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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
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 $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

Sterling Capital Management's OPRX Position: Q1 2026 in Review

Sterling Capital Management held its OptimizeRx (OPRX) position steady in Q1 2026 at 103 shares worth $647. The position accounts for ﹤0.01% of the portfolio, ranked #3128.

Sterling Capital Management first reported a position in OPRX in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.26K in Q4 2025. 128 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Sterling Capital Management held 103 shares of OptimizeRx worth $647 as of Q1 2026.
  • Sterling Capital Management left its OptimizeRx share count unchanged in Q1 2026.
  • OptimizeRx made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #3128 holding.
  • Sterling Capital Management first reported a position in OptimizeRx in Q3 2024 and has held it in 7 quarters since.
  • Sterling Capital Management's OptimizeRx position peaked at $1.26K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.