SM
OPRX icon

Samjo Management’s OptimizeRx OPRX Stock Holding History

Samjo Management’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 		$183K Buy
+32,000
New +$184K 0.06% 56
2024
Q4 		– Sell
-1,044,800
Closed -$8.07M – 57
2024
Q3 		$8.07M Buy
1,044,800
+265,295
+34% +$2.36M 2.78% 8
2024
Q2 		$7.8M Buy
779,505
+214,062
+38% +$2.35M 2.9% 7
2024
Q1 		$6.87M Buy
565,443
+154,543
+38% +$2.24M 2.42% 9
2023
Q4 		$5.88M Buy
+410,900
New +$3.94M 2.08% 9

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
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 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

Samjo Management's OPRX Position: Q2 2026 in Review

Samjo Management opened a new position in OptimizeRx (OPRX) in Q2 2026: 32,000 shares worth $183K. The stake represents 0.06% of the portfolio and ranks #56 among its holdings. This is a return to the name: Samjo Management previously reported a position in OPRX as recently as Q3 2024.

Samjo Management first reported a position in OPRX in Q4 2023 and has held it in 5 quarters since. The position peaked at $8.07M in Q3 2024. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Samjo Management held 32,000 shares of OptimizeRx worth $183K as of Q2 2026.
  • OptimizeRx was a new Samjo Management position in Q2 2026.
  • OptimizeRx made up 0.06% of Samjo Management's portfolio in Q2 2026, its #56 holding.
  • Samjo Management first reported a position in OptimizeRx in Q4 2023 and has held it in 5 quarters since.
  • Samjo Management's OptimizeRx position peaked at $8.07M in Q3 2024.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Samjo Management's 13F filing for Q2 2026, filed 14 Aug 2026.