SG Americas Securities
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SG Americas Securities’s OptimizeRx OPRX Stock Holding History

SG Americas 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
2025
Q1 		– Sell
-10,555
Closed -$51K – 3670
2024
Q4 		$51K Buy
+10,555
New +$59K ﹤0.01% 2903
2023
Q2 		– Sell
-7,010
Closed -$103K – 2932
2023
Q1 		$103K Buy
+7,010
New +$117K ﹤0.01% 2891
2022
Q4 		– Sell
-56,976
Closed -$844K – 3296
2022
Q3 		$844K Buy
56,976
+16,732
+42% +$331K 0.01% 1131
2022
Q2 		$1.1M Buy
40,244
+33,126
+465% +$982K 0.01% 1224
2022
Q1 		$268K Sell
7,118
-7,253
-50% -$321K ﹤0.01% 2253
2021
Q4 		$893K Buy
14,371
+8,191
+133% +$621K ﹤0.01% 1735
2021
Q3 		$529K Buy
+6,180
New +$388K ﹤0.01% 2446
2021
Q2 		– Sell
-2,351
Closed -$115K – 3128
2021
Q1 		$115K Buy
+2,351
New +$113K ﹤0.01% 3014
2020
Q3 		– Sell
-7,858
Closed -$102K – 3237
2020
Q2 		$102K Buy
+7,858
New +$85.4K ﹤0.01% 3361

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SG Americas Securities's OPRX Position: Q1 2025 in Review

SG Americas Securities sold out of OptimizeRx (OPRX) in Q1 2025, closing a stake of 10,555 shares — an estimated $51K sold.

SG Americas Securities first reported a position in OPRX in Q2 2020 and held it in 9 quarters. The position peaked at $1.1M in Q2 2022. 87 funds tracked by Wall St. Rank hold OPRX as of Q1 2025.

  • SG Americas Securities reported no remaining OptimizeRx position as of Q1 2025 after selling out during the quarter.
  • SG Americas Securities sold 10,555 OptimizeRx shares in Q1 2025, an estimated $51K.
  • SG Americas Securities first reported a position in OptimizeRx in Q2 2020 and held it in 9 quarters.
  • SG Americas Securities's OptimizeRx position peaked at $1.1M in Q2 2022.
  • 87 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2025.

Based on SG Americas Securities's 13F filing for Q1 2025, filed 15 Apr 2025.