Optimize Financial Inc
- SEC CIK
- 0002033266
- Latest filing
- Aug 27, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only.
- Positions
- 234
- No filing for Q3 2024
- Portfolio value
- $133.4M
- No filing for Q3 2024
Optimize Financial Inc did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SANASana Biotechnology, Inc. | COM | 42,878 | $69.9K | 0.1% | – | – | History |
| KURAKura Oncology, Inc. | COM | 11,447 | $99.7K | 0.1% | – | – | History |
| BKDBrookdale Senior Living Inc. | COM | 22,392 | $112.6K | 0.1% | – | – | History |
| RDFNRedfin Corp | COM | 15,525 | $122.2K | 0.1% | – | – | History |
| NMRKNewmark Group, Inc. | CL A | 10,301 | $132.0K | 0.1% | – | – | History |
| CGEMCullinan Therapeutics, Inc. | COM | 11,755 | $143.2K | 0.1% | – | – | History |
| PKPark Hotels & Resorts Inc. | COM | 10,223 | $143.8K | 0.1% | – | – | History |
| NVRIEnviri Corp | COM | 18,966 | $146.0K | 0.1% | – | – | History |
| AGNTAGNT, Inc. | COM | 12,869 | $148.1K | 0.1% | – | – | History |
| NEXTNextDecade Corp | COM | 19,653 | $151.5K | 0.1% | – | – | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 11,509 | $152.1K | 0.1% | – | – | History |
| OGNOrganon & Co. | Stock | 10,316 | $153.9K | 0.1% | – | – | History |
| UNITUniti Group Inc. | COM | 28,278 | $155.5K | 0.1% | – | – | History |
| COGTCogent Biosciences, Inc. | COM | 20,186 | $157.5K | 0.1% | – | – | History |
| PEBPebblebrook Hotel Trust | COM | 11,647 | $157.8K | 0.1% | – | – | History |
| ACHAccendra Health Inc | Stock | 14,072 | $183.9K | 0.1% | – | – | History |
| SHCSotera Health Co | COM | 13,504 | $184.7K | 0.1% | – | – | History |
| AHCOAdaptHealth Corp. | COMMON STOCK | 19,832 | $188.8K | 0.1% | – | – | History |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 15,487 | $196.2K | 0.1% | – | – | History |
| ETNB89bio, Inc. | COM | 25,796 | $201.7K | 0.2% | – | – | History |
| STGWStagwell Inc | COM CL A | 30,755 | $202.4K | 0.2% | – | – | History |
| APGEApogee Therapeutics, Inc. | COM | 4,473 | $202.6K | 0.2% | – | – | History |
| FDXFedEx Corp | Stock | 724 | $203.7K | 0.2% | – | – | History |
| PHINPhinia Inc. | COMMON STOCK | 4,272 | $205.8K | 0.2% | – | – | History |
| LIVNLivaNova PLC | SHS | 4,490 | $207.9K | 0.2% | – | – | History |
| WDAYWorkday, Inc. | CL A | 806 | $208.0K | 0.2% | – | – | History |
| VRSKVerisk Analytics, Inc. | COM | 756 | $208.2K | 0.2% | – | – | History |
| SRPTSarepta Therapeutics, Inc. | COM | 1,719 | $209.0K | 0.2% | – | – | History |
| LECOLincoln Electric Holdings Inc | COM | 1,127 | $211.3K | 0.2% | – | – | History |
| URIUnited Rentals, Inc. | COM | 301 | $212.0K | 0.2% | – | – | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,014 | $212.7K | 0.2% | – | – | History |
| BVBrightView Holdings, Inc. | COM | 13,420 | $214.6K | 0.2% | – | – | History |
| DGXQuest Diagnostics Inc | COM | 1,441 | $217.4K | 0.2% | – | – | History |
| WWDWoodward, Inc. | COM | 1,309 | $217.8K | 0.2% | – | – | History |
| LINLinde PLC | Stock | 522 | $218.5K | 0.2% | – | – | History |
| MRCMRC Global Inc. | COM | 17,107 | $218.6K | 0.2% | – | – | History |
| DVADavita Inc. | COM | 1,469 | $219.7K | 0.2% | – | – | History |
| SYKStryker Corp | Stock | 611 | $220.0K | 0.2% | – | – | History |
| MANHManhattan Associates Inc | Stock | 815 | $220.2K | 0.2% | – | – | History |
| SAIASaia Inc | COM | 485 | $221.0K | 0.2% | – | – | History |
| TPCTutor Perini Corp | COM | 9,146 | $221.3K | 0.2% | – | – | History |
| PBIPitney Bowes Inc | COM | 30,658 | $222.0K | 0.2% | – | – | History |
| TTTrane Technologies plc | SHS | 601 | $222.0K | 0.2% | – | – | History |
| AVNTAvient Corp | COM | 5,464 | $223.3K | 0.2% | – | – | History |
| UTHRUnited Therapeutics Corp | COM | 639 | $225.5K | 0.2% | – | – | History |
| CATCaterpillar Inc | Stock | 624 | $226.4K | 0.2% | – | – | History |
| PHParker-Hannifin Corp | Stock | 357 | $227.1K | 0.2% | – | – | History |
| ETNEaton Corp plc | Stock | 689 | $228.7K | 0.2% | – | – | History |
| PCARPaccar Inc | COM | 2,206 | $229.5K | 0.2% | – | – | History |
| ECLEcolab Inc. | Stock | 984 | $230.6K | 0.2% | – | – | History |
| SHWSherwin Williams Co | COM | 681 | $231.5K | 0.2% | – | – | History |
| EMNEastman Chemical Co | Stock | 2,539 | $231.9K | 0.2% | – | – | History |
| CAHCardinal Health Inc | Stock | 1,969 | $231.9K | 0.2% | – | – | History |
| AKROAkero Therapeutics, Inc. | COM | 8,336 | $231.9K | 0.2% | – | – | History |
| HUBBHubbell Inc | COM | 554 | $232.1K | 0.2% | – | – | History |
| GNRCGenerac Holdings Inc. | Stock | 1,499 | $232.4K | 0.2% | – | – | History |
| GFFGriffon Corp | COM | 3,308 | $235.8K | 0.2% | – | – | History |
| HONHoneywell International Inc | COM | 1,046 | $236.3K | 0.2% | – | – | History |
| WSTWest Pharmaceutical Services Inc | COM | 735 | $240.8K | 0.2% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 462 | $241.1K | 0.2% | – | – | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,278 | $242.3K | 0.2% | – | – | History |
| AITApplied Industrial Technologies Inc | COM | 1,015 | $243.1K | 0.2% | – | – | History |
| PNRPENTAIR plc | SHS | 2,416 | $243.1K | 0.2% | – | – | History |
| MLMMartin Marietta Materials Inc | COM | 477 | $246.4K | 0.2% | – | – | History |
| EXPEagle Materials Inc | COM | 1,001 | $247.0K | 0.2% | – | – | History |
| INCYIncyte Corp | COM | 3,590 | $248.0K | 0.2% | – | – | History |
| VERAVera Therapeutics, Inc. | CL A | 5,895 | $249.3K | 0.2% | – | – | History |
| NBIXNeurocrine Biosciences Inc | Stock | 1,834 | $250.3K | 0.2% | – | – | History |
| REVGREV Group, Inc. | COM | 7,913 | $252.2K | 0.2% | – | – | History |
| JAZZJazz Pharmaceuticals plc | SHS USD | 2,054 | $252.9K | 0.2% | – | – | History |
| PENPenumbra Inc | COM | 1,077 | $255.8K | 0.2% | – | – | History |
| PODDInsulet Corp | Stock | 980 | $255.8K | 0.2% | – | – | History |
| PSFEPaysafe Ltd | SHS | 15,068 | $257.7K | 0.2% | – | – | History |
| XPOXPO, Inc. | COM | 2,019 | $264.8K | 0.2% | – | – | History |
| EMEEMCOR Group, Inc. | Stock | 584 | $265.1K | 0.2% | – | – | History |
| CLOVClover Health Investments, Corp. | COM CL A | 84,229 | $265.3K | 0.2% | – | – | History |
| HQYHealthequity, Inc. | COM | 2,772 | $266.0K | 0.2% | – | – | History |
| VMCVulcan Materials CO | COM | 1,039 | $267.3K | 0.2% | – | – | History |
| PCTYPaylocity Holding Corp | COM | 1,343 | $267.9K | 0.2% | – | – | History |
| PEGAPegasystems Inc | COM | 2,876 | $268.0K | 0.2% | – | – | History |
| NAVINavient Corp | COM | 20,302 | $269.8K | 0.2% | – | – | History |
| PAYCPaycom Software, Inc. | Stock | 1,327 | $272.0K | 0.2% | – | – | History |
| LDIloanDepot, Inc. | COM CL A | 133,447 | $272.2K | 0.2% | – | – | History |
| SKYWSkywest Inc | COM | 2,731 | $273.5K | 0.2% | – | – | History |
| FIXComfort Systems USA Inc | COM | 650 | $275.6K | 0.2% | – | – | History |
| ZIMZIM Integrated Shipping Services Ltd. | SHS | 12,902 | $277.0K | 0.2% | – | – | History |
| LPXLouisiana-Pacific Corp | COM | 2,680 | $277.5K | 0.2% | – | – | History |
| ESTCElastic N.V. | ORD SHS | 2,814 | $278.8K | 0.2% | – | – | History |
| ACGLArch Capital Group Ltd. | Stock | 3,028 | $279.6K | 0.2% | – | – | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 10,435 | $280.0K | 0.2% | – | – | History |
| MKTXMarketaxess Holdings Inc | COM | 1,248 | $282.1K | 0.2% | – | – | History |
| GATOGatos Silver, Inc. | COM | 21,074 | $294.6K | 0.2% | – | – | History |
| DALDelta Air Lines, Inc. | COM NEW | 4,948 | $299.4K | 0.2% | – | – | History |
| DOCUDocuSign, Inc. | Stock | 3,335 | $299.9K | 0.2% | – | – | History |
| STRLSterling Infrastructure, Inc. | COM | 1,806 | $304.2K | 0.2% | – | – | History |
| JBLUJetBlue Airways Corp | COM | 38,923 | $305.9K | 0.2% | – | – | History |
| PMTPennyMac Mortgage Investment Trust | COM | 24,301 | $305.9K | 0.2% | – | – | History |
| HIGHartford Insurance Group, Inc. | Stock | 2,807 | $307.1K | 0.2% | – | – | History |
| CBChubb Ltd | Stock | 1,118 | $308.9K | 0.2% | – | – | History |
| CBOECboe Global Markets, Inc. | COM | 1,581 | $308.9K | 0.2% | – | – | History |