Verition Fund Management
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Verition Fund Management’s OptimizeRx OPRX Stock Holding History

Verition Fund 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
2025
Q3 		– Sell
-21,792
Closed -$294K – 3939
2025
Q2 		$294K Buy
+21,792
New +$238K ﹤0.01% 3210
2024
Q1 		– Sell
-11,726
Closed -$168K – 2920
2023
Q4 		$168K Buy
+11,726
New +$113K ﹤0.01% 2079
2023
Q2 		– Sell
-10,226
Closed -$150K – 2441
2023
Q1 		$150K Buy
+10,226
New +$171K ﹤0.01% 1841

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
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
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Verition Fund Management's OPRX Position: Q3 2025 in Review

Verition Fund Management sold out of OptimizeRx (OPRX) in Q3 2025, closing a stake of 21,792 shares — an estimated $294K sold.

Verition Fund Management first reported a position in OPRX in Q1 2023 and held it in 3 quarters. The position peaked at $294K in Q2 2025. 125 funds tracked by Wall St. Rank hold OPRX as of Q3 2025.

  • Verition Fund Management reported no remaining OptimizeRx position as of Q3 2025 after selling out during the quarter.
  • Verition Fund Management sold 21,792 OptimizeRx shares in Q3 2025, an estimated $294K.
  • Verition Fund Management first reported a position in OptimizeRx in Q1 2023 and held it in 3 quarters.
  • Verition Fund Management's OptimizeRx position peaked at $294K in Q2 2025.
  • 125 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2025.

Based on Verition Fund Management's 13F filing for Q3 2025, filed 14 Nov 2025.