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Rice Hall James & Associates’s OptimizeRx OPRX Stock Holding History

Rice Hall James & Associates’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 		$3.63M Buy
633,842
+31,921
+5% +$183K 0.18% 130
2026
Q1 		$3.78M Buy
601,921
+11,247
+2% +$104K 0.21% 106
2025
Q4 		$7.24M Buy
590,674
+44,858
+8% +$733K 0.4% 65
2025
Q3 		$11.2M Sell
545,816
-61,744
-10% -$980K 0.61% 52
2025
Q2 		$8.2M Buy
607,560
+31,388
+5% +$343K 0.44% 61
2025
Q1 		$4.99M Sell
576,172
-1,566
-0.3% -$9.57K 0.29% 74
2024
Q4 		$2.81M Sell
577,738
-37,703
-6% -$211K 0.15% 146
2024
Q3 		$4.75M Buy
615,441
+119,306
+24% +$1.06M 0.26% 92
2024
Q2 		$4.96M Buy
496,135
+94,253
+23% +$1.04M 0.3% 73
2024
Q1 		$4.88M Buy
401,882
+59,141
+17% +$858K 0.28% 79
2023
Q4 		$4.9M Sell
342,741
-44,636
-12% -$428K 0.28% 82
2023
Q3 		$3.01M Sell
387,377
-5,617
-1% -$61.1K 0.19% 122
2023
Q2 		$5.62M Buy
392,994
+29,703
+8% +$423K 0.32% 75
2023
Q1 		$5.31M Buy
363,291
+91,469
+34% +$1.53M 0.3% 81
2022
Q4 		$4.57M Buy
271,822
+73,728
+37% +$1.27M 0.26% 90
2022
Q3 		$2.94M Buy
198,094
+19,153
+11% +$379K 0.17% 141
2022
Q2 		$4.9M Buy
178,941
+138,878
+347% +$4.12M 0.24% 87
2022
Q1 		$1.51M Buy
40,063
+1,063
+3% +$47K 0.06% 229
2021
Q4 		$2.42M Sell
39,000
-7,070
-15% -$536K 0.09% 198
2021
Q3 		$3.94M Buy
46,070
+1,085
+2% +$68.1K 0.15% 114
2021
Q2 		$2.79M Buy
+44,985
New +$2.29M 0.1% 162
2019
Q4 		– Sell
-84,345
Closed -$1.22M – 272
2019
Q3 		$1.22M Buy
+84,345
New +$1.31M 0.04% 221

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
BAM
Bullseye Asset Management Denver, Colorado $197M AUM 20.63% 1-Year Est. Return

Rice Hall James & Associates's OPRX Position: Q2 2026 in Review

Rice Hall James & Associates increased its OptimizeRx (OPRX) stake by 5.3% in Q2 2026, buying an estimated $183K and bringing the position to 633,842 shares worth $3.63M. The position accounts for 0.18% of the portfolio, ranked #130.

Rice Hall James & Associates first reported a position in OPRX in Q3 2019 and has held it in 22 quarters since. The position peaked at $11.2M in Q3 2025. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Rice Hall James & Associates held 633,842 shares of OptimizeRx worth $3.63M as of Q2 2026.
  • Rice Hall James & Associates bought 31,921 OptimizeRx shares in Q2 2026, an estimated $183K.
  • OptimizeRx made up 0.18% of Rice Hall James & Associates's portfolio in Q2 2026, its #130 holding.
  • Rice Hall James & Associates first reported a position in OptimizeRx in Q3 2019 and has held it in 22 quarters since.
  • Rice Hall James & Associates's OptimizeRx position peaked at $11.2M in Q3 2025.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Rice Hall James & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.