Graham Capital Management’s OptimizeRx OPRX Stock Holding History

Graham Capital 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
2025 Q1	–	Sell	-16,632	Closed	-$80.8K	–	1458
2024 Q4	$80.8K	Buy	+16,632	New	+$92.9K	﹤0.01%	1171
2023 Q1	–	Sell	-17,170	Closed	-$288K	–	1258
2022 Q4	$288K	Sell	17,170 -51,905	-75%	-$898K	0.01%	908
2022 Q3	$1.02M	Buy	+69,075	New	+$1.37M	0.04%	475
2022 Q2	–	Sell	-6,867	Closed	-$258K	–	1179
2022 Q1	$258K	Buy	+6,867	New	+$304K	0.01%	773

Other funds holding OPRX

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

PHP

Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Graham Capital Management's OPRX Position: Q1 2025 in Review

Graham Capital Management sold out of OptimizeRx (OPRX) in Q1 2025, closing a stake of 16,632 shares — an estimated $80.8K sold.

Graham Capital Management first reported a position in OPRX in Q1 2022 and held it in 4 quarters. The position peaked at $1.02M in Q3 2022. 87 funds tracked by Wall St. Rank hold OPRX as of Q1 2025.

Graham Capital Management reported no remaining OptimizeRx position as of Q1 2025 after selling out during the quarter.
Graham Capital Management sold 16,632 OptimizeRx shares in Q1 2025, an estimated $80.8K.
Graham Capital Management first reported a position in OptimizeRx in Q1 2022 and held it in 4 quarters.
Graham Capital Management's OptimizeRx position peaked at $1.02M in Q3 2022.
87 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2025.

Based on Graham Capital Management's 13F filing for Q1 2025, filed 15 May 2025.