OptimizeRx position as of Q2 2026 after selling out during the quarter.
  • AllianceBernstein sold 39,850 OptimizeRx shares in Q2 2026, an estimated $489K.
  • AllianceBernstein first reported a position in OptimizeRx in Q4 2020 and held it in 21 quarters.
  • AllianceBernstein's OptimizeRx position peaked at $1.45M in Q3 2021.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on AllianceBernstein's 13F filing for Q2 2026, filed 14 Aug 2026.