William Blair & Company
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William Blair & Company’s OptimizeRx OPRX Stock Holding History

William Blair & Company’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 		$3.48M Sell
607,925
-7,067
-1% -$40.6K 0.01% 612
2026
Q1 		$3.86M Buy
614,992
+32,407
+6% +$301K 0.01% 562
2025
Q4 		$7.14M Sell
582,585
-8,554
-1% -$140K 0.02% 434
2025
Q3 		$12.1M Sell
591,139
-37,787
-6% -$599K 0.03% 316
2025
Q2 		$8.49M Sell
628,926
-2,105
-0.3% -$23K 0.02% 381
2025
Q1 		$5.46M Buy
631,031
+29,648
+5% +$181K 0.02% 462
2024
Q4 		$2.92M Sell
601,383
-75,711
-11% -$423K 0.01% 629
2024
Q3 		$5.23M Buy
677,094
+33,337
+5% +$296K 0.02% 495
2024
Q2 		$6.44M Sell
643,757
-138,816
-18% -$1.52M 0.02% 415
2024
Q1 		$9.51M Buy
782,573
+41,469
+6% +$601K 0.03% 339
2023
Q4 		$10.6M Sell
741,104
-95,394
-11% -$915K 0.04% 312
2023
Q3 		$6.51M Sell
836,498
-9,318
-1% -$101K 0.03% 384
2023
Q2 		$12.1M Buy
845,816
+2,404
+0.3% +$34.2K 0.04% 282
2023
Q1 		$12.3M Buy
843,412
+27,607
+3% +$462K 0.05% 270
2022
Q4 		$13.7M Buy
815,805
+66,148
+9% +$1.14M 0.06% 253
2022
Q3 		$11.1M Sell
749,657
-30,939
-4% -$612K 0.05% 273
2022
Q2 		$21.4M Buy
780,596
+54,741
+8% +$1.62M 0.09% 186
2022
Q1 		$27.4M Sell
725,855
-4,819
-0.7% -$213K 0.1% 185
2021
Q4 		$45.4M Sell
730,674
-9,033
-1% -$685K 0.14% 144
2021
Q3 		$63.3M Sell
739,707
-15,367
-2% -$964K 0.22% 103
2021
Q2 		$46.7M Buy
755,074
+2,971
+0.4% +$151K 0.16% 135
2021
Q1 		$36.7M Sell
752,103
-27,821
-4% -$1.34M 0.14% 152
2020
Q4 		$24.3M Buy
779,924
+14,776
+2% +$362K 0.09% 192
2020
Q3 		$16M Buy
765,148
+64,569
+9% +$1.11M 0.07% 216
2020
Q2 		$9.13M Buy
700,579
+538,984
+334% +$5.86M 0.04% 279
2020
Q1 		$1.46M Buy
161,595
+51,650
+47% +$490K 0.01% 581
2019
Q4 		$1.13M Buy
109,945
+27,055
+33% +$307K 0.01% 748
2019
Q3 		$1.2M Buy
82,890
+6,625
+9% +$103K 0.01% 699
2019
Q2 		$1.24M Buy
76,265
+12,590
+20% +$170K 0.01% 703
2019
Q1 		$810K Buy
+63,675
New +$828K ﹤0.01% 801

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
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
BAM
Bullseye Asset Management Denver, Colorado $197M AUM 20.63% 1-Year Est. Return

William Blair & Company's OPRX Position: Q2 2026 in Review

William Blair & Company reduced its OptimizeRx (OPRX) stake by 1.1% in Q2 2026, selling an estimated $40.6K and leaving 607,925 shares worth $3.48M. The position accounts for 0.01% of the portfolio, ranked #612.

William Blair & Company first reported a position in OPRX in Q1 2019 and has held it in 30 quarters since. The position peaked at $63.3M in Q3 2021. 113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • William Blair & Company held 607,925 shares of OptimizeRx worth $3.48M as of Q2 2026.
  • William Blair & Company sold 7,067 OptimizeRx shares in Q2 2026, an estimated $40.6K.
  • OptimizeRx made up 0.01% of William Blair & Company's portfolio in Q2 2026, its #612 holding.
  • William Blair & Company first reported a position in OptimizeRx in Q1 2019 and has held it in 30 quarters since.
  • William Blair & Company's OptimizeRx position peaked at $63.3M in Q3 2021.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.