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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 1 | $0 | 0.00% | −30−96.8% | Reduced |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | +10 | New |
| Ellevest, Inc. | 19 | $1.00K | 0.00% | +19 | New |
| Dark Forest Capital Management LP | 11 | $1.00K | 0.00% | +11 | New |
| First Manhattan Co | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 64 | $4.00K | 0.00% | +64 | New |
| TCI Wealth Advisors, Inc. | 68 | $4.00K | 0.00% | +68 | New |
| Eaton Vance Management | 105 | $6.00K | 0.00% | −530−83.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 100 | $6.00K | 0.00% | −200−66.7% | Reduced |
| American Portfolios Advisors | 146 | $9.04K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 166 | $10.0K | 0.00% | +166 | New |
| SOA Wealth Advisors, LLC. | 200 | $12.0K | 0.00% | +200 | New |
| Proequities, Inc. | 202 | $13.0K | 0.00% | +202 | New |
| Federation des caisses Desjardins du Quebec | 280 | $17.3K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 319 | $20.0K | 0.00% | +19+6.3% | Added |
| BNP Paribas Arbitrage, SA | 563 | $34.9K | 0.00% | −1,506−72.8% | Reduced |
| Cutler Group LP | 589 | $36.0K | 0.00% | −1,481−71.5% | Reduced |
| Bessemer Group Inc | 600 | $37.0K | 0.00% | −665−52.6% | Reduced |
| Tower Research Capital LLC (TRC) | 593 | $37.0K | 0.00% | −478−44.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 711 | $44.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,007 | $62.0K | 0.05% | +963+2,188.6% | Added |
| Point72 Hong Kong Ltd | 1,129 | $70.0K | 0.00% | +1,129 | New |
| Ameritas Investment Partners, Inc. | 1,258 | $78.0K | 0.00% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 1,707 | $106.0K | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,933 | $180.0K | 0.00% | +1,145+64.0% | Added |
| Barclays PLC | 3,044 | $188.0K | 0.00% | −10,599−77.7% | Reduced |
| LPL Financial LLC | 3,303 | $204.0K | 0.00% | +3,303 | New |
| First Foundation Advisors | 3,334 | $206.0K | 0.01% | +3,334 | New |
| Citigroup Inc | 3,440 | $213.0K | 0.00% | +2,360+218.5% | Added |
| Jacobi Capital Management LLC | 3,449 | $213.0K | 0.03% | +2,749+392.7% | Added |
| Vident Investment Advisory, LLC | 3,676 | $228.0K | 0.01% | +3,676 | New |
| Principal Financial Group Inc | 3,880 | $240.0K | 0.00% | +3,880 | New |
| Independent Advisor Alliance | 3,931 | $243.0K | 0.01% | +3,931 | New |
| UBS Group AG | 4,040 | $250.0K | 0.00% | +2,686+198.4% | Added |
| Arizona State Retirement System | 4,048 | $251.0K | 0.00% | +4,048 | New |
| PDT Partners, LLC | 4,269 | $264.0K | 0.02% | +4,269 | New |
| AQR Capital Management LLC | 4,353 | $269.0K | 0.00% | −382−8.1% | Reduced |
| ProShare Advisors LLC | 4,370 | $271.0K | 0.00% | +9+0.2% | Added |
| TownSquare Capital, LLC | 5,327 | $312.0K | 0.01% | +5,327 | New |
| Precision Wealth Strategies, LLC | 5,077 | $314.0K | 0.27% | +297+6.2% | Added |
| Metropolitan Life Insurance Co | 5,150 | $318.8K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 5,470 | $339.0K | 0.00% | +5,470 | New |
| MetLife Investment Management | 5,787 | $358.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| Spouting Rock Asset Management, LLC | 6,081 | $376.0K | 0.12% | +492+8.8% | Added |
| JPMorgan Chase & Co | 6,575 | $407.0K | 0.00% | +435+7.1% | Added |
| Victory Capital Management Inc | 6,624 | $410.0K | 0.00% | +824+14.2% | Added |
| Voya Investment Management LLC | 6,652 | $412.0K | 0.00% | −254−3.7% | Reduced |
| MAI Capital Management | 6,800 | $421.0K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 6,929 | $429.0K | 0.00% | −100,327−93.5% | Reduced |
| Cetera Advisors LLC | 6,985 | $432.0K | 0.01% | −820−10.5% | Reduced |
| Penbrook Management LLC | 7,166 | $444.0K | 0.28% | +7,166 | New |
| Cubist Systematic Strategies, LLC | 7,187 | $445.0K | 0.01% | +903+14.4% | Added |
| State Board of Administration of Florida Retirement System | 7,229 | $447.0K | 0.00% | +7,229 | New |
| Squarepoint Ops LLC | 7,320 | $453.0K | 0.00% | +7,320 | New |
| Credit Suisse AG | 7,623 | $473.0K | 0.00% | +7,623 | New |
| Virtu Financial LLC | 7,728 | $478.0K | 0.05% | +7,728 | New |
| Wetherby Asset Management Inc | 8,406 | $520.0K | 0.03% | +8,406 | New |
| Jane Street Group, LLC | 8,409 | $521.0K | 0.00% | −3,383−28.7% | Reduced |
| Manufacturers Life Insurance Company, The | 9,326 | $577.0K | 0.00% | +465+5.2% | Added |
| Invesco Ltd. | 9,350 | $579.0K | 0.00% | +1,824+24.2% | Added |
| American International Group, Inc. | 9,439 | $584.0K | 0.00% | −72−0.8% | Reduced |
| UBS Asset Management Americas Inc | 9,802 | $606.7K | 0.00% | +9,802 | New |
| Polar Capital Holdings Plc | 10,168 | $629.0K | 0.00% | +10,168 | New |
| Deutsche Bank AG | 11,724 | $726.0K | 0.00% | +972+9.0% | Added |
| Alpha Paradigm Partners, LLC | 12,001 | $743.0K | 0.28% | +12,001 | New |
| Raymond James & Associates | 13,037 | $807.0K | 0.00% | −72−0.5% | Reduced |
| Rhumbline Advisers | 14,806 | $916.0K | 0.00% | +657+4.6% | Added |
| GWM Advisors LLC | 15,676 | $970.0K | 0.03% | +15,676 | New |
| Alliancebernstein L.P. | 17,000 | $1.05M | 0.00% | +17,000 | New |
| Citadel Advisors LLC | 18,127 | $1.12M | 0.00% | +11,103+158.1% | Added |
| Geller Advisors LLC | 20,000 | $1.24M | 0.27% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 20,532 | $1.27M | 0.03% | +16,320+387.5% | Added |
| Taylor Wealth Management Partners | 20,833 | $1.29M | 0.45% | +686+3.4% | Added |
| ClariVest Asset Management LLC | 21,267 | $1.32M | 0.04% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 21,441 | $1.33M | 0.01% | +8,366+64.0% | Added |
| Jackson Creek Investment Advisors LLC | 21,619 | $1.34M | 0.50% | +21,619 | New |
| Quadrature Capital Ltd | 21,650 | $1.34M | 0.05% | +2,752+14.6% | Added |
| Atlantic Trust, LLC | 21,825 | $1.35M | 0.88% | 00.0% | Unchanged |
| California State Teachers Retirement System | 23,230 | $1.44M | 0.00% | −1,385−5.6% | Reduced |
| Renaissance Group LLC | 24,173 | $1.50M | 0.06% | +24,173 | New |
| Greenwood Capital Associates LLC | 25,096 | $1.55M | 0.23% | +740+3.0% | Added |
| Royce & Associates LP | 25,200 | $1.56M | 0.01% | +800+3.3% | Added |
| SEI Investments Co | 32,680 | $2.02M | 0.00% | +2,875+9.6% | Added |
| Royal Bank of Canada | 32,772 | $2.03M | 0.00% | +7,167+28.0% | Added |
| Swiss National Bank | 32,800 | $2.03M | 0.00% | +32,800 | New |
| Advisor Group Holdings, Inc. | 33,817 | $2.09M | 0.00% | +15,801+87.7% | Added |
| 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 |
| EAM Global Investors LLC | 35,419 | $2.19M | 0.61% | 00.0% | Unchanged |
| Maven Securities LTD | 37,500 | $2.28M | 0.24% | −112,500−75.0% | Reduced |
| Essex Investment Management Co LLC | 38,129 | $2.36M | 0.27% | +11,807+44.9% | Added |
| Wells Fargo & Company | 39,237 | $2.43M | 0.00% | −1,300−3.2% | Reduced |
| Apis Capital Advisors, LLC | 40,000 | $2.48M | 2.13% | +10,000+33.3% | Added |
| Charles Schwab Investment Management Inc | 40,347 | $2.50M | 0.00% | +730+1.8% | Added |
| Morgan Stanley | 40,597 | $2.51M | 0.00% | +30,259+292.7% | Added |
| EAM Investors, LLC | 43,794 | $2.71M | 0.42% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 43,847 | $2.71M | 0.00% | +6,264+16.7% | Added |