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SBI Securities’s OptimizeRx OPRX Stock Holding History

SBI Securities’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 		$2.08K Sell
363
-45
-11% -$259 ﹤0.01% 2547
2026
Q1 		$2.56K Buy
408
+155
+61% +$1.44K ﹤0.01% 2329
2025
Q4 		$3.1K Sell
253
-20
-7% -$327 ﹤0.01% 2224
2025
Q3 		$5.6K Sell
273
-30
-10% -$476 ﹤0.01% 1991
2025
Q2 		$4.09K Sell
303
-70
-19% -$766 ﹤0.01% 2086
2025
Q1 		$3.23K Sell
373
-4,750
-93% -$29K ﹤0.01% 2073
2024
Q4 		$24.9K Buy
+5,123
New +$28.6K ﹤0.01% 1254

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

SBI Securities's OPRX Position: Q2 2026 in Review

SBI Securities reduced its OptimizeRx (OPRX) stake by 11% in Q2 2026, selling an estimated $259 and leaving 363 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2547.

SBI Securities first reported a position in OPRX in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.9K in Q4 2024. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • SBI Securities held 363 shares of OptimizeRx worth $2.08K as of Q2 2026.
  • SBI Securities sold 45 OptimizeRx shares in Q2 2026, an estimated $259.
  • OptimizeRx made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2547 holding.
  • SBI Securities first reported a position in OptimizeRx in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's OptimizeRx position peaked at $24.9K in Q4 2024.
  • 112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.