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IEQ Capital’s OptimizeRx OPRX Stock Holding History

IEQ Capital’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 		$87.2K Buy
+15,240
New +$87.6K ﹤0.01% 1955

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

IEQ Capital's OPRX Position: Q2 2026 in Review

IEQ Capital opened a new position in OptimizeRx (OPRX) in Q2 2026: 15,240 shares worth $87.2K. The stake represents ﹤0.01% of the portfolio and ranks #1955 among its holdings.

113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • IEQ Capital held 15,240 shares of OptimizeRx worth $87.2K as of Q2 2026.
  • OptimizeRx was a new IEQ Capital position in Q2 2026.
  • OptimizeRx made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1955 holding.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.