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Segall Bryant & Hamill’s OptimizeRx OPRX Stock Holding History

Segall Bryant & Hamill’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 		– Sell
-188,704
Closed -$1.19M – 648
2026
Q1 		$1.19M Buy
+188,704
New +$1.75M 0.02% 489

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

Segall Bryant & Hamill's OPRX Position: Q2 2026 in Review

Segall Bryant & Hamill sold out of OptimizeRx (OPRX) in Q2 2026, closing a stake of 188,704 shares — an estimated $1.19M sold.

Segall Bryant & Hamill first reported a position in OPRX in Q1 2026 and held it in 1 quarter. The position peaked at $1.19M in Q1 2026. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Segall Bryant & Hamill reported no remaining OptimizeRx position as of Q2 2026 after selling out during the quarter.
  • Segall Bryant & Hamill sold 188,704 OptimizeRx shares in Q2 2026, an estimated $1.19M.
  • Segall Bryant & Hamill first reported a position in OptimizeRx in Q1 2026 and held it in 1 quarter.
  • Segall Bryant & Hamill's OptimizeRx position peaked at $1.19M in Q1 2026.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.