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Avenir Corporation’s OptimizeRx OPRX Stock Holding History

Avenir Corporation’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 		$485K Hold
77,260
– – 0.06% 48
2025
Q4 		$947K Hold
77,260
– – 0.1% 43
2025
Q3 		$1.58M Hold
77,260
– – 0.17% 34
2025
Q2 		$1.04M Hold
77,260
– – 0.11% 38
2025
Q1 		$669K Hold
77,260
– – 0.07% 44
2024
Q4 		$375K Sell
77,260
-11,000
-12% -$61.5K 0.04% 54
2024
Q3 		$681K Hold
88,260
– – 0.07% 43
2024
Q2 		$883K Hold
88,260
– – 0.09% 41
2024
Q1 		$1.07M Hold
88,260
– – 0.09% 36
2023
Q4 		$1.26M Sell
88,260
-219,289
-71% -$2.1M 0.11% 34
2023
Q3 		$2.39M Sell
307,549
-74,111
-19% -$806K 0.22% 28
2023
Q2 		$5.45M Sell
381,660
-32,913
-8% -$469K 0.48% 24
2023
Q1 		$6.07M Sell
414,573
-6,161
-1% -$103K 0.57% 23
2022
Q4 		$7.07M Sell
420,734
-562
-0.1% -$9.72K 0.71% 21
2022
Q3 		$6.24M Sell
421,296
-2,370
-0.6% -$46.8K 0.66% 22
2022
Q2 		$11.6M Sell
423,666
-45
-0% -$1.33K 1.11% 20
2022
Q1 		$16M Sell
423,711
-7,260
-2% -$321K 1.28% 20
2021
Q4 		$26.8M Sell
430,971
-77,928
-15% -$5.91M 2.06% 18
2021
Q3 		$43.5M Sell
508,899
-129,547
-20% -$8.13M 3.66% 11
2021
Q2 		$39.5M Sell
638,446
-150
-0% -$7.63K 3.14% 14
2021
Q1 		$31.1M Sell
638,596
-66,160
-9% -$3.19M 2.69% 16
2020
Q4 		$22M Sell
704,756
-24,289
-3% -$595K 2.1% 17
2020
Q3 		$15.2M Sell
729,045
-5,795
-0.8% -$99.5K 1.59% 19
2020
Q2 		$9.57M Buy
734,840
+27,086
+4% +$294K 1.09% 21
2020
Q1 		$6.41M Buy
707,754
+119,352
+20% +$1.13M 0.87% 21
2019
Q4 		$6.04M Buy
588,402
+364,302
+163% +$4.13M 0.61% 27
2019
Q3 		$3.25M Hold
224,100
– – 0.34% 33
2019
Q2 		$3.63M Buy
224,100
+106,700
+91% +$1.44M 0.38% 32
2019
Q1 		$1.49M Hold
117,400
– – 0.16% 43
2018
Q4 		$1.29M Buy
117,400
+50,000
+74% +$740K 0.16% 42
2018
Q3 		$1.21M Hold
67,400
– – 0.13% 46
2018
Q2 		$701K Buy
+67,400
New +$693K 0.08% 52

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.8B AUM 36.16% 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 $2.9T AUM 29.55% 1-Year Est. Return

Avenir Corporation's OPRX Position: Q1 2026 in Review

Avenir Corporation held its OptimizeRx (OPRX) position steady in Q1 2026 at 77,260 shares worth $485K. The position accounts for 0.06% of the portfolio, ranked #48.

Avenir Corporation first reported a position in OPRX in Q2 2018 and has held it in 32 quarters since. The position peaked at $43.5M in Q3 2021. 128 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Avenir Corporation held 77,260 shares of OptimizeRx worth $485K as of Q1 2026.
  • Avenir Corporation left its OptimizeRx share count unchanged in Q1 2026.
  • OptimizeRx made up 0.06% of Avenir Corporation's portfolio in Q1 2026, its #48 holding.
  • Avenir Corporation first reported a position in OptimizeRx in Q2 2018 and has held it in 32 quarters since.
  • Avenir Corporation's OptimizeRx position peaked at $43.5M in Q3 2021.
  • 128 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Avenir Corporation's 13F filing for Q1 2026, filed 14 May 2026.