Principal Financial Group
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Principal Financial Group’s OptimizeRx OPRX Stock Holding History

Principal Financial Group’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 		$390K Buy
68,139
+4,349
+7% +$25K ﹤0.01% 2027
2026
Q1 		$401K Buy
63,790
+36,259
+132% +$337K ﹤0.01% 2041
2025
Q4 		$338K Buy
27,531
+8,705
+46% +$142K ﹤0.01% 2080
2025
Q3 		$386K Buy
+18,826
New +$299K ﹤0.01% 2097
2023
Q1 		– Sell
-105,598
Closed -$1.77M – 2488
2022
Q4 		$1.77M Sell
105,598
-6,085
-5% -$105K ﹤0.01% 1783
2022
Q3 		$1.66M Sell
111,683
-2,058
-2% -$40.7K ﹤0.01% 1754
2022
Q2 		$3.12M Sell
113,741
-13,476
-11% -$399K ﹤0.01% 1707
2022
Q1 		$4.8M Sell
127,217
-24,032
-16% -$1.06M ﹤0.01% 1677
2021
Q4 		$9.39M Buy
151,249
+130,349
+624% +$9.88M 0.01% 1436
2021
Q3 		$1.79M Buy
20,900
+17,020
+439% +$1.07M ﹤0.01% 1891
2021
Q2 		$240K Buy
+3,880
New +$197K ﹤0.01% 2424

Other funds holding OPRX

RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

Principal Financial Group's OPRX Position: Q2 2026 in Review

Principal Financial Group increased its OptimizeRx (OPRX) stake by 6.8% in Q2 2026, buying an estimated $25K and bringing the position to 68,139 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

Principal Financial Group first reported a position in OPRX in Q2 2021 and has held it in 11 quarters since. The position peaked at $9.39M in Q4 2021. 34 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Principal Financial Group held 68,139 shares of OptimizeRx worth $390K as of Q2 2026.
  • Principal Financial Group bought 4,349 OptimizeRx shares in Q2 2026, an estimated $25K.
  • OptimizeRx made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2027 holding.
  • Principal Financial Group first reported a position in OptimizeRx in Q2 2021 and has held it in 11 quarters since.
  • Principal Financial Group's OptimizeRx position peaked at $9.39M in Q4 2021.
  • 34 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.