DB
OPRX icon

Dmitry Balyasny’s OptimizeRx OPRX Stock Holding History

Dmitry Balyasny’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
-156,338
Closed -$2.11M – 3324
2025
Q2 		$2.11M Buy
+156,338
New +$1.71M ﹤0.01% 1703
2023
Q3 		– Sell
-15,342
Closed -$219K – 2595
2023
Q2 		$219K Buy
15,342
+3,880
+34% +$55.3K ﹤0.01% 2061
2023
Q1 		$168K Buy
+11,462
New +$192K ﹤0.01% 2258
2022
Q2 		– Sell
-7,700
Closed -$290K – 3055
2022
Q1 		$290K Buy
+7,700
New +$341K ﹤0.01% 1931
2021
Q4 		– Sell
-5,062
Closed -$433K – 2503
2021
Q3 		$433K Buy
+5,062
New +$318K ﹤0.01% 1519

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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $302M AUM 117.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Dmitry Balyasny's OPRX Position: Q3 2025 in Review

Dmitry Balyasny sold out of OptimizeRx (OPRX) in Q3 2025, closing a stake of 156,338 shares — an estimated $2.11M sold.

Dmitry Balyasny first reported a position in OPRX in Q3 2021 and held it in 5 quarters. The position peaked at $2.11M in Q2 2025. 125 funds tracked by Wall St. Rank hold OPRX as of Q3 2025.

  • Dmitry Balyasny reported no remaining OptimizeRx position as of Q3 2025 after selling out during the quarter.
  • Dmitry Balyasny sold 156,338 OptimizeRx shares in Q3 2025, an estimated $2.11M.
  • Dmitry Balyasny first reported a position in OptimizeRx in Q3 2021 and held it in 5 quarters.
  • Dmitry Balyasny's OptimizeRx position peaked at $2.11M in Q2 2025.
  • 125 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2025.

Based on Balyasny Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.