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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
Qube Research & Technologies Ltd46,912$1.28M0.01%+14,056+42.8%Added
Nuveen Asset Management, LLC49,117$1.34M0.00%−6,620−11.9%Reduced
Legal & General Group Plc49,715$1.36M0.00%+5,823+13.3%Added
Los Angeles Capital Management LLC52,812$1.45M0.01%+52,812New
Allspring Global Investments Holdings, LLC58,192$1.59M0.00%−5,605−8.8%Reduced
Mount Capital Ltd60,619$1.66M0.58%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.60,718$1.66M0.00%+10,547+21.0%Added
Premier Fund Managers Ltd60,904$1.76M0.08%00.0%Unchanged
Ameriprise Financial Inc76,869$2.10M0.00%+1,447+1.9%Added
Victory Capital Management Inc79,925$2.19M0.00%+64,689+424.6%Added
Swedbank AB79,960$2.19M0.00%+20,000+33.4%Added
Two Sigma Advisers, LP80,600$2.21M0.01%+16,200+25.2%Added
PEAK6 Investments LLC86,689$2.37M0.05%−2,626−2.9%Reduced
Calamos Advisors LLC89,362$2.45M0.01%+16,914+23.3%Added
Invesco Ltd.105,481$2.89M0.00%−2,534−2.3%Reduced
Perkins Capital Management Inc107,230$2.94M3.04%−100−0.1%Reduced
Goldman Sachs Group Inc107,600$2.95M0.00%+28,966+36.8%Added
Handelsinvest Investeringsforvaltning110,000$3.01M0.45%00.0%Unchanged
Principal Financial Group Inc113,741$3.12M0.00%−13,476−10.6%Reduced
Dimensional Fund Advisors LP121,797$3.34M0.00%−63,292−34.2%Reduced
Bullseye Asset Management LLC124,086$3.40M1.92%+336+0.3%Added
Russell Investments Group, Ltd.147,534$4.04M0.01%+84,322+133.4%Added
New York State Common Retirement Fund157,054$4.30M0.01%+4,295+2.8%Added
Morgan Stanley166,978$4.57M0.00%+6,343+3.9%Added
Rice Hall James & Associates, LLC178,941$4.90M0.24%+138,878+346.6%Added
Bank of New York Mellon Corp179,616$4.92M0.00%+986+0.6%Added
Lisanti Capital Growth, LLC180,666$4.95M0.67%+101,075+127.0%Added
FMR LLC230,084$6.30M0.00%+4,207+1.9%Added
Kornitzer Capital Management Inc230,364$6.31M0.13%+230,364New
Jacob Asset Management of New York LLC240,061$6.58M6.64%−15,984−6.2%Reduced
Summit Creek Advisors LLC298,479$8.18M1.04%+81,286+37.4%Added
Credit Suisse AG322,530$8.83M0.01%−1310.0%Reduced
Geode Capital Management, LLC327,125$8.96M0.00%+5,491+1.7%Added
First Light Asset Management, LLC360,761$9.88M1.15%+30,215+9.1%Added
Northern Trust Corp372,705$10.2M0.00%−248−0.1%Reduced
AWM Investment Company, Inc.383,743$10.5M1.66%00.0%Unchanged
Granite Investment Partners, LLC398,747$10.9M0.46%−31,109−7.2%Reduced
Avenir Corp423,666$11.6M1.11%−450.0%Reduced
Driehaus Capital Management LLC509,774$14.0M0.23%−143,086−21.9%Reduced
Handelsbanken Fonder AB516,100$14.1M0.09%−28,900−5.3%Reduced
G2 Investment Partners Management LLC536,851$14.7M4.69%+3,040+0.6%Added
American Century Companies Inc616,159$16.9M0.01%+27,385+4.7%Added
State Street Corp659,883$18.1M0.00%+54,484+9.0%Added
Artisan Partners Limited Partnership706,140$19.3M0.03%−121,955−14.7%Reduced
Blair William & Co780,596$21.4M0.09%+54,741+7.5%Added
Vanguard Group Inc1,084,464$29.7M0.00%−30,622−2.7%Reduced
BlackRock Inc.2,703,363$74.0M0.00%+19,489+0.7%Added
Group One Trading, L.P.0$00.00%−89,933−100.0%Sold out
Citadel Advisors LLC0$00.00%−52,488−100.0%Sold out
Venator Capital Management Ltd.0$00.00%−50,000−100.0%Sold out
Vontobel Holding Ltd.0$00.00%−40,025−100.0%Sold out
Squarepoint Ops LLC0$00.00%−30,366−100.0%Sold out
Quadrature Capital Ltd0$00.00%−19,245−100.0%Sold out
Marshall Wace, LLP0$00.00%−17,872−100.0%Sold out
Jane Street Group, LLC0$00.00%−15,299−100.0%Sold out
ClariVest Asset Management LLC0$00.00%−11,600−100.0%Sold out
Penbrook Management LLC0$00.00%−10,568−100.0%Sold out
Taylor Wealth Management Partners0$00.00%−9,184−100.0%Sold out
Avestar Capital, LLC0$00.00%−8,715−100.0%Sold out
AQR Capital Management LLC0$00.00%−8,508−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−8,135−100.0%Sold out
Precision Wealth Strategies, LLC0$00.00%−8,094−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−7,700−100.0%Sold out
Voya Investment Management LLC0$00.00%−6,998−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−6,867−100.0%Sold out
MAI Capital Management0$00.00%−6,800−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−6,637−100.0%Sold out
Jump Financial, LLC0$00.00%−6,000−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−62−100.0%Sold out
Berkshire Capital Holdings Inc0$00.00%−10−100.0%Sold out
Ellevest, Inc.0$00.00%−8−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed
Amalgamated Financial Corp.––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed