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Steve Schonfeld’s OptimizeRx OPRX Stock Holding History

Steve Schonfeld’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 		$81.4K Sell
14,227
-60,534
-81% -$348K ﹤0.01% 2331
2026
Q1 		$469K Sell
74,761
-23,409
-24% -$217K ﹤0.01% 1411
2025
Q4 		$1.2M Buy
98,170
+36,522
+59% +$597K 0.01% 1053
2025
Q3 		$1.26M Sell
61,648
-181,995
-75% -$2.89M 0.01% 1277
2025
Q2 		$3.29M Buy
243,643
+121,619
+100% +$1.33M 0.02% 739
2025
Q1 		$1.06M Buy
+122,024
New +$746K 0.01% 1263
2022
Q1 		– Sell
-6,073
Closed -$378K – 2825
2021
Q4 		$378K Buy
+6,073
New +$460K ﹤0.01% 1411

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

Steve Schonfeld's OPRX Position: Q2 2026 in Review

Steve Schonfeld reduced its OptimizeRx (OPRX) stake by 81% in Q2 2026, selling an estimated $348K and leaving 14,227 shares worth $81.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

Steve Schonfeld first reported a position in OPRX in Q4 2021 and has held it in 7 quarters since. The position peaked at $3.29M in Q2 2025. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Steve Schonfeld held 14,227 shares of OptimizeRx worth $81.4K as of Q2 2026.
  • Steve Schonfeld sold 60,534 OptimizeRx shares in Q2 2026, an estimated $348K.
  • OptimizeRx made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #2331 holding.
  • Steve Schonfeld first reported a position in OptimizeRx in Q4 2021 and has held it in 7 quarters since.
  • Steve Schonfeld's OptimizeRx position peaked at $3.29M in Q2 2025.
  • 112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.