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Chuck Royce’s OPRX Holdings & Trades

First Buy
Q2 2020
Duration Held
16 Quarters
Largest Add
Q4 2024
+1.07 M Shares
Current Position
888,030 Shares
$5.58 M Value

Chuck Royce's OPRX Position Overview

Chuck Royce (via Royce & Associates Lp) currently holds 888,030 shares of OptimizeRx Corporation (OPRX) worth $5.58 M, representing 0.06% of the portfolio. First purchased in 2020-Q2, this medium-term investment has been held for 16 quarters.

Based on 13F filings, Chuck Royce has maintained a strategic position in OPRX, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 1.07 M shares. Largest reduction occurred in Q2 2025, reducing 203,660 shares.

Analysis based on 13F filings available since 2013 Q2

Chuck Royce's OptimizeRx Corporation (OPRX) Holding Value Over Time

Track share changes against reported price movement

Quarterly OptimizeRx Corporation (OPRX) Trades by Chuck Royce

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +206,000 Add 30.20% 888,030 $6.28
Q4 2025 +4,700 Add 0.69% 682,030 $12.26
Q3 2025 -113,310 Reduce 14.33% 677,330 $20.50
Q2 2025 -203,660 Reduce 20.48% 790,640 $13.50
Q1 2025 -75,260 Reduce 7.04% 994,300 $8.66
Q4 2024 +1.07 M New Buy 1.07 M $4.86
Q3 2022 -44,000 Sold Out 0 $0.00
Q1 2022 +44,000 New Buy 44,000 $37.70
Q4 2021 -11,450 Sold Out 0 $0.00
Q3 2021 -13,750 Reduce 54.56% 11,450 $85.59
Q2 2021 +800 Add 3.28% 25,200 $61.90
Q1 2021 +1,500 Add 6.55% 24,400 $48.77
Q4 2020 +2,900 Add 14.50% 22,900 $31.18
Q3 2020 +5,100 Add 34.23% 20,000 $20.85
Q2 2020 +14,900 New Buy 14,900 $13.02

Chuck Royce's OptimizeRx Corporation Investment FAQs

Chuck Royce first purchased OptimizeRx Corporation (OPRX) in Q2 2020, acquiring 14,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Royce has held OptimizeRx Corporation (OPRX) for 16 quarters since Q2 2020.

Chuck Royce's largest addition to OptimizeRx Corporation (OPRX) was in Q4 2024, adding 1,069,560 shares worth $5.2 M.

According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 888,030 shares of OptimizeRx Corporation (OPRX), valued at approximately $5.58 M.

As of the Q1 2026 filing, OptimizeRx Corporation (OPRX) represents approximately 0.06% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.

Chuck Royce's peak holding in OptimizeRx Corporation (OPRX) was 1,069,560 shares, as reported at the end of Q4 2024.