Marshall Wace
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Marshall Wace’s OptimizeRx OPRX Stock Holding History

Marshall Wace’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 		$196K Buy
31,286
+11,461
+58% +$106K ﹤0.01% 2790
2025
Q4 		$243K Sell
19,825
-15,582
-44% -$255K ﹤0.01% 2529
2025
Q3 		$726K Sell
35,407
-76,564
-68% -$1.21M ﹤0.01% 2085
2025
Q2 		$1.51M Sell
111,971
-139,165
-55% -$1.52M ﹤0.01% 1683
2025
Q1 		$2.17M Buy
251,136
+116,690
+87% +$713K ﹤0.01% 1436
2024
Q4 		$653K Buy
+134,446
New +$751K ﹤0.01% 1929
2024
Q3 		– Sell
-45,748
Closed -$457K – 2833
2024
Q2 		$457K Buy
+45,748
New +$503K ﹤0.01% 1995
2023
Q4 		– Sell
-37,124
Closed -$289K – 2489
2023
Q3 		$289K Sell
37,124
-75,008
-67% -$816K ﹤0.01% 1897
2023
Q2 		$1.6M Buy
112,132
+24,803
+28% +$353K ﹤0.01% 1512
2023
Q1 		$1.28M Buy
87,329
+23,441
+37% +$392K ﹤0.01% 1698
2022
Q4 		$1.07M Buy
63,888
+4,741
+8% +$82K ﹤0.01% 2056
2022
Q3 		$876K Buy
+59,147
New +$1.17M ﹤0.01% 2468
2022
Q2 		– Sell
-17,872
Closed -$674K – 3724
2022
Q1 		$674K Sell
17,872
-62,292
-78% -$2.76M ﹤0.01% 2637
2021
Q4 		$4.98M Buy
+80,164
New +$6.07M 0.01% 1351
2021
Q3 		– Sell
-6,929
Closed -$429K – 3310
2021
Q2 		$429K Sell
6,929
-100,327
-94% -$5.11M ﹤0.01% 2197
2021
Q1 		$5.23M Buy
+107,256
New +$5.18M 0.02% 812
2020
Q2 		– Sell
-3,698
Closed -$34K – 1846
2020
Q1 		$34K Buy
+3,698
New +$35.1K ﹤0.01% 1476
2019
Q3 		– Sell
-94,769
Closed -$1.53M – 1868
2019
Q2 		$1.53M Buy
94,769
+36,475
+63% +$493K 0.01% 841
2019
Q1 		$741K Buy
58,294
+32,545
+126% +$423K 0.01% 1021
2018
Q4 		$282K Buy
+25,749
New +$381K ﹤0.01% 1230

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $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 $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

Marshall Wace's OPRX Position: Q1 2026 in Review

Marshall Wace increased its OptimizeRx (OPRX) stake by 58% in Q1 2026, buying an estimated $106K and bringing the position to 31,286 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #2790.

Marshall Wace first reported a position in OPRX in Q4 2018 and has held it in 20 quarters since. The position peaked at $5.23M in Q1 2021. 128 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Marshall Wace held 31,286 shares of OptimizeRx worth $196K as of Q1 2026.
  • Marshall Wace bought 11,461 OptimizeRx shares in Q1 2026, an estimated $106K.
  • OptimizeRx made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2790 holding.
  • Marshall Wace first reported a position in OptimizeRx in Q4 2018 and has held it in 20 quarters since.
  • Marshall Wace's OptimizeRx position peaked at $5.23M in Q1 2021.
  • 128 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.