Position in OPRX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$777,742
-$302,601 QoQ
Shares Held
135,969
+9.0% QoQ
Ownership
0.722%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 112 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OPRX Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Janney Montgomery Scott LLC holds $12,626,355 across 11 Health Information Services names. OPRX ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
21,710 | $3,852,873 | |
| 2 | TEM |
Tempus AI, Inc.
|
59,915 | $3,470,875 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
16,634 | $1,160,055 | |
| 4 | PRVA |
Privia Health Group, Inc.
|
41,545 | $1,068,952 | |
| 5 | OPRX |
OptimizeRx Corp
This page
|
135,969 | $777,742 | |
| 6 | PHR |
Phreesia, Inc.
|
70,109 | $721,421 | |
| 7 | HNGE |
Hinge Health, Inc.
|
7,700 | $639,100 | |
| 8 | HQY |
Healthequity, Inc.
|
6,300 | $569,016 |
All Filings in OPRX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $777,742 | 135,969 | Shares | Sole | 2026-08-05 | |
| 2025-03-31 | $1,080,343 | 124,751 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $412,040 | 84,782 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $809,959 | 104,917 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||