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 2021
Institutional positions in OptimizeRx Corp as of Jun 30, 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
- 142
- +21 vs. Q1 2021
- Shares held
- 12.3M
- +701.2K (+6.0%) vs. Q1 2021
- Total value
- $760.9M
- +$194.0M (+34.2%) vs. Q1 2021
- New holders
- 39
- 45 more added
- Sold out
- 18
- 40 more reduced
Compare with Q1 2021: 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 | $273.7M |
| Q2 2025 | 111 | $168.2M |
| Q1 2025 | 87 | $101.6M |
| Q4 2024 | 87 | $55.3M |
| Q3 2024 | 85 | $95.5M |
| Q2 2024 | 92 | $130.8M |
| Q1 2024 | 97 | $155.4M |
| Q4 2023 | 98 | $178.8M |
| Q3 2023 | 95 | $101.8M |
| Q2 2023 | 102 | $184.1M |
| Q1 2023 | 110 | $196.3M |
| Q4 2022 | 129 | $229.8M |
| Q3 2022 | 128 | $204.5M |
| Q2 2022 | 147 | $428.1M |
| Q1 2022 | 153 | $585.1M |
| Q4 2021 | 180 | $930.5M |
| Q3 2021 | 163 | $1.19B |
| Q2 2021 | 142 | $760.9M |
| Q1 2021 | 121 | $566.9M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,104,157 | $68.3M | 0.00% | +25,268+2.3% | Added |
| Vanguard Group Inc | 774,349 | $47.9M | 0.00% | +86,181+12.5% | Added |
| Artisan Partners Limited Partnership | 771,909 | $47.8M | 0.06% | −464−0.1% | Reduced |
| Blair William & Co | 755,074 | $46.7M | 0.16% | +2,971+0.4% | Added |
| First Light Asset Management, LLC | 664,842 | $41.2M | 2.47% | +70,643+11.9% | Added |
| Avenir Corp | 638,446 | $39.5M | 3.14% | −1500.0% | Reduced |
| Handelsbanken Fonder AB | 610,500 | $37.8M | 0.20% | +30,000+5.2% | Added |
| AWM Investment Company, Inc. | 489,876 | $30.3M | 2.99% | −10,124−2.0% | Reduced |
| G2 Investment Partners Management LLC | 405,348 | $25.1M | 4.14% | −59,291−12.8% | Reduced |
| Jacob Asset Management of New York LLC | 337,868 | $20.9M | 6.90% | +20,000+6.3% | Added |
| Next Century Growth Investors LLC | 322,819 | $20.0M | 1.56% | −41,371−11.4% | Reduced |
| Prospect Capital Advisors, LLC | 307,150 | $19.0M | 7.08% | +307,150 | New |
| State Street Corp | 305,951 | $18.9M | 0.00% | +31,941+11.7% | Added |
| Geode Capital Management, LLC | 287,405 | $17.8M | 0.00% | +17,913+6.6% | Added |
| Bullseye Asset Management LLC | 222,712 | $13.8M | 4.64% | 00.0% | Unchanged |
| Venator Capital Management Ltd. | 217,500 | $13.5M | 7.05% | +11,500+5.6% | Added |
| Peregrine Capital Management LLC | 201,868 | $12.5M | 0.22% | −33,684−14.3% | Reduced |
| Wasatch Advisors Inc | 184,971 | $11.4M | 0.05% | 00.0% | Unchanged |
| Northern Trust Corp | 182,126 | $11.3M | 0.00% | −28,802−13.7% | Reduced |
| Two Sigma Investments, LP | 171,126 | $10.6M | 0.03% | −75,492−30.6% | Reduced |
| Federated Hermes, Inc. | 164,679 | $10.2M | 0.02% | +39,263+31.3% | Added |
| Two Sigma Advisers, LP | 162,500 | $10.1M | 0.03% | −9,200−5.4% | Reduced |
| Dimensional Fund Advisors LP | 155,769 | $9.64M | 0.00% | +51,396+49.2% | Added |
| Castleark Management LLC | 153,932 | $9.53M | 0.32% | +65,077+73.2% | Added |
| New York State Common Retirement Fund | 139,401 | $8.63M | 0.01% | +1,834+1.3% | Added |
| Driehaus Capital Management LLC | 121,366 | $7.51M | 0.10% | +121,366 | New |
| Silvercrest Asset Management Group LLC | 120,136 | $7.44M | 0.05% | −337−0.3% | Reduced |
| Perkins Capital Management Inc | 116,430 | $7.21M | 4.09% | −5,276−4.3% | Reduced |
| Handelsinvest Investeringsforvaltning | 110,000 | $6.81M | 0.76% | 00.0% | Unchanged |
| Lisanti Capital Growth, LLC | 102,351 | $6.34M | 0.78% | +102,351 | New |
| Mirae Asset Global Investments Co., Ltd. | 93,152 | $5.77M | 0.02% | −18,269−16.4% | Reduced |
| Calamos Advisors LLC | 85,450 | $5.29M | 0.03% | −13,877−14.0% | Reduced |
| Hillsdale Investment Management Inc. | 85,406 | $5.29M | 0.42% | −10,000−10.5% | Reduced |
| Swedbank AB | 79,960 | $4.95M | 0.01% | −5,000−5.9% | Reduced |
| S Squared Technology, LLC | 75,849 | $4.70M | 2.12% | −5,744−7.0% | Reduced |
| Goldman Sachs Group Inc | 65,620 | $4.06M | 0.00% | −23,527−26.4% | Reduced |
| Nuveen Asset Management, LLC | 63,941 | $3.96M | 0.00% | −6,712−9.5% | Reduced |
| Bank of America Corp | 57,814 | $3.58M | 0.00% | −10,142−14.9% | Reduced |
| Russell Investments Group, Ltd. | 55,828 | $3.45M | 0.01% | −21,224−27.5% | Reduced |
| Parian Global Management LP | 50,774 | $3.14M | 1.43% | +50,774 | New |
| Bank of New York Mellon Corp | 45,586 | $2.82M | 0.00% | +2,651+6.2% | Added |
| Rice Hall James & Associates, LLC | 44,985 | $2.79M | 0.10% | +44,985 | New |
| Parametric Portfolio Associates LLC | 43,847 | $2.71M | 0.00% | +6,264+16.7% | Added |
| EAM Investors, LLC | 43,794 | $2.71M | 0.42% | 00.0% | Unchanged |
| Morgan Stanley | 40,597 | $2.51M | 0.00% | +30,259+292.7% | Added |
| Charles Schwab Investment Management Inc | 40,347 | $2.50M | 0.00% | +730+1.8% | Added |
| Apis Capital Advisors, LLC | 40,000 | $2.48M | 2.13% | +10,000+33.3% | Added |
| Wells Fargo & Company | 39,237 | $2.43M | 0.00% | −1,300−3.2% | Reduced |
| Essex Investment Management Co LLC | 38,129 | $2.36M | 0.27% | +11,807+44.9% | Added |
| Maven Securities LTD | 37,500 | $2.28M | 0.24% | −112,500−75.0% | Reduced |
| EAM Global Investors LLC | 35,419 | $2.19M | 0.61% | 00.0% | Unchanged |
| P.A.W. Capital Corp | 35,000 | $2.17M | 1.85% | −5,000−12.5% | Reduced |
| Macquarie Group Ltd | 35,000 | $2.17M | 0.00% | −3,982−10.2% | Reduced |
| Advisor Group Holdings, Inc. | 33,817 | $2.09M | 0.00% | +15,801+87.7% | Added |
| Swiss National Bank | 32,800 | $2.03M | 0.00% | +32,800 | New |
| Royal Bank of Canada | 32,772 | $2.03M | 0.00% | +7,167+28.0% | Added |
| SEI Investments Co | 32,680 | $2.02M | 0.00% | +2,875+9.6% | Added |
| Royce & Associates LP | 25,200 | $1.56M | 0.01% | +800+3.3% | Added |
| Greenwood Capital Associates LLC | 25,096 | $1.55M | 0.23% | +740+3.0% | Added |
| Renaissance Group LLC | 24,173 | $1.50M | 0.06% | +24,173 | New |
| California State Teachers Retirement System | 23,230 | $1.44M | 0.00% | −1,385−5.6% | Reduced |
| Atlantic Trust, LLC | 21,825 | $1.35M | 0.88% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 21,650 | $1.34M | 0.05% | +2,752+14.6% | Added |
| Jackson Creek Investment Advisors LLC | 21,619 | $1.34M | 0.50% | +21,619 | New |
| Vontobel Holding Ltd. | 21,441 | $1.33M | 0.01% | +8,366+64.0% | Added |
| ClariVest Asset Management LLC | 21,267 | $1.32M | 0.04% | 00.0% | Unchanged |
| Taylor Wealth Management Partners | 20,833 | $1.29M | 0.45% | +686+3.4% | Added |
| Tudor Investment Corp Et Al | 20,532 | $1.27M | 0.03% | +16,320+387.5% | Added |
| Geller Advisors LLC | 20,000 | $1.24M | 0.27% | 00.0% | Unchanged |
| Citadel Advisors LLC | 18,127 | $1.12M | 0.00% | +11,103+158.1% | Added |
| Alliancebernstein L.P. | 17,000 | $1.05M | 0.00% | +17,000 | New |
| GWM Advisors LLC | 15,676 | $970.0K | 0.03% | +15,676 | New |
| Rhumbline Advisers | 14,806 | $916.0K | 0.00% | +657+4.6% | Added |
| Raymond James & Associates | 13,037 | $807.0K | 0.00% | −72−0.5% | Reduced |
| Alpha Paradigm Partners, LLC | 12,001 | $743.0K | 0.28% | +12,001 | New |
| Deutsche Bank AG | 11,724 | $726.0K | 0.00% | +972+9.0% | Added |
| Polar Capital Holdings Plc | 10,168 | $629.0K | 0.00% | +10,168 | New |
| UBS Asset Management Americas Inc | 9,802 | $606.7K | 0.00% | +9,802 | New |
| American International Group, Inc. | 9,439 | $584.0K | 0.00% | −72−0.8% | Reduced |
| Invesco Ltd. | 9,350 | $579.0K | 0.00% | +1,824+24.2% | Added |
| Manufacturers Life Insurance Company, The | 9,326 | $577.0K | 0.00% | +465+5.2% | Added |
| Jane Street Group, LLC | 8,409 | $521.0K | 0.00% | −3,383−28.7% | Reduced |
| Wetherby Asset Management Inc | 8,406 | $520.0K | 0.03% | +8,406 | New |
| Virtu Financial LLC | 7,728 | $478.0K | 0.05% | +7,728 | New |
| Credit Suisse AG | 7,623 | $473.0K | 0.00% | +7,623 | New |
| Squarepoint Ops LLC | 7,320 | $453.0K | 0.00% | +7,320 | New |
| State Board of Administration of Florida Retirement System | 7,229 | $447.0K | 0.00% | +7,229 | New |
| Cubist Systematic Strategies, LLC | 7,187 | $445.0K | 0.01% | +903+14.4% | Added |
| Penbrook Management LLC | 7,166 | $444.0K | 0.28% | +7,166 | New |
| Cetera Advisors LLC | 6,985 | $432.0K | 0.01% | −820−10.5% | Reduced |
| Marshall Wace, LLP | 6,929 | $429.0K | 0.00% | −100,327−93.5% | Reduced |
| MAI Capital Management | 6,800 | $421.0K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 6,652 | $412.0K | 0.00% | −254−3.7% | Reduced |
| Victory Capital Management Inc | 6,624 | $410.0K | 0.00% | +824+14.2% | Added |
| JPMorgan Chase & Co | 6,575 | $407.0K | 0.00% | +435+7.1% | Added |
| Spouting Rock Asset Management, LLC | 6,081 | $376.0K | 0.12% | +492+8.8% | Added |
| State of Wisconsin Investment Board | 5,900 | $365.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 5,900 | $365.0K | 0.16% | +5,900 | New |
| MetLife Investment Management | 5,787 | $358.2K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 5,470 | $339.0K | 0.00% | +5,470 | New |