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Sigma Planning Corp’s OptimizeRx OPRX Stock Holding History

Sigma Planning Corp’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
Q4 		– Sell
-22,298
Closed -$457K – 1364
2025
Q3 		$457K Buy
+22,298
New +$354K 0.01% 858

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 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 $34.9B AUM 18.88% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sigma Planning Corp's OPRX Position: Q4 2025 in Review

Sigma Planning Corp sold out of OptimizeRx (OPRX) in Q4 2025, closing a stake of 22,298 shares — an estimated $457K sold.

Sigma Planning Corp first reported a position in OPRX in Q3 2025 and held it in 1 quarter. The position peaked at $457K in Q3 2025. 129 funds tracked by Wall St. Rank hold OPRX as of Q4 2025.

  • Sigma Planning Corp reported no remaining OptimizeRx position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 22,298 OptimizeRx shares in Q4 2025, an estimated $457K.
  • Sigma Planning Corp first reported a position in OptimizeRx in Q3 2025 and held it in 1 quarter.
  • Sigma Planning Corp's OptimizeRx position peaked at $457K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.