HRT Financial’s OptimizeRx OPRX Stock Holding History

HRT Financial’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 Q2	$204K	Buy	+35,696	New	+$205K	﹤0.01%	3392
2026 Q1	–	Sell	-17,295	Closed	-$212K	–	4471
2025 Q4	$212K	Buy	+17,295	New	+$283K	﹤0.01%	2599
2025 Q3	–	Sell	-12,201	Closed	-$164K	–	3442
2025 Q2	$164K	Buy	+12,201	New	+$133K	﹤0.01%	2115
2023 Q4	–	Sell	-13,424	Closed	-$104K	–	2871
2023 Q3	$104K	Sell	13,424 -45,684	-77%	-$497K	﹤0.01%	1945
2023 Q2	$844K	Sell	59,108 -111,971	-65%	-$1.59M	0.01%	1046
2023 Q1	$2.5M	Buy	171,079 +118,243	+224%	+$1.98M	0.03%	492
2022 Q4	$887K	Buy	+52,836	New	+$914K	0.01%	1037
2022 Q1	–	Sell	-7,085	Closed	-$440K	–	3646
2021 Q4	$440K	Buy	+7,085	New	+$537K	﹤0.01%	1986
2021 Q2	–	Sell	-10,832	Closed	-$528K	–	3334
2021 Q1	$528K	Buy	+10,832	New	+$523K	0.01%	1730

Other funds holding OPRX

WCA

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

PHP

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

HRT Financial's OPRX Position: Q2 2026 in Review

HRT Financial opened a new position in OptimizeRx (OPRX) in Q2 2026: 35,696 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #3392 among its holdings. This is a return to the name: HRT Financial previously reported a position in OPRX as recently as Q4 2025.

HRT Financial first reported a position in OPRX in Q1 2021 and has held it in 9 quarters since. The position peaked at $2.5M in Q1 2023. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

HRT Financial held 35,696 shares of OptimizeRx worth $204K as of Q2 2026.
OptimizeRx was a new HRT Financial position in Q2 2026.
OptimizeRx made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #3392 holding.
HRT Financial first reported a position in OptimizeRx in Q1 2021 and has held it in 9 quarters since.
HRT Financial's OptimizeRx position peaked at $2.5M in Q1 2023.
112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.