Engineers Gate Manager’s OptimizeRx OPRX Stock Holding History

Engineers Gate Manager’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
2026 Q1	$103K	Sell	16,474 -2,160	-12%	-$20.1K	﹤0.01%	2015
2025 Q4	$228K	Buy	+18,634	New	+$304K	﹤0.01%	1751
2024 Q3	–	Sell	-15,638	Closed	-$156K	–	2315
2024 Q2	$156K	Sell	15,638 -3,901	-20%	-$42.9K	﹤0.01%	1686
2024 Q1	$237K	Sell	19,539 -5,616	-22%	-$81.4K	0.01%	1582
2023 Q4	$360K	Sell	25,155 -2,259	-8%	-$21.7K	0.01%	1350
2023 Q3	$213K	Sell	27,414 -2,271	-8%	-$24.7K	0.01%	1470
2023 Q2	$424K	Sell	29,685 -2,096	-7%	-$29.8K	0.02%	1136
2023 Q1	$465K	Buy	+31,781	New	+$532K	0.02%	1011
2022 Q4	–	Sell	-36,786	Closed	-$545K	–	1939
2022 Q3	$545K	Buy	+36,786	New	+$727K	0.03%	750
2022 Q1	–	Sell	-12,790	Closed	-$794K	–	2192
2021 Q4	$794K	Buy	+12,790	New	+$969K	0.04%	747
2021 Q1	–	Sell	-14,792	Closed	-$461K	–	2042
2020 Q4	$461K	Buy	+14,792	New	+$362K	0.02%	1033

Other funds holding OPRX

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

PHP

Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

KCM

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Engineers Gate Manager's OPRX Position: Q1 2026 in Review

Engineers Gate Manager reduced its OptimizeRx (OPRX) stake by 12% in Q1 2026, selling an estimated $20.1K and leaving 16,474 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Engineers Gate Manager first reported a position in OPRX in Q4 2020 and has held it in 11 quarters since. The position peaked at $794K in Q4 2021. 128 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

Engineers Gate Manager held 16,474 shares of OptimizeRx worth $103K as of Q1 2026.
Engineers Gate Manager sold 2,160 OptimizeRx shares in Q1 2026, an estimated $20.1K.
OptimizeRx made up ﹤0.01% of Engineers Gate Manager's portfolio in Q1 2026, its #2015 holding.
Engineers Gate Manager first reported a position in OptimizeRx in Q4 2020 and has held it in 11 quarters since.
Engineers Gate Manager's OptimizeRx position peaked at $794K in Q4 2021.
128 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.