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USA Financial Formulas’s OptimizeRx OPRX Stock Holding History

USA Financial Formulas’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
2025
Q4 		– Sell
-6,409
Closed -$131K – 455
2025
Q3 		$131K Buy
+6,409
New +$102K 0.02% 180

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

USA Financial Formulas's OPRX Position: Q4 2025 in Review

USA Financial Formulas sold out of OptimizeRx (OPRX) in Q4 2025, closing a stake of 6,409 shares — an estimated $131K sold.

USA Financial Formulas first reported a position in OPRX in Q3 2025 and held it in 1 quarter. The position peaked at $131K in Q3 2025. 129 funds tracked by Wall St. Rank hold OPRX as of Q4 2025.

  • USA Financial Formulas reported no remaining OptimizeRx position as of Q4 2025 after selling out during the quarter.
  • USA Financial Formulas sold 6,409 OptimizeRx shares in Q4 2025, an estimated $131K.
  • USA Financial Formulas first reported a position in OptimizeRx in Q3 2025 and held it in 1 quarter.
  • USA Financial Formulas's OptimizeRx position peaked at $131K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2025.

Based on USA Financial Formulas's 13F filing for Q4 2025, filed 14 Jan 2026.