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, Q1 2022
Institutional positions in OptimizeRx Corp as of Mar 31, 2022. 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
- 153
- −27 vs. Q4 2021
- Shares held
- 15.5M
- +521.8K (+3.5%) vs. Q4 2021
- Total value
- $585.1M
- −$345.4M (−37.1%) vs. Q4 2021
- New holders
- 20
- 65 more added
- Sold out
- 47
- 49 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,683,874 | $101.2M | 0.00% | +15,786+0.6% | Added |
| Vanguard Group Inc | 1,115,086 | $42.0M | 0.00% | +32,310+3.0% | Added |
| Artisan Partners Limited Partnership | 828,095 | $31.2M | 0.04% | +4,693+0.6% | Added |
| Blair William & Co | 725,855 | $27.4M | 0.10% | −4,819−0.7% | Reduced |
| Driehaus Capital Management LLC | 652,860 | $24.6M | 0.30% | +17,452+2.7% | Added |
| State Street Corp | 605,399 | $22.8M | 0.00% | +10,945+1.8% | Added |
| American Century Companies Inc | 588,774 | $22.2M | 0.02% | +163,729+38.5% | Added |
| Handelsbanken Fonder AB | 545,000 | $20.6M | 0.11% | −15,000−2.7% | Reduced |
| G2 Investment Partners Management LLC | 533,811 | $20.1M | 4.79% | +128,673+31.8% | Added |
| Granite Investment Partners, LLC | 429,856 | $16.2M | 0.55% | +188,597+78.2% | Added |
| Avenir Corp | 423,711 | $16.0M | 1.28% | −7,260−1.7% | Reduced |
| AWM Investment Company, Inc. | 383,743 | $14.5M | 1.86% | 00.0% | Unchanged |
| Northern Trust Corp | 372,953 | $14.1M | 0.00% | +93,979+33.7% | Added |
| First Light Asset Management, LLC | 330,546 | $12.5M | 1.10% | +16,777+5.3% | Added |
| Credit Suisse AG | 322,661 | $12.2M | 0.01% | +52,538+19.4% | Added |
| Geode Capital Management, LLC | 321,634 | $12.1M | 0.00% | +15,951+5.2% | Added |
| Jacob Asset Management of New York LLC | 256,045 | $9.57M | 5.82% | −29,356−10.3% | Reduced |
| FMR LLC | 225,877 | $8.52M | 0.00% | +2,798+1.3% | Added |
| Summit Creek Advisors LLC | 217,193 | $8.19M | 0.93% | +217,193 | New |
| Dimensional Fund Advisors LP | 185,089 | $6.98M | 0.00% | −37,566−16.9% | Reduced |
| Bank of New York Mellon Corp | 178,630 | $6.74M | 0.00% | +13,725+8.3% | Added |
| Morgan Stanley | 160,635 | $6.06M | 0.00% | −28,295−15.0% | Reduced |
| New York State Common Retirement Fund | 152,759 | $5.76M | 0.01% | +14,168+10.2% | Added |
| Two Sigma Investments, LP | 133,570 | $5.04M | 0.02% | +4,171+3.2% | Added |
| Principal Financial Group Inc | 127,217 | $4.80M | 0.00% | −24,032−15.9% | Reduced |
| Bullseye Asset Management LLC | 123,750 | $4.67M | 2.15% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 110,000 | $4.15M | 0.50% | +10,000+10.0% | Added |
| Invesco Ltd. | 108,015 | $4.07M | 0.00% | −3,418−3.1% | Reduced |
| Perkins Capital Management Inc | 107,330 | $4.05M | 3.32% | −500−0.5% | Reduced |
| Renaissance Technologies LLC | 90,000 | $3.39M | 0.00% | +81,300+934.5% | Added |
| Group One Trading, L.P. | 89,933 | $3.39M | 0.07% | +89,933 | New |
| PEAK6 Investments LLC | 89,315 | $3.37M | 0.10% | +47,639+114.3% | Added |
| Lisanti Capital Growth, LLC | 79,591 | $3.00M | 0.34% | −7,830−9.0% | Reduced |
| Goldman Sachs Group Inc | 78,634 | $2.96M | 0.00% | +56,261+251.5% | Added |
| Ameriprise Financial Inc | 75,422 | $2.85M | 0.00% | −618−0.8% | Reduced |
| Calamos Advisors LLC | 72,448 | $2.73M | 0.01% | −19,093−20.9% | Reduced |
| Two Sigma Advisers, LP | 64,400 | $2.43M | 0.01% | +38,200+145.8% | Added |
| Allspring Global Investments Holdings, LLC | 63,797 | $2.40M | 0.00% | +10,814+20.4% | Added |
| Russell Investments Group, Ltd. | 63,212 | $2.38M | 0.00% | +2,950+4.9% | Added |
| Premier Fund Managers Ltd | 60,904 | $2.32M | 0.08% | +60,904 | New |
| Mount Capital Ltd | 60,619 | $2.29M | 0.66% | +23,751+64.4% | Added |
| Swedbank AB | 59,960 | $2.26M | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 55,737 | $2.23M | 0.00% | −2,025−3.5% | Reduced |
| Bank of America Corp | 58,935 | $2.22M | 0.00% | −13,396−18.5% | Reduced |
| Citadel Advisors LLC | 52,488 | $1.98M | 0.00% | +52,488 | New |
| Mirae Asset Global Investments Co., Ltd. | 50,171 | $1.89M | 0.00% | −7,578−13.1% | Reduced |
| Venator Capital Management Ltd. | 50,000 | $1.89M | 1.60% | −69,700−58.2% | Reduced |
| Charles Schwab Investment Management Inc | 45,103 | $1.70M | 0.00% | +1,033+2.3% | Added |
| Royce & Associates LP | 44,000 | $1.66M | 0.01% | +44,000 | New |
| Legal & General Group Plc | 43,892 | $1.66M | 0.00% | −257−0.6% | Reduced |
| Bridgewater Associates, LP | 43,134 | $1.63M | 0.01% | +10,434+31.9% | Added |
| Rhumbline Advisers | 42,886 | $1.62M | 0.00% | +4,878+12.8% | Added |
| Essex Investment Management Co LLC | 42,492 | $1.60M | 0.20% | +1,777+4.4% | Added |
| Vontobel Holding Ltd. | 40,025 | $1.52M | 0.01% | +40,025 | New |
| Rice Hall James & Associates, LLC | 40,063 | $1.51M | 0.06% | +1,063+2.7% | Added |
| Voloridge Investment Management, LLC | 38,562 | $1.45M | 0.01% | +9,788+34.0% | Added |
| Swiss National Bank | 37,800 | $1.43M | 0.00% | +2,900+8.3% | Added |
| Public Sector Pension Investment Board | 33,260 | $1.25M | 0.01% | −2,930−8.1% | Reduced |
| Qube Research & Technologies Ltd | 32,856 | $1.24M | 0.01% | +26,097+386.1% | Added |
| Royal Bank of Canada | 32,555 | $1.23M | 0.00% | −95−0.3% | Reduced |
| Renaissance Group LLC | 30,487 | $1.15M | 0.05% | +9,467+45.0% | Added |
| Squarepoint Ops LLC | 30,366 | $1.15M | 0.01% | +5,788+23.5% | Added |
| Greenwood Capital Associates LLC | 29,396 | $1.11M | 0.29% | +3,172+12.1% | Added |
| Wells Fargo & Company | 26,910 | $1.01M | 0.00% | −10,248−27.6% | Reduced |
| Cubist Systematic Strategies, LLC | 25,936 | $978.0K | 0.01% | +5,390+26.2% | Added |
| Parametric Portfolio Associates LLC | 23,515 | $887.0K | 0.00% | −11,570−33.0% | Reduced |
| Citigroup Inc | 22,410 | $845.0K | 0.00% | −33,851−60.2% | Reduced |
| California State Teachers Retirement System | 20,933 | $789.0K | 0.00% | −1,775−7.8% | Reduced |
| Alliancebernstein L.P. | 19,559 | $738.0K | 0.00% | +25+0.1% | Added |
| Atlantic Trust, LLC | 19,445 | $733.0K | 0.49% | 00.0% | Unchanged |
| GWM Advisors LLC | 19,376 | $731.0K | 0.01% | +8,074+71.4% | Added |
| Quadrature Capital Ltd | 19,245 | $726.0K | 0.03% | +19,245 | New |
| UBS Group AG | 19,204 | $724.0K | 0.00% | +13,071+213.1% | Added |
| Prudential Financial Inc | 18,495 | $698.0K | 0.00% | −255−1.4% | Reduced |
| Yousif Capital Management, LLC | 18,329 | $691.0K | 0.01% | −450−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 18,024 | $680.0K | 0.00% | +1,170+6.9% | Added |
| Marshall Wace, LLP | 17,872 | $674.0K | 0.00% | −62,292−77.7% | Reduced |
| New York State Teachers Retirement System | 17,482 | $659.0K | 0.00% | +100+0.6% | Added |
| SEI Investments Co | 16,030 | $604.0K | 0.00% | −6,345−28.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,319 | $578.0K | 0.01% | +1,888+14.1% | Added |
| Jane Street Group, LLC | 15,299 | $577.0K | 0.00% | +10,623+227.2% | Added |
| Alberta Investment Management Corp | 15,060 | $568.0K | 0.00% | +8,107+116.6% | Added |
| Comerica Bank | 14,690 | $564.0K | 0.00% | −450−3.0% | Reduced |
| Barclays PLC | 14,668 | $553.0K | 0.00% | −7,814−34.8% | Reduced |
| Thrivent Financial for Lutherans | 14,466 | $546.0K | 0.00% | +50.0% | Added |
| JPMorgan Chase & Co | 13,235 | $499.0K | 0.00% | +1,920+17.0% | Added |
| Texas Permanent School Fund | 12,598 | $475.0K | 0.01% | −214−1.7% | Reduced |
| State of Alaska, Department of Revenue | 12,365 | $466.0K | 0.00% | −220−1.7% | Reduced |
| Raymond James & Associates | 12,116 | $457.0K | 0.00% | +2,111+21.1% | Added |
| State of Tennessee, Treasury Department | 11,901 | $449.0K | 0.00% | +6,161+107.3% | Added |
| ClariVest Asset Management LLC | 11,600 | $438.0K | 0.02% | +900+8.4% | Added |
| Victory Capital Management Inc | 15,236 | $428.0K | 0.00% | +5,187+51.6% | Added |
| Deutsche Bank AG | 10,852 | $409.0K | 0.00% | −1,285−10.6% | Reduced |
| Penbrook Management LLC | 10,568 | $399.0K | 0.26% | +3,493+49.4% | Added |
| American International Group, Inc. | 9,883 | $373.0K | 0.00% | −605−5.8% | Reduced |
| Taylor Wealth Management Partners | 9,184 | $346.0K | 0.14% | −1,020−10.0% | Reduced |
| MetLife Investment Management | 9,158 | $345.3K | 0.00% | +3,371+58.3% | Added |
| Louisiana State Employees Retirement System | 8,600 | $330.0K | 0.01% | 00.0% | Unchanged |
| Avestar Capital, LLC | 8,715 | $329.0K | 0.06% | +2,713+45.2% | Added |
| Amalgamated Bank | 8,569 | $323.0K | 0.00% | −383−4.3% | Reduced |