Jim Simons
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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
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

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jim Simons's OPRX Position: Q1 2026 in Review

Jim Simons increased its OptimizeRx (OPRX) stake by 633% in Q1 2026, buying an estimated $1.74M and bringing the position to 216,856 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Jim Simons first reported a position in OPRX in Q2 2019 and has held it in 16 quarters since. The position peaked at $3.39M in Q1 2022. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Jim Simons held 216,856 shares of OptimizeRx worth $1.36M as of Q1 2026.
  • Jim Simons bought 187,278 OptimizeRx shares in Q1 2026, an estimated $1.74M.
  • OptimizeRx made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2110 holding.
  • Jim Simons first reported a position in OptimizeRx in Q2 2019 and has held it in 16 quarters since.
  • Jim Simons's OptimizeRx position peaked at $3.39M in Q1 2022.
  • 127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.