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 |
|---|---|---|---|---|---|
| Amalgamated Financial Corp. | 8,569 | $323.0K | 0.00% | +8,569 | New |
| AQR Capital Management LLC | 8,508 | $321.0K | 0.00% | +1,753+26.0% | Added |
| Wetherby Asset Management Inc | 8,382 | $316.0K | 0.02% | +17+0.2% | Added |
| UBS Asset Management Americas Inc | 8,262 | $311.6K | 0.00% | −5,078−38.1% | Reduced |
| Susquehanna International Group, LLP | 8,135 | $307.0K | 0.00% | +8,135 | New |
| Precision Wealth Strategies, LLC | 8,094 | $305.0K | 0.18% | −1,835−18.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,027 | $303.0K | 1.02% | +8,027 | New |
| Ensign Peak Advisors, Inc | 7,920 | $299.0K | 0.00% | +4,420+126.3% | Added |
| Balyasny Asset Management LLC | 7,700 | $290.0K | 0.00% | +7,700 | New |
| Stifel Financial Corp | 7,375 | $278.0K | 0.00% | +7,375 | New |
| State Board of Administration of Florida Retirement System | 7,307 | $276.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 7,126 | $269.0K | 0.01% | +139+2.0% | Added |
| SG Americas Securities, LLC | 7,118 | $268.0K | 0.00% | −7,253−50.5% | Reduced |
| Voya Investment Management LLC | 6,998 | $264.0K | 0.00% | +296+4.4% | Added |
| Graham Capital Management, L.P. | 6,867 | $258.0K | 0.01% | +6,867 | New |
| MAI Capital Management | 6,800 | $256.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,662 | $251.0K | 0.00% | −21−0.3% | Reduced |
| Manufacturers Life Insurance Company, The | 6,637 | $250.3K | 0.00% | −1,759−21.0% | Reduced |
| Jump Financial, LLC | 6,000 | $227.0K | 0.01% | −8,900−59.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,100 | $192.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,468 | $168.5K | 0.00% | −3,605−44.7% | Reduced |
| Rockefeller Capital Management L.P. | 3,500 | $131.0K | 0.00% | +3,500 | New |
| Mutual of America Capital Management LLC | 2,560 | $97.0K | 0.00% | +133+5.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,180 | $82.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,372 | $52.0K | 0.00% | +1,372 | New |
| Ameritas Investment Partners, Inc. | 1,258 | $47.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,106 | $41.7K | 0.00% | −3,371−75.3% | Reduced |
| The PNC Financial Services Group, Inc. | 695 | $26.0K | 0.00% | −54−7.2% | Reduced |
| Proequities, Inc. | 546 | $21.0K | 0.00% | +269+97.1% | Added |
| Tower Research Capital LLC (TRC) | 478 | $18.0K | 0.00% | +75+18.6% | Added |
| Compagnie Lombard Odier SCmA | 410 | $15.0K | 0.00% | +410 | New |
| Captrust Financial Advisors | 369 | $14.0K | 0.00% | +31+9.2% | Added |
| Leonteq Securities AG | 358 | $13.5K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 356 | $13.0K | 0.00% | −67−15.8% | Reduced |
| Nisa Investment Advisors, LLC | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 280 | $10.6K | 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 |
| American Portfolios Advisors | 146 | $5.51K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Federated Hermes, Inc. | 5 | – | – | −13,397−100.0% | Reduced |
| Collaborative Holdings Management LP | 0 | $0 | 0.00% | −162,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −145,100−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −113,822−100.0% | Sold out |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −93,219−100.0% | Sold out |
| Prospect Capital Advisors, LLC | 0 | $0 | 0.00% | −46,100−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −35,692−100.0% | Sold out |
| Apis Capital Advisors, LLC | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,790−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −11,525−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −11,206−100.0% | Sold out |
| Geller Advisors LLC | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −9,384−100.0% | Sold out |
| Lyon Street Capital, LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −8,501−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −8,338−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −7,085−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −6,653−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −6,073−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −5,963−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −4,919−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −4,641−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −4,550−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,562−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −4,312−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −4,319−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −4,268−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −4,068−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −3,457−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −3,312−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −1,767−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Fieldpoint Private Securities, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Henrickson Nauta Wealth Advisors, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |