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, Q3 2021
Institutional positions in OptimizeRx Corp as of Sep 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
- 163
- +21 vs. Q2 2021
- Shares held
- 13.9M
- +1.59M (+12.9%) vs. Q2 2021
- Total value
- $1.19B
- +$425.7M (+56.0%) vs. Q2 2021
- New holders
- 42
- 51 more added
- Sold out
- 21
- 53 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,108,419 | $94.8M | 0.00% | +4,262+0.4% | Added |
| Vanguard Group Inc | 818,206 | $70.0M | 0.00% | +43,857+5.7% | Added |
| Artisan Partners Limited Partnership | 748,716 | $64.1M | 0.08% | −23,193−3.0% | Reduced |
| Blair William & Co | 739,707 | $63.3M | 0.22% | −15,367−2.0% | Reduced |
| Millennium Management LLC | 588,791 | $50.4M | 0.07% | +588,791 | New |
| Handelsbanken Fonder AB | 510,500 | $43.7M | 0.23% | −100,000−16.4% | Reduced |
| Avenir Corp | 508,899 | $43.5M | 3.66% | −129,547−20.3% | Reduced |
| First Light Asset Management, LLC | 507,384 | $43.4M | 2.86% | −157,458−23.7% | Reduced |
| Driehaus Capital Management LLC | 471,319 | $40.3M | 0.48% | +349,953+288.3% | Added |
| AWM Investment Company, Inc. | 426,143 | $36.5M | 3.58% | −63,733−13.0% | Reduced |
| American Century Companies Inc | 381,914 | $32.7M | 0.02% | +381,914 | New |
| Berkshire Capital Holdings Inc | 378,680 | $32.4M | 4.35% | +378,670+3,786,700.0% | Added |
| G2 Investment Partners Management LLC | 330,000 | $28.2M | 4.90% | −75,348−18.6% | Reduced |
| Jacob Asset Management of New York LLC | 328,144 | $28.1M | 10.20% | −9,724−2.9% | Reduced |
| State Street Corp | 314,814 | $26.9M | 0.00% | +8,863+2.9% | Added |
| Geode Capital Management, LLC | 303,728 | $26.0M | 0.00% | +16,323+5.7% | Added |
| Next Century Growth Investors LLC | 268,540 | $23.0M | 1.99% | −54,279−16.8% | Reduced |
| Northern Trust Corp | 264,049 | $22.6M | 0.00% | +81,923+45.0% | Added |
| Prospect Capital Advisors, LLC | 242,550 | $20.8M | 6.85% | −64,600−21.0% | Reduced |
| Granite Investment Partners, LLC | 233,278 | $20.0M | 0.62% | +233,278 | New |
| Dimensional Fund Advisors LP | 224,167 | $19.2M | 0.01% | +68,398+43.9% | Added |
| Federated Hermes, Inc. | 204,970 | $17.5M | 0.03% | +40,291+24.5% | Added |
| Venator Capital Management Ltd. | 202,000 | $17.3M | 11.60% | −15,500−7.1% | Reduced |
| Bullseye Asset Management LLC | 187,042 | $16.0M | 5.55% | −35,670−16.0% | Reduced |
| Castleark Management LLC | 158,722 | $13.6M | 0.52% | +4,790+3.1% | Added |
| CastleArk Alternatives, LLC | 158,722 | $13.6M | 0.52% | +158,722 | New |
| New York State Common Retirement Fund | 153,499 | $13.1M | 0.01% | +14,098+10.1% | Added |
| Credit Suisse AG | 131,320 | $11.2M | 0.01% | +123,697+1,622.7% | Added |
| Peregrine Capital Management LLC | 122,824 | $10.5M | 0.22% | −79,044−39.2% | Reduced |
| Calamos Advisors LLC | 116,840 | $10.0M | 0.05% | +31,390+36.7% | Added |
| Perkins Capital Management Inc | 115,180 | $9.85M | 6.10% | −1,250−1.1% | Reduced |
| Handelsinvest Investeringsforvaltning | 110,000 | $9.41M | 1.03% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 108,700 | $9.30M | 0.02% | −53,800−33.1% | Reduced |
| Lisanti Capital Growth, LLC | 101,606 | $8.69M | 1.28% | −745−0.7% | Reduced |
| Bank of America Corp | 93,847 | $8.03M | 0.00% | +36,033+62.3% | Added |
| Invesco Ltd. | 90,802 | $7.77M | 0.00% | +81,452+871.1% | Added |
| Bank of New York Mellon Corp | 86,369 | $7.39M | 0.00% | +40,783+89.5% | Added |
| EAM Investors, LLC | 84,481 | $7.23M | 1.22% | +40,687+92.9% | Added |
| Russell Investments Group, Ltd. | 82,934 | $7.09M | 0.01% | +27,106+48.6% | Added |
| Wasatch Advisors Inc | 80,759 | $6.91M | 0.03% | −104,212−56.3% | Reduced |
| Parametric Portfolio Associates LLC | 79,190 | $6.78M | 0.00% | +35,343+80.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 78,160 | $6.69M | 0.02% | −14,992−16.1% | Reduced |
| Two Sigma Investments, LP | 73,259 | $6.27M | 0.02% | −97,867−57.2% | Reduced |
| Goldman Sachs Group Inc | 70,900 | $6.07M | 0.00% | +5,280+8.0% | Added |
| Swedbank AB | 64,960 | $5.56M | 0.01% | −15,000−18.8% | Reduced |
| Collaborative Holdings Management LP | 55,000 | $4.71M | 2.00% | +55,000 | New |
| EAM Global Investors LLC | 52,829 | $4.52M | 1.07% | +17,410+49.2% | Added |
| Nuveen Asset Management, LLC | 62,730 | $4.49M | 0.00% | −1,211−1.9% | Reduced |
| Apis Capital Advisors, LLC | 50,000 | $4.28M | 4.07% | +10,000+25.0% | Added |
| Rice Hall James & Associates, LLC | 46,070 | $3.94M | 0.15% | +1,085+2.4% | Added |
| SEI Investments Co | 43,904 | $3.76M | 0.01% | +11,224+34.3% | Added |
| Charles Schwab Investment Management Inc | 43,357 | $3.71M | 0.00% | +3,010+7.5% | Added |
| Cannon Global Investment Management, LLC | 38,207 | $3.27M | 4.90% | +38,207 | New |
| Essex Investment Management Co LLC | 37,915 | $3.24M | 0.40% | −214−0.6% | Reduced |
| Swiss National Bank | 34,300 | $2.93M | 0.00% | +1,500+4.6% | Added |
| Royal Bank of Canada | 31,975 | $2.74M | 0.00% | −797−2.4% | Reduced |
| Advisory Research Inc | 31,490 | $2.69M | 0.17% | +31,490 | New |
| Wells Fargo & Company | 31,416 | $2.69M | 0.00% | −7,821−19.9% | Reduced |
| Boothbay Fund Management, LLC | 29,779 | $2.55M | 0.10% | +29,779 | New |
| Barclays PLC | 28,889 | $2.47M | 0.00% | +25,845+849.0% | Added |
| Bridgewater Associates, LP | 28,550 | $2.44M | 0.01% | +28,550 | New |
| Advisor Group Holdings, Inc. | 28,202 | $2.41M | 0.01% | −5,615−16.6% | Reduced |
| Macquarie Group Ltd | 25,262 | $2.16M | 0.00% | −9,738−27.8% | Reduced |
| Greenwood Capital Associates LLC | 24,862 | $2.13M | 0.33% | −234−0.9% | Reduced |
| Morgan Stanley | 24,432 | $2.09M | 0.00% | −16,165−39.8% | Reduced |
| Renaissance Group LLC | 23,991 | $2.05M | 0.09% | −182−0.8% | Reduced |
| California State Teachers Retirement System | 21,972 | $1.88M | 0.00% | −1,258−5.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 21,819 | $1.87M | 0.69% | +200+0.9% | Added |
| ClariVest Asset Management LLC | 21,267 | $1.82M | 0.06% | 00.0% | Unchanged |
| Principal Financial Group Inc | 20,900 | $1.79M | 0.00% | +17,020+438.7% | Added |
| Taylor Wealth Management Partners | 20,368 | $1.74M | 0.62% | −465−2.2% | Reduced |
| Atlantic Trust, LLC | 20,095 | $1.72M | 1.09% | −1,730−7.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 20,010 | $1.71M | 0.21% | +20,010 | New |
| Geller Advisors LLC | 20,000 | $1.71M | 0.37% | 00.0% | Unchanged |
| Granite Point Capital Management, L.P. | 20,000 | $1.71M | 0.66% | +20,000 | New |
| Cubist Systematic Strategies, LLC | 19,257 | $1.65M | 0.02% | +12,070+167.9% | Added |
| Alliancebernstein L.P. | 17,000 | $1.45M | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 16,706 | $1.43M | 0.11% | −68,700−80.4% | Reduced |
| Rhumbline Advisers | 15,623 | $1.34M | 0.00% | +817+5.5% | Added |
| Virtu Financial LLC | 13,375 | $1.14M | 0.10% | +5,647+73.1% | Added |
| GWM Advisors LLC | 13,340 | $1.14M | 0.03% | −2,336−14.9% | Reduced |
| Victory Capital Management Inc | 12,488 | $1.07M | 0.00% | +5,864+88.5% | Added |
| Citadel Advisors LLC | 12,192 | $1.04M | 0.00% | −5,935−32.7% | Reduced |
| Jane Street Group, LLC | 12,179 | $1.04M | 0.00% | +3,770+44.8% | Added |
| Laurion Capital Management LP | 12,000 | $1.03M | 0.01% | +12,000 | New |
| Alpine Global Management, LLC | 11,900 | $1.02M | 0.23% | +11,900 | New |
| Deutsche Bank AG | 11,647 | $996.0K | 0.00% | −77−0.7% | Reduced |
| Symmetry Investments LP | 11,600 | $992.0K | 0.23% | +11,600 | New |
| Campbell & CO Investment Adviser LLC | 11,500 | $984.0K | 0.32% | +5,600+94.9% | Added |
| Royce & Associates LP | 11,450 | $980.0K | 0.01% | −13,750−54.6% | Reduced |
| AQR Capital Management LLC | 11,054 | $946.0K | 0.00% | +6,701+153.9% | Added |
| UBS Asset Management Americas Inc | 10,035 | $858.5K | 0.00% | +233+2.4% | Added |
| Raymond James & Associates | 9,497 | $812.0K | 0.00% | −3,540−27.2% | Reduced |
| American International Group, Inc. | 9,400 | $804.0K | 0.00% | −39−0.4% | Reduced |
| Wolverine Trading, LLC | 10,040 | $753.0K | 0.02% | +10,040 | New |
| ExodusPoint Capital Management, LP | 8,565 | $733.0K | 0.01% | +8,565 | New |
| Manufacturers Life Insurance Company, The | 8,522 | $729.0K | 0.00% | −804−8.6% | Reduced |
| Wetherby Asset Management Inc | 8,334 | $713.0K | 0.04% | −72−0.9% | Reduced |
| Legal & General Group Plc | 7,987 | $683.0K | 0.00% | +5,054+172.3% | Added |
| State Board of Administration of Florida Retirement System | 7,229 | $618.0K | 0.00% | 00.0% | Unchanged |