HSBC Holdings
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HSBC Holdings’s OptimizeRx OPRX Stock Holding History

HSBC Holdings’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 		$327K Buy
58,949
+45,663
+344% +$262K ﹤0.01% 2472
2026
Q1 		$84.8K Buy
+13,286
New +$123K ﹤0.01% 2768

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
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
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
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

HSBC Holdings's OPRX Position: Q2 2026 in Review

HSBC Holdings increased its OptimizeRx (OPRX) stake by 344% in Q2 2026, buying an estimated $262K and bringing the position to 58,949 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #2472.

HSBC Holdings first reported a position in OPRX in Q1 2026 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • HSBC Holdings held 58,949 shares of OptimizeRx worth $327K as of Q2 2026.
  • HSBC Holdings bought 45,663 OptimizeRx shares in Q2 2026, an estimated $262K.
  • OptimizeRx made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #2472 holding.
  • HSBC Holdings first reported a position in OptimizeRx in Q1 2026 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.