Essex Investment Management’s OptimizeRx OPRX Stock Holding History

Essex Investment 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
2024 Q4	–	Sell	-242,025	Closed	-$1.87M	–	317
2024 Q3	$1.87M	Buy	242,025 +72,672	+43%	+$646K	0.33%	118
2024 Q2	$1.69M	Buy	169,353 +82,697	+95%	+$908K	0.32%	120
2024 Q1	$1.05M	Buy	+86,656	New	+$1.26M	0.21%	143
2022 Q3	–	Sell	-42,843	Closed	-$1.17M	–	431
2022 Q2	$1.17M	Buy	42,843 +351	+0.8%	+$10.4K	0.19%	164
2022 Q1	$1.6M	Buy	42,492 +1,777	+4%	+$78.6K	0.2%	158
2021 Q4	$2.53M	Buy	40,715 +2,800	+7%	+$212K	0.29%	103
2021 Q3	$3.24M	Sell	37,915 -214	-0.6%	-$13.4K	0.4%	78
2021 Q2	$2.36M	Buy	38,129 +11,807	+45%	+$601K	0.27%	123
2021 Q1	$1.28M	Buy	+26,322	New	+$1.27M	0.16%	208

Other funds holding OPRX

WCA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 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

KCM

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

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Essex Investment Management's OPRX Position: Q4 2024 in Review

Essex Investment Management sold out of OptimizeRx (OPRX) in Q4 2024, closing a stake of 242,025 shares — an estimated $1.87M sold.

Essex Investment Management first reported a position in OPRX in Q1 2021 and held it in 9 quarters. The position peaked at $3.24M in Q3 2021. 87 funds tracked by Wall St. Rank hold OPRX as of Q4 2024.

Essex Investment Management reported no remaining OptimizeRx position as of Q4 2024 after selling out during the quarter.
Essex Investment Management sold 242,025 OptimizeRx shares in Q4 2024, an estimated $1.87M.
Essex Investment Management first reported a position in OptimizeRx in Q1 2021 and held it in 9 quarters.
Essex Investment Management's OptimizeRx position peaked at $3.24M in Q3 2021.
87 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2024.

Based on Essex Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.