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 		$30.1K Buy
4,800
+3,900
+433% +$36.2K ﹤0.01% 6379
2025
Q4 		$11K Sell
900
-4,300
-83% -$70.3K ﹤0.01% 6925
2025
Q3 		$106K Buy
+5,200
New +$82.5K ﹤0.01% 5667
2025
Q2 		– Sell
-111,000
Closed -$961K – 9445
2025
Q1 		$961K Buy
111,000
+40,900
+58% +$250K ﹤0.01% 2740
2024
Q4 		$340K Buy
+70,100
New +$392K ﹤0.01% 3928
2024
Q3 		– Sell
-13,400
Closed -$134K – 9266
2024
Q2 		$134K Buy
+13,400
New +$147K ﹤0.01% 5053
2024
Q1 		– Sell
-1,700
Closed -$24K – 9576
2023
Q4 		$24K Hold
1,700
– – ﹤0.01% 6773
2023
Q3 		$13K Buy
1,700
+800
+89% +$8.71K ﹤0.01% 6995
2023
Q2 		$12K Buy
900
+300
+50% +$4.27K ﹤0.01% 7250
2023
Q1 		$8K Sell
600
-1,600
-73% -$26.8K ﹤0.01% 7740
2022
Q4 		$36K Sell
2,200
-2,600
-54% -$45K ﹤0.01% 6257
2022
Q3 		$71K Buy
4,800
+4,200
+700% +$83K ﹤0.01% 5979
2022
Q2 		$16K Sell
600
-100
-14% -$2.96K ﹤0.01% 7833
2022
Q1 		$26K Sell
700
-6,400
-90% -$283K ﹤0.01% 7939
2021
Q4 		$440K Buy
7,100
+900
+15% +$68.2K ﹤0.01% 3989
2021
Q3 		$366K Hold
6,200
– – ﹤0.01% 4579
2021
Q2 		$383K Buy
6,200
+6,190
+61,900% +$315K ﹤0.01% 4573
2021
Q1 		$48K Sell
10
-85
-89% -$4.1K ﹤0.01% 6671
2020
Q4 		$296K Buy
+95
New +$2.33K ﹤0.01% 4095
2020
Q2 		– Sell
-17
Closed -$15K – 8132
2020
Q1 		$15K Buy
+17
New +$161 ﹤0.01% 6183
2019
Q4 		– Sell
-164
Closed -$237K – 7781
2019
Q3 		$237K Sell
164
-128
-44% -$1.98K ﹤0.01% 3387
2019
Q2 		$473K Buy
+292
New +$3.94K ﹤0.01% 2617

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.