Raymond James Financial
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Raymond James Financial’s OptimizeRx OPRX Stock Holding History

Raymond James 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 		$522K Buy
83,163
+749
+0.9% +$6.96K ﹤0.01% 4314
2025
Q4 		$1.01M Sell
82,414
-2,358
-3% -$38.5K ﹤0.01% 3764
2025
Q3 		$1.74M Buy
84,772
+217
+0.3% +$3.44K ﹤0.01% 3282
2025
Q2 		$1.14M Buy
+84,555
New +$925K ﹤0.01% 3488

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
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
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Raymond James Financial's OPRX Position: Q1 2026 in Review

Raymond James Financial increased its OptimizeRx (OPRX) stake by 0.91% in Q1 2026, buying an estimated $6.96K and bringing the position to 83,163 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #4314.

Raymond James Financial first reported a position in OPRX in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.74M in Q3 2025. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Raymond James Financial held 83,163 shares of OptimizeRx worth $522K as of Q1 2026.
  • Raymond James Financial bought 749 OptimizeRx shares in Q1 2026, an estimated $6.96K.
  • OptimizeRx made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4314 holding.
  • Raymond James Financial first reported a position in OptimizeRx in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's OptimizeRx position peaked at $1.74M in Q3 2025.
  • 127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.