EI
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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 $266M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $965M AUM 79.46% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return