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Parallel Advisors’s OptimizeRx OPRX Stock Holding History

Parallel 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
2025
Q4 		– Sell
-5
Closed -$103 – 3722
2025
Q3 		$103 Buy
+5
New +$79 ﹤0.01% 3481
2023
Q2 		– Sell
-50
Closed -$732 – 3483
2023
Q1 		$732 Hold
50
– – ﹤0.01% 3023
2022
Q4 		$840 Buy
+50
New +$865 ﹤0.01% 2936
2022
Q3 		– Sell
-38
Closed -$1K – 3392
2022
Q2 		$1K Buy
+38
New +$1.13K ﹤0.01% 2825
2021
Q4 		– Sell
-65
Closed -$6K – 3227
2021
Q3 		$6K Buy
+65
New +$4.08K ﹤0.01% 2296
2019
Q1 		– Sell
-500
Closed -$5K – 2357
2018
Q4 		$5K Buy
+500
New +$7.4K ﹤0.01% 1598

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 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 $34.9B AUM 18.88% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parallel Advisors's OPRX Position: Q4 2025 in Review

Parallel Advisors sold out of OptimizeRx (OPRX) in Q4 2025, closing a stake of 5 shares — an estimated $103 sold.

Parallel Advisors first reported a position in OPRX in Q4 2018 and held it in 6 quarters. The position peaked at $6K in Q3 2021. 129 funds tracked by Wall St. Rank hold OPRX as of Q4 2025.

  • Parallel Advisors reported no remaining OptimizeRx position as of Q4 2025 after selling out during the quarter.
  • Parallel Advisors sold 5 OptimizeRx shares in Q4 2025, an estimated $103.
  • Parallel Advisors first reported a position in OptimizeRx in Q4 2018 and held it in 6 quarters.
  • Parallel Advisors's OptimizeRx position peaked at $6K in Q3 2021.
  • 129 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2025.

Based on Parallel Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.