Letters by company

OptimizeRx Corporation

1 letter discussing OPRXD. Everything written about it on this site is on its ticker page.

Royce Investment Partners Royce Small-Cap Opportunity Fund Manager Commentary Royce Small-Cap Opportunity Fund sold Applied Optoelectronics and Penguin Solutions at valuation targets, exited Kyndryl Holdings and EPAM Systems after thesis deterioration, and added to OptimizeRx and Tandem Diabetes Care amid transition risks. It retains AI-infrastructure exposure through Ultra Clean Holdings, Cohu and Ichor Holdings while reallocating toward cyclicals, energy, cybersecurity and vertical software. year-to-date period ended 6/30/26 AORT $1.3BCOHU $2.2BEPAM $6B