Janney Montgomery Scott
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Janney Montgomery Scott’s OptimizeRx OPRX Stock Holding History

Janney Montgomery Scott’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 		$778K Buy
+135,969
New +$782K ﹤0.01% 2079
2025
Q2 		– Sell
-124,751
Closed -$1.08M – 2798
2025
Q1 		$1.08M Buy
124,751
+39,969
+47% +$244K ﹤0.01% 1491
2024
Q4 		$412K Sell
84,782
-20,135
-19% -$113K ﹤0.01% 2113
2024
Q3 		$810K Buy
+104,917
New +$933K ﹤0.01% 1643

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

Janney Montgomery Scott's OPRX Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in OptimizeRx (OPRX) in Q2 2026: 135,969 shares worth $778K. The stake represents ﹤0.01% of the portfolio and ranks #2079 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in OPRX as recently as Q1 2025.

Janney Montgomery Scott first reported a position in OPRX in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.08M in Q1 2025. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Janney Montgomery Scott held 135,969 shares of OptimizeRx worth $778K as of Q2 2026.
  • OptimizeRx was a new Janney Montgomery Scott position in Q2 2026.
  • OptimizeRx made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2079 holding.
  • Janney Montgomery Scott first reported a position in OptimizeRx in Q3 2024 and has held it in 4 quarters since.
  • Janney Montgomery Scott's OptimizeRx position peaked at $1.08M in Q1 2025.
  • 112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.