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Legato Capital Management’s OptimizeRx OPRX Stock Holding History

Legato 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
2024
Q4 		– Sell
-83,050
Closed -$641K – 607
2024
Q3 		$641K Buy
83,050
+23,357
+39% +$208K 0.08% 397
2024
Q2 		$597K Buy
59,693
+25,377
+74% +$279K 0.08% 391
2024
Q1 		$417K Buy
+34,316
New +$498K 0.05% 468

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Legato Capital Management's OPRX Position: Q4 2024 in Review

Legato Capital Management sold out of OptimizeRx (OPRX) in Q4 2024, closing a stake of 83,050 shares — an estimated $641K sold.

Legato Capital Management first reported a position in OPRX in Q1 2024 and held it in 3 quarters. The position peaked at $641K in Q3 2024. 87 funds tracked by Wall St. Rank hold OPRX as of Q4 2024.

  • Legato Capital Management reported no remaining OptimizeRx position as of Q4 2024 after selling out during the quarter.
  • Legato Capital Management sold 83,050 OptimizeRx shares in Q4 2024, an estimated $641K.
  • Legato Capital Management first reported a position in OptimizeRx in Q1 2024 and held it in 3 quarters.
  • Legato Capital Management's OptimizeRx position peaked at $641K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2024.

Based on Legato Capital Management's 13F filing for Q4 2024, filed 29 Jan 2025.