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 retained exposure to semiconductor and AI-infrastructure beneficiaries while selling Applied Optoelectronics and Penguin Solutions at valuation targets. It exited Kyndryl and EPAM, added to OptimizeRx and Tandem Diabetes Care, and shifted capital toward cyclicals, North American energy, cybersecurity, and niche software. first half of 2026 AAOI $7.3BAORT $1.1BCOHU $2.8B