IQI
OPRX icon

Integrated Quantitative Investments’s OptimizeRx OPRX Stock Holding History

Integrated Quantitative Investments’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 		– Sell
-40,723
Closed -$256K – 482
2026
Q1 		$256K Buy
+40,723
New +$378K 0.05% 353
2025
Q4 		– Sell
-18,483
Closed -$379K – 479
2025
Q3 		$379K Buy
+18,483
New +$293K 0.11% 235

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

Integrated Quantitative Investments's OPRX Position: Q2 2026 in Review

Integrated Quantitative Investments sold out of OptimizeRx (OPRX) in Q2 2026, closing a stake of 40,723 shares — an estimated $256K sold.

Integrated Quantitative Investments first reported a position in OPRX in Q3 2025 and held it in 2 quarters. The position peaked at $379K in Q3 2025. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Integrated Quantitative Investments reported no remaining OptimizeRx position as of Q2 2026 after selling out during the quarter.
  • Integrated Quantitative Investments sold 40,723 OptimizeRx shares in Q2 2026, an estimated $256K.
  • Integrated Quantitative Investments first reported a position in OptimizeRx in Q3 2025 and held it in 2 quarters.
  • Integrated Quantitative Investments's OptimizeRx position peaked at $379K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Integrated Quantitative Investments's 13F filing for Q2 2026, filed 14 Aug 2026.