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
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 $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Janney Montgomery Scott's OPRX Position: Q2 2025 in Review

Janney Montgomery Scott sold out of OptimizeRx (OPRX) in Q2 2025, closing a stake of 124,751 shares — an estimated $1.08M sold.

Janney Montgomery Scott first reported a position in OPRX in Q3 2024 and held it in 3 quarters. The position peaked at $1.08M in Q1 2025. 110 funds tracked by Wall St. Rank hold OPRX as of Q2 2025.

  • Janney Montgomery Scott reported no remaining OptimizeRx position as of Q2 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 124,751 OptimizeRx shares in Q2 2025, an estimated $1.08M.
  • Janney Montgomery Scott first reported a position in OptimizeRx in Q3 2024 and held it in 3 quarters.
  • Janney Montgomery Scott's OptimizeRx position peaked at $1.08M in Q1 2025.
  • 110 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2025.

Based on Janney Montgomery Scott's 13F filing for Q2 2025, filed 17 Jul 2025.