Simplex Trading
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Simplex Trading’s OptimizeRx OPRX Stock Holding History

Simplex Trading’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 		– Sell
-4,091
Closed -$38K – 9856
2025
Q4 		$50.2K Buy
4,091
+3,397
+489% +$55.5K ﹤0.01% 5653
2025
Q3 		$14K Sell
694
-7,904
-92% -$125K ﹤0.01% 7650
2025
Q2 		$116K Buy
8,598
+2,247
+35% +$24.6K ﹤0.01% 5091
2025
Q1 		$54K Sell
6,351
-11,482
-64% -$70.2K ﹤0.01% 5693
2024
Q4 		$86K Buy
17,833
+14,748
+478% +$82.4K ﹤0.01% 5331
2024
Q3 		$23K Sell
3,085
-24,949
-89% -$222K ﹤0.01% 6559
2024
Q2 		$280K Buy
28,034
+22,676
+423% +$249K ﹤0.01% 4311
2024
Q1 		$65K Sell
5,358
-13,173
-71% -$191K ﹤0.01% 6029
2023
Q4 		$265K Buy
+18,531
New +$178K ﹤0.01% 4366
2023
Q1 		– Sell
-260
Closed -$4.35K – 9826
2022
Q4 		$4K Buy
+260
New +$4.5K ﹤0.01% 8239
2022
Q1 		– Sell
-1,081
Closed -$47.8K – 11121
2021
Q4 		$67K Buy
+1,081
New +$81.9K ﹤0.01% 6832
2021
Q1 		– Sell
-1,988
Closed -$95.9K – 9698
2020
Q4 		$61K Buy
+1,988
New +$48.7K ﹤0.01% 5971

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $970M 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

Simplex Trading's OPRX Position: Q1 2026 in Review

Simplex Trading sold out of OptimizeRx (OPRX) in Q1 2026, closing a stake of 4,091 shares — an estimated $38K sold.

Simplex Trading first reported a position in OPRX in Q4 2020 and held it in 12 quarters. The position peaked at $280K in Q2 2024. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Simplex Trading reported no remaining OptimizeRx position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 4,091 OptimizeRx shares in Q1 2026, an estimated $38K.
  • Simplex Trading first reported a position in OptimizeRx in Q4 2020 and held it in 12 quarters.
  • Simplex Trading's OptimizeRx position peaked at $280K in Q2 2024.
  • 127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.