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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 6,615 | $181.0K | 0.00% | +6,137+1,283.9% | Added |
| Oregon Public Employees Retirement Fund | 5,762 | $158.0K | 0.00% | −900−13.5% | Reduced |
| BNP Paribas Arbitrage, SA | 5,711 | $156.4K | 0.00% | +1,243+27.8% | Added |
| Barclays PLC | 5,628 | $154.0K | 0.00% | −9,040−61.6% | Reduced |
| Wells Fargo & Company | 4,742 | $130.0K | 0.00% | −22,168−82.4% | Reduced |
| Rockefeller Capital Management L.P. | 3,638 | $99.0K | 0.00% | +138+3.9% | Added |
| Mutual of America Capital Management LLC | 3,048 | $83.0K | 0.00% | +488+19.1% | Added |
| Point72 Hong Kong Ltd | 2,492 | $68.0K | 0.00% | +1,120+81.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,180 | $60.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,614 | $45.0K | 0.00% | +919+132.2% | 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 |
| Captrust Financial Advisors | 1,287 | $35.0K | 0.00% | +918+248.8% | Added |
| Ameritas Investment Partners, Inc. | 1,258 | $34.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,106 | $30.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 700 | $19.0K | 0.00% | +400+133.3% | Added |
| US Bancorp | 565 | $16.0K | 0.00% | +469+488.5% | Added |
| 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 |
| UBS Group AG | 512 | $14.0K | 0.00% | −18,692−97.3% | Reduced |
| Proequities, Inc. | 493 | $14.0K | 0.00% | −53−9.7% | Reduced |
| Compagnie Lombard Odier SCmA | 410 | $11.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 329 | $9.01K | 0.00% | −29−8.1% | Reduced |
| 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 |
| Fifth Third Bancorp | 278 | $8.00K | 0.00% | +223+405.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 249 | $7.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 212 | $6.00K | 0.00% | +212 | New |
| Federation des caisses Desjardins du Quebec | 200 | $5.48K | 0.00% | −80−28.6% | Reduced |
| Walleye Trading LLC | 181 | $5.00K | 0.00% | +181 | New |
| American Portfolios Advisors | 146 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| GPS Wealth Strategies Group, LLC | 85 | $2.00K | 0.00% | +85 | 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 |
| 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 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −89,933−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −52,488−100.0% | Sold out |
| Venator Capital Management Ltd. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −40,025−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −30,366−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −19,245−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −17,872−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,299−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Penbrook Management LLC | 0 | $0 | 0.00% | −10,568−100.0% | Sold out |
| Taylor Wealth Management Partners | 0 | $0 | 0.00% | −9,184−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −8,715−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −8,508−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −8,135−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −8,094−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −6,998−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −6,867−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −6,637−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Berkshire Capital Holdings Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −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 |