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 |
|---|---|---|---|---|---|
| Rice Hall James & Associates, LLC | 44,985 | $2.79M | 0.10% | +44,985 | New |
| Bank of New York Mellon Corp | 45,586 | $2.82M | 0.00% | +2,651+6.2% | Added |
| Parian Global Management LP | 50,774 | $3.14M | 1.43% | +50,774 | New |
| Russell Investments Group, Ltd. | 55,828 | $3.45M | 0.01% | −21,224−27.5% | Reduced |
| Bank of America Corp | 57,814 | $3.58M | 0.00% | −10,142−14.9% | Reduced |
| Nuveen Asset Management, LLC | 63,941 | $3.96M | 0.00% | −6,712−9.5% | Reduced |
| Goldman Sachs Group Inc | 65,620 | $4.06M | 0.00% | −23,527−26.4% | Reduced |
| S Squared Technology, LLC | 75,849 | $4.70M | 2.12% | −5,744−7.0% | Reduced |
| Swedbank AB | 79,960 | $4.95M | 0.01% | −5,000−5.9% | Reduced |
| Hillsdale Investment Management Inc. | 85,406 | $5.29M | 0.42% | −10,000−10.5% | Reduced |
| Calamos Advisors LLC | 85,450 | $5.29M | 0.03% | −13,877−14.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 93,152 | $5.77M | 0.02% | −18,269−16.4% | Reduced |
| Lisanti Capital Growth, LLC | 102,351 | $6.34M | 0.78% | +102,351 | New |
| Handelsinvest Investeringsforvaltning | 110,000 | $6.81M | 0.76% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 116,430 | $7.21M | 4.09% | −5,276−4.3% | Reduced |
| Silvercrest Asset Management Group LLC | 120,136 | $7.44M | 0.05% | −337−0.3% | Reduced |
| Driehaus Capital Management LLC | 121,366 | $7.51M | 0.10% | +121,366 | New |
| New York State Common Retirement Fund | 139,401 | $8.63M | 0.01% | +1,834+1.3% | Added |
| Castleark Management LLC | 153,932 | $9.53M | 0.32% | +65,077+73.2% | Added |
| Dimensional Fund Advisors LP | 155,769 | $9.64M | 0.00% | +51,396+49.2% | Added |
| Two Sigma Advisers, LP | 162,500 | $10.1M | 0.03% | −9,200−5.4% | Reduced |
| Federated Hermes, Inc. | 164,679 | $10.2M | 0.02% | +39,263+31.3% | Added |
| Two Sigma Investments, LP | 171,126 | $10.6M | 0.03% | −75,492−30.6% | Reduced |
| Northern Trust Corp | 182,126 | $11.3M | 0.00% | −28,802−13.7% | Reduced |
| Wasatch Advisors Inc | 184,971 | $11.4M | 0.05% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 201,868 | $12.5M | 0.22% | −33,684−14.3% | Reduced |
| Venator Capital Management Ltd. | 217,500 | $13.5M | 7.05% | +11,500+5.6% | Added |
| Bullseye Asset Management LLC | 222,712 | $13.8M | 4.64% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 287,405 | $17.8M | 0.00% | +17,913+6.6% | Added |
| State Street Corp | 305,951 | $18.9M | 0.00% | +31,941+11.7% | Added |
| Prospect Capital Advisors, LLC | 307,150 | $19.0M | 7.08% | +307,150 | New |
| Next Century Growth Investors LLC | 322,819 | $20.0M | 1.56% | −41,371−11.4% | Reduced |
| Jacob Asset Management of New York LLC | 337,868 | $20.9M | 6.90% | +20,000+6.3% | Added |
| G2 Investment Partners Management LLC | 405,348 | $25.1M | 4.14% | −59,291−12.8% | Reduced |
| AWM Investment Company, Inc. | 489,876 | $30.3M | 2.99% | −10,124−2.0% | Reduced |
| Handelsbanken Fonder AB | 610,500 | $37.8M | 0.20% | +30,000+5.2% | Added |
| Avenir Corp | 638,446 | $39.5M | 3.14% | −1500.0% | Reduced |
| First Light Asset Management, LLC | 664,842 | $41.2M | 2.47% | +70,643+11.9% | Added |
| Blair William & Co | 755,074 | $46.7M | 0.16% | +2,971+0.4% | Added |
| Artisan Partners Limited Partnership | 771,909 | $47.8M | 0.06% | −464−0.1% | Reduced |
| Vanguard Group Inc | 774,349 | $47.9M | 0.00% | +86,181+12.5% | Added |
| BlackRock Inc. | 1,104,157 | $68.3M | 0.00% | +25,268+2.3% | Added |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −39,591−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −29,900−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,832−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,544−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,838−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −7,734−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,309−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −5,079−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,351−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −979−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −831−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −6,082−100.0% | Sold out |