Credit Suisse’s OptimizeRx OPRX Stock Holding History

Credit Suisse’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
2024 Q1	$3.82M	Sell	314,466 -3,103	-1%	-$45K	﹤0.01%	1454
2023 Q4	$4.54M	Buy	317,569 +423	+0.1%	+$4.06K	﹤0.01%	1390
2023 Q3	$2.47M	Sell	317,146 -161	-0.1%	-$1.75K	﹤0.01%	1697
2023 Q2	$4.53M	Sell	317,307 -3,189	-1%	-$45.4K	﹤0.01%	1400
2023 Q1	$4.69M	Sell	320,496 -11,524	-3%	-$193K	﹤0.01%	1361
2022 Q4	$5.58M	Buy	332,020 +10,171	+3%	+$176K	0.01%	1234
2022 Q3	$4.77M	Sell	321,849 -681	-0.2%	-$13.5K	0.01%	1276
2022 Q2	$8.83M	Sell	322,530 -131	-0%	-$3.88K	0.01%	988
2022 Q1	$12.2M	Buy	322,661 +52,538	+19%	+$2.33M	0.01%	954
2021 Q4	$16.8M	Buy	270,123 +138,803	+106%	+$10.5M	0.01%	1180
2021 Q3	$11.2M	Buy	131,320 +123,697	+1,623%	+$7.76M	0.01%	1464
2021 Q2	$473K	Buy	+7,623	New	+$388K	﹤0.01%	3881

Other funds holding OPRX

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Samjo Management New York $231M AUM 13.04% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Credit Suisse's OPRX Position: Q1 2024 in Review

Credit Suisse reduced its OptimizeRx (OPRX) stake by 0.98% in Q1 2024, selling an estimated $45K and leaving 314,466 shares worth $3.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Credit Suisse first reported a position in OPRX in Q2 2021 and has held it in 12 quarters since. The position peaked at $16.8M in Q4 2021. 97 funds tracked by Wall St. Rank hold OPRX as of Q1 2024.

Credit Suisse held 314,466 shares of OptimizeRx worth $3.82M as of Q1 2024.
Credit Suisse sold 3,103 OptimizeRx shares in Q1 2024, an estimated $45K.
OptimizeRx made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1454 holding.
Credit Suisse first reported a position in OptimizeRx in Q2 2021 and has held it in 12 quarters since.
Credit Suisse's OptimizeRx position peaked at $16.8M in Q4 2021.
97 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.