Nuveen
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Nuveen’s OptimizeRx OPRX Stock Holding History

Nuveen’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
Q3 		$11.4K Buy
+2,094
New +$15.1K ﹤0.01% 4523
2026
Q2 		– Sell
-38,998
Closed -$245K – 3824
2026
Q1 		$245K Buy
38,998
+212
+0.5% +$1.97K ﹤0.01% 3054
2025
Q4 		$476K Sell
38,786
-5,337
-12% -$87.2K ﹤0.01% 2895
2025
Q3 		$905K Sell
44,123
-36,850
-46% -$585K ﹤0.01% 2669
2025
Q2 		$1.09M Buy
80,973
+28,410
+54% +$311K ﹤0.01% 2562
2025
Q1 		$455K Hold
52,563
– – ﹤0.01% 2934
2024
Q4 		$255K Hold
52,563
– – ﹤0.01% 3162
2024
Q3 		$406K Sell
52,563
-16,302
-24% -$145K ﹤0.01% 3080
2024
Q2 		$689K Buy
68,865
+24,830
+56% +$273K ﹤0.01% 2888
2024
Q1 		$535K Hold
44,035
– – ﹤0.01% 2955
2023
Q4 		$630K Buy
44,035
+8,857
+25% +$85K ﹤0.01% 2930
2023
Q3 		$274K Hold
35,178
– – ﹤0.01% 2982
2023
Q2 		$503K Hold
35,178
– – ﹤0.01% 2918
2023
Q1 		$515K Sell
35,178
-27,592
-44% -$462K ﹤0.01% 2796
2022
Q4 		$1.06M Buy
62,770
+12,811
+26% +$222K ﹤0.01% 2662
2022
Q3 		$741K Buy
49,959
+842
+2% +$16.6K ﹤0.01% 2856
2022
Q2 		$1.34M Sell
49,117
-6,620
-12% -$196K ﹤0.01% 2649
2022
Q1 		$2.22M Sell
55,737
-2,025
-4% -$89.6K ﹤0.01% 2456
2021
Q4 		$3.14M Sell
57,762
-4,968
-8% -$376K ﹤0.01% 2351
2021
Q3 		$4.48M Sell
62,730
-1,211
-2% -$76K ﹤0.01% 2279
2021
Q2 		$3.96M Sell
63,941
-6,712
-9% -$342K ﹤0.01% 2358
2021
Q1 		$3.44M Buy
70,653
+3,848
+6% +$186K ﹤0.01% 2351
2020
Q4 		$2.08M Buy
66,805
+6,011
+10% +$147K ﹤0.01% 2490
2020
Q3 		$1.27M Buy
60,794
+10,453
+21% +$179K ﹤0.01% 2586
2020
Q2 		$656K Buy
50,341
+8,245
+20% +$89.6K ﹤0.01% 2796
2020
Q1 		$381K Buy
42,096
+5,336
+15% +$50.6K ﹤0.01% 2863
2019
Q4 		$377K Sell
36,760
-4,313
-11% -$48.9K ﹤0.01% 2960
2019
Q3 		$595K Buy
41,073
+9,865
+32% +$153K ﹤0.01% 2888
2019
Q2 		$506K Buy
+31,208
New +$421K ﹤0.01% 3005

Other funds holding OPRX

Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Perkins Capital Management
Perkins Capital Management Wayzata, Minnesota $140M AUM 109.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen's OPRX Position: Q3 2026 in Review

Nuveen opened a new position in OptimizeRx (OPRX) in Q3 2026: 2,094 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #4523 among its holdings. This is a return to the name: Nuveen previously reported a position in OPRX as recently as Q1 2026.

Nuveen first reported a position in OPRX in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.48M in Q3 2021. 37 funds tracked by Wall St. Rank hold OPRX as of Q3 2026.

  • Nuveen held 2,094 shares of OptimizeRx worth $11.4K as of Q3 2026.
  • OptimizeRx was a new Nuveen position in Q3 2026.
  • OptimizeRx made up ﹤0.01% of Nuveen's portfolio in Q3 2026, its #4523 holding.
  • Nuveen first reported a position in OptimizeRx in Q2 2019 and has held it in 29 quarters since.
  • Nuveen's OptimizeRx position peaked at $4.48M in Q3 2021.
  • 37 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2026.

Based on Nuveen's 13F filing for Q3 2026, filed 10 Nov 2026.