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Delta Investment Management’s OptimizeRx OPRX Stock Holding History

Delta Investment Management’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
Q1 		– Sell
-30,000
Closed -$146K – 264
2024
Q4 		$146K Buy
+30,000
New +$168K 0.03% 247

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Delta Investment Management's OPRX Position: Q1 2025 in Review

Delta Investment Management sold out of OptimizeRx (OPRX) in Q1 2025, closing a stake of 30,000 shares — an estimated $146K sold.

Delta Investment Management first reported a position in OPRX in Q4 2024 and held it in 1 quarter. The position peaked at $146K in Q4 2024. 87 funds tracked by Wall St. Rank hold OPRX as of Q1 2025.

  • Delta Investment Management reported no remaining OptimizeRx position as of Q1 2025 after selling out during the quarter.
  • Delta Investment Management sold 30,000 OptimizeRx shares in Q1 2025, an estimated $146K.
  • Delta Investment Management first reported a position in OptimizeRx in Q4 2024 and held it in 1 quarter.
  • Delta Investment Management's OptimizeRx position peaked at $146K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2025.

Based on Delta Investment Management's 13F filing for Q1 2025, filed 14 May 2025.