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 |
|---|---|---|---|---|---|
| Eaton Vance Management | 105 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 4 | $0 | 0.00% | +3+300.0% | Added |
| Ellevest, Inc. | 12 | $1.00K | 0.00% | −7−36.8% | Reduced |
| Berman Capital Advisors, LLC | 18 | $1.00K | 0.00% | +18 | New |
| First Manhattan Co | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 65 | $6.00K | 0.00% | +65 | New |
| Steward Partners Investment Advisory, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $9.00K | 0.00% | +100 | New |
| NEXT Financial Group, Inc | 100 | $9.00K | 0.00% | +100 | New |
| Robbins Farley LLC | 100 | $9.00K | 0.01% | +100 | New |
| SOA Wealth Advisors, LLC. | 150 | $12.0K | 0.00% | −50−25.0% | Reduced |
| American Portfolios Advisors | 146 | $12.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 241 | $21.0K | 0.00% | +39+19.3% | Added |
| Federation des caisses Desjardins du Quebec | 280 | $24.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 281 | $24.0K | 0.01% | +281 | New |
| Captrust Financial Advisors | 319 | $27.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 358 | $30.6K | 0.00% | +358 | New |
| Bessemer Group Inc | 400 | $34.0K | 0.00% | −200−33.3% | Reduced |
| Jacobi Capital Management LLC | 700 | $60.0K | 0.01% | −2,749−79.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 711 | $61.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 943 | $81.0K | 0.00% | +350+59.0% | Added |
| Ameritas Investment Partners, Inc. | 1,258 | $108.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,274 | $109.0K | 0.08% | +267+26.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,522 | $130.0K | 0.00% | +1,522 | New |
| Robeco Institutional Asset Management B.V. | 1,794 | $153.0K | 0.00% | +1,794 | New |
| Dorsey Wright & Associates | 1,851 | $158.0K | 0.03% | +144+8.4% | Added |
| Teacher Retirement System of Texas | 2,398 | $205.0K | 0.00% | +2,398 | New |
| Dorchester Wealth Management Co | 2,400 | $205.0K | 0.05% | +2,400 | New |
| Walleye Capital LLC | 2,589 | $221.0K | 0.01% | +2,589 | New |
| IHT Wealth Management, LLC | 2,637 | $226.0K | 0.02% | +2,637 | New |
| Chilton Investment Co LLC | 2,845 | $243.0K | 0.01% | +2,845 | New |
| BNP Paribas Arbitrage, SA | 3,021 | $258.4K | 0.00% | +2,458+436.6% | Added |
| Amalgamated Bank | 3,062 | $262.0K | 0.00% | +3,062 | New |
| LPL Financial LLC | 3,083 | $264.0K | 0.00% | −220−6.7% | Reduced |
| Independent Financial Group, LLC | 3,182 | $272.2K | 0.03% | +3,182 | New |
| Qube Research & Technologies Ltd | 3,416 | $292.0K | 0.00% | +3,416 | New |
| First Foundation Advisors | 3,457 | $296.0K | 0.01% | +123+3.7% | Added |
| Dakota Wealth Management | 3,892 | $333.0K | 0.04% | +3,892 | New |
| UBS Group AG | 3,925 | $336.0K | 0.00% | −115−2.8% | Reduced |
| HighTower Advisors, LLC | 3,925 | $336.0K | 0.00% | +3,925 | New |
| Independent Advisor Alliance | 4,022 | $344.0K | 0.02% | +91+2.3% | Added |
| Harvest Investment Services, LLC | 4,110 | $351.0K | 0.14% | +4,110 | New |
| Arizona State Retirement System | 4,236 | $362.0K | 0.00% | +188+4.6% | Added |
| Truist Financial Corp | 4,243 | $363.0K | 0.00% | +4,243 | New |
| Envestnet Asset Management Inc | 4,277 | $366.0K | 0.00% | +4,277 | New |
| Ergoteles LLC | 4,400 | $376.0K | 0.01% | +4,400 | New |
| Metropolitan Life Insurance Co | 4,477 | $383.0K | 0.01% | −673−13.1% | Reduced |
| Citigroup Inc | 4,505 | $385.0K | 0.00% | +1,065+31.0% | Added |
| State of Wisconsin Investment Board | 4,900 | $419.0K | 0.00% | −1,000−16.9% | Reduced |
| Ameriprise Financial Inc | 1,932 | $422.0K | 0.00% | +1,932 | New |
| Balyasny Asset Management LLC | 5,062 | $433.0K | 0.00% | +5,062 | New |
| Vontobel Holding Ltd. | 5,419 | $464.0K | 0.00% | −16,022−74.7% | Reduced |
| Cetera Advisors LLC | 5,420 | $464.0K | 0.01% | −1,565−22.4% | Reduced |
| TownSquare Capital, LLC | 5,628 | $481.0K | 0.01% | +301+5.7% | Added |
| MetLife Investment Management | 5,787 | $495.1K | 0.00% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 6,146 | $526.0K | 0.41% | +1,069+21.1% | Added |
| SG Americas Securities, LLC | 6,180 | $529.0K | 0.00% | +6,180 | New |
| JPMorgan Chase & Co | 6,507 | $556.0K | 0.00% | −68−1.0% | Reduced |
| MAI Capital Management | 6,800 | $582.0K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 6,872 | $588.0K | 0.00% | +220+3.3% | Added |
| Polar Capital Holdings Plc | 7,028 | $601.0K | 0.00% | −3,140−30.9% | Reduced |
| Penbrook Management LLC | 7,166 | $613.0K | 0.39% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 7,229 | $618.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 7,987 | $683.0K | 0.00% | +5,054+172.3% | Added |
| Wetherby Asset Management Inc | 8,334 | $713.0K | 0.04% | −72−0.9% | Reduced |
| Manufacturers Life Insurance Company, The | 8,522 | $729.0K | 0.00% | −804−8.6% | Reduced |
| ExodusPoint Capital Management, LP | 8,565 | $733.0K | 0.01% | +8,565 | New |
| Wolverine Trading, LLC | 10,040 | $753.0K | 0.02% | +10,040 | New |
| American International Group, Inc. | 9,400 | $804.0K | 0.00% | −39−0.4% | Reduced |
| Raymond James & Associates | 9,497 | $812.0K | 0.00% | −3,540−27.2% | Reduced |
| UBS Asset Management Americas Inc | 10,035 | $858.5K | 0.00% | +233+2.4% | Added |
| AQR Capital Management LLC | 11,054 | $946.0K | 0.00% | +6,701+153.9% | Added |
| Royce & Associates LP | 11,450 | $980.0K | 0.01% | −13,750−54.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,500 | $984.0K | 0.32% | +5,600+94.9% | Added |
| Symmetry Investments LP | 11,600 | $992.0K | 0.23% | +11,600 | New |
| Deutsche Bank AG | 11,647 | $996.0K | 0.00% | −77−0.7% | Reduced |
| Alpine Global Management, LLC | 11,900 | $1.02M | 0.23% | +11,900 | New |
| Laurion Capital Management LP | 12,000 | $1.03M | 0.01% | +12,000 | New |
| Jane Street Group, LLC | 12,179 | $1.04M | 0.00% | +3,770+44.8% | Added |
| Citadel Advisors LLC | 12,192 | $1.04M | 0.00% | −5,935−32.7% | Reduced |
| Victory Capital Management Inc | 12,488 | $1.07M | 0.00% | +5,864+88.5% | Added |
| GWM Advisors LLC | 13,340 | $1.14M | 0.03% | −2,336−14.9% | Reduced |
| Virtu Financial LLC | 13,375 | $1.14M | 0.10% | +5,647+73.1% | Added |
| Rhumbline Advisers | 15,623 | $1.34M | 0.00% | +817+5.5% | Added |
| Hillsdale Investment Management Inc. | 16,706 | $1.43M | 0.11% | −68,700−80.4% | Reduced |
| Alliancebernstein L.P. | 17,000 | $1.45M | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 19,257 | $1.65M | 0.02% | +12,070+167.9% | Added |
| 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 |
| Dynamic Technology Lab Private Ltd | 20,010 | $1.71M | 0.21% | +20,010 | New |
| Atlantic Trust, LLC | 20,095 | $1.72M | 1.09% | −1,730−7.9% | Reduced |
| Taylor Wealth Management Partners | 20,368 | $1.74M | 0.62% | −465−2.2% | Reduced |
| Principal Financial Group Inc | 20,900 | $1.79M | 0.00% | +17,020+438.7% | Added |
| ClariVest Asset Management LLC | 21,267 | $1.82M | 0.06% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 21,819 | $1.87M | 0.69% | +200+0.9% | Added |
| California State Teachers Retirement System | 21,972 | $1.88M | 0.00% | −1,258−5.4% | Reduced |
| Renaissance Group LLC | 23,991 | $2.05M | 0.09% | −182−0.8% | Reduced |
| Morgan Stanley | 24,432 | $2.09M | 0.00% | −16,165−39.8% | Reduced |
| Greenwood Capital Associates LLC | 24,862 | $2.13M | 0.33% | −234−0.9% | Reduced |