Prudential Financial’s OptimizeRx OPRX Stock Holding History

Prudential Financial’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	$268K	Buy	42,705 +11,210	+36%	+$104K	﹤0.01%	2048
2025 Q4	$386K	Sell	31,495 -54,990	-64%	-$899K	﹤0.01%	1913
2025 Q3	$1.77M	Buy	+86,485	New	+$1.37M	﹤0.01%	1408
2023 Q1	–	Sell	-17,200	Closed	-$289K	–	2648
2022 Q4	$289K	Sell	17,200 -895	-5%	-$15.5K	﹤0.01%	2269
2022 Q3	$503K	Sell	18,095 -315	-2%	-$6.23K	﹤0.01%	2066
2022 Q2	$517K	Sell	18,410 -85	-0.5%	-$2.52K	﹤0.01%	2116
2022 Q1	$698K	Sell	18,495 -255	-1%	-$11.3K	﹤0.01%	2045
2021 Q4	$1.17M	Buy	+18,750	New	+$1.42M	﹤0.01%	1807

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

Prudential Financial's OPRX Position: Q1 2026 in Review

Prudential Financial increased its OptimizeRx (OPRX) stake by 36% in Q1 2026, buying an estimated $104K and bringing the position to 42,705 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

Prudential Financial first reported a position in OPRX in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.77M in Q3 2025. 128 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

Prudential Financial held 42,705 shares of OptimizeRx worth $268K as of Q1 2026.
Prudential Financial bought 11,210 OptimizeRx shares in Q1 2026, an estimated $104K.
OptimizeRx made up ﹤0.01% of Prudential Financial's portfolio in Q1 2026, its #2048 holding.
Prudential Financial first reported a position in OptimizeRx in Q4 2021 and has held it in 8 quarters since.
Prudential Financial's OptimizeRx position peaked at $1.77M in Q3 2025.
128 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Prudential Financial's 13F filing for Q1 2026, filed 13 May 2026.