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Sherbrooke Park Advisers’s OptimizeRx OPRX Stock Holding History

Sherbrooke Park Advisers’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
-13,643
Closed -$66.3K – 847
2024
Q4 		$66.3K Sell
13,643
-22,429
-62% -$125K 0.02% 698
2024
Q3 		$278K Buy
+36,072
New +$321K 0.06% 604

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

Sherbrooke Park Advisers's OPRX Position: Q1 2025 in Review

Sherbrooke Park Advisers sold out of OptimizeRx (OPRX) in Q1 2025, closing a stake of 13,643 shares — an estimated $66.3K sold.

Sherbrooke Park Advisers first reported a position in OPRX in Q3 2024 and held it in 2 quarters. The position peaked at $278K in Q3 2024. 87 funds tracked by Wall St. Rank hold OPRX as of Q1 2025.

  • Sherbrooke Park Advisers reported no remaining OptimizeRx position as of Q1 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 13,643 OptimizeRx shares in Q1 2025, an estimated $66.3K.
  • Sherbrooke Park Advisers first reported a position in OptimizeRx in Q3 2024 and held it in 2 quarters.
  • Sherbrooke Park Advisers's OptimizeRx position peaked at $278K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q1 2025, filed 15 May 2025.