Driehaus Capital Management’s OptimizeRx OPRX Stock Holding History

Driehaus Capital 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
2022 Q3	–	Sell	-509,774	Closed	-$14M	–	387
2022 Q2	$14M	Sell	509,774 -143,086	-22%	-$4.24M	0.23%	153
2022 Q1	$24.6M	Buy	652,860 +17,452	+3%	+$772K	0.3%	114
2021 Q4	$39.5M	Buy	635,408 +164,089	+35%	+$12.4M	0.4%	77
2021 Q3	$40.3M	Buy	471,319 +349,953	+288%	+$22M	0.48%	59
2021 Q2	$7.51M	Buy	+121,366	New	+$6.18M	0.1%	250
2020 Q1	–	Sell	-15,000	Closed	-$154K	–	493
2019 Q4	$154K	Sell	15,000 -91,000	-86%	-$1.03M	﹤0.01%	484
2019 Q3	$1.53M	Buy	106,000 +20,300	+24%	+$314K	0.05%	273
2019 Q2	$1.39M	Buy	85,700 +56,700	+196%	+$766K	0.04%	251
2019 Q1	$369K	Sell	29,000 -12,400	-30%	-$161K	0.01%	342
2018 Q4	$454K	Sell	41,400 -32,600	-44%	-$482K	0.02%	339
2018 Q3	$1.33M	Buy	+74,000	New	+$932K	0.04%	325

Other funds holding OPRX

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

AIC

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

GIPM

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

FLAM

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

Driehaus Capital Management's OPRX Position: Q3 2022 in Review

Driehaus Capital Management sold out of OptimizeRx (OPRX) in Q3 2022, closing a stake of 509,774 shares — an estimated $14M sold.

Driehaus Capital Management first reported a position in OPRX in Q3 2018 and held it in 11 quarters. The position peaked at $40.3M in Q3 2021. 128 funds tracked by Wall St. Rank hold OPRX as of Q3 2022.

Driehaus Capital Management reported no remaining OptimizeRx position as of Q3 2022 after selling out during the quarter.
Driehaus Capital Management sold 509,774 OptimizeRx shares in Q3 2022, an estimated $14M.
Driehaus Capital Management first reported a position in OptimizeRx in Q3 2018 and held it in 11 quarters.
Driehaus Capital Management's OptimizeRx position peaked at $40.3M in Q3 2021.
128 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2022.

Based on Driehaus Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.