Cliff Asness’s OptimizeRx OPRX Stock Holding History

Cliff Asness’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	$3.34M	Buy	583,956 +369,002	+172%	+$2.12M	﹤0.01%	2274
2026 Q1	$1.35M	Buy	214,954 +200,440	+1,381%	+$1.86M	﹤0.01%	2613
2025 Q4	$178K	Buy	14,514 +2,256	+18%	+$36.9K	﹤0.01%	3384
2025 Q3	$251K	Buy	+12,258	New	+$194K	﹤0.01%	3165
2024 Q1	–	Sell	-11,172	Closed	-$160K	–	2478
2023 Q4	$160K	Sell	11,172 -1,183	-10%	-$11.4K	﹤0.01%	2242
2023 Q3	$96.1K	Buy	+12,355	New	+$134K	﹤0.01%	2233
2022 Q4	–	Sell	-13,215	Closed	-$196K	–	2256
2022 Q3	$196K	Buy	+13,215	New	+$261K	﹤0.01%	2044
2022 Q2	–	Sell	-8,508	Closed	-$321K	–	2265
2022 Q1	$321K	Buy	8,508 +1,753	+26%	+$77.6K	﹤0.01%	1952
2021 Q4	$420K	Sell	6,755 -4,299	-39%	-$326K	﹤0.01%	1879
2021 Q3	$946K	Buy	11,054 +6,701	+154%	+$420K	﹤0.01%	1573
2021 Q2	$269K	Sell	4,353 -382	-8%	-$19.4K	﹤0.01%	2071
2021 Q1	$231K	Buy	+4,735	New	+$228K	﹤0.01%	2075
2019 Q4	–	Sell	-14,017	Closed	-$203K	–	2161
2019 Q3	$203K	Buy	+14,017	New	+$217K	﹤0.01%	2013

Other funds holding OPRX

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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 Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

BAM

Bullseye Asset Management Denver, Colorado $197M AUM 20.63% 1-Year Est. Return

Cliff Asness's OPRX Position: Q2 2026 in Review

Cliff Asness increased its OptimizeRx (OPRX) stake by 172% in Q2 2026, buying an estimated $2.12M and bringing the position to 583,956 shares worth $3.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

Cliff Asness first reported a position in OPRX in Q3 2019 and has held it in 13 quarters since. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

Cliff Asness held 583,956 shares of OptimizeRx worth $3.34M as of Q2 2026.
Cliff Asness bought 369,002 OptimizeRx shares in Q2 2026, an estimated $2.12M.
OptimizeRx made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2274 holding.
Cliff Asness first reported a position in OptimizeRx in Q3 2019 and has held it in 13 quarters since.
112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.