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 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −5,628−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −5,419−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −5,062−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −3,925−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −3,892−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −3,182−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −2,845−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −2,637−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −2,398−100.0% | Sold out |
| Dorchester Wealth Management Co | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −1,851−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −1,794−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −711−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| NEXT Financial Group, Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Robbins Farley LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |