Prelude Capital Management’s OptimizeRx OPRX Stock Holding History

Prelude 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 Q1	–	Sell	-11,063	Closed	-$136K	–	1486
2025 Q4	$136K	Buy	+11,063	New	+$181K	0.01%	1141
2022 Q3	–	Sell	-13,885	Closed	-$380K	–	1830
2022 Q2	$380K	Buy	+13,885	New	+$411K	0.01%	948
2020 Q1	–	Sell	-2,501	Closed	-$26K	–	1868
2019 Q4	$26K	Sell	2,501 -135	-5%	-$1.53K	﹤0.01%	1533
2019 Q3	$38K	Buy	+2,636	New	+$40.8K	﹤0.01%	1255
2019 Q1	–	Sell	-4,505	Closed	-$49K	–	2058
2018 Q4	$49K	Buy	4,505 +4,356	+2,923%	+$64.4K	﹤0.01%	1115
2018 Q3	$3K	Buy	+149	New	+$1.88K	﹤0.01%	1663

Other funds holding OPRX

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prelude Capital Management's OPRX Position: Q1 2026 in Review

Prelude Capital Management sold out of OptimizeRx (OPRX) in Q1 2026, closing a stake of 11,063 shares — an estimated $136K sold.

Prelude Capital Management first reported a position in OPRX in Q3 2018 and held it in 6 quarters. The position peaked at $380K in Q2 2022. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

Prelude Capital Management reported no remaining OptimizeRx position as of Q1 2026 after selling out during the quarter.
Prelude Capital Management sold 11,063 OptimizeRx shares in Q1 2026, an estimated $136K.
Prelude Capital Management first reported a position in OptimizeRx in Q3 2018 and held it in 6 quarters.
Prelude Capital Management's OptimizeRx position peaked at $380K in Q2 2022.
127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.