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Livermore
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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.

Q4 2021 vs. Q3 2021

How the institutions holding OptimizeRx Corp changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of OPRX: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1631180+18
Shares13.9M1815.0M+1.12M (+8.0%)
Value$1.19B$1.00K$930.5M−$256.1M (−21.6%)

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (58)

Institutions that held OptimizeRx Corp at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to OPRX in Q4 2021
InstitutionSharesValue% of portfolio
Point72 Asset Management, L.P.145,100$9.01M0.04%
Marshall Wace, LLP80,164$4.98M0.01%
Allspring Global Investments Holdings, LLC52,983$3.29M0.00%
PEAK6 Investments LLC41,676$2.59M0.07%
Mount Capital Ltd36,868$2.29M0.63%
Public Sector Pension Investment Board36,190$2.25M0.01%
Voloridge Investment Management, LLC28,774$1.79M0.01%
Squarepoint Ops LLC24,578$1.53M0.01%
Yousif Capital Management, LLC18,779$1.17M0.01%
Prudential Financial Inc18,750$1.17M0.00%
New York State Teachers Retirement System17,382$1.08M0.00%
Jump Financial, LLC14,900$925.0K0.06%
Thrivent Financial for Lutherans14,461$898.0K0.00%
Commonwealth of Pennsylvania Public School Empls Retrmt Sys13,431$834.0K0.01%
Texas Permanent School Fund12,812$796.0K0.01%
Engineers Gate Manager LP12,790$794.0K0.04%
State of Alaska, Department of Revenue12,585$781.0K0.01%
Comerica Bank15,140$638.0K0.00%
Lyon Street Capital, LLC9,000$559.0K0.56%
Renaissance Technologies LLC8,700$540.0K0.00%
Louisiana State Employees Retirement System8,600$534.0K0.01%
Quantbot Technologies LP8,501$527.0K0.04%
HRT Financial LP7,085$440.0K0.00%
Maryland State Retirement & Pension System6,987$434.0K0.01%
Alberta Investment Management Corp6,953$432.0K0.00%
Oregon Public Employees Retirement Fund6,683$415.0K0.00%
Schonfeld Strategic Advisors LLC6,073$378.0K0.00%
Avestar Capital, LLC6,002$373.0K0.07%
Brown Advisory Inc5,963$370.0K0.00%
State of Tennessee, Treasury Department5,740$357.0K0.00%
Boulder Hill Capital Management LP5,400$335.0K0.32%
Teachers Retirement System of the State of Kentucky5,100$317.0K0.00%
Bank of Montreal4,641$285.0K0.00%
XTX Topco Ltd4,562$283.0K0.16%
ProShare Advisors LLC4,312$269.0K0.00%
Guggenheim Capital LLC4,319$268.0K0.00%
Ensign Peak Advisors, Inc3,500$217.0K0.00%
Mutual of America Capital Management LLC2,427$151.0K0.00%
Amundi1,767$91.0K0.00%
Simplex Trading, LLC1,081$67.0K0.00%
The PNC Financial Services Group, Inc.749$47.0K0.00%
Harel Insurance Investments & Financial Services Ltd.423$26.0K0.00%
FSB Premier Wealth Management, Inc.332$20.0K0.01%
Signet Financial Management, LLC325$20.0K0.00%
Benjamin F. Edwards & Company, Inc.249$15.0K0.00%
Spire Wealth Management220$14.0K0.00%
Nisa Investment Advisors, LLC300$13.0K0.00%
Meeder Asset Management Inc86$5.00K0.00%
Paragon Capital Management Ltd58$4.00K0.00%
Fieldpoint Private Securities, LLC70$4.00K0.00%
US Bancorp46$3.00K0.00%
Parkside Financial Bank & Trust51$3.00K0.00%
McDonald Partners LLC24$1.49K0.00%
Absolute Capital Management, LLC24$1.49K0.00%
Signaturefd, LLC15$1.00K0.00%
Cutler Group LP22$1.00K0.00%
Henrickson Nauta Wealth Advisors, Inc.15$1.00K0.00%
CWM, LLC8$00.00%

Sold out (40)

Institutions that held OptimizeRx Corp at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of OPRX in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Next Century Growth Investors LLC268,540$23.0M
CastleArk Alternatives, LLC158,722$13.6M
Peregrine Capital Management LLC122,824$10.5M
EAM Investors, LLC84,481$7.23M
EAM Global Investors LLC52,829$4.52M
Cannon Global Investment Management, LLC38,207$3.27M
Boothbay Fund Management, LLC29,779$2.55M
Macquarie Group Ltd25,262$2.16M
Jackson Creek Investment Advisors LLC21,819$1.87M
Dynamic Technology Lab Private Ltd20,010$1.71M
Granite Point Capital Management, L.P.20,000$1.71M
Virtu Financial LLC13,375$1.14M
Citadel Advisors LLC12,192$1.04M
Laurion Capital Management LP12,000$1.03M
Alpine Global Management, LLC11,900$1.02M
Symmetry Investments LP11,600$992.0K
Royce & Associates LP11,450$980.0K
Wolverine Trading, LLC10,040$753.0K
ExodusPoint Capital Management, LP8,565$733.0K
Polar Capital Holdings Plc7,028$601.0K
TownSquare Capital, LLC5,628$481.0K
Vontobel Holding Ltd.5,419$464.0K
Balyasny Asset Management LLC5,062$433.0K
Ergoteles LLC4,400$376.0K
HighTower Advisors, LLC3,925$336.0K
Dakota Wealth Management3,892$333.0K
Independent Financial Group, LLC3,182$272.2K
Chilton Investment Co LLC2,845$243.0K
IHT Wealth Management, LLC2,637$226.0K
Teacher Retirement System of Texas2,398$205.0K
Dorchester Wealth Management Co2,400$205.0K
Dorsey Wright & Associates1,851$158.0K
Robeco Institutional Asset Management B.V.1,794$153.0K
O'Shaughnessy Asset Management, LLC711$61.0K
Jacobi Capital Management LLC700$60.0K
SOA Wealth Advisors, LLC.150$12.0K
NEXT Financial Group, Inc100$9.00K
IFP Advisors, Inc100$9.00K
Robbins Farley LLC100$9.00K
Parallel Advisors, LLC65$6.00K

Not filed for Q4 2021 yet (1)

Institutions that held OptimizeRx Corp at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OPRX in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Berman Capital Advisors, LLC18$1.00K