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, Q4 2021
Institutional positions in OptimizeRx Corp as of Dec 31, 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
- 180
- +18 vs. Q3 2021
- Shares held
- 15.0M
- +1.12M (+8.0%) vs. Q3 2021
- Total value
- $930.5M
- −$256.1M (−21.6%) vs. Q3 2021
- New holders
- 58
- 61 more added
- Sold out
- 40
- 49 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,668,088 | $165.7M | 0.00% | +1,559,669+140.7% | Added |
| Vanguard Group Inc | 1,082,776 | $67.3M | 0.00% | +264,570+32.3% | Added |
| Artisan Partners Limited Partnership | 823,402 | $51.1M | 0.06% | +74,686+10.0% | Added |
| Blair William & Co | 730,674 | $45.4M | 0.14% | −9,033−1.2% | Reduced |
| Driehaus Capital Management LLC | 635,408 | $39.5M | 0.40% | +164,089+34.8% | Added |
| State Street Corp | 594,454 | $36.9M | 0.00% | +279,640+88.8% | Added |
| Handelsbanken Fonder AB | 560,000 | $34.8M | 0.17% | +49,500+9.7% | Added |
| Avenir Corp | 430,971 | $26.8M | 2.06% | −77,928−15.3% | Reduced |
| American Century Companies Inc | 425,045 | $26.4M | 0.02% | +43,131+11.3% | Added |
| G2 Investment Partners Management LLC | 405,138 | $25.2M | 4.34% | +75,138+22.8% | Added |
| AWM Investment Company, Inc. | 383,743 | $23.8M | 2.39% | −42,400−9.9% | Reduced |
| First Light Asset Management, LLC | 313,769 | $19.5M | 1.40% | −193,615−38.2% | Reduced |
| Geode Capital Management, LLC | 305,683 | $19.0M | 0.00% | +1,955+0.6% | Added |
| Jacob Asset Management of New York LLC | 285,401 | $17.7M | 7.91% | −42,743−13.0% | Reduced |
| Northern Trust Corp | 278,974 | $17.3M | 0.00% | +14,925+5.7% | Added |
| Credit Suisse AG | 270,123 | $16.8M | 0.01% | +138,803+105.7% | Added |
| Granite Investment Partners, LLC | 241,259 | $15.0M | 0.44% | +7,981+3.4% | Added |
| FMR LLC | 223,079 | $13.9M | 0.00% | +223,075+5,576,875.0% | Added |
| Dimensional Fund Advisors LP | 222,655 | $13.8M | 0.00% | −1,512−0.7% | Reduced |
| Morgan Stanley | 188,930 | $11.7M | 0.00% | +164,498+673.3% | Added |
| Bank of New York Mellon Corp | 164,905 | $10.2M | 0.00% | +78,536+90.9% | Added |
| Collaborative Holdings Management LP | 162,000 | $10.1M | 4.13% | +107,000+194.5% | Added |
| Principal Financial Group Inc | 151,249 | $9.39M | 0.01% | +130,349+623.7% | Added |
| Point72 Asset Management, L.P. | 145,100 | $9.01M | 0.04% | +145,100 | New |
| New York State Common Retirement Fund | 138,591 | $8.61M | 0.01% | −14,908−9.7% | Reduced |
| Two Sigma Investments, LP | 129,399 | $8.04M | 0.02% | +56,140+76.6% | Added |
| Bullseye Asset Management LLC | 123,750 | $7.61M | 3.02% | −63,292−33.8% | Reduced |
| Venator Capital Management Ltd. | 119,700 | $7.43M | 4.67% | −82,300−40.7% | Reduced |
| Castleark Management LLC | 113,822 | $7.07M | 0.26% | −44,900−28.3% | Reduced |
| Invesco Ltd. | 111,433 | $6.92M | 0.00% | +20,631+22.7% | Added |
| Perkins Capital Management Inc | 107,830 | $6.70M | 4.52% | −7,350−6.4% | Reduced |
| Handelsinvest Investeringsforvaltning | 100,000 | $6.21M | 0.63% | −10,000−9.1% | Reduced |
| Wasatch Advisors Inc | 93,219 | $5.79M | 0.02% | +12,460+15.4% | Added |
| Calamos Advisors LLC | 91,541 | $5.68M | 0.02% | −25,299−21.7% | Reduced |
| Lisanti Capital Growth, LLC | 87,421 | $5.43M | 0.79% | −14,185−14.0% | Reduced |
| Marshall Wace, LLP | 80,164 | $4.98M | 0.01% | +80,164 | New |
| Ameriprise Financial Inc | 76,040 | $4.72M | 0.00% | +74,108+3,835.8% | Added |
| Bank of America Corp | 72,331 | $4.49M | 0.00% | −21,516−22.9% | Reduced |
| Russell Investments Group, Ltd. | 60,262 | $3.74M | 0.01% | −22,672−27.3% | Reduced |
| Swedbank AB | 59,960 | $3.67M | 0.01% | −5,000−7.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 57,749 | $3.59M | 0.01% | −20,411−26.1% | Reduced |
| Citigroup Inc | 56,261 | $3.49M | 0.00% | +51,756+1,148.9% | Added |
| Allspring Global Investments Holdings, LLC | 52,983 | $3.29M | 0.00% | +52,983 | New |
| Nuveen Asset Management, LLC | 57,762 | $3.14M | 0.00% | −4,968−7.9% | Reduced |
| Prospect Capital Advisors, LLC | 46,100 | $2.86M | 1.13% | −196,450−81.0% | Reduced |
| Legal & General Group Plc | 44,149 | $2.74M | 0.00% | +36,162+452.8% | Added |
| Charles Schwab Investment Management Inc | 44,070 | $2.74M | 0.00% | +713+1.6% | Added |
| PEAK6 Investments LLC | 41,676 | $2.59M | 0.07% | +41,676 | New |
| Essex Investment Management Co LLC | 40,715 | $2.53M | 0.29% | +2,800+7.4% | Added |
| Rice Hall James & Associates, LLC | 39,000 | $2.42M | 0.09% | −7,070−15.3% | Reduced |
| Rhumbline Advisers | 38,008 | $2.36M | 0.00% | +22,385+143.3% | Added |
| Wells Fargo & Company | 37,158 | $2.31M | 0.00% | +5,742+18.3% | Added |
| Mount Capital Ltd | 36,868 | $2.29M | 0.63% | +36,868 | New |
| Public Sector Pension Investment Board | 36,190 | $2.25M | 0.01% | +36,190 | New |
| Advisory Research Inc | 35,692 | $2.22M | 0.17% | +4,202+13.3% | Added |
| Parametric Portfolio Associates LLC | 35,085 | $2.18M | 0.00% | −44,105−55.7% | Reduced |
| Swiss National Bank | 34,900 | $2.17M | 0.00% | +600+1.7% | Added |
| Apis Capital Advisors, LLC | 34,000 | $2.11M | 2.34% | −16,000−32.0% | Reduced |
| Bridgewater Associates, LP | 32,700 | $2.03M | 0.01% | +4,150+14.5% | Added |
| Royal Bank of Canada | 32,650 | $2.03M | 0.00% | +675+2.1% | Added |
| Voloridge Investment Management, LLC | 28,774 | $1.79M | 0.01% | +28,774 | New |
| Greenwood Capital Associates LLC | 26,224 | $1.63M | 0.23% | +1,362+5.5% | Added |
| Two Sigma Advisers, LP | 26,200 | $1.63M | 0.00% | −82,500−75.9% | Reduced |
| Squarepoint Ops LLC | 24,578 | $1.53M | 0.01% | +24,578 | New |
| California State Teachers Retirement System | 22,708 | $1.41M | 0.00% | +736+3.3% | Added |
| Barclays PLC | 22,482 | $1.40M | 0.00% | −6,407−22.2% | Reduced |
| Goldman Sachs Group Inc | 22,373 | $1.39M | 0.00% | −48,527−68.4% | Reduced |
| SEI Investments Co | 22,375 | $1.39M | 0.00% | −21,529−49.0% | Reduced |
| Renaissance Group LLC | 21,020 | $1.31M | 0.05% | −2,971−12.4% | Reduced |
| Cubist Systematic Strategies, LLC | 20,546 | $1.28M | 0.01% | +1,289+6.7% | Added |
| Alliancebernstein L.P. | 19,534 | $1.21M | 0.00% | +2,534+14.9% | Added |
| Atlantic Trust, LLC | 19,445 | $1.21M | 0.71% | −650−3.2% | Reduced |
| Yousif Capital Management, LLC | 18,779 | $1.17M | 0.01% | +18,779 | New |
| Prudential Financial Inc | 18,750 | $1.17M | 0.00% | +18,750 | New |
| New York State Teachers Retirement System | 17,382 | $1.08M | 0.00% | +17,382 | New |
| Advisor Group Holdings, Inc. | 16,854 | $1.05M | 0.00% | −11,348−40.2% | Reduced |
| Jump Financial, LLC | 14,900 | $925.0K | 0.06% | +14,900 | New |
| Thrivent Financial for Lutherans | 14,461 | $898.0K | 0.00% | +14,461 | New |
| SG Americas Securities, LLC | 14,371 | $893.0K | 0.01% | +8,191+132.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,431 | $834.0K | 0.01% | +13,431 | New |
| Federated Hermes, Inc. | 13,402 | $832.0K | 0.00% | −191,568−93.5% | Reduced |
| UBS Asset Management Americas Inc | 13,340 | $828.5K | 0.00% | +3,305+32.9% | Added |
| Texas Permanent School Fund | 12,812 | $796.0K | 0.01% | +12,812 | New |
| Engineers Gate Manager LP | 12,790 | $794.0K | 0.04% | +12,790 | New |
| State of Alaska, Department of Revenue | 12,585 | $781.0K | 0.01% | +12,585 | New |
| Deutsche Bank AG | 12,137 | $754.0K | 0.00% | +490+4.2% | Added |
| Harvest Investment Services, LLC | 11,525 | $715.0K | 0.30% | +7,415+180.4% | Added |
| GWM Advisors LLC | 11,302 | $702.0K | 0.01% | −2,038−15.3% | Reduced |
| JPMorgan Chase & Co | 11,315 | $702.0K | 0.00% | +4,808+73.9% | Added |
| Hillsdale Investment Management Inc. | 11,206 | $696.0K | 0.05% | −5,500−32.9% | Reduced |
| ClariVest Asset Management LLC | 10,700 | $664.0K | 0.02% | −10,567−49.7% | Reduced |
| American International Group, Inc. | 10,488 | $651.0K | 0.00% | +1,088+11.6% | Added |
| Comerica Bank | 15,140 | $638.0K | 0.00% | +15,140 | New |
| Taylor Wealth Management Partners | 10,204 | $634.0K | 0.22% | −10,164−49.9% | Reduced |
| Geller Advisors LLC | 10,200 | $634.0K | 0.12% | −9,800−49.0% | Reduced |
| Victory Capital Management Inc | 10,049 | $624.0K | 0.00% | −2,439−19.5% | Reduced |
| Raymond James & Associates | 10,005 | $621.0K | 0.00% | +508+5.3% | Added |
| Precision Wealth Strategies, LLC | 9,929 | $617.0K | 0.44% | +3,783+61.6% | Added |
| Millennium Management LLC | 9,384 | $583.0K | 0.00% | −579,407−98.4% | Reduced |
| Lyon Street Capital, LLC | 9,000 | $559.0K | 0.56% | +9,000 | New |