Calamos Advisors
OPRX icon

Calamos Advisors’s OptimizeRx OPRX Stock Holding History

Calamos Advisors’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
-97,118
Closed -$1.19M – 1253
2025
Q4 		$1.19M Buy
97,118
+20,116
+26% +$329K ﹤0.01% 669
2025
Q3 		$1.58M Buy
77,002
+30,829
+67% +$489K 0.01% 651
2025
Q2 		$623K Buy
46,173
+12,774
+38% +$140K ﹤0.01% 729
2025
Q1 		$289K Buy
+33,399
New +$204K ﹤0.01% 769
2022
Q3 		– Sell
-89,362
Closed -$2.45M – 1326
2022
Q2 		$2.45M Buy
89,362
+16,914
+23% +$501K 0.01% 885
2022
Q1 		$2.73M Sell
72,448
-19,093
-21% -$845K 0.01% 857
2021
Q4 		$5.68M Sell
91,541
-25,299
-22% -$1.92M 0.02% 654
2021
Q3 		$10M Buy
116,840
+31,390
+37% +$1.97M 0.04% 426
2021
Q2 		$5.29M Sell
85,450
-13,877
-14% -$706K 0.02% 546
2021
Q1 		$4.84M Buy
99,327
+32,049
+48% +$1.55M 0.03% 543
2020
Q4 		$2.1M Buy
67,278
+27,618
+70% +$677K 0.01% 629
2020
Q3 		$827K Buy
+39,660
New +$681K 0.01% 664
2020
Q1 		– Sell
-163,600
Closed -$1.68M – 770
2019
Q4 		$1.68M Sell
163,600
-149,164
-48% -$1.69M 0.01% 630
2019
Q3 		$4.53M Buy
312,764
+45,548
+17% +$705K 0.02% 534
2019
Q2 		$4.33M Buy
+267,216
New +$3.61M 0.02% 552

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 $34.9B AUM 18.88% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Calamos Advisors's OPRX Position: Q1 2026 in Review

Calamos Advisors sold out of OptimizeRx (OPRX) in Q1 2026, closing a stake of 97,118 shares — an estimated $1.19M sold.

Calamos Advisors first reported a position in OPRX in Q2 2019 and held it in 15 quarters. The position peaked at $10M in Q3 2021. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Calamos Advisors reported no remaining OptimizeRx position as of Q1 2026 after selling out during the quarter.
  • Calamos Advisors sold 97,118 OptimizeRx shares in Q1 2026, an estimated $1.19M.
  • Calamos Advisors first reported a position in OptimizeRx in Q2 2019 and held it in 15 quarters.
  • Calamos Advisors's OptimizeRx position peaked at $10M in Q3 2021.
  • 127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.