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Root Financial Partners’s OptimizeRx OPRX Stock Holding History

Root Financial Partners’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 		$176 Buy
+28
New +$260 ﹤0.01% 3179

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Root Financial Partners's OPRX Position: Q1 2026 in Review

Root Financial Partners opened a new position in OptimizeRx (OPRX) in Q1 2026: 28 shares worth $176. The stake represents ﹤0.01% of the portfolio and ranks #3179 among its holdings.

127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Root Financial Partners held 28 shares of OptimizeRx worth $176 as of Q1 2026.
  • OptimizeRx was a new Root Financial Partners position in Q1 2026.
  • OptimizeRx made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3179 holding.
  • 127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.