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 |
|---|---|---|---|---|---|
| CWM, LLC | 8 | $0 | 0.00% | +8 | New |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | −378,670−100.0% | Reduced |
| Ellevest, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Cutler Group LP | 22 | $1.00K | 0.00% | +22 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| McDonald Partners LLC | 24 | $1.49K | 0.00% | +24 | New |
| Absolute Capital Management, LLC | 24 | $1.49K | 0.00% | +24 | New |
| US Bancorp | 46 | $3.00K | 0.00% | +46 | New |
| Parkside Financial Bank & Trust | 51 | $3.00K | 0.00% | +51 | New |
| First Manhattan Co | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 58 | $4.00K | 0.00% | +58 | New |
| Fieldpoint Private Securities, LLC | 70 | $4.00K | 0.00% | +70 | New |
| Meeder Asset Management Inc | 86 | $5.00K | 0.00% | +86 | New |
| HighMark Wealth Management LLC | 100 | $6.00K | 0.00% | −1,174−92.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 103 | $6.00K | 0.00% | +35+51.5% | Added |
| American Portfolios Advisors | 146 | $9.07K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 300 | $13.0K | 0.00% | +300 | New |
| Eaton Vance Management | 226 | $14.0K | 0.00% | +121+115.2% | Added |
| Spire Wealth Management | 220 | $14.0K | 0.00% | +220 | New |
| Benjamin F. Edwards & Company, Inc. | 249 | $15.0K | 0.00% | +249 | New |
| Proequities, Inc. | 277 | $17.0K | 0.00% | +36+14.9% | Added |
| Federation des caisses Desjardins du Quebec | 280 | $17.4K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 309 | $19.0K | 0.01% | +28+10.0% | Added |
| FSB Premier Wealth Management, Inc. | 332 | $20.0K | 0.01% | +332 | New |
| Signet Financial Management, LLC | 325 | $20.0K | 0.00% | +325 | New |
| Captrust Financial Advisors | 338 | $21.0K | 0.00% | +19+6.0% | Added |
| Leonteq Securities AG | 358 | $22.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 403 | $25.0K | 0.00% | −540−57.3% | Reduced |
| Bessemer Group Inc | 420 | $26.0K | 0.00% | +20+5.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 423 | $26.0K | 0.00% | +423 | New |
| The PNC Financial Services Group, Inc. | 749 | $47.0K | 0.00% | +749 | New |
| Simplex Trading, LLC | 1,081 | $67.0K | 0.00% | +1,081 | New |
| Ameritas Investment Partners, Inc. | 1,258 | $78.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 1,767 | $91.0K | 0.00% | +1,767 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,180 | $135.0K | 0.00% | +658+43.2% | Added |
| Mutual of America Capital Management LLC | 2,427 | $151.0K | 0.00% | +2,427 | New |
| Truist Financial Corp | 3,312 | $206.0K | 0.00% | −931−21.9% | Reduced |
| First Foundation Advisors | 3,457 | $215.0K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 3,500 | $217.0K | 0.00% | +3,500 | New |
| Independent Advisor Alliance | 4,068 | $253.0K | 0.01% | +46+1.1% | Added |
| Arizona State Retirement System | 4,268 | $265.0K | 0.00% | +32+0.8% | Added |
| Guggenheim Capital LLC | 4,319 | $268.0K | 0.00% | +4,319 | New |
| ProShare Advisors LLC | 4,312 | $269.0K | 0.00% | +4,312 | New |
| Metropolitan Life Insurance Co | 4,477 | $278.1K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 4,550 | $283.0K | 0.01% | −870−16.1% | Reduced |
| XTX Topco Ltd | 4,562 | $283.0K | 0.16% | +4,562 | New |
| Bank of Montreal | 4,641 | $285.0K | 0.00% | +4,641 | New |
| Jane Street Group, LLC | 4,676 | $290.0K | 0.00% | −7,503−61.6% | Reduced |
| State of Wisconsin Investment Board | 4,900 | $304.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 4,919 | $306.0K | 0.00% | +642+15.0% | Added |
| Teachers Retirement System of the State of Kentucky | 5,100 | $317.0K | 0.00% | +5,100 | New |
| Boulder Hill Capital Management LP | 5,400 | $335.0K | 0.32% | +5,400 | New |
| State of Tennessee, Treasury Department | 5,740 | $357.0K | 0.00% | +5,740 | New |
| MetLife Investment Management | 5,787 | $359.4K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 5,963 | $370.0K | 0.00% | +5,963 | New |
| Avestar Capital, LLC | 6,002 | $373.0K | 0.07% | +6,002 | New |
| Schonfeld Strategic Advisors LLC | 6,073 | $378.0K | 0.00% | +6,073 | New |
| UBS Group AG | 6,133 | $381.0K | 0.00% | +2,208+56.3% | Added |
| LPL Financial LLC | 6,653 | $413.0K | 0.00% | +3,570+115.8% | Added |
| Oregon Public Employees Retirement Fund | 6,683 | $415.0K | 0.00% | +6,683 | New |
| Voya Investment Management LLC | 6,702 | $416.0K | 0.00% | −170−2.5% | Reduced |
| AQR Capital Management LLC | 6,755 | $420.0K | 0.00% | −4,299−38.9% | Reduced |
| Qube Research & Technologies Ltd | 6,759 | $420.0K | 0.00% | +3,343+97.9% | Added |
| MAI Capital Management | 6,800 | $422.0K | 0.01% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 6,953 | $432.0K | 0.00% | +6,953 | New |
| Maryland State Retirement & Pension System | 6,987 | $434.0K | 0.01% | +6,987 | New |
| Penbrook Management LLC | 7,075 | $439.0K | 0.26% | −91−1.3% | Reduced |
| HRT Financial LP | 7,085 | $440.0K | 0.00% | +7,085 | New |
| Campbell & CO Investment Adviser LLC | 7,100 | $441.0K | 0.15% | −4,400−38.3% | Reduced |
| State Board of Administration of Florida Retirement System | 7,307 | $454.0K | 0.00% | +78+1.1% | Added |
| BNP Paribas Arbitrage, SA | 8,073 | $501.4K | 0.00% | +5,052+167.2% | Added |
| Walleye Capital LLC | 8,338 | $518.0K | 0.02% | +5,749+222.1% | Added |
| Wetherby Asset Management Inc | 8,365 | $520.0K | 0.03% | +31+0.4% | Added |
| Manufacturers Life Insurance Company, The | 8,396 | $521.0K | 0.00% | −126−1.5% | Reduced |
| Quantbot Technologies LP | 8,501 | $527.0K | 0.04% | +8,501 | New |
| Louisiana State Employees Retirement System | 8,600 | $534.0K | 0.01% | +8,600 | New |
| Renaissance Technologies LLC | 8,700 | $540.0K | 0.00% | +8,700 | New |
| Amalgamated Bank | 8,952 | $556.0K | 0.00% | +5,890+192.4% | Added |
| Lyon Street Capital, LLC | 9,000 | $559.0K | 0.56% | +9,000 | New |
| Millennium Management LLC | 9,384 | $583.0K | 0.00% | −579,407−98.4% | Reduced |
| Precision Wealth Strategies, LLC | 9,929 | $617.0K | 0.44% | +3,783+61.6% | Added |
| Raymond James & Associates | 10,005 | $621.0K | 0.00% | +508+5.3% | Added |
| Victory Capital Management Inc | 10,049 | $624.0K | 0.00% | −2,439−19.5% | Reduced |
| 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 |
| Comerica Bank | 15,140 | $638.0K | 0.00% | +15,140 | New |
| American International Group, Inc. | 10,488 | $651.0K | 0.00% | +1,088+11.6% | Added |
| ClariVest Asset Management LLC | 10,700 | $664.0K | 0.02% | −10,567−49.7% | Reduced |
| Hillsdale Investment Management Inc. | 11,206 | $696.0K | 0.05% | −5,500−32.9% | Reduced |
| 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 |
| Harvest Investment Services, LLC | 11,525 | $715.0K | 0.30% | +7,415+180.4% | Added |
| Deutsche Bank AG | 12,137 | $754.0K | 0.00% | +490+4.2% | Added |
| State of Alaska, Department of Revenue | 12,585 | $781.0K | 0.01% | +12,585 | New |
| Engineers Gate Manager LP | 12,790 | $794.0K | 0.04% | +12,790 | New |
| Texas Permanent School Fund | 12,812 | $796.0K | 0.01% | +12,812 | New |
| UBS Asset Management Americas Inc | 13,340 | $828.5K | 0.00% | +3,305+32.9% | Added |
| Federated Hermes, Inc. | 13,402 | $832.0K | 0.00% | −191,568−93.5% | Reduced |