BFM
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Boothbay Fund Management’s OptimizeRx OPRX Stock Holding History

Boothbay Fund Management’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
-73,488
Closed -$901K – 2396
2025
Q4 		$901K Buy
73,488
+25,502
+53% +$417K 0.02% 838
2025
Q3 		$984K Buy
+47,986
New +$761K 0.02% 845
2025
Q1 		– Sell
-28,875
Closed -$140K – 1733
2024
Q4 		$140K Sell
28,875
-22,189
-43% -$124K ﹤0.01% 1243
2024
Q3 		$394K Sell
51,064
-54,329
-52% -$483K 0.01% 1094
2024
Q2 		$1.05M Buy
105,393
+14,916
+16% +$164K 0.03% 699
2024
Q1 		$1.1M Sell
90,477
-34,751
-28% -$504K 0.03% 728
2023
Q4 		$1.79M Buy
125,228
+71,399
+133% +$685K 0.06% 533
2023
Q3 		$419K Buy
+53,829
New +$586K 0.01% 1114
2021
Q4 		– Sell
-29,779
Closed -$2.55M – 2185
2021
Q3 		$2.55M Buy
+29,779
New +$1.87M 0.1% 360

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $266M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $965M 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