Hillsdale Investment Management’s OptimizeRx OPRX Stock Holding History

Hillsdale Investment 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	$127K	Hold	20,300	–	–	﹤0.01%	570
2025 Q4	$249K	Buy	20,300 +2,000	+11%	+$32.7K	0.01%	486
2025 Q3	$375K	Buy	+18,300	New	+$290K	0.01%	441
2024 Q2	–	Sell	-10,700	Closed	-$130K	–	670
2024 Q1	$130K	Sell	10,700 -5,000	-32%	-$72.5K	0.01%	411
2023 Q4	$225K	Buy	+15,700	New	+$151K	0.02%	351
2022 Q1	–	Sell	-11,206	Closed	-$696K	–	597
2021 Q4	$696K	Sell	11,206 -5,500	-33%	-$417K	0.05%	315
2021 Q3	$1.43M	Sell	16,706 -68,700	-80%	-$4.31M	0.11%	171
2021 Q2	$5.29M	Sell	85,406 -10,000	-10%	-$509K	0.42%	65
2021 Q1	$4.65M	Buy	+95,406	New	+$4.6M	0.39%	82

Other funds holding OPRX

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

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

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hillsdale Investment Management's OPRX Position: Q1 2026 in Review

Hillsdale Investment Management held its OptimizeRx (OPRX) position steady in Q1 2026 at 20,300 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Hillsdale Investment Management first reported a position in OPRX in Q1 2021 and has held it in 9 quarters since. The position peaked at $5.29M in Q2 2021. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

Hillsdale Investment Management held 20,300 shares of OptimizeRx worth $127K as of Q1 2026.
Hillsdale Investment Management left its OptimizeRx share count unchanged in Q1 2026.
OptimizeRx made up ﹤0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #570 holding.
Hillsdale Investment Management first reported a position in OptimizeRx in Q1 2021 and has held it in 9 quarters since.
Hillsdale Investment Management's OptimizeRx position peaked at $5.29M in Q2 2021.
127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.