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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 5,150 | $318.8K | 0.00% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 5,077 | $314.0K | 0.27% | +297+6.2% | Added |
| TownSquare Capital, LLC | 5,327 | $312.0K | 0.01% | +5,327 | New |
| ProShare Advisors LLC | 4,370 | $271.0K | 0.00% | +9+0.2% | Added |
| AQR Capital Management LLC | 4,353 | $269.0K | 0.00% | −382−8.1% | Reduced |
| PDT Partners, LLC | 4,269 | $264.0K | 0.02% | +4,269 | New |
| Arizona State Retirement System | 4,048 | $251.0K | 0.00% | +4,048 | New |
| UBS Group AG | 4,040 | $250.0K | 0.00% | +2,686+198.4% | Added |
| Independent Advisor Alliance | 3,931 | $243.0K | 0.01% | +3,931 | New |
| Principal Financial Group Inc | 3,880 | $240.0K | 0.00% | +3,880 | New |
| Vident Investment Advisory, LLC | 3,676 | $228.0K | 0.01% | +3,676 | 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 |
| First Foundation Advisors | 3,334 | $206.0K | 0.01% | +3,334 | New |
| LPL Financial LLC | 3,303 | $204.0K | 0.00% | +3,303 | New |
| Barclays PLC | 3,044 | $188.0K | 0.00% | −10,599−77.7% | Reduced |
| Legal & General Group Plc | 2,933 | $180.0K | 0.00% | +1,145+64.0% | Added |
| Dorsey Wright & Associates | 1,707 | $106.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,258 | $78.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,129 | $70.0K | 0.00% | +1,129 | New |
| HighMark Wealth Management LLC | 1,007 | $62.0K | 0.05% | +963+2,188.6% | Added |
| O'Shaughnessy Asset Management, LLC | 711 | $44.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Cutler Group LP | 589 | $36.0K | 0.00% | −1,481−71.5% | Reduced |
| BNP Paribas Arbitrage, SA | 563 | $34.9K | 0.00% | −1,506−72.8% | Reduced |
| Captrust Financial Advisors | 319 | $20.0K | 0.00% | +19+6.3% | Added |
| Federation des caisses Desjardins du Quebec | 280 | $17.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 202 | $13.0K | 0.00% | +202 | New |
| SOA Wealth Advisors, LLC. | 200 | $12.0K | 0.00% | +200 | New |
| Benjamin F. Edwards & Company, Inc. | 166 | $10.0K | 0.00% | +166 | New |
| American Portfolios Advisors | 146 | $9.04K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Meeder Asset Management Inc | 1 | $0 | 0.00% | −30−96.8% | Reduced |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| 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 |