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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 4 | $0 | 0.00% | −25−86.2% | Reduced |
| Glassman Wealth Services | 7 | $0 | 0.00% | +3+75.0% | Added |
| Massmutual Trust Co FSB | 11 | $0 | 0.00% | +11 | New |
| Allworth Financial LP | 5 | $0 | 0.00% | +5 | New |
| Quadrant Capital Group LLC | 8 | $0 | 0.00% | +8 | New |
| Global Retirement Partners, LLC | 16 | $0 | 0.00% | +16 | New |
| First Manhattan Co | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 54 | $1.00K | 0.00% | +54 | New |
| Parallel Advisors, LLC | 38 | $1.00K | 0.00% | +38 | New |
| GPS Wealth Strategies Group, LLC | 85 | $2.00K | 0.00% | +85 | New |
| Steward Partners Investment Advisory, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $3.00K | 0.00% | +100 | New |
| TCI Wealth Advisors, Inc. | 127 | $3.00K | 0.00% | +127 | New |
| American Portfolios Advisors | 146 | $4.00K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 181 | $5.00K | 0.00% | +181 | New |
| Federation des caisses Desjardins du Quebec | 200 | $5.48K | 0.00% | −80−28.6% | Reduced |
| Brown Brothers Harriman & Co | 212 | $6.00K | 0.00% | +212 | New |
| Benjamin F. Edwards & Company, Inc. | 249 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 278 | $8.00K | 0.00% | +223+405.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 327 | $9.00K | 0.00% | −29−8.1% | Reduced |
| CWM, LLC | 325 | $9.00K | 0.00% | +312+2,400.0% | Added |
| Leonteq Securities AG | 329 | $9.01K | 0.00% | −29−8.1% | Reduced |
| Compagnie Lombard Odier SCmA | 410 | $11.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 512 | $14.0K | 0.00% | −18,692−97.3% | Reduced |
| Proequities, Inc. | 493 | $14.0K | 0.00% | −53−9.7% | Reduced |
| Meeder Asset Management Inc | 555 | $15.0K | 0.00% | +311+127.5% | Added |
| Total Clarity Wealth Management, Inc. | 559 | $15.0K | 0.01% | +559 | New |
| US Bancorp | 565 | $16.0K | 0.00% | +469+488.5% | Added |
| Nisa Investment Advisors, LLC | 700 | $19.0K | 0.00% | +400+133.3% | Added |
| Metropolitan Life Insurance Co | 1,106 | $30.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,258 | $34.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,287 | $35.0K | 0.00% | +918+248.8% | Added |
| Lazard Asset Management LLC | 1,549 | $42.0K | 0.00% | +1,549 | New |
| KBC Group NV | 1,548 | $42.0K | 0.00% | +1,548 | New |
| The PNC Financial Services Group, Inc. | 1,614 | $45.0K | 0.00% | +919+132.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,180 | $60.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,492 | $68.0K | 0.00% | +1,120+81.6% | Added |
| Mutual of America Capital Management LLC | 3,048 | $83.0K | 0.00% | +488+19.1% | Added |
| Rockefeller Capital Management L.P. | 3,638 | $99.0K | 0.00% | +138+3.9% | Added |
| Wells Fargo & Company | 4,742 | $130.0K | 0.00% | −22,168−82.4% | Reduced |
| Barclays PLC | 5,628 | $154.0K | 0.00% | −9,040−61.6% | Reduced |
| BNP Paribas Arbitrage, SA | 5,711 | $156.4K | 0.00% | +1,243+27.8% | Added |
| Oregon Public Employees Retirement Fund | 5,762 | $158.0K | 0.00% | −900−13.5% | Reduced |
| Tower Research Capital LLC (TRC) | 6,615 | $181.0K | 0.00% | +6,137+1,283.9% | Added |
| Maryland State Retirement & Pension System | 7,356 | $201.0K | 0.01% | +230+3.2% | Added |
| State Board of Administration of Florida Retirement System | 7,567 | $207.0K | 0.00% | +260+3.6% | Added |
| Ensign Peak Advisors, Inc | 7,920 | $217.0K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 8,006 | $219.0K | 1.06% | −21−0.3% | Reduced |
| UBS Asset Management Americas Inc | 8,262 | $226.3K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 8,535 | $234.0K | 0.02% | +153+1.8% | Added |
| Guggenheim Capital LLC | 8,534 | $234.0K | 0.00% | +8,534 | New |
| Amalgamated Bank | 8,629 | $236.0K | 0.00% | +60+0.7% | Added |
| MetLife Investment Management | 9,158 | $250.8K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 9,529 | $261.0K | 0.00% | −3,706−28.0% | Reduced |
| American International Group, Inc. | 9,616 | $263.0K | 0.00% | −267−2.7% | Reduced |
| Louisiana State Employees Retirement System | 8,800 | $263.0K | 0.01% | +200+2.3% | Added |
| Alberta Investment Management Corp | 9,831 | $269.0K | 0.00% | −5,229−34.7% | Reduced |
| Stifel Financial Corp | 10,156 | $278.0K | 0.00% | +2,781+37.7% | Added |
| Deutsche Bank AG | 10,327 | $283.0K | 0.00% | −525−4.8% | Reduced |
| Advisory Research Inc | 10,516 | $288.0K | 0.03% | +10,516 | New |
| Raymond James & Associates | 11,565 | $317.0K | 0.00% | −551−4.5% | Reduced |
| Federated Hermes, Inc. | 12,822 | $351.0K | 0.00% | +12,817+256,340.0% | Added |
| Texas Permanent School Fund | 13,030 | $357.0K | 0.01% | +432+3.4% | Added |
| State of Alaska, Department of Revenue | 13,725 | $375.0K | 0.00% | +1,360+11.0% | Added |
| Prelude Capital Management, LLC | 13,885 | $380.0K | 0.02% | +13,885 | New |
| Citigroup Inc | 15,789 | $433.0K | 0.00% | −6,621−29.5% | Reduced |
| Advisor Group Holdings, Inc. | 16,345 | $448.0K | 0.00% | −1,679−9.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,547 | $453.0K | 0.00% | +1,228+8.0% | Added |
| Comerica Bank | 15,350 | $459.0K | 0.00% | +660+4.5% | Added |
| State of Tennessee, Treasury Department | 17,165 | $470.0K | 0.00% | +5,264+44.2% | Added |
| Yousif Capital Management, LLC | 17,529 | $480.0K | 0.01% | −800−4.4% | Reduced |
| Thrivent Financial for Lutherans | 17,834 | $488.0K | 0.00% | +3,368+23.3% | Added |
| Prudential Financial Inc | 18,410 | $517.0K | 0.00% | −85−0.5% | Reduced |
| Atlantic Trust, LLC | 19,445 | $533.0K | 0.41% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 19,545 | $535.0K | 0.00% | −19,017−49.3% | Reduced |
| Alliancebernstein L.P. | 19,639 | $538.0K | 0.00% | +80+0.4% | Added |
| New York State Teachers Retirement System | 20,482 | $561.0K | 0.00% | +3,000+17.2% | Added |
| California State Teachers Retirement System | 21,282 | $583.0K | 0.00% | +349+1.7% | Added |
| Alpha Paradigm Partners, LLC | 21,422 | $587.0K | 0.24% | +21,422 | New |
| Diametric Capital, LP | 24,214 | $663.0K | 0.49% | +24,214 | New |
| Two Sigma Investments, LP | 25,101 | $688.0K | 0.00% | −108,469−81.2% | Reduced |
| SEI Investments Co | 29,154 | $799.0K | 0.00% | +13,124+81.9% | Added |
| GWM Advisors LLC | 29,502 | $808.0K | 0.01% | +10,126+52.3% | Added |
| Renaissance Group LLC | 32,085 | $879.0K | 0.05% | +1,598+5.2% | Added |
| Greenwood Capital Associates LLC | 33,234 | $910.0K | 0.15% | +3,838+13.1% | Added |
| Public Sector Pension Investment Board | 33,602 | $920.0K | 0.01% | +342+1.0% | Added |
| Royal Bank of Canada | 34,191 | $937.0K | 0.00% | +1,636+5.0% | Added |
| Cubist Systematic Strategies, LLC | 34,730 | $951.0K | 0.01% | +8,794+33.9% | Added |
| Swiss National Bank | 37,800 | $1.03M | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 40,244 | $1.10M | 0.01% | +33,126+465.4% | Added |
| Essex Investment Management Co LLC | 42,843 | $1.17M | 0.19% | +351+0.8% | Added |
| Bank of America Corp | 43,590 | $1.19M | 0.00% | −15,345−26.0% | Reduced |
| Royce & Associates LP | 44,000 | $1.21M | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 45,871 | $1.26M | 0.00% | +2,985+7.0% | Added |
| Renaissance Technologies LLC | 46,024 | $1.26M | 0.00% | −43,976−48.9% | Reduced |
| Bridgewater Associates, LP | 46,129 | $1.26M | 0.01% | +2,995+6.9% | Added |
| Charles Schwab Investment Management Inc | 46,348 | $1.27M | 0.00% | +1,245+2.8% | Added |