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Sterling Capital Management’s OptimizeRx OPRX Stock Holding History

Sterling Capital Management’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 		– Sell
-103
Closed -$647 – 3381
2026
Q1 		$647 Hold
103
– – ﹤0.01% 3128
2025
Q4 		$1.26K Buy
103
+65
+171% +$1.06K ﹤0.01% 3122
2025
Q3 		$779 Sell
38
-3
-7% -$48 ﹤0.01% 3110
2025
Q2 		$554 Buy
41
+23
+128% +$252 ﹤0.01% 3145
2025
Q1 		$156 Hold
18
– – ﹤0.01% 3112
2024
Q4 		$87 Hold
18
– – ﹤0.01% 3186
2024
Q3 		$139 Buy
+18
New +$160 ﹤0.01% 3152

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 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 $38.4B AUM 25.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return

Sterling Capital Management's OPRX Position: Q2 2026 in Review

Sterling Capital Management sold out of OptimizeRx (OPRX) in Q2 2026, closing a stake of 103 shares — an estimated $647 sold.

Sterling Capital Management first reported a position in OPRX in Q3 2024 and held it in 7 quarters. The position peaked at $1.26K in Q4 2025. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Sterling Capital Management reported no remaining OptimizeRx position as of Q2 2026 after selling out during the quarter.
  • Sterling Capital Management sold 103 OptimizeRx shares in Q2 2026, an estimated $647.
  • Sterling Capital Management first reported a position in OptimizeRx in Q3 2024 and held it in 7 quarters.
  • Sterling Capital Management's OptimizeRx position peaked at $1.26K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.