DS
OPRX icon

David Shaw’s OptimizeRx OPRX Stock Holding History

David Shaw’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 		$790K Sell
138,084
-4,839
-3% -$27.8K ﹤0.01% 3913
2026
Q1 		$898K Buy
142,923
+30,056
+27% +$279K ﹤0.01% 3515
2025
Q4 		$1.38M Sell
112,867
-208,184
-65% -$3.4M ﹤0.01% 3326
2025
Q3 		$6.58M Sell
321,051
-91,845
-22% -$1.46M ﹤0.01% 1986
2025
Q2 		$5.57M Buy
412,896
+62,977
+18% +$689K ﹤0.01% 1944
2025
Q1 		$3.03M Buy
349,919
+54,202
+18% +$331K ﹤0.01% 2294
2024
Q4 		$1.44M Buy
295,717
+32,062
+12% +$179K ﹤0.01% 2979
2024
Q3 		$2.04M Sell
263,655
-44,679
-14% -$397K ﹤0.01% 2704
2024
Q2 		$3.08M Sell
308,334
-40,558
-12% -$446K ﹤0.01% 2244
2024
Q1 		$4.24M Sell
348,892
-113,615
-25% -$1.65M ﹤0.01% 2010
2023
Q4 		$6.62M Sell
462,507
-137,886
-23% -$1.32M 0.01% 1679
2023
Q3 		$4.67M Buy
600,393
+64,414
+12% +$701K ﹤0.01% 1867
2023
Q2 		$7.66M Buy
535,979
+64,747
+14% +$922K 0.01% 1554
2023
Q1 		$6.89M Buy
471,232
+286,250
+155% +$4.79M 0.01% 1675
2022
Q4 		$3.11M Buy
184,982
+100,553
+119% +$1.74M ﹤0.01% 2555
2022
Q3 		$1.25M Buy
+84,429
New +$1.67M ﹤0.01% 3420
2021
Q2 		– Sell
-8,838
Closed -$431K – 4940
2021
Q1 		$431K Sell
8,838
-10,385
-54% -$501K ﹤0.01% 3569
2020
Q4 		$599K Buy
+19,223
New +$471K ﹤0.01% 3305

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
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
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
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

David Shaw's OPRX Position: Q2 2026 in Review

David Shaw reduced its OptimizeRx (OPRX) stake by 3.4% in Q2 2026, selling an estimated $27.8K and leaving 138,084 shares worth $790K. The position accounts for ﹤0.01% of the portfolio, ranked #3913.

David Shaw first reported a position in OPRX in Q4 2020 and has held it in 18 quarters since. The position peaked at $7.66M in Q2 2023. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • David Shaw held 138,084 shares of OptimizeRx worth $790K as of Q2 2026.
  • David Shaw sold 4,839 OptimizeRx shares in Q2 2026, an estimated $27.8K.
  • OptimizeRx made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3913 holding.
  • David Shaw first reported a position in OptimizeRx in Q4 2020 and has held it in 18 quarters since.
  • David Shaw's OptimizeRx position peaked at $7.66M in Q2 2023.
  • 112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.