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John Overdeck’s OptimizeRx OPRX Stock Holding History

John Overdeck’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
2022
Q1 		– Sell
-14,200
Closed -$882K – 3856
2021
Q4 		$882K Buy
14,200
+1,900
+15% +$144K ﹤0.01% 2673
2021
Q3 		$1.05M Buy
12,300
+3,200
+35% +$201K ﹤0.01% 2572
2021
Q2 		$563K Buy
+9,100
New +$463K ﹤0.01% 2994

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 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
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

John Overdeck's OPRX Position: Q1 2026 in Review

John Overdeck sold out of OptimizeRx (OPRX) in Q1 2026, closing a stake of 46,181 shares — an estimated $566K sold.

John Overdeck first reported a position in OPRX in Q2 2019 and held it in 17 quarters. The position peaked at $12M in Q1 2021. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • John Overdeck reported no remaining OptimizeRx position as of Q1 2026 after selling out during the quarter.
  • John Overdeck sold 46,181 OptimizeRx shares in Q1 2026, an estimated $566K.
  • John Overdeck first reported a position in OptimizeRx in Q2 2019 and held it in 17 quarters.
  • John Overdeck's OptimizeRx position peaked at $12M in Q1 2021.
  • 127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.