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 |
|---|---|---|---|---|---|
| Berkshire Capital Holdings Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 8 | $0 | 0.00% | −4−33.3% | Reduced |
| CWM, LLC | 13 | $0 | 0.00% | +5+62.5% | Added |
| Glassman Wealth Services | 4 | $0 | 0.00% | +4 | New |
| Bessemer Group Inc | 20 | $1.00K | 0.00% | −400−95.2% | Reduced |
| Parkside Financial Bank & Trust | 29 | $1.00K | 0.00% | −22−43.1% | Reduced |
| IFP Advisors, Inc | 21 | $1.00K | 0.00% | +21 | New |
| First Manhattan Co | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 55 | $2.00K | 0.00% | +55 | New |
| Dark Forest Capital Management LP | 62 | $2.00K | 0.00% | +62 | New |
| Steward Partners Investment Advisory, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 96 | $4.00K | 0.00% | +50+108.7% | Added |
| American Portfolios Advisors | 146 | $5.51K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 249 | $9.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 244 | $9.00K | 0.00% | +158+183.7% | Added |
| Federation des caisses Desjardins du Quebec | 280 | $10.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 356 | $13.0K | 0.00% | −67−15.8% | Reduced |
| Leonteq Securities AG | 358 | $13.5K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 369 | $14.0K | 0.00% | +31+9.2% | Added |
| Compagnie Lombard Odier SCmA | 410 | $15.0K | 0.00% | +410 | New |
| Tower Research Capital LLC (TRC) | 478 | $18.0K | 0.00% | +75+18.6% | Added |
| Proequities, Inc. | 546 | $21.0K | 0.00% | +269+97.1% | Added |
| The PNC Financial Services Group, Inc. | 695 | $26.0K | 0.00% | −54−7.2% | Reduced |
| Metropolitan Life Insurance Co | 1,106 | $41.7K | 0.00% | −3,371−75.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,258 | $47.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,372 | $52.0K | 0.00% | +1,372 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,180 | $82.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 2,560 | $97.0K | 0.00% | +133+5.5% | Added |
| Rockefeller Capital Management L.P. | 3,500 | $131.0K | 0.00% | +3,500 | New |
| BNP Paribas Arbitrage, SA | 4,468 | $168.5K | 0.00% | −3,605−44.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,100 | $192.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,000 | $227.0K | 0.01% | −8,900−59.7% | Reduced |
| Manufacturers Life Insurance Company, The | 6,637 | $250.3K | 0.00% | −1,759−21.0% | Reduced |
| Oregon Public Employees Retirement Fund | 6,662 | $251.0K | 0.00% | −21−0.3% | Reduced |
| MAI Capital Management | 6,800 | $256.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 6,867 | $258.0K | 0.01% | +6,867 | New |
| Voya Investment Management LLC | 6,998 | $264.0K | 0.00% | +296+4.4% | Added |
| SG Americas Securities, LLC | 7,118 | $268.0K | 0.00% | −7,253−50.5% | Reduced |
| Maryland State Retirement & Pension System | 7,126 | $269.0K | 0.01% | +139+2.0% | Added |
| State Board of Administration of Florida Retirement System | 7,307 | $276.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 7,375 | $278.0K | 0.00% | +7,375 | New |
| Balyasny Asset Management LLC | 7,700 | $290.0K | 0.00% | +7,700 | New |
| Ensign Peak Advisors, Inc | 7,920 | $299.0K | 0.00% | +4,420+126.3% | Added |
| Mesirow Financial Investment Management, Inc. | 8,027 | $303.0K | 1.02% | +8,027 | New |
| Precision Wealth Strategies, LLC | 8,094 | $305.0K | 0.18% | −1,835−18.5% | Reduced |
| Susquehanna International Group, LLP | 8,135 | $307.0K | 0.00% | +8,135 | New |
| UBS Asset Management Americas Inc | 8,262 | $311.6K | 0.00% | −5,078−38.1% | Reduced |
| Wetherby Asset Management Inc | 8,382 | $316.0K | 0.02% | +17+0.2% | Added |
| AQR Capital Management LLC | 8,508 | $321.0K | 0.00% | +1,753+26.0% | Added |
| Amalgamated Bank | 8,569 | $323.0K | 0.00% | −383−4.3% | Reduced |
| Amalgamated Financial Corp. | 8,569 | $323.0K | 0.00% | +8,569 | New |
| Avestar Capital, LLC | 8,715 | $329.0K | 0.06% | +2,713+45.2% | Added |
| Louisiana State Employees Retirement System | 8,600 | $330.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 9,158 | $345.3K | 0.00% | +3,371+58.3% | Added |
| Taylor Wealth Management Partners | 9,184 | $346.0K | 0.14% | −1,020−10.0% | Reduced |
| American International Group, Inc. | 9,883 | $373.0K | 0.00% | −605−5.8% | Reduced |
| Penbrook Management LLC | 10,568 | $399.0K | 0.26% | +3,493+49.4% | Added |
| Deutsche Bank AG | 10,852 | $409.0K | 0.00% | −1,285−10.6% | Reduced |
| Victory Capital Management Inc | 15,236 | $428.0K | 0.00% | +5,187+51.6% | Added |
| ClariVest Asset Management LLC | 11,600 | $438.0K | 0.02% | +900+8.4% | Added |
| State of Tennessee, Treasury Department | 11,901 | $449.0K | 0.00% | +6,161+107.3% | Added |
| Raymond James & Associates | 12,116 | $457.0K | 0.00% | +2,111+21.1% | Added |
| State of Alaska, Department of Revenue | 12,365 | $466.0K | 0.00% | −220−1.7% | Reduced |
| Texas Permanent School Fund | 12,598 | $475.0K | 0.01% | −214−1.7% | Reduced |
| JPMorgan Chase & Co | 13,235 | $499.0K | 0.00% | +1,920+17.0% | Added |
| Thrivent Financial for Lutherans | 14,466 | $546.0K | 0.00% | +50.0% | Added |
| Barclays PLC | 14,668 | $553.0K | 0.00% | −7,814−34.8% | Reduced |
| Comerica Bank | 14,690 | $564.0K | 0.00% | −450−3.0% | Reduced |
| Alberta Investment Management Corp | 15,060 | $568.0K | 0.00% | +8,107+116.6% | Added |
| Jane Street Group, LLC | 15,299 | $577.0K | 0.00% | +10,623+227.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,319 | $578.0K | 0.01% | +1,888+14.1% | Added |
| SEI Investments Co | 16,030 | $604.0K | 0.00% | −6,345−28.4% | Reduced |
| New York State Teachers Retirement System | 17,482 | $659.0K | 0.00% | +100+0.6% | Added |
| Marshall Wace, LLP | 17,872 | $674.0K | 0.00% | −62,292−77.7% | Reduced |
| Advisor Group Holdings, Inc. | 18,024 | $680.0K | 0.00% | +1,170+6.9% | Added |
| Yousif Capital Management, LLC | 18,329 | $691.0K | 0.01% | −450−2.4% | Reduced |
| Prudential Financial Inc | 18,495 | $698.0K | 0.00% | −255−1.4% | Reduced |
| UBS Group AG | 19,204 | $724.0K | 0.00% | +13,071+213.1% | Added |
| Quadrature Capital Ltd | 19,245 | $726.0K | 0.03% | +19,245 | New |
| GWM Advisors LLC | 19,376 | $731.0K | 0.01% | +8,074+71.4% | Added |
| Atlantic Trust, LLC | 19,445 | $733.0K | 0.49% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 19,559 | $738.0K | 0.00% | +25+0.1% | Added |
| California State Teachers Retirement System | 20,933 | $789.0K | 0.00% | −1,775−7.8% | Reduced |
| Citigroup Inc | 22,410 | $845.0K | 0.00% | −33,851−60.2% | Reduced |
| Parametric Portfolio Associates LLC | 23,515 | $887.0K | 0.00% | −11,570−33.0% | Reduced |
| Cubist Systematic Strategies, LLC | 25,936 | $978.0K | 0.01% | +5,390+26.2% | Added |
| Wells Fargo & Company | 26,910 | $1.01M | 0.00% | −10,248−27.6% | Reduced |
| Greenwood Capital Associates LLC | 29,396 | $1.11M | 0.29% | +3,172+12.1% | Added |
| Squarepoint Ops LLC | 30,366 | $1.15M | 0.01% | +5,788+23.5% | Added |
| Renaissance Group LLC | 30,487 | $1.15M | 0.05% | +9,467+45.0% | Added |
| Royal Bank of Canada | 32,555 | $1.23M | 0.00% | −95−0.3% | Reduced |
| Qube Research & Technologies Ltd | 32,856 | $1.24M | 0.01% | +26,097+386.1% | Added |
| Public Sector Pension Investment Board | 33,260 | $1.25M | 0.01% | −2,930−8.1% | Reduced |
| Swiss National Bank | 37,800 | $1.43M | 0.00% | +2,900+8.3% | Added |
| Voloridge Investment Management, LLC | 38,562 | $1.45M | 0.01% | +9,788+34.0% | Added |
| Rice Hall James & Associates, LLC | 40,063 | $1.51M | 0.06% | +1,063+2.7% | Added |
| Vontobel Holding Ltd. | 40,025 | $1.52M | 0.01% | +40,025 | New |
| Essex Investment Management Co LLC | 42,492 | $1.60M | 0.20% | +1,777+4.4% | Added |