Position in OPRX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,375,208
-$71,835 QoQ
Shares Held
240,421
+4.3% QoQ
Ownership
1.28%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#12
of 112 holders
Holding Since
Mar 2020
26 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, 2026AWM Investment Company, Inc. holds $31,084,046 across 3 Health Information Services names. OPRX ranks #3 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 3,826,892 | $19,899,838 | |||
| 2 | SOPH |
SOPHiA GENETICS SA
|
1,700,000 | $9,809,000 | |
| 3 | OPRX |
OptimizeRx Corp
This page
|
240,421 | $1,375,208 |
All Filings in OPRX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,375,208 | 240,421 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,447,043 | 230,421 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,824,961 | 230,421 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,723,630 | 230,421 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,448,183 | 255,421 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,211,945 | 255,421 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,046,946 | 215,421 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $8,274,543 | 1,071,832 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,023,640 | 1,002,364 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,364,460 | 853,042 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $11,734,801 | 820,042 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,088,402 | 782,571 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,362,879 | 445,268 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,826,295 | 398,243 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,722,402 | 400,143 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,930,119 | 400,143 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,510,720 | 383,743 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,470,948 | 383,743 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $23,834,277 | 383,743 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $36,456,533 | 426,143 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $30,323,324 | 489,876 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $24,375,000 | 500,000 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $21,812,000 | 700,000 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $18,939,764 | 908,382 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $12,819,773 | 983,866 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,913,825 | 983,866 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||