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Versant Capital Management’s OptimizeRx OPRX Stock Holding History

Versant 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 		$6.07K Sell
1,061
-980
-48% -$5.63K ﹤0.01% 2388
2026
Q1 		$12.8K Buy
2,041
+248
+14% +$2.3K ﹤0.01% 2029
2025
Q4 		$22K Hold
1,793
– – ﹤0.01% 1578
2025
Q3 		$36.8K Hold
1,793
– – 0.01% 1213
2025
Q2 		$24.2K Hold
1,793
– – ﹤0.01% 1413
2025
Q1 		$15.5K Buy
1,793
+1,559
+666% +$9.53K ﹤0.01% 1479
2024
Q4 		$1.14K Buy
+234
New +$1.31K ﹤0.01% 2165

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

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

Versant Capital Management reduced its OptimizeRx (OPRX) stake by 48% in Q2 2026, selling an estimated $5.63K and leaving 1,061 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

Versant Capital Management first reported a position in OPRX in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.8K in Q3 2025. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • Versant Capital Management held 1,061 shares of OptimizeRx worth $6.07K as of Q2 2026.
  • Versant Capital Management sold 980 OptimizeRx shares in Q2 2026, an estimated $5.63K.
  • OptimizeRx made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #2388 holding.
  • Versant Capital Management first reported a position in OptimizeRx in Q4 2024 and has held it in 7 quarters since.
  • Versant Capital Management's OptimizeRx position peaked at $36.8K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.