SEI Investments
OPRX icon

SEI Investments’s OptimizeRx OPRX Stock Holding History

SEI Investments’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 		$619K Buy
98,633
+44,844
+83% +$416K ﹤0.01% 2583
2025
Q4 		$659K Buy
+53,789
New +$879K ﹤0.01% 2382
2022
Q3 		– Sell
-29,154
Closed -$799K – 2709
2022
Q2 		$799K Buy
29,154
+13,124
+82% +$389K ﹤0.01% 1915
2022
Q1 		$604K Sell
16,030
-6,345
-28% -$281K ﹤0.01% 2003
2021
Q4 		$1.39M Sell
22,375
-21,529
-49% -$1.63M ﹤0.01% 1722
2021
Q3 		$3.76M Buy
43,904
+11,224
+34% +$704K 0.01% 1231
2021
Q2 		$2.02M Buy
32,680
+2,875
+10% +$146K ﹤0.01% 1517
2021
Q1 		$1.4M Buy
+29,805
New +$1.44M ﹤0.01% 1615

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $266M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $965M 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