Perkins Capital Management’s OptimizeRx OPRX Stock Holding History

Perkins Capital 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
2026 Q2	$84.7K	Sell	14,808 -1,100	-7%	-$6.32K	0.06%	73
2026 Q1	$99.9K	Sell	15,908 -1,500	-9%	-$13.9K	0.09%	79
2025 Q4	$213K	Sell	17,408 -20,188	-54%	-$330K	0.17%	78
2025 Q3	$771K	Sell	37,596 -1,500	-4%	-$23.8K	0.68%	42
2025 Q2	$528K	Sell	39,096 -4,500	-10%	-$49.2K	0.53%	46
2025 Q1	$378K	Sell	43,596 -62,217	-59%	-$380K	0.4%	58
2024 Q4	$514K	Buy	105,813 +4,450	+4%	+$24.9K	0.46%	53
2024 Q3	$783K	Sell	101,363 -1,000	-1%	-$8.89K	0.73%	42
2024 Q2	$1.02M	Sell	102,363 -3,100	-3%	-$34.1K	0.96%	31
2024 Q1	$1.28M	Hold	105,463	–	–	1.07%	33
2023 Q4	$1.51M	Buy	105,463 +3,600	+4%	+$34.5K	1.29%	24
2023 Q3	$792K	Hold	101,863	–	–	0.79%	41
2023 Q2	$1.46M	Hold	101,863	–	–	1.27%	30
2023 Q1	$1.49M	Buy	101,863 +100	+0.1%	+$1.67K	1.4%	27
2022 Q4	$1.71M	Buy	101,763 +200	+0.2%	+$3.46K	1.81%	19
2022 Q3	$1.5M	Sell	101,563 -5,667	-5%	-$112K	1.68%	23
2022 Q2	$2.94M	Sell	107,230 -100	-0.1%	-$2.96K	3.04%	5
2022 Q1	$4.05M	Sell	107,330 -500	-0.5%	-$22.1K	3.32%	3
2021 Q4	$6.7M	Sell	107,830 -7,350	-6%	-$557K	4.52%	2
2021 Q3	$9.85M	Sell	115,180 -1,250	-1%	-$78.4K	6.1%	1
2021 Q2	$7.21M	Sell	116,430 -5,276	-4%	-$268K	4.09%	2
2021 Q1	$5.93M	Sell	121,706 -34,982	-22%	-$1.69M	3.43%	6
2020 Q4	$4.88M	Sell	156,688 -12,072	-7%	-$296K	3.19%	9
2020 Q3	$3.52M	Buy	+168,760	New	+$2.9M	3.23%	7
2020 Q1	$1.53M	Sell	168,670 -3,502	-2%	-$33.2K	1.85%	19
2019 Q4	$1.77M	Sell	172,172 -13,651	-7%	-$155K	1.59%	19
2019 Q3	$2.69M	Sell	185,823 -26,970	-13%	-$417K	2.32%	10
2019 Q2	$3.45M	Sell	212,793 -1,168	-0.5%	-$15.8K	2.41%	9
2019 Q1	$2.72M	Sell	213,961 -935	-0.4%	-$12.2K	1.79%	12
2018 Q4	$2.36M	Buy	214,896 +59,446	+38%	+$879K	1.83%	15
2018 Q3	$2.8M	Sell	155,450 -1,668	-1%	-$21K	1.68%	12
2018 Q2	$1.63M	Buy	+157,118	New	+$1.61M	1.17%	25

Other funds holding OPRX

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PHP

Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return

Perkins Capital Management's OPRX Position: Q2 2026 in Review

Perkins Capital Management reduced its OptimizeRx (OPRX) stake by 6.9% in Q2 2026, selling an estimated $6.32K and leaving 14,808 shares worth $84.7K. The position accounts for 0.06% of the portfolio, ranked #73.

Perkins Capital Management first reported a position in OPRX in Q2 2018 and has held it in 32 quarters since. The position peaked at $9.85M in Q3 2021. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

Perkins Capital Management held 14,808 shares of OptimizeRx worth $84.7K as of Q2 2026.
Perkins Capital Management sold 1,100 OptimizeRx shares in Q2 2026, an estimated $6.32K.
OptimizeRx made up 0.06% of Perkins Capital Management's portfolio in Q2 2026, its #73 holding.
Perkins Capital Management first reported a position in OptimizeRx in Q2 2018 and has held it in 32 quarters since.
Perkins Capital Management's OptimizeRx position peaked at $9.85M in Q3 2021.
113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Perkins Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.