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, Q3 2022
Institutional positions in OptimizeRx Corp as of Sep 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
- 128
- −19 vs. Q2 2022
- Shares held
- 13.8M
- −1.84M (−11.8%) vs. Q2 2022
- Total value
- $204.5M
- −$223.5M (−52.2%) vs. Q2 2022
- New holders
- 26
- 37 more added
- Sold out
- 45
- 42 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,773,502 | $41.1M | 0.00% | +70,139+2.6% | Added |
| Vanguard Group Inc | 1,006,412 | $14.9M | 0.00% | −78,052−7.2% | Reduced |
| Blair William & Co | 749,657 | $11.1M | 0.05% | −30,939−4.0% | Reduced |
| State Street Corp | 679,698 | $10.1M | 0.00% | +19,815+3.0% | Added |
| Handelsbanken Fonder AB | 516,100 | $7.65M | 0.05% | 00.0% | Unchanged |
| Avenir Corp | 421,296 | $6.24M | 0.66% | −2,370−0.6% | Reduced |
| Kennedy Capital Management, Inc. | 406,700 | $6.03M | 0.18% | +406,700 | New |
| AWM Investment Company, Inc. | 400,143 | $5.93M | 0.90% | +16,400+4.3% | Added |
| G2 Investment Partners Management LLC | 383,155 | $5.68M | 1.77% | −153,696−28.6% | Reduced |
| First Light Asset Management, LLC | 364,036 | $5.39M | 0.55% | +3,275+0.9% | Added |
| Geode Capital Management, LLC | 331,108 | $4.91M | 0.00% | +3,983+1.2% | Added |
| Credit Suisse AG | 321,849 | $4.77M | 0.01% | −681−0.2% | Reduced |
| Two Sigma Advisers, LP | 317,700 | $4.71M | 0.01% | +237,100+294.2% | Added |
| Millennium Management LLC | 311,195 | $4.61M | 0.01% | +311,195 | New |
| Jacob Asset Management of New York LLC | 300,904 | $4.46M | 4.84% | +60,843+25.3% | Added |
| Summit Creek Advisors LLC | 289,003 | $4.28M | 0.59% | −9,476−3.2% | Reduced |
| Two Sigma Investments, LP | 231,409 | $3.43M | 0.01% | +206,308+821.9% | Added |
| Kornitzer Capital Management Inc | 230,364 | $3.41M | 0.07% | 00.0% | Unchanged |
| Morgan Stanley | 201,949 | $2.99M | 0.00% | +34,971+20.9% | Added |
| Northern Trust Corp | 198,199 | $2.94M | 0.00% | −174,506−46.8% | Reduced |
| Rice Hall James & Associates, LLC | 198,094 | $2.94M | 0.17% | +19,153+10.7% | Added |
| Bank of New York Mellon Corp | 157,518 | $2.33M | 0.00% | −22,098−12.3% | Reduced |
| Victory Capital Management Inc | 137,628 | $2.04M | 0.00% | +57,703+72.2% | Added |
| Bullseye Asset Management LLC | 122,588 | $1.82M | 1.06% | −1,498−1.2% | Reduced |
| Federated Hermes, Inc. | 113,520 | $1.68M | 0.00% | +100,698+785.4% | Added |
| Principal Financial Group Inc | 111,683 | $1.66M | 0.00% | −2,058−1.8% | Reduced |
| Handelsinvest Investeringsforvaltning | 110,000 | $1.63M | 0.26% | 00.0% | Unchanged |
| Invesco Ltd. | 109,790 | $1.63M | 0.00% | +4,309+4.1% | Added |
| Invenire Partners, LP | 105,000 | $1.56M | 2.38% | +105,000 | New |
| Perkins Capital Management Inc | 101,563 | $1.50M | 1.68% | −5,667−5.3% | Reduced |
| Citadel Advisors LLC | 98,678 | $1.46M | 0.00% | +98,678 | New |
| Walleye Capital LLC | 91,114 | $1.35M | 0.03% | +91,114 | New |
| D. E. Shaw & Co., Inc. | 84,429 | $1.25M | 0.00% | +84,429 | New |
| Ameriprise Financial Inc | 73,674 | $1.09M | 0.00% | −3,195−4.2% | Reduced |
| Los Angeles Capital Management LLC | 71,052 | $1.05M | 0.01% | +18,240+34.5% | Added |
| Bank of America Corp | 70,042 | $1.04M | 0.00% | +26,452+60.7% | Added |
| Graham Capital Management, L.P. | 69,075 | $1.02M | 0.04% | +69,075 | New |
| Dimensional Fund Advisors LP | 65,491 | $970.0K | 0.00% | −56,306−46.2% | Reduced |
| Mount Capital Ltd | 60,619 | $898.0K | 0.38% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 60,116 | $891.0K | 0.00% | −602−1.0% | Reduced |
| Goldman Sachs Group Inc | 59,144 | $876.0K | 0.00% | −48,456−45.0% | Reduced |
| Marshall Wace, LLP | 59,147 | $876.0K | 0.00% | +59,147 | New |
| SG Americas Securities, LLC | 56,976 | $844.0K | 0.01% | +16,732+41.6% | Added |
| Royal Bank of Canada | 52,637 | $780.0K | 0.00% | +18,446+53.9% | Added |
| Gsa Capital Partners LLP | 50,324 | $746.0K | 0.10% | +50,324 | New |
| Nuveen Asset Management, LLC | 49,959 | $741.0K | 0.00% | +842+1.7% | Added |
| Charles Schwab Investment Management Inc | 47,954 | $712.0K | 0.00% | +1,606+3.5% | Added |
| Rhumbline Advisers | 47,825 | $709.0K | 0.00% | +1,954+4.3% | Added |
| Greenwood Capital Associates LLC | 47,345 | $702.0K | 0.12% | +14,111+42.5% | Added |
| Legal & General Group Plc | 42,446 | $629.0K | 0.00% | −7,269−14.6% | Reduced |
| Quadrature Capital Ltd | 39,855 | $591.0K | 0.02% | +39,855 | New |
| Cubist Systematic Strategies, LLC | 37,916 | $562.0K | 0.00% | +3,186+9.2% | Added |
| Swiss National Bank | 37,800 | $560.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 37,382 | $554.0K | 0.00% | +16,900+82.5% | Added |
| Engineers Gate Manager LP | 36,786 | $545.0K | 0.03% | +36,786 | New |
| Alpha Paradigm Partners, LLC | 34,736 | $515.0K | 0.22% | +13,314+62.2% | Added |
| Prudential Financial Inc | 18,095 | $503.0K | 0.00% | −315−1.7% | Reduced |
| Tudor Investment Corp Et Al | 33,879 | $502.0K | 0.01% | +33,879 | New |
| Public Sector Pension Investment Board | 33,602 | $498.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 32,200 | $477.0K | 0.00% | −13,824−30.0% | Reduced |
| State of Wisconsin Investment Board | 26,947 | $399.0K | 0.00% | +26,947 | New |
| Squarepoint Ops LLC | 24,576 | $364.0K | 0.00% | +24,576 | New |
| Alliancebernstein L.P. | 21,744 | $322.0K | 0.00% | +2,105+10.7% | Added |
| California State Teachers Retirement System | 21,040 | $312.0K | 0.00% | −242−1.1% | Reduced |
| Atlantic Trust, LLC | 19,445 | $288.0K | 0.10% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 19,197 | $284.0K | 0.00% | −26,932−58.4% | Reduced |
| Thrivent Financial for Lutherans | 18,631 | $276.0K | 0.00% | +797+4.5% | Added |
| Yousif Capital Management, LLC | 17,212 | $255.0K | 0.00% | −317−1.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,421 | $243.0K | 0.00% | −126−0.8% | Reduced |
| State of Tennessee, Treasury Department | 16,184 | $240.0K | 0.00% | −981−5.7% | Reduced |
| PEAK6 Investments LLC | 15,323 | $227.0K | 0.01% | −71,366−82.3% | Reduced |
| Citigroup Inc | 14,828 | $220.0K | 0.00% | −961−6.1% | Reduced |
| Quantbot Technologies LP | 14,850 | $220.0K | 0.02% | +14,850 | New |
| Comerica Bank | 13,890 | $212.0K | 0.00% | −1,460−9.5% | Reduced |
| Jump Financial, LLC | 14,200 | $210.0K | 0.01% | +14,200 | New |
| Voya Investment Management LLC | 14,149 | $209.7K | 0.00% | +14,149 | New |
| AQR Capital Management LLC | 13,215 | $196.0K | 0.00% | +13,215 | New |
| Texas Permanent School Fund | 12,810 | $190.0K | 0.00% | −220−1.7% | Reduced |
| State of Alaska, Department of Revenue | 12,478 | $184.0K | 0.00% | −1,247−9.1% | Reduced |
| New York State Common Retirement Fund | 12,252 | $182.0K | 0.00% | −144,802−92.2% | Reduced |
| Connors Investor Services Inc | 11,000 | $163.0K | 0.02% | +11,000 | New |
| Stifel Financial Corp | 10,275 | $152.0K | 0.00% | +119+1.2% | Added |
| American International Group, Inc. | 9,711 | $144.0K | 0.00% | +95+1.0% | Added |
| JPMorgan Chase & Co | 9,737 | $144.0K | 0.00% | +208+2.2% | Added |
| Advisor Group Holdings, Inc. | 9,535 | $141.0K | 0.00% | −6,810−41.7% | Reduced |
| MetLife Investment Management | 9,158 | $135.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,671 | $129.0K | 0.00% | +42+0.5% | Added |
| Ensign Peak Advisors, Inc | 7,920 | $117.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 7,540 | $111.0K | 0.00% | −2,787−27.0% | Reduced |
| Parian Global Management LP | 7,000 | $104.0K | 0.34% | +7,000 | New |
| Wells Fargo & Company | 6,661 | $99.0K | 0.00% | +1,919+40.5% | Added |
| Oregon Public Employees Retirement Fund | 6,005 | $89.0K | 0.00% | +243+4.2% | Added |
| BNP Paribas Arbitrage, SA | 5,975 | $88.5K | 0.00% | +264+4.6% | Added |
| Teachers Retirement System of the State of Kentucky | 5,425 | $81.0K | 0.00% | +5,425 | New |
| Barclays PLC | 4,948 | $73.0K | 0.00% | −680−12.1% | Reduced |
| Mutual of America Capital Management LLC | 3,587 | $53.0K | 0.00% | +539+17.7% | Added |
| Rockefeller Capital Management L.P. | 3,509 | $52.0K | 0.00% | −129−3.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,180 | $32.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,997 | $29.0K | 0.00% | +1,485+290.0% | Added |
| KBC Group NV | 1,548 | $23.0K | 0.00% | 00.0% | Unchanged |