Nisa Investment Advisors
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Nisa Investment Advisors’s OptimizeRx OPRX Stock Holding History

Nisa Investment Advisors’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 		$1.9K Sell
303
-1,818
-86% -$16.9K ﹤0.01% 2621
2025
Q4 		$26K Hold
2,121
– – ﹤0.01% 1842
2025
Q3 		$43.5K Hold
2,121
– – ﹤0.01% 1667
2025
Q2 		$28.6K Buy
2,121
+1,818
+600% +$19.9K ﹤0.01% 1772
2025
Q1 		$2.62K Sell
303
-21
-6% -$128 ﹤0.01% 2395
2024
Q4 		$1.57K Buy
324
+255
+370% +$1.43K ﹤0.01% 2563
2024
Q3 		$533 Sell
69
-11
-14% -$98 ﹤0.01% 2715
2024
Q2 		$800 Sell
80
-2,067
-96% -$22.7K ﹤0.01% 2568
2024
Q1 		$26.1K Buy
2,147
+5
+0.2% +$73 ﹤0.01% 1807
2023
Q4 		$30.7K Buy
2,142
+1,462
+215% +$14K ﹤0.01% 1751
2023
Q3 		$5.29K Buy
680
+666
+4,757% +$7.25K ﹤0.01% 2277
2023
Q2 		$200 Buy
+14
New +$199 ﹤0.01% 2707
2023
Q1 		– Sell
-35
Closed -$1K – 2648
2022
Q4 		$1K Buy
+35
New +$605 ﹤0.01% 2478
2022
Q3 		– Sell
-700
Closed -$19K – 2625
2022
Q2 		$19K Buy
700
+400
+133% +$11.9K ﹤0.01% 2061
2022
Q1 		$11K Hold
300
– – ﹤0.01% 2185
2021
Q4 		$13K Buy
+300
New +$22.7K ﹤0.01% 1999

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.05B AUM 43.16% 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 $3.37T AUM 44.26% 1-Year Est. Return

Nisa Investment Advisors's OPRX Position: Q1 2026 in Review

Nisa Investment Advisors reduced its OptimizeRx (OPRX) stake by 86% in Q1 2026, selling an estimated $16.9K and leaving 303 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2621.

Nisa Investment Advisors first reported a position in OPRX in Q4 2021 and has held it in 16 quarters since. The position peaked at $43.5K in Q3 2025. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Nisa Investment Advisors held 303 shares of OptimizeRx worth $1.9K as of Q1 2026.
  • Nisa Investment Advisors sold 1,818 OptimizeRx shares in Q1 2026, an estimated $16.9K.
  • OptimizeRx made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2621 holding.
  • Nisa Investment Advisors first reported a position in OptimizeRx in Q4 2021 and has held it in 16 quarters since.
  • Nisa Investment Advisors's OptimizeRx position peaked at $43.5K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.