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EAM Investors’s OptimizeRx OPRX Stock Holding History

EAM Investors’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
Q4 		– Sell
-77,087
Closed -$1.58M – 331
2025
Q3 		$1.58M Buy
77,087
+13,491
+21% +$214K 0.18% 166
2025
Q2 		$859K Buy
+63,596
New +$696K 0.13% 177
2021
Q4 		– Sell
-84,481
Closed -$7.23M – 347
2021
Q3 		$7.23M Buy
84,481
+40,687
+93% +$2.55M 1.22% 1
2021
Q2 		$2.71M Hold
43,794
– – 0.42% 62
2021
Q1 		$2.13M Sell
43,794
-91,882
-68% -$4.43M 0.32% 121
2020
Q4 		$4.23M Sell
135,676
-914
-0.7% -$22.4K 0.69% 17
2020
Q3 		$2.85M Buy
+136,590
New +$2.34M 0.68% 22
2019
Q1 		– Sell
-71,216
Closed -$781K – 304
2018
Q4 		$781K Buy
71,216
+17,124
+32% +$253K 0.21% 204
2018
Q3 		$974K Buy
+54,092
New +$681K 0.14% 226

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
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
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EAM Investors's OPRX Position: Q4 2025 in Review

EAM Investors sold out of OptimizeRx (OPRX) in Q4 2025, closing a stake of 77,087 shares — an estimated $1.58M sold.

EAM Investors first reported a position in OPRX in Q3 2018 and held it in 9 quarters. The position peaked at $7.23M in Q3 2021. 129 funds tracked by Wall St. Rank hold OPRX as of Q4 2025.

  • EAM Investors reported no remaining OptimizeRx position as of Q4 2025 after selling out during the quarter.
  • EAM Investors sold 77,087 OptimizeRx shares in Q4 2025, an estimated $1.58M.
  • EAM Investors first reported a position in OptimizeRx in Q3 2018 and held it in 9 quarters.
  • EAM Investors's OptimizeRx position peaked at $7.23M in Q3 2021.
  • 129 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2025.

Based on EAM Investors's 13F filing for Q4 2025, filed 12 Feb 2026.