Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s OptimizeRx OPRX Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
Q3 		– Sell
-30,944
Closed -$418K – 1664
2025
Q2 		$418K Buy
+30,944
New +$339K ﹤0.01% 1300

Other funds holding OPRX

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $302M AUM 117.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s OPRX Position: Q3 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of OptimizeRx (OPRX) in Q3 2025, closing a stake of 30,944 shares — an estimated $418K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in OPRX in Q2 2025 and held it in 1 quarter. The position peaked at $418K in Q2 2025. 125 funds tracked by Wall St. Rank hold OPRX as of Q3 2025.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining OptimizeRx position as of Q3 2025 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 30,944 OptimizeRx shares in Q3 2025, an estimated $418K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in OptimizeRx in Q2 2025 and held it in 1 quarter.
  • Connor, Clark & Lunn Investment Management (CC&L)'s OptimizeRx position peaked at $418K in Q2 2025.
  • 125 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q3 2025, filed 13 Nov 2025.