Barclays
OPRX icon

Barclays’s OptimizeRx OPRX Stock Holding History

Barclays’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 		$28.8K Sell
4,590
-22,851
-83% -$212K ﹤0.01% 4492
2025
Q4 		$336K Buy
27,441
+4,317
+19% +$70.5K ﹤0.01% 4075
2025
Q3 		$474K Sell
23,124
-7,493
-24% -$119K ﹤0.01% 3847
2025
Q2 		$413K Buy
30,617
+8,528
+39% +$93.3K ﹤0.01% 3867
2025
Q1 		$191K Sell
22,089
-8,485
-28% -$51.9K ﹤0.01% 4067
2024
Q4 		$149K Buy
30,574
+3,640
+14% +$20.3K ﹤0.01% 4435
2024
Q3 		$208K Buy
26,934
+21,060
+359% +$187K ﹤0.01% 4256
2024
Q2 		$58.7K Sell
5,874
-5,222
-47% -$57.4K ﹤0.01% 4138
2024
Q1 		$135K Sell
11,096
-11,074
-50% -$161K ﹤0.01% 4317
2023
Q4 		$317K Buy
22,170
+19,357
+688% +$186K ﹤0.01% 4170
2023
Q3 		$21.9K Sell
2,813
-492
-15% -$5.35K ﹤0.01% 4159
2023
Q2 		$47.2K Sell
3,305
-5,137
-61% -$73.2K ﹤0.01% 3862
2023
Q1 		$124K Buy
8,442
+265
+3% +$4.43K ﹤0.01% 4068
2022
Q4 		$137K Buy
8,177
+3,229
+65% +$55.8K ﹤0.01% 4049
2022
Q3 		$73K Sell
4,948
-680
-12% -$13.4K ﹤0.01% 3654
2022
Q2 		$154K Sell
5,628
-9,040
-62% -$268K ﹤0.01% 3573
2022
Q1 		$553K Sell
14,668
-7,814
-35% -$346K ﹤0.01% 2839
2021
Q4 		$1.4M Sell
22,482
-6,407
-22% -$486K ﹤0.01% 2605
2021
Q3 		$2.47M Buy
28,889
+25,845
+849% +$1.62M ﹤0.01% 2164
2021
Q2 		$188K Sell
3,044
-10,599
-78% -$539K ﹤0.01% 3582
2021
Q1 		$665K Buy
13,643
+8,848
+185% +$427K ﹤0.01% 3017
2020
Q4 		$149K Sell
4,795
-1,868
-28% -$45.8K ﹤0.01% 3938
2020
Q3 		$139K Sell
6,663
-1,298
-16% -$22.3K ﹤0.01% 4062
2020
Q2 		$103K Buy
7,961
+3,360
+73% +$36.5K ﹤0.01% 4495
2020
Q1 		$42K Sell
4,601
-12,693
-73% -$120K ﹤0.01% 5330
2019
Q4 		$178K Buy
17,294
+6,891
+66% +$78.1K ﹤0.01% 5121
2019
Q3 		$151K Buy
10,403
+2,678
+35% +$41.4K ﹤0.01% 5164
2019
Q2 		$125K Sell
7,725
-9,013
-54% -$122K ﹤0.01% 5512
2019
Q1 		$213K Buy
+16,738
New +$218K ﹤0.01% 4773

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 $38.4B AUM 25.71% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barclays's OPRX Position: Q1 2026 in Review

Barclays reduced its OptimizeRx (OPRX) stake by 83% in Q1 2026, selling an estimated $212K and leaving 4,590 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4492.

Barclays first reported a position in OPRX in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.47M in Q3 2021. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Barclays held 4,590 shares of OptimizeRx worth $28.8K as of Q1 2026.
  • Barclays sold 22,851 OptimizeRx shares in Q1 2026, an estimated $212K.
  • OptimizeRx made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #4492 holding.
  • Barclays first reported a position in OptimizeRx in Q1 2019 and has held it in 29 quarters since.
  • Barclays's OptimizeRx position peaked at $2.47M in Q3 2021.
  • 127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.