Fidelity Investments
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Fidelity Investments’s OptimizeRx OPRX Stock Holding History

Fidelity Investments’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 		$134K Sell
23,379
-46,069
-66% -$265K ﹤0.01% 3847
2026
Q1 		$436K Buy
69,448
+63,857
+1,142% +$593K ﹤0.01% 3183
2025
Q4 		$68.5K Sell
5,591
-277
-5% -$4.53K ﹤0.01% 3944
2025
Q3 		$120K Buy
5,868
+859
+17% +$13.6K ﹤0.01% 3592
2025
Q2 		$67.6K Buy
5,009
+751
+18% +$8.21K ﹤0.01% 3763
2025
Q1 		$36.9K Buy
4,258
+1,792
+73% +$11K ﹤0.01% 3988
2024
Q4 		$12K Buy
2,466
+1,512
+158% +$8.45K ﹤0.01% 4396
2024
Q3 		$7.37K Sell
954
-2,150
-69% -$19.1K ﹤0.01% 4522
2024
Q2 		$31K Buy
3,104
+332
+12% +$3.65K ﹤0.01% 3856
2024
Q1 		$33.7K Sell
2,772
-100
-3% -$1.45K ﹤0.01% 3779
2023
Q4 		$41.1K Buy
2,872
+689
+32% +$6.61K ﹤0.01% 3603
2023
Q3 		$17K Buy
2,183
+739
+51% +$8.04K ﹤0.01% 3889
2023
Q2 		$20.6K Buy
1,444
+790
+121% +$11.3K ﹤0.01% 3837
2023
Q1 		$9.57K Sell
654
-218
-25% -$3.65K ﹤0.01% 4144
2022
Q4 		$14.7K Sell
872
-132
-13% -$2.28K ﹤0.01% 3885
2022
Q3 		$15K Sell
1,004
-229,080
-100% -$4.53M ﹤0.01% 3957
2022
Q2 		$6.3M Buy
230,084
+4,207
+2% +$125K ﹤0.01% 2158
2022
Q1 		$8.52M Buy
225,877
+2,798
+1% +$124K ﹤0.01% 2182
2021
Q4 		$13.9M Buy
223,079
+223,075
+5,576,875% +$16.9M ﹤0.01% 1984
2021
Q3 		$0 Buy
4
+3
+300% +$188 ﹤0.01% 4835
2021
Q2 		$0 Buy
+1
New +$51 ﹤0.01% 4697
2019
Q4 		– Sell
-2
Closed – – 4126
2019
Q3 		$0 Sell
2
-1
-33% -$15 ﹤0.01% 4105
2019
Q2 		$0 Buy
+3
New +$41 ﹤0.01% 4049

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

Fidelity Investments's OPRX Position: Q2 2026 in Review

Fidelity Investments reduced its OptimizeRx (OPRX) stake by 66% in Q2 2026, selling an estimated $265K and leaving 23,379 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #3847.

Fidelity Investments first reported a position in OPRX in Q2 2019 and has held it in 23 quarters since. The position peaked at $13.9M in Q4 2021. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Fidelity Investments held 23,379 shares of OptimizeRx worth $134K as of Q2 2026.
  • Fidelity Investments sold 46,069 OptimizeRx shares in Q2 2026, an estimated $265K.
  • OptimizeRx made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3847 holding.
  • Fidelity Investments first reported a position in OptimizeRx in Q2 2019 and has held it in 23 quarters since.
  • Fidelity Investments's OptimizeRx position peaked at $13.9M in Q4 2021.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.