Next Century Growth Investors’s OptimizeRx OPRX Stock Holding History

Next Century Growth Investors’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	-505,407	Closed	-$6.2M	–	123
2025 Q4	$6.2M	Buy	505,407 +294,688	+140%	+$4.82M	0.43%	73
2025 Q3	$4.32M	Buy	+210,719	New	+$3.34M	0.31%	95
2021 Q4	–	Sell	-268,540	Closed	-$23M	–	129
2021 Q3	$23M	Sell	268,540 -54,279	-17%	-$3.41M	1.99%	10
2021 Q2	$20M	Sell	322,819 -41,371	-11%	-$2.11M	1.56%	18
2021 Q1	$17.8M	Buy	364,190 +140,253	+63%	+$6.77M	1.35%	23
2020 Q4	$6.98M	Buy	+223,937	New	+$5.49M	0.59%	55

Other funds holding OPRX

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Century Growth Investors's OPRX Position: Q1 2026 in Review

Next Century Growth Investors sold out of OptimizeRx (OPRX) in Q1 2026, closing a stake of 505,407 shares — an estimated $6.2M sold.

Next Century Growth Investors first reported a position in OPRX in Q4 2020 and held it in 6 quarters. The position peaked at $23M in Q3 2021. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

Next Century Growth Investors reported no remaining OptimizeRx position as of Q1 2026 after selling out during the quarter.
Next Century Growth Investors sold 505,407 OptimizeRx shares in Q1 2026, an estimated $6.2M.
Next Century Growth Investors first reported a position in OptimizeRx in Q4 2020 and held it in 6 quarters.
Next Century Growth Investors's OptimizeRx position peaked at $23M in Q3 2021.
127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Next Century Growth Investors's 13F filing for Q1 2026, filed 14 May 2026.