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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whetstone Capital Advisors's OPRX Position: Q1 2026 in Review

Whetstone Capital Advisors held its OptimizeRx (OPRX) position steady in Q1 2026 at 1,508,303 shares worth $9.47M. The position accounts for 3.28% of the portfolio, ranked #6.

Whetstone Capital Advisors first reported a position in OPRX in Q4 2024 and has held it in 6 quarters since. The position peaked at $30.9M in Q3 2025. 128 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Whetstone Capital Advisors held 1,508,303 shares of OptimizeRx worth $9.47M as of Q1 2026.
  • Whetstone Capital Advisors left its OptimizeRx share count unchanged in Q1 2026.
  • OptimizeRx made up 3.28% of Whetstone Capital Advisors's portfolio in Q1 2026, its #6 holding.
  • Whetstone Capital Advisors first reported a position in OptimizeRx in Q4 2024 and has held it in 6 quarters since.
  • Whetstone Capital Advisors's OptimizeRx position peaked at $30.9M in Q3 2025.
  • 128 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Whetstone Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.