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Connors Investor Services’s OptimizeRx OPRX Stock Holding History

Connors Investor Services’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
-9,819
Closed -$201K – 160
2025
Q3 		$201K Sell
9,819
-12,231
-55% -$194K 0.02% 142
2025
Q2 		$298K Sell
22,050
-9,500
-30% -$104K 0.03% 117
2025
Q1 		$273K Sell
31,550
-27,450
-47% -$168K 0.03% 122
2024
Q4 		$287K Buy
59,000
+37,193
+171% +$208K 0.03% 122
2024
Q3 		$168K Buy
21,807
+2,700
+14% +$24K 0.02% 145
2024
Q2 		$191K Buy
19,107
+2,500
+15% +$27.5K 0.02% 142
2024
Q1 		$202K Sell
16,607
-7,893
-32% -$114K 0.02% 146
2023
Q4 		$351K Buy
24,500
+2,000
+9% +$19.2K 0.04% 111
2023
Q3 		$175K Buy
22,500
+4,000
+22% +$43.5K 0.02% 142
2023
Q2 		$264K Buy
18,500
+3,000
+19% +$42.7K 0.03% 129
2023
Q1 		$227K Buy
15,500
+3,000
+24% +$50.2K 0.03% 143
2022
Q4 		$210K Buy
12,500
+1,500
+14% +$25.9K 0.03% 141
2022
Q3 		$163K Buy
+11,000
New +$217K 0.02% 140

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
BlackRock
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
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
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Connors Investor Services's OPRX Position: Q4 2025 in Review

Connors Investor Services sold out of OptimizeRx (OPRX) in Q4 2025, closing a stake of 9,819 shares — an estimated $201K sold.

Connors Investor Services first reported a position in OPRX in Q3 2022 and held it in 13 quarters. The position peaked at $351K in Q4 2023. 129 funds tracked by Wall St. Rank hold OPRX as of Q4 2025.

  • Connors Investor Services reported no remaining OptimizeRx position as of Q4 2025 after selling out during the quarter.
  • Connors Investor Services sold 9,819 OptimizeRx shares in Q4 2025, an estimated $201K.
  • Connors Investor Services first reported a position in OptimizeRx in Q3 2022 and held it in 13 quarters.
  • Connors Investor Services's OptimizeRx position peaked at $351K in Q4 2023.
  • 129 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2025.

Based on Connors Investor Services's 13F filing for Q4 2025, filed 9 Feb 2026.