OptimizeRx Corp
OPRX- Exchange
- Nasdaq
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001448431
No open-market purchases or sales by OptimizeRx Corp insiders were filed in the last 90 days; 112 institutions reported holding it in 13F filings for Q2 2026, worth $64.2M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in OptimizeRx Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 112
- −15 vs. Q1 2026
- Shares held
- 11.2M
- −2.39M (−17.6%) vs. Q1 2026
- Total value
- $64.2M
- −$21.6M (−25.2%) vs. Q1 2026
- New holders
- 23
- 33 more added
- Sold out
- 38
- 41 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OPRX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 112 | $64.2M |
| Q1 2026 | 128 | $85.8M |
| Q4 2025 | 129 | $163.9M |
| Q3 2025 | 125 | $273.8M |
| Q2 2025 | 111 | $168.2M |
| Q1 2025 | 87 | $101.6M |
| Q4 2024 | 87 | $55.3M |
| Q3 2024 | 85 | $95.6M |
| Q2 2024 | 92 | $132.0M |
| Q1 2024 | 97 | $158.9M |
| Q4 2023 | 98 | $182.5M |
| Q3 2023 | 95 | $101.8M |
| Q2 2023 | 102 | $184.1M |
| Q1 2023 | 110 | $196.5M |
| Q4 2022 | 129 | $229.8M |
| Q3 2022 | 128 | $204.5M |
| Q2 2022 | 147 | $428.1M |
| Q1 2022 | 153 | $587.0M |
| Q4 2021 | 180 | $931.9M |
| Q3 2021 | 163 | $1.19B |
| Q2 2021 | 142 | $760.9M |
| Q1 2021 | 121 | $567.9M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 1,508,303 | $8.63M | 2.29% | 00.0% | Unchanged |
| Royce & Associates LP | 1,089,398 | $6.23M | 0.05% | +201,368+22.7% | Added |
| Vanguard Capital Management LLC | 699,604 | $4.00M | 0.00% | +14,155+2.1% | Added |
| Kennedy Capital Management, Inc. | 644,150 | $3.68M | 0.07% | −12,108−1.8% | Reduced |
| Rice Hall James & Associates, LLC | 633,842 | $3.63M | 0.18% | +31,921+5.3% | Added |
| Blair William & Co | 607,925 | $3.48M | 0.01% | −7,067−1.1% | Reduced |
| AQR Capital Management LLC | 583,956 | $3.34M | 0.00% | +369,002+171.7% | Added |
| Dimensional Fund Advisors LP | 477,687 | $2.73M | 0.00% | −85,883−15.2% | Reduced |
| BlackRock, Inc. | 445,382 | $2.55M | 0.00% | −718,119−61.7% | Reduced |
| Parkman Healthcare Partners LLC | 350,347 | $2.00M | 0.21% | −379,022−52.0% | Reduced |
| Bullseye Asset Management LLC | 258,311 | $1.48M | 0.75% | +31,784+14.0% | Added |
| AWM Investment Company, Inc. | 240,421 | $1.38M | 0.12% | +10,000+4.3% | Added |
| Geode Capital Management, LLC | 207,345 | $1.19M | 0.00% | −184,784−47.1% | Reduced |
| Vanguard Portfolio Management LLC | 169,538 | $969.8K | 0.00% | −161,499−48.8% | Reduced |
| Renaissance Technologies LLC | 167,700 | $959.2K | 0.00% | −49,156−22.7% | Reduced |
| Marshall Wace, LLP | 162,186 | $927.7K | 0.00% | +130,900+418.4% | Added |
| P.A.W. Capital Corp | 160,000 | $915.2K | 0.70% | +70,000+77.8% | Added |
| Citadel Advisors LLC | 157,992 | $903.7K | 0.00% | +157,992 | New |
| Morgan Stanley | 156,314 | $894.1K | 0.00% | +79,946+104.7% | Added |
| Mink Brook Asset Management LLC | 141,235 | $807.9K | 0.36% | +141,235 | New |
| D. E. Shaw & Co., Inc. | 138,084 | $789.8K | 0.00% | −4,839−3.4% | Reduced |
| Janney Montgomery Scott LLC | 135,969 | $778.0K | 0.00% | +135,969 | New |
| Jane Street Group, LLC | 122,086 | $698.3K | 0.00% | +122,086 | New |
| Goldman Sachs Group Inc | 105,037 | $600.8K | 0.00% | −253,406−70.7% | Reduced |
| Quantinno Capital Management LP | 99,124 | $567.0K | 0.00% | +50,102+102.2% | Added |
| Vanguard Fiduciary Trust Co | 97,999 | $560.6K | 0.00% | −13,130−11.8% | Reduced |
| Trexquant Investment LP | 89,666 | $512.9K | 0.00% | −47,208−34.5% | Reduced |
| Credit Agricole S A | 89,200 | $510.2K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 80,602 | $461.0K | 0.00% | −397,178−83.1% | Reduced |
| Millennium Management LLC | 78,791 | $450.7K | 0.00% | +53,476+211.2% | Added |
| Avenir Corp | 73,860 | $422.5K | 0.05% | −3,400−4.4% | Reduced |
| Man Group plc | 72,347 | $413.8K | 0.00% | +33,406+85.8% | Added |
| Principal Financial Group Inc | 68,139 | $389.8K | 0.00% | +4,349+6.8% | Added |
| Qube Research & Technologies Ltd | 67,268 | $384.8K | 0.00% | −53,675−44.4% | Reduced |
| Bank of New York Mellon Corp | 64,707 | $370.1K | 0.00% | −37,667−36.8% | Reduced |
| HSBC Holdings PLC | 58,949 | $326.6K | 0.00% | +45,663+343.7% | Added |
| Point72 Asset Management, L.P. | 55,619 | $318.1K | 0.00% | +55,619 | New |
| UBS Group AG | 55,524 | $317.6K | 0.00% | −23,737−29.9% | Reduced |
| Jain Global LLC | 51,682 | $295.6K | 0.00% | +51,682 | New |
| Campbell & CO Investment Adviser LLC | 51,130 | $292.5K | 0.02% | +18,270+55.6% | Added |
| XTX Topco Ltd | 46,497 | $266.0K | 0.00% | +28,074+152.4% | Added |
| Squarepoint Ops LLC | 45,064 | $257.8K | 0.00% | −132,507−74.6% | Reduced |
| SEI Investments Co | 41,424 | $236.9K | 0.00% | −57,209−58.0% | Reduced |
| Susquehanna International Group, LLP | 39,003 | $223.1K | 0.00% | +27,630+242.9% | Added |
| Northern Trust Corp | 37,000 | $211.6K | 0.00% | −118,388−76.2% | Reduced |
| HRT Financial LP | 35,696 | $204.0K | 0.00% | +35,696 | New |
| Samjo Management, LLC | 32,000 | $183.0K | 0.06% | +32,000 | New |
| Bank of America Corp | 26,550 | $151.9K | 0.00% | −17,269−39.4% | Reduced |
| Quadrature Capital Ltd | 25,643 | $146.7K | 0.00% | +25,643 | New |
| Franklin Resources Inc | 25,155 | $143.9K | 0.00% | +989+4.1% | Added |
| 9823 Capital, L.P. | 24,591 | $140.7K | 0.09% | +24,591 | New |
| FMR LLC | 23,379 | $133.7K | 0.00% | −46,069−66.3% | Reduced |
| Hillsdale Investment Management Inc. | 20,300 | $116.1K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 19,300 | $110.4K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 17,548 | $100.4K | 0.00% | +1,074+6.5% | Added |
| Centiva Capital, LP | 17,003 | $97.3K | 0.00% | −9,570−36.0% | Reduced |
| McAdam, LLC | 16,558 | $94.7K | 0.00% | +6,119+58.6% | Added |
| Ieq Capital, LLC | 15,240 | $87.2K | 0.00% | +15,240 | New |
| Barclays PLC | 14,985 | $85.7K | 0.00% | +10,395+226.5% | Added |
| Perkins Capital Management Inc | 14,808 | $84.7K | 0.06% | −1,100−6.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,227 | $81.4K | 0.00% | −60,534−81.0% | Reduced |
| Mercer Global Advisors Inc | 13,893 | $79.5K | 0.00% | +1,342+10.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,303 | $78.9K | 0.00% | +12,303 | New |
| CI Private Wealth, LLC | 13,386 | $76.6K | 0.00% | +13,386 | New |
| PharVision Advisers, LLC | 12,904 | $73.8K | 1.39% | +12,904 | New |
| Acadian Asset Management LLC | 12,853 | $73.0K | 0.00% | +4,375+51.6% | Added |
| Wells Fargo & Company | 11,661 | $66.7K | 0.00% | −6,615−36.2% | Reduced |
| State of Wisconsin Investment Board | 11,394 | $65.2K | 0.00% | −57,100−83.4% | Reduced |
| Mariner, LLC | 10,239 | $58.5K | 0.00% | +10,239 | New |
| State of Alaska, Department of Revenue | 10,067 | $57.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 8,015 | $45.8K | 0.00% | −12,183−60.3% | Reduced |
| Citigroup Inc | 7,841 | $44.9K | 0.00% | +7,013+847.0% | Added |
| Vanguard Global Advisers, LLC | 6,897 | $39.5K | 0.00% | −78,503−91.9% | Reduced |
| SRS Capital Advisors, Inc. | 2,236 | $12.8K | 0.00% | +2,204+6,887.5% | Added |
| The PNC Financial Services Group, Inc. | 2,031 | $11.6K | 0.00% | +1,863+1,108.9% | Added |
| Avalon Trust Co | 2,000 | $11.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,778 | $10.2K | 0.00% | +1,778 | New |
| Bard Associates Inc | 1,480 | $8.47K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,163 | $6.65K | 0.00% | −142−10.9% | Reduced |
| Versant Capital Management, Inc | 1,061 | $6.07K | 0.00% | −980−48.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,000 | $5.72K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 940 | $5.38K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 910 | $5.21K | 0.00% | −113−11.0% | Reduced |
| Russell Investments Group, Ltd. | 885 | $5.06K | 0.00% | −124,608−99.3% | Reduced |
| AdvisorNet Financial, Inc | 600 | $3.43K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 557 | $3.19K | 0.00% | +418+300.7% | Added |
| EverSource Wealth Advisors, LLC | 439 | $2.51K | 0.00% | +236+116.3% | Added |
| Compagnie Lombard Odier SCmA | 410 | $2.35K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 389 | $2.23K | 0.00% | +162+71.4% | Added |
| Global Retirement Partners, LLC | 372 | $2.13K | 0.00% | +372 | New |
| SBI Securities Co., Ltd. | 363 | $2.08K | 0.00% | −45−11.0% | Reduced |
| Nisa Investment Advisors, LLC | 303 | $1.73K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 285 | $1.63K | 0.00% | +285 | New |
| Rothschild Investment LLC | 255 | $1.46K | 0.00% | +190+292.3% | Added |
| Farther Finance Advisors, LLC | 203 | $1.16K | 0.00% | +83+69.2% | Added |
| JPMorgan Chase & Co | 211 | $1.15K | 0.00% | −7,154−97.1% | Reduced |
| BNP Paribas Arbitrage, SA | 200 | $1.14K | 0.00% | −4,043−95.3% | Reduced |
| Royal Bank of Canada | 273 | $1.00K | 0.00% | +11+4.2% | Added |
| Leonteq Securities AG | 139 | $795 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 126 | $721 | 0.00% | −1,703−93.1% | Reduced |