Quantbot Technologies’s OptimizeRx OPRX Stock Holding History

Quantbot Technologies’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	-9,847	Closed	-$121K	–	2036
2025 Q4	$121K	Buy	+9,847	New	+$161K	﹤0.01%	1375
2025 Q3	–	Sell	-3,292	Closed	-$44.4K	–	2014
2025 Q2	$44.4K	Buy	+3,292	New	+$36K	﹤0.01%	1494
2024 Q2	–	Sell	-5,262	Closed	-$63.9K	–	1788
2024 Q1	$63.9K	Buy	5,262 +676	+15%	+$9.8K	﹤0.01%	1291
2023 Q4	$65.6K	Sell	4,586 -1,717	-27%	-$16.5K	﹤0.01%	1283
2023 Q3	$49K	Buy	+6,303	New	+$68.6K	﹤0.01%	1248
2023 Q2	–	Sell	-14,707	Closed	-$215K	–	1851
2023 Q1	$215K	Buy	14,707 +12,121	+469%	+$203K	0.02%	888
2022 Q4	$43.4K	Sell	2,586 -12,264	-83%	-$212K	﹤0.01%	1327
2022 Q3	$220K	Buy	+14,850	New	+$294K	0.02%	853
2022 Q1	–	Sell	-8,501	Closed	-$527K	–	1947
2021 Q4	$527K	Buy	+8,501	New	+$644K	0.04%	520

Other funds holding OPRX

Whetstone Capital Advisors Shawnee Mission, Kansas $266M AUM 44.06% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Parkman Healthcare Partners Stamford, Connecticut $965M AUM 79.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Dimensional Fund Advisors

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