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 |
|---|---|---|---|---|---|
| Penbrook Management LLC | 7,166 | $613.0K | 0.39% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 7,028 | $601.0K | 0.00% | −3,140−30.9% | Reduced |
| Voya Investment Management LLC | 6,872 | $588.0K | 0.00% | +220+3.3% | Added |
| MAI Capital Management | 6,800 | $582.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,507 | $556.0K | 0.00% | −68−1.0% | Reduced |
| SG Americas Securities, LLC | 6,180 | $529.0K | 0.00% | +6,180 | New |
| Precision Wealth Strategies, LLC | 6,146 | $526.0K | 0.41% | +1,069+21.1% | Added |
| MetLife Investment Management | 5,787 | $495.1K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,628 | $481.0K | 0.01% | +301+5.7% | Added |
| 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 |
| Balyasny Asset Management LLC | 5,062 | $433.0K | 0.00% | +5,062 | New |
| Ameriprise Financial Inc | 1,932 | $422.0K | 0.00% | +1,932 | New |
| State of Wisconsin Investment Board | 4,900 | $419.0K | 0.00% | −1,000−16.9% | Reduced |
| Citigroup Inc | 4,505 | $385.0K | 0.00% | +1,065+31.0% | Added |
| Metropolitan Life Insurance Co | 4,477 | $383.0K | 0.01% | −673−13.1% | Reduced |
| Ergoteles LLC | 4,400 | $376.0K | 0.01% | +4,400 | New |
| Envestnet Asset Management Inc | 4,277 | $366.0K | 0.00% | +4,277 | New |
| Truist Financial Corp | 4,243 | $363.0K | 0.00% | +4,243 | New |
| Arizona State Retirement System | 4,236 | $362.0K | 0.00% | +188+4.6% | Added |
| Harvest Investment Services, LLC | 4,110 | $351.0K | 0.14% | +4,110 | New |
| Independent Advisor Alliance | 4,022 | $344.0K | 0.02% | +91+2.3% | Added |
| 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 |
| Dakota Wealth Management | 3,892 | $333.0K | 0.04% | +3,892 | New |
| First Foundation Advisors | 3,457 | $296.0K | 0.01% | +123+3.7% | Added |
| Qube Research & Technologies Ltd | 3,416 | $292.0K | 0.00% | +3,416 | New |
| Independent Financial Group, LLC | 3,182 | $272.2K | 0.03% | +3,182 | New |
| LPL Financial LLC | 3,083 | $264.0K | 0.00% | −220−6.7% | Reduced |
| Amalgamated Bank | 3,062 | $262.0K | 0.00% | +3,062 | New |
| BNP Paribas Arbitrage, SA | 3,021 | $258.4K | 0.00% | +2,458+436.6% | Added |
| Chilton Investment Co LLC | 2,845 | $243.0K | 0.01% | +2,845 | New |
| IHT Wealth Management, LLC | 2,637 | $226.0K | 0.02% | +2,637 | New |
| Walleye Capital LLC | 2,589 | $221.0K | 0.01% | +2,589 | New |
| 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 |
| Dorsey Wright & Associates | 1,851 | $158.0K | 0.03% | +144+8.4% | Added |
| Robeco Institutional Asset Management B.V. | 1,794 | $153.0K | 0.00% | +1,794 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,522 | $130.0K | 0.00% | +1,522 | New |
| HighMark Wealth Management LLC | 1,274 | $109.0K | 0.08% | +267+26.5% | Added |
| Ameritas Investment Partners, Inc. | 1,258 | $108.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 943 | $81.0K | 0.00% | +350+59.0% | Added |
| O'Shaughnessy Asset Management, LLC | 711 | $61.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 700 | $60.0K | 0.01% | −2,749−79.7% | Reduced |
| Bessemer Group Inc | 400 | $34.0K | 0.00% | −200−33.3% | Reduced |
| Leonteq Securities AG | 358 | $30.6K | 0.00% | +358 | New |
| Captrust Financial Advisors | 319 | $27.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 281 | $24.0K | 0.01% | +281 | New |
| Federation des caisses Desjardins du Quebec | 280 | $24.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 241 | $21.0K | 0.00% | +39+19.3% | Added |
| American Portfolios Advisors | 146 | $12.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 150 | $12.0K | 0.00% | −50−25.0% | Reduced |
| 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 |
| TCI Wealth Advisors, Inc. | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 65 | $6.00K | 0.00% | +65 | New |
| First Manhattan Co | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 12 | $1.00K | 0.00% | −7−36.8% | Reduced |
| Berman Capital Advisors, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Eaton Vance Management | 105 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 4 | $0 | 0.00% | +3+300.0% | Added |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −120,136−100.0% | Sold out |
| S Squared Technology, LLC | 0 | $0 | 0.00% | −75,849−100.0% | Sold out |
| Parian Global Management LP | 0 | $0 | 0.00% | −50,774−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| P.A.W. Capital Corp | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −21,650−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −20,532−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −12,001−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −7,320−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −6,929−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −6,081−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −5,470−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −4,370−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −4,269−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −3,676−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,129−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −589−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |