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Harvest Investment Services’s OptimizeRx OPRX Stock Holding History

Harvest Investment Services’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
Q4 		– Sell
-167,837
Closed -$3.44M – 362
2025
Q3 		$3.44M Buy
+167,837
New +$2.66M 0.69% 42
2022
Q1 		– Sell
-11,525
Closed -$715K – 246
2021
Q4 		$715K Buy
11,525
+7,415
+180% +$562K 0.3% 96
2021
Q3 		$351K Buy
+4,110
New +$258K 0.14% 193

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
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
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harvest Investment Services's OPRX Position: Q4 2025 in Review

Harvest Investment Services sold out of OptimizeRx (OPRX) in Q4 2025, closing a stake of 167,837 shares — an estimated $3.44M sold.

Harvest Investment Services first reported a position in OPRX in Q3 2021 and held it in 3 quarters. The position peaked at $3.44M in Q3 2025. 129 funds tracked by Wall St. Rank hold OPRX as of Q4 2025.

  • Harvest Investment Services reported no remaining OptimizeRx position as of Q4 2025 after selling out during the quarter.
  • Harvest Investment Services sold 167,837 OptimizeRx shares in Q4 2025, an estimated $3.44M.
  • Harvest Investment Services first reported a position in OptimizeRx in Q3 2021 and held it in 3 quarters.
  • Harvest Investment Services's OptimizeRx position peaked at $3.44M in Q3 2025.
  • 129 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2025.

Based on Harvest Investment Services's 13F filing for Q4 2025, filed 17 Feb 2026.