Steward Partners Investment Advisory, LLC
Position in OPRX — OptimizeRx Corp
CIK 1723397
STAMFORD, CT
Position in OPRX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,720
-$560 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 112 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OPRX Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $6,636,467 across 21 Health Information Services names. OPRX ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
28,761 | $2,597,693 | |
| 2 | VEEV |
Veeva Systems Inc
|
7,954 | $1,411,596 | |
| 3 | OMDA |
Omada Health, Inc.
|
62,133 | $1,363,819 | |
| 4 | TEM |
Tempus AI, Inc.
|
18,733 | $1,085,202 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
1,448 | $100,983 | |
| 6 | WEAV |
Weave Communications, Inc.
|
3,900 | $23,361 | |
| 7 | DOCS |
Doximity, Inc.
|
725 | $15,036 | |
| 8 | TXG |
10x Genomics, Inc.
|
197 | $7,552 |
All Filings in OPRX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,720 | 1,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,280 | 1,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $12,260 | 1,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,500 | 1,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,500 | 1,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,660 | 1,000 | Shares | Sole | 2025-05-13 | |
| 2022-12-31 | $1,680 | 100 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,482 | 100 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,739 | 100 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,771 | 100 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,211 | 100 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,555 | 100 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,190 | 100 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $14,625 | 300 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,232 | 200 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||