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Kennedy Capital Management’s OptimizeRx OPRX Stock Holding History

Kennedy Capital Management’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 		$3.68M Sell
644,150
-12,108
-2% -$69.6K 0.07% 369
2026
Q1 		$4.12M Sell
656,258
-17,662
-3% -$164K 0.09% 326
2025
Q4 		$8.26M Sell
673,920
-998
-0.1% -$16.3K 0.18% 197
2025
Q3 		$13.8M Buy
674,918
+202,446
+43% +$3.21M 0.31% 111
2025
Q2 		$6.38M Sell
472,472
-5,932
-1% -$64.9K 0.15% 239
2025
Q1 		$4.14M Sell
478,404
-115,596
-19% -$707K 0.1% 319
2024
Q4 		$2.89M Buy
594,000
+217,676
+58% +$1.22M 0.06% 444
2024
Q3 		$2.91M Buy
376,324
+42,127
+13% +$374K 0.06% 434
2024
Q2 		$3.34M Buy
334,197
+14,398
+5% +$158K 0.07% 420
2024
Q1 		$3.89M Sell
319,799
-170,886
-35% -$2.48M 0.08% 382
2023
Q4 		$7.02M Sell
490,685
-64,990
-12% -$624K 0.15% 240
2023
Q3 		$4.32M Buy
+555,675
New +$6.05M 0.11% 318
2023
Q1 		– Sell
-274,917
Closed -$4.62M – 638
2022
Q4 		$4.62M Sell
274,917
-131,783
-32% -$2.28M 0.13% 287
2022
Q3 		$6.03M Buy
+406,700
New +$8.04M 0.18% 201
2020
Q3 		– Sell
-133,075
Closed -$1.73M – 669
2020
Q2 		$1.73M Buy
133,075
+102,625
+337% +$1.12M 0.05% 518
2020
Q1 		$276K Buy
+30,450
New +$289K 0.01% 637

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
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
BAM
Bullseye Asset Management Denver, Colorado $197M AUM 20.63% 1-Year Est. Return

Kennedy Capital Management's OPRX Position: Q2 2026 in Review

Kennedy Capital Management reduced its OptimizeRx (OPRX) stake by 1.8% in Q2 2026, selling an estimated $69.6K and leaving 644,150 shares worth $3.68M. The position accounts for 0.07% of the portfolio, ranked #369.

Kennedy Capital Management first reported a position in OPRX in Q1 2020 and has held it in 16 quarters since. The position peaked at $13.8M in Q3 2025. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Kennedy Capital Management held 644,150 shares of OptimizeRx worth $3.68M as of Q2 2026.
  • Kennedy Capital Management sold 12,108 OptimizeRx shares in Q2 2026, an estimated $69.6K.
  • OptimizeRx made up 0.07% of Kennedy Capital Management's portfolio in Q2 2026, its #369 holding.
  • Kennedy Capital Management first reported a position in OptimizeRx in Q1 2020 and has held it in 16 quarters since.
  • Kennedy Capital Management's OptimizeRx position peaked at $13.8M in Q3 2025.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.