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Bard Associates’s OptimizeRx OPRX Stock Holding History

Bard Associates’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 		$8.47K Hold
1,480
– – ﹤0.01% 237
2026
Q1 		$9.29K Hold
1,480
– – ﹤0.01% 215
2025
Q4 		$18.1K Buy
+1,480
New +$24.2K ﹤0.01% 191

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

Bard Associates's OPRX Position: Q2 2026 in Review

Bard Associates held its OptimizeRx (OPRX) position steady in Q2 2026 at 1,480 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Bard Associates first reported a position in OPRX in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.1K in Q4 2025. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Bard Associates held 1,480 shares of OptimizeRx worth $8.47K as of Q2 2026.
  • Bard Associates left its OptimizeRx share count unchanged in Q2 2026.
  • OptimizeRx made up ﹤0.01% of Bard Associates's portfolio in Q2 2026, its #237 holding.
  • Bard Associates first reported a position in OptimizeRx in Q4 2025 and has held it in 3 quarters since.
  • Bard Associates's OptimizeRx position peaked at $18.1K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.