KCM
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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
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 $266M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $965M AUM 79.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return