Citigroup
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Citigroup’s OptimizeRx OPRX Stock Holding History

Citigroup’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 		$5.2K Buy
828
+470
+131% +$4.37K ﹤0.01% 5258
2025
Q4 		$4.39K Sell
358
-624
-64% -$10.2K ﹤0.01% 5281
2025
Q3 		$20.1K Sell
982
-5,466
-85% -$86.7K ﹤0.01% 4813
2025
Q2 		$87K Sell
6,448
-6,472
-50% -$70.8K ﹤0.01% 4475
2025
Q1 		$112K Sell
12,920
-1,251
-9% -$7.65K ﹤0.01% 4533
2024
Q4 		$68.9K Buy
14,171
+1,500
+12% +$8.38K ﹤0.01% 4984
2024
Q3 		$97.8K Buy
12,671
+8,849
+232% +$78.7K ﹤0.01% 4774
2024
Q2 		$38.2K Buy
3,822
+1,192
+45% +$13.1K ﹤0.01% 4731
2024
Q1 		$32K Buy
2,630
+382
+17% +$5.54K ﹤0.01% 4866
2023
Q4 		$32.2K Sell
2,248
-3,941
-64% -$37.8K ﹤0.01% 4755
2023
Q3 		$48.1K Sell
6,189
-5,070
-45% -$55.2K ﹤0.01% 4157
2023
Q2 		$161K Buy
11,259
+5,023
+81% +$71.5K ﹤0.01% 4001
2023
Q1 		$91.2K Sell
6,236
-10,326
-62% -$173K ﹤0.01% 4052
2022
Q4 		$278K Buy
16,562
+1,734
+12% +$30K ﹤0.01% 3555
2022
Q3 		$220K Sell
14,828
-961
-6% -$19K ﹤0.01% 3741
2022
Q2 		$433K Sell
15,789
-6,621
-30% -$196K ﹤0.01% 3340
2022
Q1 		$845K Sell
22,410
-33,851
-60% -$1.5M ﹤0.01% 3119
2021
Q4 		$3.49M Buy
56,261
+51,756
+1,149% +$3.92M ﹤0.01% 2136
2021
Q3 		$385K Buy
4,505
+1,065
+31% +$66.8K ﹤0.01% 3794
2021
Q2 		$213K Buy
3,440
+2,360
+219% +$120K ﹤0.01% 4210
2021
Q1 		$53K Sell
1,080
-1,726
-62% -$83.3K ﹤0.01% 4683
2020
Q4 		$87K Buy
2,806
+2,107
+301% +$51.6K ﹤0.01% 5643
2020
Q3 		$15K Sell
699
-1,300
-65% -$22.3K ﹤0.01% 6377
2020
Q2 		$26K Sell
1,999
-5,854
-75% -$63.6K ﹤0.01% 6416
2020
Q1 		$71K Buy
7,853
+5,088
+184% +$48.3K ﹤0.01% 5657
2019
Q4 		$28K Buy
2,765
+2,081
+304% +$23.6K ﹤0.01% 6756
2019
Q3 		$10K Sell
684
-2,674
-80% -$41.4K ﹤0.01% 7076
2019
Q2 		$54K Sell
3,358
-6,019
-64% -$81.3K ﹤0.01% 6404
2019
Q1 		$119K Buy
+9,377
New +$122K ﹤0.01% 5581

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
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 $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

Citigroup's OPRX Position: Q1 2026 in Review

Citigroup increased its OptimizeRx (OPRX) stake by 131% in Q1 2026, buying an estimated $4.37K and bringing the position to 828 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5258.

Citigroup first reported a position in OPRX in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.49M in Q4 2021. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Citigroup held 828 shares of OptimizeRx worth $5.2K as of Q1 2026.
  • Citigroup bought 470 OptimizeRx shares in Q1 2026, an estimated $4.37K.
  • OptimizeRx made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #5258 holding.
  • Citigroup first reported a position in OptimizeRx in Q1 2019 and has held it in 29 quarters since.
  • Citigroup's OptimizeRx position peaked at $3.49M in Q4 2021.
  • 127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.