OptimizeRx (OPRX)

• Market cap: $149M
• 1 day: -7.04%
• 5 days: -14.45%
• 1 month: 65.30%
• 3 months: 54.51%
• 6 months: 11.81%
• Year to date: 54.51%
• 1 year: -29.51%
• 5 years: -3.48%
• 10 years: -22.60%
• Sector: Industrials
• Industry: Business Services

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 85 [Q3] → 87 (+2) [Q4]

5.86% less ownership

Funds ownership: 67.58% [Q3] → 61.72% (-5.86%) [Q4]

42% less capital invested

Capital invested by funds: $95.6M [Q3] → $55.3M (-$40.3M) [Q4]

87% less call options, than puts

Call options by funds: $75K | Put options by funds: $569K

100% less funds holding in top 10

Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $6 25% downside
• Avg. target: $7 13% downside
• High target: $8 1% downside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

JMP Securities Constantine Davides 30% 1-year accuracy 10 / 33 met price target	1% downside $8	Market Outperform Reiterated	6 Feb 2025
RBC Capital Sean Dodge 31% 1-year accuracy 11 / 35 met price target	25% downside $6	Sector Perform Downgraded	8 Jan 2025