Franklin Resources
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Franklin Resources’s OptimizeRx OPRX Stock Holding History

Franklin Resources’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 		$144K Buy
25,155
+989
+4% +$5.68K ﹤0.01% 2914
2026
Q1 		$152K Buy
24,166
+7,882
+48% +$73.2K ﹤0.01% 2848
2025
Q4 		$200K Sell
16,284
-12,346
-43% -$202K ﹤0.01% 2796
2025
Q3 		$587K Buy
+28,630
New +$454K ﹤0.01% 2359

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

Franklin Resources's OPRX Position: Q2 2026 in Review

Franklin Resources increased its OptimizeRx (OPRX) stake by 4.1% in Q2 2026, buying an estimated $5.68K and bringing the position to 25,155 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #2914.

Franklin Resources first reported a position in OPRX in Q3 2025 and has held it in 4 quarters since. The position peaked at $587K in Q3 2025. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Franklin Resources held 25,155 shares of OptimizeRx worth $144K as of Q2 2026.
  • Franklin Resources bought 989 OptimizeRx shares in Q2 2026, an estimated $5.68K.
  • OptimizeRx made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2914 holding.
  • Franklin Resources first reported a position in OptimizeRx in Q3 2025 and has held it in 4 quarters since.
  • Franklin Resources's OptimizeRx position peaked at $587K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.