Jim Simons’s OptimizeRx OPRX Stock Holding History

Jim Simons’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	$959K	Sell	167,700 -49,156	-23%	-$283K	﹤0.01%	2330
2026 Q1	$1.36M	Buy	216,856 +187,278	+633%	+$1.74M	﹤0.01%	2110
2025 Q4	$363K	Sell	29,578 -78,322	-73%	-$1.28M	﹤0.01%	2704
2025 Q3	$2.21M	Buy	107,900 +30,193	+39%	+$479K	﹤0.01%	2002
2025 Q2	$1.05M	Buy	+77,707	New	+$850K	﹤0.01%	2494
2024 Q4	–	Sell	-67,500	Closed	-$521K	–	3810
2024 Q3	$521K	Sell	67,500 -74,646	-53%	-$663K	﹤0.01%	2775
2024 Q2	$1.42M	Buy	142,146 +71,700	+102%	+$788K	﹤0.01%	2106
2024 Q1	$856K	Sell	70,446 -21,899	-24%	-$318K	﹤0.01%	2578
2023 Q4	$1.32M	Buy	+92,345	New	+$886K	﹤0.01%	2219
2023 Q3	–	Sell	-63,500	Closed	-$907K	–	3973
2023 Q2	$907K	Sell	63,500 -120,900	-66%	-$1.72M	﹤0.01%	2528
2023 Q1	$2.7M	Buy	184,400 +143,417	+350%	+$2.4M	﹤0.01%	1838
2022 Q4	$689K	Buy	40,983 +8,783	+27%	+$152K	﹤0.01%	2750
2022 Q3	$477K	Sell	32,200 -13,824	-30%	-$273K	﹤0.01%	2948
2022 Q2	$1.26M	Sell	46,024 -43,976	-49%	-$1.3M	﹤0.01%	2552
2022 Q1	$3.39M	Buy	90,000 +81,300	+934%	+$3.6M	﹤0.01%	1842
2021 Q4	$540K	Buy	+8,700	New	+$659K	﹤0.01%	3039
2019 Q3	–	Sell	-32,100	Closed	-$520K	–	3628
2019 Q2	$520K	Buy	+32,100	New	+$433K	﹤0.01%	2979

Other funds holding OPRX

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return

Jim Simons's OPRX Position: Q2 2026 in Review

Jim Simons reduced its OptimizeRx (OPRX) stake by 23% in Q2 2026, selling an estimated $283K and leaving 167,700 shares worth $959K. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

Jim Simons first reported a position in OPRX in Q2 2019 and has held it in 17 quarters since. The position peaked at $3.39M in Q1 2022. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

Jim Simons held 167,700 shares of OptimizeRx worth $959K as of Q2 2026.
Jim Simons sold 49,156 OptimizeRx shares in Q2 2026, an estimated $283K.
OptimizeRx made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2330 holding.
Jim Simons first reported a position in OptimizeRx in Q2 2019 and has held it in 17 quarters since.
Jim Simons's OptimizeRx position peaked at $3.39M in Q1 2022.
112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.