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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
2023
Q1 		– Sell
-35,000
Closed -$588K – 105
2022
Q4 		$588K Hold
35,000
– – 0.17% 63
2022
Q3 		$519K Buy
+35,000
New +$692K 0.16% 70

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.05B AUM 43.16% 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 $3.37T AUM 44.26% 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. 127 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.
  • 127 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.