AMH Equity’s OptimizeRx OPRX Stock Holding History

AMH Equity’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
2025 Q1	–	Sell	-125,000	Closed	-$608K	–	66
2024 Q4	$608K	Buy	125,000 +25,000	+25%	+$140K	0.6%	36
2024 Q3	$772K	Buy	+100,000	New	+$889K	0.98%	28

Other funds holding OPRX

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

PHP

Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AMH Equity's OPRX Position: Q1 2025 in Review

AMH Equity sold out of OptimizeRx (OPRX) in Q1 2025, closing a stake of 125,000 shares — an estimated $608K sold.

AMH Equity first reported a position in OPRX in Q3 2024 and held it in 2 quarters. The position peaked at $772K in Q3 2024. 87 funds tracked by Wall St. Rank hold OPRX as of Q1 2025.

AMH Equity reported no remaining OptimizeRx position as of Q1 2025 after selling out during the quarter.
AMH Equity sold 125,000 OptimizeRx shares in Q1 2025, an estimated $608K.
AMH Equity first reported a position in OptimizeRx in Q3 2024 and held it in 2 quarters.
AMH Equity's OptimizeRx position peaked at $772K in Q3 2024.
87 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2025.

Based on AMH Equity's 13F filing for Q1 2025, filed 5 May 2025.