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Worth Venture Partners’s OptimizeRx OPRX Stock Holding History

Worth Venture Partners’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 		– Sell
-10,750
Closed -$132K – 64
2025
Q4 		$132K Hold
10,750
– – 0.95% 42
2025
Q3 		$220K Buy
+10,750
New +$171K 0.65% 39
2025
Q1 		– Sell
-15,327
Closed -$74.5K – 46
2024
Q4 		$74.5K Buy
+15,327
New +$85.7K 0.73% 28

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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Worth Venture Partners's OPRX Position: Q1 2026 in Review

Worth Venture Partners sold out of OptimizeRx (OPRX) in Q1 2026, closing a stake of 10,750 shares — an estimated $132K sold.

Worth Venture Partners first reported a position in OPRX in Q4 2024 and held it in 3 quarters. The position peaked at $220K in Q3 2025. 128 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • Worth Venture Partners reported no remaining OptimizeRx position as of Q1 2026 after selling out during the quarter.
  • Worth Venture Partners sold 10,750 OptimizeRx shares in Q1 2026, an estimated $132K.
  • Worth Venture Partners first reported a position in OptimizeRx in Q4 2024 and held it in 3 quarters.
  • Worth Venture Partners's OptimizeRx position peaked at $220K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

Based on Worth Venture Partners's 13F filing for Q1 2026, filed 14 May 2026.