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Greenwood Capital Associates’s OptimizeRx OPRX Stock Holding History

Greenwood Capital Associates’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
-88,596
Closed -$431K – 257
2024
Q4 		$431K Buy
88,596
+21,240
+32% +$119K 0.06% 202
2024
Q3 		$520K Buy
67,356
+4,999
+8% +$44.4K 0.07% 179
2024
Q2 		$624K Buy
62,357
+8,455
+16% +$92.9K 0.08% 174
2024
Q1 		$655K Sell
53,902
-773
-1% -$11.2K 0.09% 168
2023
Q4 		$782K Buy
54,675
+20,245
+59% +$194K 0.1% 152
2023
Q3 		$268K Sell
34,430
-14,036
-29% -$153K 0.04% 230
2023
Q2 		$693K Buy
48,466
+666
+1% +$9.48K 0.1% 164
2023
Q1 		$699K Sell
47,800
-921
-2% -$15.4K 0.1% 161
2022
Q4 		$819K Buy
48,721
+1,376
+3% +$23.8K 0.13% 130
2022
Q3 		$702K Buy
47,345
+14,111
+42% +$279K 0.12% 144
2022
Q2 		$910K Buy
33,234
+3,838
+13% +$114K 0.15% 120
2022
Q1 		$1.11M Buy
29,396
+3,172
+12% +$140K 0.29% 70
2021
Q4 		$1.63M Buy
26,224
+1,362
+5% +$103K 0.23% 81
2021
Q3 		$2.13M Sell
24,862
-234
-0.9% -$14.7K 0.33% 69
2021
Q2 		$1.55M Buy
25,096
+740
+3% +$37.7K 0.23% 79
2021
Q1 		$1.19M Sell
24,356
-1,604
-6% -$77.4K 0.19% 93
2020
Q4 		$809K Buy
25,960
+6,635
+34% +$163K 0.14% 128
2020
Q3 		$403K Buy
+19,325
New +$332K 0.08% 140

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenwood Capital Associates's OPRX Position: Q1 2025 in Review

Greenwood Capital Associates sold out of OptimizeRx (OPRX) in Q1 2025, closing a stake of 88,596 shares — an estimated $431K sold.

Greenwood Capital Associates first reported a position in OPRX in Q3 2020 and held it in 18 quarters. The position peaked at $2.13M in Q3 2021. 87 funds tracked by Wall St. Rank hold OPRX as of Q1 2025.

  • Greenwood Capital Associates reported no remaining OptimizeRx position as of Q1 2025 after selling out during the quarter.
  • Greenwood Capital Associates sold 88,596 OptimizeRx shares in Q1 2025, an estimated $431K.
  • Greenwood Capital Associates first reported a position in OptimizeRx in Q3 2020 and held it in 18 quarters.
  • Greenwood Capital Associates's OptimizeRx position peaked at $2.13M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2025.

Based on Greenwood Capital Associates's 13F filing for Q1 2025, filed 15 Apr 2025.