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Creative Capital Management Investments’s OptimizeRx OPRX Stock Holding History

Creative Capital Management Investments’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
-199
Closed -$2.69K – 316
2025
Q2 		$2.69K Buy
+199
New +$2.18K ﹤0.01% 272

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Capital Management Investments's OPRX Position: Q3 2025 in Review

Creative Capital Management Investments sold out of OptimizeRx (OPRX) in Q3 2025, closing a stake of 199 shares — an estimated $2.69K sold.

Creative Capital Management Investments first reported a position in OPRX in Q2 2025 and held it in 1 quarter. The position peaked at $2.69K in Q2 2025. 125 funds tracked by Wall St. Rank hold OPRX as of Q3 2025.

  • Creative Capital Management Investments reported no remaining OptimizeRx position as of Q3 2025 after selling out during the quarter.
  • Creative Capital Management Investments sold 199 OptimizeRx shares in Q3 2025, an estimated $2.69K.
  • Creative Capital Management Investments first reported a position in OptimizeRx in Q2 2025 and held it in 1 quarter.
  • Creative Capital Management Investments's OptimizeRx position peaked at $2.69K in Q2 2025.
  • 125 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2025.

Based on Creative Capital Management Investments's 13F filing for Q3 2025, filed 23 Oct 2025.