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G2 Investment Partners Management’s OptimizeRx OPRX Stock Holding History

G2 Investment Partners 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
2026
Q1 		– Sell
-310,000
Closed -$3.8M – 87
2025
Q4 		$3.8M Buy
310,000
+130,264
+72% +$2.13M 0.9% 36
2025
Q3 		$3.68M Buy
+179,736
New +$2.85M 0.74% 46
2025
Q1 		– Sell
-133,167
Closed -$647K – 67
2024
Q4 		$647K Sell
133,167
-109,041
-45% -$609K 0.17% 60
2024
Q3 		$1.87M Sell
242,208
-150,037
-38% -$1.33M 0.53% 50
2024
Q2 		$3.92M Buy
392,245
+19,211
+5% +$211K 1.02% 35
2024
Q1 		$4.53M Sell
373,034
-95,086
-20% -$1.38M 1.2% 34
2023
Q4 		$6.7M Buy
468,120
+96,646
+26% +$927K 1.96% 21
2023
Q3 		$2.89M Sell
371,474
-30,508
-8% -$332K 0.71% 43
2023
Q2 		$5.74M Sell
401,982
-134,427
-25% -$1.91M 1.39% 31
2023
Q1 		$7.85M Sell
536,409
-193,465
-27% -$3.24M 2.2% 15
2022
Q4 		$12.3M Buy
729,874
+346,719
+90% +$6M 3.63% 8
2022
Q3 		$5.68M Sell
383,155
-153,696
-29% -$3.04M 1.76% 21
2022
Q2 		$14.7M Buy
536,851
+3,040
+0.6% +$90.1K 4.68% 3
2022
Q1 		$20.1M Buy
533,811
+128,673
+32% +$5.69M 4.79% 1
2021
Q4 		$25.2M Buy
405,138
+75,138
+23% +$5.69M 4.34% 2
2021
Q3 		$28.2M Sell
330,000
-75,348
-19% -$4.73M 4.9% 2
2021
Q2 		$25.1M Sell
405,348
-59,291
-13% -$3.02M 4.14% 3
2021
Q1 		$22.7M Sell
464,639
-194,502
-30% -$9.38M 3.6% 3
2020
Q4 		$20.5M Sell
659,141
-229,552
-26% -$5.62M 3.77% 5
2020
Q3 		$18.5M Sell
888,693
-23,295
-3% -$400K 4.47% 4
2020
Q2 		$11.9M Buy
911,988
+91,867
+11% +$999K 2.81% 8
2020
Q1 		$7.43M Buy
820,121
+161,844
+25% +$1.54M 2.46% 12
2019
Q4 		$6.76M Sell
658,277
-5,829
-0.9% -$66.1K 2.18% 16
2019
Q3 		$9.62M Buy
664,106
+319,212
+93% +$4.94M 2.73% 10
2019
Q2 		$5.59M Buy
+344,894
New +$4.66M 1.76% 20
2019
Q1 		– Sell
-21,331
Closed -$234K – 66
2018
Q4 		$234K Buy
+21,331
New +$316K 0.1% 63

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

G2 Investment Partners Management's OPRX Position: Q1 2026 in Review

G2 Investment Partners Management sold out of OptimizeRx (OPRX) in Q1 2026, closing a stake of 310,000 shares — an estimated $3.8M sold.

G2 Investment Partners Management first reported a position in OPRX in Q4 2018 and held it in 26 quarters. The position peaked at $28.2M in Q3 2021. 128 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • G2 Investment Partners Management reported no remaining OptimizeRx position as of Q1 2026 after selling out during the quarter.
  • G2 Investment Partners Management sold 310,000 OptimizeRx shares in Q1 2026, an estimated $3.8M.
  • G2 Investment Partners Management first reported a position in OptimizeRx in Q4 2018 and held it in 26 quarters.
  • G2 Investment Partners Management's OptimizeRx position peaked at $28.2M in Q3 2021.
  • 128 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on G2 Investment Partners Management's 13F filing for Q1 2026, filed 15 May 2026.