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Amalgamated Bank’s OptimizeRx OPRX Stock Holding History

Amalgamated Bank’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
Q1 		– Sell
-496
Closed -$6K – 2461
2025
Q4 		$6K Sell
496
-96
-16% -$1.57K ﹤0.01% 2660
2025
Q3 		$12K Hold
592
– – ﹤0.01% 2386
2025
Q2 		$8K Hold
592
– – ﹤0.01% 2541
2025
Q1 		$5K Hold
592
– – ﹤0.01% 2681
2024
Q4 		$3K Hold
592
– – ﹤0.01% 2863
2024
Q3 		$5K Hold
592
– – ﹤0.01% 2769
2024
Q2 		$6K Hold
592
– – ﹤0.01% 2704
2024
Q1 		$7K Sell
592
-1,795
-75% -$26K ﹤0.01% 2601
2023
Q4 		$34K Sell
2,387
-176
-7% -$1.69K ﹤0.01% 2406
2023
Q3 		$20K Hold
2,563
– – ﹤0.01% 2662
2023
Q2 		$37K Buy
2,563
+216
+9% +$3.08K ﹤0.01% 2446
2023
Q1 		$34K Sell
2,347
-5,267
-69% -$88.1K ﹤0.01% 2461
2022
Q4 		$128K Sell
7,614
-1,057
-12% -$18.3K ﹤0.01% 2036
2022
Q3 		$129K Buy
8,671
+42
+0.5% +$830 ﹤0.01% 2033
2022
Q2 		$236K Buy
8,629
+60
+0.7% +$1.78K ﹤0.01% 1799
2022
Q1 		$323K Sell
8,569
-383
-4% -$17K ﹤0.01% 1739
2021
Q4 		$556K Buy
8,952
+5,890
+192% +$446K ﹤0.01% 1527
2021
Q3 		$262K Buy
+3,062
New +$192K ﹤0.01% 1893

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Amalgamated Bank's OPRX Position: Q1 2026 in Review

Amalgamated Bank sold out of OptimizeRx (OPRX) in Q1 2026, closing a stake of 496 shares — an estimated $6K sold.

Amalgamated Bank first reported a position in OPRX in Q3 2021 and held it in 18 quarters. The position peaked at $556K in Q4 2021. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Amalgamated Bank reported no remaining OptimizeRx position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 496 OptimizeRx shares in Q1 2026, an estimated $6K.
  • Amalgamated Bank first reported a position in OptimizeRx in Q3 2021 and held it in 18 quarters.
  • Amalgamated Bank's OptimizeRx position peaked at $556K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.