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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 8,952 | $556.0K | 0.00% | +5,890+192.4% | Added |
| Renaissance Technologies LLC | 8,700 | $540.0K | 0.00% | +8,700 | New |
| Louisiana State Employees Retirement System | 8,600 | $534.0K | 0.01% | +8,600 | New |
| Quantbot Technologies LP | 8,501 | $527.0K | 0.04% | +8,501 | New |
| Manufacturers Life Insurance Company, The | 8,396 | $521.0K | 0.00% | −126−1.5% | Reduced |
| Wetherby Asset Management Inc | 8,365 | $520.0K | 0.03% | +31+0.4% | Added |
| Walleye Capital LLC | 8,338 | $518.0K | 0.02% | +5,749+222.1% | Added |
| BNP Paribas Arbitrage, SA | 8,073 | $501.4K | 0.00% | +5,052+167.2% | Added |
| State Board of Administration of Florida Retirement System | 7,307 | $454.0K | 0.00% | +78+1.1% | Added |
| Campbell & CO Investment Adviser LLC | 7,100 | $441.0K | 0.15% | −4,400−38.3% | Reduced |
| HRT Financial LP | 7,085 | $440.0K | 0.00% | +7,085 | New |
| Penbrook Management LLC | 7,075 | $439.0K | 0.26% | −91−1.3% | Reduced |
| Maryland State Retirement & Pension System | 6,987 | $434.0K | 0.01% | +6,987 | New |
| Alberta Investment Management Corp | 6,953 | $432.0K | 0.00% | +6,953 | New |
| MAI Capital Management | 6,800 | $422.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Voya Investment Management LLC | 6,702 | $416.0K | 0.00% | −170−2.5% | Reduced |
| Oregon Public Employees Retirement Fund | 6,683 | $415.0K | 0.00% | +6,683 | New |
| LPL Financial LLC | 6,653 | $413.0K | 0.00% | +3,570+115.8% | Added |
| UBS Group AG | 6,133 | $381.0K | 0.00% | +2,208+56.3% | Added |
| Schonfeld Strategic Advisors LLC | 6,073 | $378.0K | 0.00% | +6,073 | New |
| Avestar Capital, LLC | 6,002 | $373.0K | 0.07% | +6,002 | New |
| Brown Advisory Inc | 5,963 | $370.0K | 0.00% | +5,963 | New |
| MetLife Investment Management | 5,787 | $359.4K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 5,740 | $357.0K | 0.00% | +5,740 | New |
| Boulder Hill Capital Management LP | 5,400 | $335.0K | 0.32% | +5,400 | New |
| Teachers Retirement System of the State of Kentucky | 5,100 | $317.0K | 0.00% | +5,100 | New |
| Envestnet Asset Management Inc | 4,919 | $306.0K | 0.00% | +642+15.0% | Added |
| State of Wisconsin Investment Board | 4,900 | $304.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 4,676 | $290.0K | 0.00% | −7,503−61.6% | Reduced |
| Bank of Montreal | 4,641 | $285.0K | 0.00% | +4,641 | New |
| 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 |
| Metropolitan Life Insurance Co | 4,477 | $278.1K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 4,312 | $269.0K | 0.00% | +4,312 | New |
| Guggenheim Capital LLC | 4,319 | $268.0K | 0.00% | +4,319 | New |
| Arizona State Retirement System | 4,268 | $265.0K | 0.00% | +32+0.8% | Added |
| Independent Advisor Alliance | 4,068 | $253.0K | 0.01% | +46+1.1% | Added |
| Ensign Peak Advisors, Inc | 3,500 | $217.0K | 0.00% | +3,500 | New |
| First Foundation Advisors | 3,457 | $215.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 3,312 | $206.0K | 0.00% | −931−21.9% | Reduced |
| Mutual of America Capital Management LLC | 2,427 | $151.0K | 0.00% | +2,427 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,180 | $135.0K | 0.00% | +658+43.2% | Added |
| Amundi | 1,767 | $91.0K | 0.00% | +1,767 | New |
| Ameritas Investment Partners, Inc. | 1,258 | $78.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,081 | $67.0K | 0.00% | +1,081 | New |
| The PNC Financial Services Group, Inc. | 749 | $47.0K | 0.00% | +749 | New |
| 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 |
| Tower Research Capital LLC (TRC) | 403 | $25.0K | 0.00% | −540−57.3% | Reduced |
| Leonteq Securities AG | 358 | $22.2K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 338 | $21.0K | 0.00% | +19+6.0% | Added |
| FSB Premier Wealth Management, Inc. | 332 | $20.0K | 0.01% | +332 | New |
| Signet Financial Management, LLC | 325 | $20.0K | 0.00% | +325 | New |
| Total Clarity Wealth Management, Inc. | 309 | $19.0K | 0.01% | +28+10.0% | Added |
| Federation des caisses Desjardins du Quebec | 280 | $17.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 277 | $17.0K | 0.00% | +36+14.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 249 | $15.0K | 0.00% | +249 | New |
| Eaton Vance Management | 226 | $14.0K | 0.00% | +121+115.2% | Added |
| Spire Wealth Management | 220 | $14.0K | 0.00% | +220 | New |
| Nisa Investment Advisors, LLC | 300 | $13.0K | 0.00% | +300 | New |
| American Portfolios Advisors | 146 | $9.07K | 0.00% | 00.0% | Unchanged |
| 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 |
| Meeder Asset Management Inc | 86 | $5.00K | 0.00% | +86 | 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 |
| US Bancorp | 46 | $3.00K | 0.00% | +46 | New |
| Parkside Financial Bank & Trust | 51 | $3.00K | 0.00% | +51 | New |
| McDonald Partners LLC | 24 | $1.49K | 0.00% | +24 | New |
| Absolute Capital Management, LLC | 24 | $1.49K | 0.00% | +24 | 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 |
| CWM, LLC | 8 | $0 | 0.00% | +8 | New |
| 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 |