Vanguard Group
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Vanguard Group’s OptimizeRx OPRX Stock Holding History

Vanguard Group’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 		$13.9M Buy
1,136,933
+77,824
+7% +$1.27M ﹤0.01% 2792
2025
Q3 		$21.7M Buy
1,059,109
+138,224
+15% +$2.19M ﹤0.01% 2582
2025
Q2 		$12.4M Sell
920,885
-963
-0.1% -$10.5K ﹤0.01% 2792
2025
Q1 		$7.98M Sell
921,848
-13,709
-1% -$83.8K ﹤0.01% 2971
2024
Q4 		$4.55M Sell
935,557
-17,336
-2% -$96.9K ﹤0.01% 3312
2024
Q3 		$7.36M Sell
952,893
-20,675
-2% -$184K ﹤0.01% 3107
2024
Q2 		$9.74M Sell
973,568
-53,725
-5% -$590K ﹤0.01% 2944
2024
Q1 		$12.5M Buy
1,027,293
+6,291
+0.6% +$91.2K ﹤0.01% 2842
2023
Q4 		$14.6M Buy
1,021,002
+28,416
+3% +$273K ﹤0.01% 2744
2023
Q3 		$7.72M Buy
992,586
+102,650
+12% +$1.12M ﹤0.01% 3041
2023
Q2 		$12.7M Buy
889,936
+21,764
+3% +$310K ﹤0.01% 2812
2023
Q1 		$12.7M Sell
868,172
-243,239
-22% -$4.07M ﹤0.01% 2809
2022
Q4 		$18.7M Buy
1,111,411
+104,999
+10% +$1.82M ﹤0.01% 2655
2022
Q3 		$14.9M Sell
1,006,412
-78,052
-7% -$1.54M ﹤0.01% 2757
2022
Q2 		$29.7M Sell
1,084,464
-30,622
-3% -$907K ﹤0.01% 2446
2022
Q1 		$42M Buy
1,115,086
+32,310
+3% +$1.43M ﹤0.01% 2393
2021
Q4 		$67.3M Buy
1,082,776
+264,570
+32% +$20M ﹤0.01% 2186
2021
Q3 		$70M Buy
818,206
+43,857
+6% +$2.75M ﹤0.01% 2176
2021
Q2 		$47.9M Buy
774,349
+86,181
+13% +$4.39M ﹤0.01% 2397
2021
Q1 		$33.5M Buy
688,168
+51,991
+8% +$2.51M ﹤0.01% 2524
2020
Q4 		$19.8M Buy
636,177
+59,903
+10% +$1.47M ﹤0.01% 2636
2020
Q3 		$12M Buy
576,274
+14,339
+3% +$246K ﹤0.01% 2699
2020
Q2 		$7.32M Sell
561,935
-115,392
-17% -$1.25M ﹤0.01% 2917
2020
Q1 		$6.14M Buy
677,327
+18,619
+3% +$177K ﹤0.01% 2866
2019
Q4 		$6.76M Buy
658,708
+69,591
+12% +$789K ﹤0.01% 3051
2019
Q3 		$8.53M Buy
589,117
+78,057
+15% +$1.21M ﹤0.01% 2895
2019
Q2 		$8.28M Buy
511,060
+93,015
+22% +$1.26M ﹤0.01% 2966
2019
Q1 		$5.32M Buy
418,045
+23,479
+6% +$305K ﹤0.01% 3126
2018
Q4 		$4.33M Buy
394,566
+105,443
+36% +$1.56M ﹤0.01% 3133
2018
Q3 		$5.2M Buy
+289,123
New +$3.64M ﹤0.01% 3222

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
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
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group's OPRX Position: Q4 2025 in Review

Vanguard Group increased its OptimizeRx (OPRX) stake by 7.3% in Q4 2025, buying an estimated $1.27M and bringing the position to 1,136,933 shares worth $13.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

Vanguard Group first reported a position in OPRX in Q3 2018 and has held it in 30 quarters since. The position peaked at $70M in Q3 2021. 129 funds tracked by Wall St. Rank hold OPRX as of Q4 2025.

  • Vanguard Group held 1,136,933 shares of OptimizeRx worth $13.9M as of Q4 2025.
  • Vanguard Group bought 77,824 OptimizeRx shares in Q4 2025, an estimated $1.27M.
  • OptimizeRx made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #2792 holding.
  • Vanguard Group first reported a position in OptimizeRx in Q3 2018 and has held it in 30 quarters since.
  • Vanguard Group's OptimizeRx position peaked at $70M in Q3 2021.
  • 129 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.