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SJS Investment Consulting’s OptimizeRx OPRX Stock Holding History

SJS Investment Consulting’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
Q2 		$258 Buy
45
+1
+2% +$6 ﹤0.01% 2429
2026
Q1 		$277 Buy
+44
New +$409 ﹤0.01% 1914

Other funds holding OPRX

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 $38.4B AUM 25.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAM
Bullseye Asset Management Denver, Colorado $197M AUM 20.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SJS Investment Consulting's OPRX Position: Q2 2026 in Review

SJS Investment Consulting increased its OptimizeRx (OPRX) stake by 2.3% in Q2 2026, buying an estimated $6 and bringing the position to 45 shares worth $258. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

SJS Investment Consulting first reported a position in OPRX in Q1 2026 and has held it in 2 quarters since. The position peaked at $277 in Q1 2026. 55 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • SJS Investment Consulting held 45 shares of OptimizeRx worth $258 as of Q2 2026.
  • SJS Investment Consulting bought 1 OptimizeRx share in Q2 2026, an estimated $6.
  • OptimizeRx made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2429 holding.
  • SJS Investment Consulting first reported a position in OptimizeRx in Q1 2026 and has held it in 2 quarters since.
  • SJS Investment Consulting's OptimizeRx position peaked at $277 in Q1 2026.
  • 55 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.