HF
OPRX icon

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
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 $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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HRT Financial's OPRX Position: Q1 2026 in Review

HRT Financial sold out of OptimizeRx (OPRX) in Q1 2026, closing a stake of 17,295 shares — an estimated $212K sold.

HRT Financial first reported a position in OPRX in Q1 2021 and held it in 8 quarters. The position peaked at $2.5M in Q1 2023. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • HRT Financial reported no remaining OptimizeRx position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 17,295 OptimizeRx shares in Q1 2026, an estimated $212K.
  • HRT Financial first reported a position in OptimizeRx in Q1 2021 and held it in 8 quarters.
  • HRT Financial's OptimizeRx position peaked at $2.5M in Q1 2023.
  • 127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.