Vanguard Capital Management
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Vanguard Capital Management’s OptimizeRx OPRX Stock Holding History

Vanguard 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 		$4M Buy
699,604
+14,155
+2% +$81.4K ﹤0.01% 3199
2026
Q1 		$4.3M Buy
+685,449
New +$6.37M ﹤0.01% 3118

Other funds holding OPRX

RA
Royce & Associates New York $12.4B AUM 64.17% 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
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
BAM
Bullseye Asset Management Denver, Colorado $197M AUM 20.63% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management increased its OptimizeRx (OPRX) stake by 2.1% in Q2 2026, buying an estimated $81.4K and bringing the position to 699,604 shares worth $4M. The position accounts for ﹤0.01% of the portfolio, ranked #3199.

Vanguard Capital Management first reported a position in OPRX in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.3M in Q1 2026. 105 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Vanguard Capital Management held 699,604 shares of OptimizeRx worth $4M as of Q2 2026.
  • Vanguard Capital Management bought 14,155 OptimizeRx shares in Q2 2026, an estimated $81.4K.
  • OptimizeRx made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #3199 holding.
  • Vanguard Capital Management first reported a position in OptimizeRx in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Capital Management's OptimizeRx position peaked at $4.3M in Q1 2026.
  • 105 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.