Michael Gelband’s OptimizeRx OPRX Stock Holding History

Michael Gelband’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	–	Sell	-12,252	Closed	-$150K	–	1949
2025 Q4	$150K	Buy	+12,252	New	+$200K	﹤0.01%	1414
2024 Q2	–	Sell	-11,341	Closed	-$138K	–	1853
2024 Q1	$138K	Buy	+11,341	New	+$164K	﹤0.01%	1402
2023 Q4	–	Sell	-97,160	Closed	-$756K	–	1898
2023 Q3	$756K	Buy	97,160 +78,948	+433%	+$859K	0.01%	1068
2023 Q2	$260K	Buy	+18,212	New	+$259K	﹤0.01%	1597
2021 Q4	–	Sell	-8,565	Closed	-$733K	–	2483
2021 Q3	$733K	Buy	+8,565	New	+$537K	0.01%	1186

Other funds holding OPRX

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Michael Gelband's OPRX Position: Q1 2026 in Review

Michael Gelband sold out of OptimizeRx (OPRX) in Q1 2026, closing a stake of 12,252 shares — an estimated $150K sold.

Michael Gelband first reported a position in OPRX in Q3 2021 and held it in 5 quarters. The position peaked at $756K in Q3 2023. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

Michael Gelband reported no remaining OptimizeRx position as of Q1 2026 after selling out during the quarter.
Michael Gelband sold 12,252 OptimizeRx shares in Q1 2026, an estimated $150K.
Michael Gelband first reported a position in OptimizeRx in Q3 2021 and held it in 5 quarters.
Michael Gelband's OptimizeRx position peaked at $756K in Q3 2023.
127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.