Federated Hermes
OPRX icon

Federated Hermes’s OptimizeRx OPRX Stock Holding History

Federated Hermes’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
Q2 		– Sell
-112
Closed -$703 – 2140
2026
Q1 		$703 Hold
112
– – ﹤0.01% 2021
2025
Q4 		$1.37K Sell
112
-240
-68% -$3.92K ﹤0.01% 1998
2025
Q3 		$7.22K Buy
352
+210
+148% +$3.33K ﹤0.01% 1907
2025
Q2 		$1.92K Buy
+142
New +$1.55K ﹤0.01% 1960
2024
Q2 		– Sell
-185,070
Closed -$2.25M – 2106
2024
Q1 		$2.25M Buy
185,070
+2,085
+1% +$30.2K 0.01% 908
2023
Q4 		$2.62M Sell
182,985
-164,343
-47% -$1.58M 0.01% 884
2023
Q3 		$2.7M Sell
347,328
-125,098
-26% -$1.36M 0.01% 842
2023
Q2 		$6.75M Buy
472,426
+116,597
+33% +$1.66M 0.02% 631
2023
Q1 		$5.21M Buy
355,829
+121,501
+52% +$2.03M 0.01% 683
2022
Q4 		$3.94M Buy
234,328
+120,808
+106% +$2.09M 0.01% 729
2022
Q3 		$1.68M Buy
113,520
+100,698
+785% +$1.99M ﹤0.01% 961
2022
Q2 		$351K Buy
12,822
+12,817
+256,340% +$380K ﹤0.01% 1438
2022
Q1 		$1K Sell
5
-13,397
-100% -$593K ﹤0.01% 2110
2021
Q4 		$832K Sell
13,402
-191,568
-93% -$14.5M ﹤0.01% 1338
2021
Q3 		$17.5M Buy
204,970
+40,291
+24% +$2.53M 0.03% 506
2021
Q2 		$10.2M Buy
164,679
+39,263
+31% +$2M 0.02% 652
2021
Q1 		$6.11M Buy
125,416
+125,070
+36,147% +$6.03M 0.01% 789
2020
Q4 		$11K Buy
346
+26
+8% +$637 ﹤0.01% 1972
2020
Q3 		$7K Buy
+320
New +$5.49K ﹤0.01% 2001
2020
Q1 		– Sell
-2
Closed -$1K – 2326
2019
Q4 		$1K Sell
2
-130
-98% -$1.47K ﹤0.01% 2124
2019
Q3 		$2K Buy
+132
New +$2.04K ﹤0.01% 2035

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return

Federated Hermes's OPRX Position: Q2 2026 in Review

Federated Hermes sold out of OptimizeRx (OPRX) in Q2 2026, closing a stake of 112 shares — an estimated $703 sold.

Federated Hermes first reported a position in OPRX in Q3 2019 and held it in 21 quarters. The position peaked at $17.5M in Q3 2021. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Federated Hermes reported no remaining OptimizeRx position as of Q2 2026 after selling out during the quarter.
  • Federated Hermes sold 112 OptimizeRx shares in Q2 2026, an estimated $703.
  • Federated Hermes first reported a position in OptimizeRx in Q3 2019 and held it in 21 quarters.
  • Federated Hermes's OptimizeRx position peaked at $17.5M in Q3 2021.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.