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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, Q1 2021

Institutional positions in OptimizeRx Corp as of Mar 31, 2021. 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
121
No complete 13F data for Q4 2020
Shares held
11.6M
No complete 13F data for Q4 2020
Total value
$566.9M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 121 institutions
Q1 2021: 121 institutionsQ2 2021: 142 institutionsQ3 2021: 163 institutionsQ4 2021: 180 institutionsQ1 2022: 153 institutionsQ2 2022: 147 institutionsQ3 2022: 128 institutionsQ4 2022: 129 institutionsQ1 2023: 110 institutionsQ2 2023: 102 institutionsQ3 2023: 95 institutionsQ4 2023: 98 institutionsQ1 2024: 97 institutionsQ2 2024: 92 institutionsQ3 2024: 85 institutionsQ4 2024: 87 institutionsQ1 2025: 87 institutionsQ2 2025: 111 institutionsQ3 2025: 125 institutionsQ4 2025: 129 institutionsQ1 2026: 128 institutionsQ2 2026: 112 institutions
Value heldQ1 2021: $566.9M
Q1 2021: $566.9MQ2 2021: $760.9MQ3 2021: $1.19BQ4 2021: $930.5MQ1 2022: $585.1MQ2 2022: $428.1MQ3 2022: $204.5MQ4 2022: $229.8MQ1 2023: $196.3MQ2 2023: $184.1MQ3 2023: $101.8MQ4 2023: $178.8MQ1 2024: $155.4MQ2 2024: $130.8MQ3 2024: $95.5MQ4 2024: $55.3MQ1 2025: $101.6MQ2 2025: $168.2MQ3 2025: $273.7MQ4 2025: $163.9MQ1 2026: $85.8MQ2 2026: $64.2M
Institutions holding OPRX and their total value by quarter
QuarterHoldersValue
Q2 2026112$64.2M
Q1 2026128$85.8M
Q4 2025129$163.9M
Q3 2025125$273.7M
Q2 2025111$168.2M
Q1 202587$101.6M
Q4 202487$55.3M
Q3 202485$95.5M
Q2 202492$130.8M
Q1 202497$155.4M
Q4 202398$178.8M
Q3 202395$101.8M
Q2 2023102$184.1M
Q1 2023110$196.3M
Q4 2022129$229.8M
Q3 2022128$204.5M
Q2 2022147$428.1M
Q1 2022153$585.1M
Q4 2021180$930.5M
Q3 2021163$1.19B
Q2 2021142$760.9M
Q1 2021121$566.9M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding OptimizeRx Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding OPRX in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Meeder Asset Management Inc31$1.00K0.00%––
Wealthcare Capital Management LLC30$1.00K0.00%––
HighMark Wealth Management LLC44$2.00K0.00%––
First Manhattan Co70$3.00K0.00%––
American Portfolios Advisors146$7.12K0.00%––
Panagora Asset Management Inc236$11.0K0.00%––
Spire Wealth Management260$12.0K0.00%––
Federation des caisses Desjardins du Quebec280$13.7K0.00%––
Steward Partners Investment Advisory, LLC300$14.6K0.00%––
Captrust Financial Advisors300$15.0K0.00%––
Total Clarity Wealth Management, Inc.353$17.0K0.01%––
Bank of Montreal478$24.0K0.00%––
Eaton Vance Management635$31.0K0.00%––
Jacobi Capital Management LLC700$34.0K0.01%––
O'Shaughnessy Asset Management, LLC711$35.0K0.00%––
Altshuler Shaham Ltd831$41.0K0.00%––
FORA Capital, LLC979$48.0K0.02%––
Tower Research Capital LLC (TRC)1,071$52.0K0.00%––
Citigroup Inc1,080$53.0K0.00%––
Ameritas Investment Partners, Inc.1,258$61.0K0.00%––
Bessemer Group Inc1,265$62.0K0.00%––
UBS Group AG1,354$66.0K0.00%––
Dorsey Wright & Associates1,707$83.2K0.98%––
Legal & General Group Plc1,788$87.0K0.00%––
Cutler Group LP2,070$100.0K0.01%––
BNP Paribas Arbitrage, SA2,069$100.9K0.00%––
SG Americas Securities, LLC2,351$115.0K0.00%––
Tudor Investment Corp Et Al4,212$205.0K0.00%––
ProShare Advisors LLC4,361$213.0K0.00%––
AQR Capital Management LLC4,735$231.0K0.00%––
Precision Wealth Strategies, LLC4,780$233.0K0.22%––
PEAK6 Investments LLC5,079$248.0K0.01%––
Metropolitan Life Insurance Co5,150$251.1K0.00%––
Mackay Shields LLC5,200$253.0K0.00%––
Trexquant Investment LP5,309$259.0K0.02%––
Spouting Rock Asset Management, LLC5,589$272.0K0.08%––
State of Wisconsin Investment Board5,900$277.0K0.00%––
MetLife Investment Management5,787$282.1K0.00%––
Victory Capital Management Inc5,800$283.0K0.00%––
JPMorgan Chase & Co6,140$299.0K0.00%––
Cubist Systematic Strategies, LLC6,284$306.0K0.00%––
MAI Capital Management6,800$332.0K0.01%––
Voya Investment Management LLC6,906$337.0K0.00%––
Citadel Advisors LLC7,024$342.0K0.00%––
Wolverine Trading, LLC7,734$359.0K0.01%––
Invesco Ltd.7,526$367.0K0.00%––
Cetera Advisors LLC7,805$380.0K0.01%––
D. E. Shaw & Co., Inc.8,838$431.0K0.00%––
Manufacturers Life Insurance Company, The8,861$432.0K0.00%––
American International Group, Inc.9,511$464.0K0.00%––
Morgan Stanley10,338$504.0K0.00%––
Millennium Management LLC10,544$514.0K0.00%––
Deutsche Bank AG10,752$524.0K0.00%––
HRT Financial LP10,832$528.0K0.01%––
Jane Street Group, LLC11,792$575.0K0.00%––
Vontobel Holding Ltd.13,075$637.0K0.00%––
Raymond James & Associates13,109$639.0K0.00%––
Barclays PLC13,643$665.0K0.00%––
Rhumbline Advisers14,149$690.0K0.00%––
Advisor Group Holdings, Inc.18,016$878.0K0.00%––
Quadrature Capital Ltd18,898$920.0K0.04%––
Geller Advisors LLC20,000$975.0K0.23%––
Taylor Wealth Management Partners20,147$982.0K0.36%––
ClariVest Asset Management LLC21,267$1.03M0.04%––
Atlantic Trust, LLC21,825$1.06M0.79%––
Greenwood Capital Associates LLC24,356$1.19M0.19%––
Royce & Associates LP24,400$1.19M0.01%––
California State Teachers Retirement System24,615$1.20M0.00%––
Royal Bank of Canada25,605$1.25M0.00%––
Essex Investment Management Co LLC26,322$1.28M0.16%––
SEI Investments Co29,805$1.40M0.00%––
California Public Employees Retirement System29,900$1.46M0.00%––
Apis Capital Advisors, LLC30,000$1.46M1.33%––
EAM Global Investors LLC35,419$1.73M0.48%––
Parametric Portfolio Associates LLC37,583$1.83M0.00%––
Macquarie Group Ltd38,982$1.90M0.00%––
Susquehanna International Group, LLP39,591$1.93M0.00%––
Charles Schwab Investment Management Inc39,617$1.93M0.00%––
P.A.W. Capital Corp40,000$1.95M1.72%––
Wells Fargo & Company40,537$1.98M0.00%––
Bank of New York Mellon Corp42,935$2.09M0.00%––
EAM Investors, LLC43,794$2.13M0.32%––
Bank of America Corp67,956$3.31M0.00%––
Nuveen Asset Management, LLC70,653$3.44M0.00%––
Russell Investments Group, Ltd.77,052$3.75M0.01%––
S Squared Technology, LLC81,593$3.98M1.88%––
Swedbank AB84,960$4.14M0.01%––
Castleark Management LLC88,855$4.33M0.16%––
Goldman Sachs Group Inc89,147$4.35M0.00%––
Hillsdale Investment Management Inc.95,406$4.65M0.39%––
Calamos Advisors LLC99,327$4.84M0.03%––
Dimensional Fund Advisors LP104,373$5.11M0.00%––
Marshall Wace, LLP107,256$5.23M0.03%––
Handelsinvest Investeringsforvaltning110,000$5.36M0.65%––
Mirae Asset Global Investments Co., Ltd.111,421$5.43M0.02%––
Silvercrest Asset Management Group LLC120,473$5.87M0.04%––
Perkins Capital Management Inc121,706$5.93M3.43%––
Federated Hermes, Inc.125,416$6.11M0.01%––
New York State Common Retirement Fund137,567$6.71M0.01%––
Maven Securities LTD150,000$7.40M0.69%––