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 |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,431 | $834.0K | 0.01% | +13,431 | New |
| SG Americas Securities, LLC | 14,371 | $893.0K | 0.01% | +8,191+132.5% | Added |
| Thrivent Financial for Lutherans | 14,461 | $898.0K | 0.00% | +14,461 | New |
| Jump Financial, LLC | 14,900 | $925.0K | 0.06% | +14,900 | New |
| Advisor Group Holdings, Inc. | 16,854 | $1.05M | 0.00% | −11,348−40.2% | Reduced |
| New York State Teachers Retirement System | 17,382 | $1.08M | 0.00% | +17,382 | New |
| Prudential Financial Inc | 18,750 | $1.17M | 0.00% | +18,750 | New |
| Yousif Capital Management, LLC | 18,779 | $1.17M | 0.01% | +18,779 | New |
| Atlantic Trust, LLC | 19,445 | $1.21M | 0.71% | −650−3.2% | Reduced |
| Alliancebernstein L.P. | 19,534 | $1.21M | 0.00% | +2,534+14.9% | Added |
| Cubist Systematic Strategies, LLC | 20,546 | $1.28M | 0.01% | +1,289+6.7% | Added |
| Renaissance Group LLC | 21,020 | $1.31M | 0.05% | −2,971−12.4% | 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 |
| Barclays PLC | 22,482 | $1.40M | 0.00% | −6,407−22.2% | Reduced |
| California State Teachers Retirement System | 22,708 | $1.41M | 0.00% | +736+3.3% | Added |
| Squarepoint Ops LLC | 24,578 | $1.53M | 0.01% | +24,578 | New |
| Two Sigma Advisers, LP | 26,200 | $1.63M | 0.00% | −82,500−75.9% | Reduced |
| Greenwood Capital Associates LLC | 26,224 | $1.63M | 0.23% | +1,362+5.5% | Added |
| Voloridge Investment Management, LLC | 28,774 | $1.79M | 0.01% | +28,774 | New |
| Royal Bank of Canada | 32,650 | $2.03M | 0.00% | +675+2.1% | Added |
| Bridgewater Associates, LP | 32,700 | $2.03M | 0.01% | +4,150+14.5% | Added |
| Apis Capital Advisors, LLC | 34,000 | $2.11M | 2.34% | −16,000−32.0% | Reduced |
| Swiss National Bank | 34,900 | $2.17M | 0.00% | +600+1.7% | Added |
| Parametric Portfolio Associates LLC | 35,085 | $2.18M | 0.00% | −44,105−55.7% | Reduced |
| Advisory Research Inc | 35,692 | $2.22M | 0.17% | +4,202+13.3% | Added |
| Public Sector Pension Investment Board | 36,190 | $2.25M | 0.01% | +36,190 | New |
| Mount Capital Ltd | 36,868 | $2.29M | 0.63% | +36,868 | New |
| Wells Fargo & Company | 37,158 | $2.31M | 0.00% | +5,742+18.3% | Added |
| Rhumbline Advisers | 38,008 | $2.36M | 0.00% | +22,385+143.3% | Added |
| Rice Hall James & Associates, LLC | 39,000 | $2.42M | 0.09% | −7,070−15.3% | Reduced |
| Essex Investment Management Co LLC | 40,715 | $2.53M | 0.29% | +2,800+7.4% | Added |
| PEAK6 Investments LLC | 41,676 | $2.59M | 0.07% | +41,676 | New |
| Charles Schwab Investment Management Inc | 44,070 | $2.74M | 0.00% | +713+1.6% | Added |
| Legal & General Group Plc | 44,149 | $2.74M | 0.00% | +36,162+452.8% | Added |
| Prospect Capital Advisors, LLC | 46,100 | $2.86M | 1.13% | −196,450−81.0% | Reduced |
| Nuveen Asset Management, LLC | 57,762 | $3.14M | 0.00% | −4,968−7.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 52,983 | $3.29M | 0.00% | +52,983 | New |
| Citigroup Inc | 56,261 | $3.49M | 0.00% | +51,756+1,148.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 57,749 | $3.59M | 0.01% | −20,411−26.1% | Reduced |
| Swedbank AB | 59,960 | $3.67M | 0.01% | −5,000−7.7% | Reduced |
| Russell Investments Group, Ltd. | 60,262 | $3.74M | 0.01% | −22,672−27.3% | Reduced |
| Bank of America Corp | 72,331 | $4.49M | 0.00% | −21,516−22.9% | Reduced |
| Ameriprise Financial Inc | 76,040 | $4.72M | 0.00% | +74,108+3,835.8% | Added |
| Marshall Wace, LLP | 80,164 | $4.98M | 0.01% | +80,164 | New |
| Lisanti Capital Growth, LLC | 87,421 | $5.43M | 0.79% | −14,185−14.0% | Reduced |
| Calamos Advisors LLC | 91,541 | $5.68M | 0.02% | −25,299−21.7% | Reduced |
| Wasatch Advisors Inc | 93,219 | $5.79M | 0.02% | +12,460+15.4% | Added |
| Handelsinvest Investeringsforvaltning | 100,000 | $6.21M | 0.63% | −10,000−9.1% | Reduced |
| Perkins Capital Management Inc | 107,830 | $6.70M | 4.52% | −7,350−6.4% | Reduced |
| Invesco Ltd. | 111,433 | $6.92M | 0.00% | +20,631+22.7% | Added |
| Castleark Management LLC | 113,822 | $7.07M | 0.26% | −44,900−28.3% | Reduced |
| Venator Capital Management Ltd. | 119,700 | $7.43M | 4.67% | −82,300−40.7% | Reduced |
| Bullseye Asset Management LLC | 123,750 | $7.61M | 3.02% | −63,292−33.8% | Reduced |
| Two Sigma Investments, LP | 129,399 | $8.04M | 0.02% | +56,140+76.6% | Added |
| New York State Common Retirement Fund | 138,591 | $8.61M | 0.01% | −14,908−9.7% | Reduced |
| Point72 Asset Management, L.P. | 145,100 | $9.01M | 0.04% | +145,100 | New |
| Principal Financial Group Inc | 151,249 | $9.39M | 0.01% | +130,349+623.7% | Added |
| Collaborative Holdings Management LP | 162,000 | $10.1M | 4.13% | +107,000+194.5% | Added |
| Bank of New York Mellon Corp | 164,905 | $10.2M | 0.00% | +78,536+90.9% | Added |
| Morgan Stanley | 188,930 | $11.7M | 0.00% | +164,498+673.3% | Added |
| Dimensional Fund Advisors LP | 222,655 | $13.8M | 0.00% | −1,512−0.7% | Reduced |
| FMR LLC | 223,079 | $13.9M | 0.00% | +223,075+5,576,875.0% | Added |
| Granite Investment Partners, LLC | 241,259 | $15.0M | 0.44% | +7,981+3.4% | Added |
| Credit Suisse AG | 270,123 | $16.8M | 0.01% | +138,803+105.7% | Added |
| Northern Trust Corp | 278,974 | $17.3M | 0.00% | +14,925+5.7% | Added |
| Jacob Asset Management of New York LLC | 285,401 | $17.7M | 7.91% | −42,743−13.0% | Reduced |
| Geode Capital Management, LLC | 305,683 | $19.0M | 0.00% | +1,955+0.6% | Added |
| First Light Asset Management, LLC | 313,769 | $19.5M | 1.40% | −193,615−38.2% | Reduced |
| AWM Investment Company, Inc. | 383,743 | $23.8M | 2.39% | −42,400−9.9% | Reduced |
| G2 Investment Partners Management LLC | 405,138 | $25.2M | 4.34% | +75,138+22.8% | Added |
| American Century Companies Inc | 425,045 | $26.4M | 0.02% | +43,131+11.3% | Added |
| Avenir Corp | 430,971 | $26.8M | 2.06% | −77,928−15.3% | Reduced |
| Handelsbanken Fonder AB | 560,000 | $34.8M | 0.17% | +49,500+9.7% | Added |
| State Street Corp | 594,454 | $36.9M | 0.00% | +279,640+88.8% | Added |
| Driehaus Capital Management LLC | 635,408 | $39.5M | 0.40% | +164,089+34.8% | Added |
| Blair William & Co | 730,674 | $45.4M | 0.14% | −9,033−1.2% | Reduced |
| Artisan Partners Limited Partnership | 823,402 | $51.1M | 0.06% | +74,686+10.0% | Added |
| Vanguard Group Inc | 1,082,776 | $67.3M | 0.00% | +264,570+32.3% | Added |
| BlackRock Inc. | 2,668,088 | $165.7M | 0.00% | +1,559,669+140.7% | Added |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −268,540−100.0% | Sold out |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −158,722−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −122,824−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −84,481−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −52,829−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −38,207−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −29,779−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −25,262−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −21,819−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,010−100.0% | Sold out |
| Granite Point Capital Management, L.P. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,375−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,192−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −11,450−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −10,040−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −8,565−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −7,028−100.0% | Sold out |