Citadel Advisors
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Citadel Advisors’s OptimizeRx OPRX Stock Holding History

Citadel 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
Q2 		$184K Buy
+32,200
New +$185K ﹤0.01% 12161
2025
Q4 		– Sell
-21,500
Closed -$441K – 13685
2025
Q3 		$441K Sell
21,500
-54,900
-72% -$871K ﹤0.01% 9439
2025
Q2 		$1.03M Sell
76,400
-17,500
-19% -$191K ﹤0.01% 7016
2025
Q1 		$813K Buy
93,900
+70,500
+301% +$431K ﹤0.01% 7405
2024
Q4 		$114K Buy
23,400
+5,300
+29% +$29.6K ﹤0.01% 11276
2024
Q3 		$140K Sell
18,100
-13,200
-42% -$117K ﹤0.01% 10658
2024
Q2 		$313K Buy
31,300
+30,200
+2,745% +$332K ﹤0.01% 9050
2024
Q1 		$13.4K Sell
1,100
-19,300
-95% -$280K ﹤0.01% 13301
2023
Q4 		$292K Buy
20,400
+1,700
+9% +$16.3K ﹤0.01% 9213
2023
Q3 		$145K Buy
18,700
+4,000
+27% +$43.5K ﹤0.01% 10408
2023
Q2 		$210K Sell
14,700
-8,900
-38% -$127K ﹤0.01% 9774
2023
Q1 		$345K Buy
23,600
+10,900
+86% +$182K ﹤0.01% 9083
2022
Q4 		$213K Buy
12,700
+1,300
+11% +$22.5K ﹤0.01% 10005
2022
Q3 		$169K Sell
11,400
-3,400
-23% -$67.2K ﹤0.01% 10584
2022
Q2 		$405K Sell
14,800
-24,300
-62% -$720K ﹤0.01% 9120
2022
Q1 		$1.47M Buy
39,100
+9,500
+32% +$420K ﹤0.01% 6767
2021
Q4 		$1.84M Sell
29,600
-2,500
-8% -$189K ﹤0.01% 6447
2021
Q3 		$2.75M Sell
32,100
-10,000
-24% -$627K ﹤0.01% 5573
2021
Q2 		$2.61M Sell
42,100
-6,600
-14% -$336K ﹤0.01% 5932
2021
Q1 		$2.37M Buy
48,700
+29,700
+156% +$1.43M ﹤0.01% 5999
2020
Q4 		$592K Buy
+19,000
New +$465K ﹤0.01% 7834

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

Citadel Advisors's OPRX Position: Q2 2026 in Review

Citadel Advisors opened a new position in OptimizeRx (OPRX) in Q2 2026: 157,992 shares worth $904K. The stake represents ﹤0.01% of the portfolio and ranks #8453 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in OPRX as recently as Q4 2025.

Citadel Advisors first reported a position in OPRX in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.76M in Q1 2023. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Citadel Advisors held 157,992 shares of OptimizeRx worth $904K as of Q2 2026.
  • OptimizeRx was a new Citadel Advisors position in Q2 2026.
  • OptimizeRx made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #8453 holding.
  • Citadel Advisors first reported a position in OptimizeRx in Q4 2020 and has held it in 20 quarters since.
  • Citadel Advisors's OptimizeRx position peaked at $2.76M in Q1 2023.
  • 112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.