Whetstone Capital Advisors’s OptimizeRx OPRX Stock Holding History

Whetstone Capital Advisors’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	$8.63M	Hold	1,508,303	–	–	2.27%	10
2026 Q1	$9.47M	Hold	1,508,303	–	–	3.28%	6
2025 Q4	$18.5M	Hold	1,508,303	–	–	5.77%	5
2025 Q3	$30.9M	Hold	1,508,303	–	–	8.56%	4
2025 Q2	$20.4M	Hold	1,508,303	–	–	5.75%	6
2025 Q1	$13.1M	Buy	1,508,303 +157,880	+12%	+$965K	5.77%	6
2024 Q4	$6.56M	Buy	+1,350,423	New	+$7.55M	2.12%	18

Other funds holding OPRX

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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 Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Whetstone Capital Advisors's OPRX Position: Q2 2026 in Review

Whetstone Capital Advisors held its OptimizeRx (OPRX) position steady in Q2 2026 at 1,508,303 shares worth $8.63M. The position accounts for 2.27% of the portfolio, ranked #10.

Whetstone Capital Advisors first reported a position in OPRX in Q4 2024 and has held it in 7 quarters since. The position peaked at $30.9M in Q3 2025. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

Whetstone Capital Advisors held 1,508,303 shares of OptimizeRx worth $8.63M as of Q2 2026.
Whetstone Capital Advisors left its OptimizeRx share count unchanged in Q2 2026.
OptimizeRx made up 2.27% of Whetstone Capital Advisors's portfolio in Q2 2026, its #10 holding.
Whetstone Capital Advisors first reported a position in OptimizeRx in Q4 2024 and has held it in 7 quarters since.
Whetstone Capital Advisors's OptimizeRx position peaked at $30.9M in Q3 2025.
113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on Whetstone Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.