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Winton Group’s OptimizeRx OPRX Stock Holding History

Winton Group’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
-21,208
Closed -$286K – 949
2025
Q2 		$286K Buy
+21,208
New +$232K 0.01% 696
2019
Q4 		– Sell
-10,302
Closed -$149K – 1716
2019
Q3 		$149K Buy
+10,302
New +$159K ﹤0.01% 1428

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $302M AUM 117.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Winton Group's OPRX Position: Q3 2025 in Review

Winton Group sold out of OptimizeRx (OPRX) in Q3 2025, closing a stake of 21,208 shares — an estimated $286K sold.

Winton Group first reported a position in OPRX in Q3 2019 and held it in 2 quarters. The position peaked at $286K in Q2 2025. 125 funds tracked by Wall St. Rank hold OPRX as of Q3 2025.

  • Winton Group reported no remaining OptimizeRx position as of Q3 2025 after selling out during the quarter.
  • Winton Group sold 21,208 OptimizeRx shares in Q3 2025, an estimated $286K.
  • Winton Group first reported a position in OptimizeRx in Q3 2019 and held it in 2 quarters.
  • Winton Group's OptimizeRx position peaked at $286K in Q2 2025.
  • 125 funds tracked by Wall St. Rank held OptimizeRx as of Q3 2025.

Based on Winton Group's 13F filing for Q3 2025, filed 13 Nov 2025.