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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, Q2 2022

Institutional positions in OptimizeRx Corp as of Jun 30, 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
147
−3 vs. Q1 2022
Shares held
15.6M
+141.8K (+0.9%) vs. Q1 2022
Total value
$428.1M
−$155.7M (−26.7%) vs. Q1 2022
New holders
21
66 more added
Sold out
24
39 more reduced

3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 147 institutions
Q1 2021: 121 institutionsQ2 2021: 142 institutionsQ3 2021: 163 institutionsQ4 2021: 180 institutionsQ1 2022: 153 institutionsQ2 2022: 147 institutionsQ3 2022: 128 institutionsQ4 2022: 129 institutionsQ1 2023: 110 institutionsQ2 2023: 102 institutionsQ3 2023: 95 institutionsQ4 2023: 98 institutionsQ1 2024: 97 institutionsQ2 2024: 92 institutionsQ3 2024: 85 institutionsQ4 2024: 87 institutionsQ1 2025: 87 institutionsQ2 2025: 111 institutionsQ3 2025: 125 institutionsQ4 2025: 129 institutionsQ1 2026: 128 institutionsQ2 2026: 112 institutions
Value heldQ2 2022: $428.1M
Q1 2021: $566.9MQ2 2021: $760.9MQ3 2021: $1.19BQ4 2021: $930.5MQ1 2022: $585.1MQ2 2022: $428.1MQ3 2022: $204.5MQ4 2022: $229.8MQ1 2023: $196.3MQ2 2023: $184.1MQ3 2023: $101.8MQ4 2023: $178.8MQ1 2024: $155.4MQ2 2024: $130.8MQ3 2024: $95.5MQ4 2024: $55.3MQ1 2025: $101.6MQ2 2025: $168.2MQ3 2025: $273.7MQ4 2025: $163.9MQ1 2026: $85.8MQ2 2026: $64.2M
Institutions holding OPRX and their total value by quarter
QuarterHoldersValue
Q2 2026112$64.2M
Q1 2026128$85.8M
Q4 2025129$163.9M
Q3 2025125$273.7M
Q2 2025111$168.2M
Q1 202587$101.6M
Q4 202487$55.3M
Q3 202485$95.5M
Q2 202492$130.8M
Q1 202497$155.4M
Q4 202398$178.8M
Q3 202395$101.8M
Q2 2023102$184.1M
Q1 2023110$196.3M
Q4 2022129$229.8M
Q3 2022128$204.5M
Q2 2022147$428.1M
Q1 2022153$585.1M
Q4 2021180$930.5M
Q3 2021163$1.19B
Q2 2021142$760.9M
Q1 2021121$566.9M

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q1 2022.

Institutions holding OPRX in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.2,703,363$74.0M0.00%+19,489+0.7%Added
Vanguard Group Inc1,084,464$29.7M0.00%−30,622−2.7%Reduced
Blair William & Co780,596$21.4M0.09%+54,741+7.5%Added
Artisan Partners Limited Partnership706,140$19.3M0.03%−121,955−14.7%Reduced
State Street Corp659,883$18.1M0.00%+54,484+9.0%Added
American Century Companies Inc616,159$16.9M0.01%+27,385+4.7%Added
G2 Investment Partners Management LLC536,851$14.7M4.69%+3,040+0.6%Added
Handelsbanken Fonder AB516,100$14.1M0.09%−28,900−5.3%Reduced
Driehaus Capital Management LLC509,774$14.0M0.23%−143,086−21.9%Reduced
Avenir Corp423,666$11.6M1.11%−450.0%Reduced
Granite Investment Partners, LLC398,747$10.9M0.46%−31,109−7.2%Reduced
AWM Investment Company, Inc.383,743$10.5M1.66%00.0%Unchanged
Northern Trust Corp372,705$10.2M0.00%−248−0.1%Reduced
First Light Asset Management, LLC360,761$9.88M1.15%+30,215+9.1%Added
Geode Capital Management, LLC327,125$8.96M0.00%+5,491+1.7%Added
Credit Suisse AG322,530$8.83M0.01%−1310.0%Reduced
Summit Creek Advisors LLC298,479$8.18M1.04%+81,286+37.4%Added
Jacob Asset Management of New York LLC240,061$6.58M6.64%−15,984−6.2%Reduced
Kornitzer Capital Management Inc230,364$6.31M0.13%+230,364New
FMR LLC230,084$6.30M0.00%+4,207+1.9%Added
Lisanti Capital Growth, LLC180,666$4.95M0.67%+101,075+127.0%Added
Bank of New York Mellon Corp179,616$4.92M0.00%+986+0.6%Added
Rice Hall James & Associates, LLC178,941$4.90M0.24%+138,878+346.6%Added
Morgan Stanley166,978$4.57M0.00%+6,343+3.9%Added
New York State Common Retirement Fund157,054$4.30M0.01%+4,295+2.8%Added
Russell Investments Group, Ltd.147,534$4.04M0.01%+84,322+133.4%Added
Bullseye Asset Management LLC124,086$3.40M1.92%+336+0.3%Added
Dimensional Fund Advisors LP121,797$3.34M0.00%−63,292−34.2%Reduced
Principal Financial Group Inc113,741$3.12M0.00%−13,476−10.6%Reduced
Handelsinvest Investeringsforvaltning110,000$3.01M0.45%00.0%Unchanged
Goldman Sachs Group Inc107,600$2.95M0.00%+28,966+36.8%Added
Perkins Capital Management Inc107,230$2.94M3.04%−100−0.1%Reduced
Invesco Ltd.105,481$2.89M0.00%−2,534−2.3%Reduced
Calamos Advisors LLC89,362$2.45M0.01%+16,914+23.3%Added
PEAK6 Investments LLC86,689$2.37M0.05%−2,626−2.9%Reduced
Two Sigma Advisers, LP80,600$2.21M0.01%+16,200+25.2%Added
Swedbank AB79,960$2.19M0.00%+20,000+33.4%Added
Victory Capital Management Inc79,925$2.19M0.00%+64,689+424.6%Added
Ameriprise Financial Inc76,869$2.10M0.00%+1,447+1.9%Added
Premier Fund Managers Ltd60,904$1.76M0.08%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.60,718$1.66M0.00%+10,547+21.0%Added
Mount Capital Ltd60,619$1.66M0.58%00.0%Unchanged
Allspring Global Investments Holdings, LLC58,192$1.59M0.00%−5,605−8.8%Reduced
Los Angeles Capital Management LLC52,812$1.45M0.01%+52,812New
Legal & General Group Plc49,715$1.36M0.00%+5,823+13.3%Added
Nuveen Asset Management, LLC49,117$1.34M0.00%−6,620−11.9%Reduced
Qube Research & Technologies Ltd46,912$1.28M0.01%+14,056+42.8%Added
Charles Schwab Investment Management Inc46,348$1.27M0.00%+1,245+2.8%Added
Bridgewater Associates, LP46,129$1.26M0.01%+2,995+6.9%Added
Renaissance Technologies LLC46,024$1.26M0.00%−43,976−48.9%Reduced
Rhumbline Advisers45,871$1.26M0.00%+2,985+7.0%Added
Royce & Associates LP44,000$1.21M0.01%00.0%Unchanged
Bank of America Corp43,590$1.19M0.00%−15,345−26.0%Reduced
Essex Investment Management Co LLC42,843$1.17M0.19%+351+0.8%Added
SG Americas Securities, LLC40,244$1.10M0.01%+33,126+465.4%Added
Swiss National Bank37,800$1.03M0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC34,730$951.0K0.01%+8,794+33.9%Added
Royal Bank of Canada34,191$937.0K0.00%+1,636+5.0%Added
Public Sector Pension Investment Board33,602$920.0K0.01%+342+1.0%Added
Greenwood Capital Associates LLC33,234$910.0K0.15%+3,838+13.1%Added
Renaissance Group LLC32,085$879.0K0.05%+1,598+5.2%Added
GWM Advisors LLC29,502$808.0K0.01%+10,126+52.3%Added
SEI Investments Co29,154$799.0K0.00%+13,124+81.9%Added
Two Sigma Investments, LP25,101$688.0K0.00%−108,469−81.2%Reduced
Diametric Capital, LP24,214$663.0K0.49%+24,214New
Alpha Paradigm Partners, LLC21,422$587.0K0.24%+21,422New
California State Teachers Retirement System21,282$583.0K0.00%+349+1.7%Added
New York State Teachers Retirement System20,482$561.0K0.00%+3,000+17.2%Added
Alliancebernstein L.P.19,639$538.0K0.00%+80+0.4%Added
Voloridge Investment Management, LLC19,545$535.0K0.00%−19,017−49.3%Reduced
Atlantic Trust, LLC19,445$533.0K0.41%00.0%Unchanged
Prudential Financial Inc18,410$517.0K0.00%−85−0.5%Reduced
Thrivent Financial for Lutherans17,834$488.0K0.00%+3,368+23.3%Added
Yousif Capital Management, LLC17,529$480.0K0.01%−800−4.4%Reduced
State of Tennessee, Treasury Department17,165$470.0K0.00%+5,264+44.2%Added
Comerica Bank15,350$459.0K0.00%+660+4.5%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys16,547$453.0K0.00%+1,228+8.0%Added
Advisor Group Holdings, Inc.16,345$448.0K0.00%−1,679−9.3%Reduced
Citigroup Inc15,789$433.0K0.00%−6,621−29.5%Reduced
Prelude Capital Management, LLC13,885$380.0K0.02%+13,885New
State of Alaska, Department of Revenue13,725$375.0K0.00%+1,360+11.0%Added
Texas Permanent School Fund13,030$357.0K0.01%+432+3.4%Added
Federated Hermes, Inc.12,822$351.0K0.00%+12,817+256,340.0%Added
Raymond James & Associates11,565$317.0K0.00%−551−4.5%Reduced
Advisory Research Inc10,516$288.0K0.03%+10,516New
Deutsche Bank AG10,327$283.0K0.00%−525−4.8%Reduced
Stifel Financial Corp10,156$278.0K0.00%+2,781+37.7%Added
Alberta Investment Management Corp9,831$269.0K0.00%−5,229−34.7%Reduced
American International Group, Inc.9,616$263.0K0.00%−267−2.7%Reduced
Louisiana State Employees Retirement System8,800$263.0K0.01%+200+2.3%Added
JPMorgan Chase & Co9,529$261.0K0.00%−3,706−28.0%Reduced
MetLife Investment Management9,158$250.8K0.00%00.0%Unchanged
Amalgamated Bank8,629$236.0K0.00%+60+0.7%Added
Wetherby Asset Management Inc8,535$234.0K0.02%+153+1.8%Added
Guggenheim Capital LLC8,534$234.0K0.00%+8,534New
UBS Asset Management Americas Inc8,262$226.3K0.00%00.0%Unchanged
Mesirow Financial Investment Management, Inc.8,006$219.0K1.06%−21−0.3%Reduced
Ensign Peak Advisors, Inc7,920$217.0K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System7,567$207.0K0.00%+260+3.6%Added
Maryland State Retirement & Pension System7,356$201.0K0.01%+230+3.2%Added