Cambridge Investment Research Advisors
OPRX icon

Cambridge Investment Research Advisors’s OptimizeRx OPRX Stock Holding History

Cambridge Investment Research 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
2025
Q4 		– Sell
-12,765
Closed -$262K – 3921
2025
Q3 		$262K Buy
+12,765
New +$203K ﹤0.01% 3239

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cambridge Investment Research Advisors's OPRX Position: Q4 2025 in Review

Cambridge Investment Research Advisors sold out of OptimizeRx (OPRX) in Q4 2025, closing a stake of 12,765 shares — an estimated $262K sold.

Cambridge Investment Research Advisors first reported a position in OPRX in Q3 2025 and held it in 1 quarter. The position peaked at $262K in Q3 2025. 129 funds tracked by Wall St. Rank hold OPRX as of Q4 2025.

  • Cambridge Investment Research Advisors reported no remaining OptimizeRx position as of Q4 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 12,765 OptimizeRx shares in Q4 2025, an estimated $262K.
  • Cambridge Investment Research Advisors first reported a position in OptimizeRx in Q3 2025 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's OptimizeRx position peaked at $262K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.