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Panagora Asset Management’s OptimizeRx OPRX Stock Holding History

Panagora Asset Management’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
2025
Q4 		– Sell
-12,709
Closed -$261K – 1238
2025
Q3 		$261K Hold
12,709
– – ﹤0.01% 999
2025
Q2 		$172K Buy
+12,709
New +$139K ﹤0.01% 1062
2021
Q2 		– Sell
-236
Closed -$11K – 2908
2021
Q1 		$11K Hold
236
– – ﹤0.01% 2387
2020
Q4 		$7K Hold
236
– – ﹤0.01% 2383
2020
Q3 		$5K Buy
+236
New +$4.05K ﹤0.01% 2458

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Panagora Asset Management's OPRX Position: Q4 2025 in Review

Panagora Asset Management sold out of OptimizeRx (OPRX) in Q4 2025, closing a stake of 12,709 shares — an estimated $261K sold.

Panagora Asset Management first reported a position in OPRX in Q3 2020 and held it in 5 quarters. The position peaked at $261K in Q3 2025. 129 funds tracked by Wall St. Rank hold OPRX as of Q4 2025.

  • Panagora Asset Management reported no remaining OptimizeRx position as of Q4 2025 after selling out during the quarter.
  • Panagora Asset Management sold 12,709 OptimizeRx shares in Q4 2025, an estimated $261K.
  • Panagora Asset Management first reported a position in OptimizeRx in Q3 2020 and held it in 5 quarters.
  • Panagora Asset Management's OptimizeRx position peaked at $261K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2025.

Based on Panagora Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.