Fidelity Investments
OPRX icon

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
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 $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments's OPRX Position: Q1 2026 in Review

Fidelity Investments increased its OptimizeRx (OPRX) stake by 1,142% in Q1 2026, buying an estimated $593K and bringing the position to 69,448 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #3183.

Fidelity Investments first reported a position in OPRX in Q2 2019 and has held it in 22 quarters since. The position peaked at $13.9M in Q4 2021. 128 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Fidelity Investments held 69,448 shares of OptimizeRx worth $436K as of Q1 2026.
  • Fidelity Investments bought 63,857 OptimizeRx shares in Q1 2026, an estimated $593K.
  • OptimizeRx made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3183 holding.
  • Fidelity Investments first reported a position in OptimizeRx in Q2 2019 and has held it in 22 quarters since.
  • Fidelity Investments's OptimizeRx position peaked at $13.9M in Q4 2021.
  • 128 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.