UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in OPRX — OptimizeRx Corp

CIK 861177 NEW YORK, NY

Back to OPRX Full portfolio

Position in OPRX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,376

-$527 QoQ

Shares Held

940

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#82

of 112 holders

Holding Since

Jun 2021

10 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, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $528,292,128 across 27 Health Information Services names. OPRX ranks #19 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	1,446,761	$256,756,669
2	PRVA	Privia Health Group, Inc.	1,948,021	$50,122,576
3	TEM	Tempus AI, Inc.	858,529	$49,734,579
4	HTFL	Heartflow, Inc.	1,465,650	$43,002,168
5	SDGR	Schrodinger, Inc.	2,221,485	$36,099,129
6	DOCS	Doximity, Inc.	1,227,267	$25,453,514
7	BTSG	BrightSpring Health Services, Inc.	296,020	$20,644,430
8	HQY	Healthequity, Inc.	193,492	$17,476,192

All Filings in OPRX

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10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,376	940	0.0%	Shares	Defined	2026-08-13
2026-03-31	$5,903	940	+47.1%	Shares	Defined	2026-05-13
2025-12-31	$7,834	639	-99.8%	Shares	Defined	2026-02-13
2024-09-30	$2,393,200	310,000	0.0%	Shares	Defined	2024-11-14
2024-06-30	$3,100,000	310,000	+3652.1%	Shares	Defined	2024-08-14
2022-06-30	$226,295	8,262	0.0%	Shares	Defined	2022-08-12
2022-03-31	$311,559	8,262	-38.1%	Shares	Defined	2022-05-16
2021-12-31	$828,546	13,340	+32.9%	Shares	Defined	2022-02-14
2021-09-30	$858,494	10,035	+2.4%	Shares	Defined	2021-11-15
2021-06-30	$606,743	9,802	—	Shares	Defined	2021-08-16
No filing history on record for this holder in this stock.