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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 12 | $0 | 0.00% | +12 | New |
| Wipfli Financial Advisors LLC, | 12 | $0 | 0.00% | +12 | New |
| US Bancorp | 48 | $1.00K | 0.00% | −517−91.5% | Reduced |
| Meeder Asset Management Inc | 98 | $1.00K | 0.00% | −457−82.3% | Reduced |
| CWM, LLC | 70 | $1.00K | 0.00% | −255−78.5% | Reduced |
| AdvisorNet Financial, Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 35 | $1.00K | 0.00% | +35 | New |
| Parkside Financial Bank & Trust | 128 | $2.00K | 0.00% | +124+3,100.0% | Added |
| Federation des caisses Desjardins du Quebec | 200 | $2.96K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 212 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 284 | $4.00K | 0.00% | −43−13.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 237 | $4.00K | 0.00% | −12−4.8% | Reduced |
| Leonteq Securities AG | 329 | $4.88K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 410 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 373 | $6.00K | 0.00% | +373 | New |
| Allspring Global Investments Holdings, LLC | 818 | $12.0K | 0.00% | −57,374−98.6% | Reduced |
| FMR LLC | 1,004 | $15.0K | 0.00% | −229,080−99.6% | Reduced |
| Metropolitan Life Insurance Co | 1,106 | $16.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,258 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,268 | $19.0K | 0.00% | −5,347−80.8% | Reduced |
| The PNC Financial Services Group, Inc. | 1,355 | $21.0K | 0.00% | −259−16.0% | Reduced |
| Activest Wealth Management | 1,500 | $22.0K | 0.01% | +1,500 | New |
| KBC Group NV | 1,548 | $23.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,997 | $29.0K | 0.00% | +1,485+290.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,180 | $32.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,509 | $52.0K | 0.00% | −129−3.5% | Reduced |
| Mutual of America Capital Management LLC | 3,587 | $53.0K | 0.00% | +539+17.7% | Added |
| Barclays PLC | 4,948 | $73.0K | 0.00% | −680−12.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,425 | $81.0K | 0.00% | +5,425 | New |
| BNP Paribas Arbitrage, SA | 5,975 | $88.5K | 0.00% | +264+4.6% | Added |
| Oregon Public Employees Retirement Fund | 6,005 | $89.0K | 0.00% | +243+4.2% | Added |
| Wells Fargo & Company | 6,661 | $99.0K | 0.00% | +1,919+40.5% | Added |
| Parian Global Management LP | 7,000 | $104.0K | 0.34% | +7,000 | New |
| Deutsche Bank AG | 7,540 | $111.0K | 0.00% | −2,787−27.0% | Reduced |
| Ensign Peak Advisors, Inc | 7,920 | $117.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,671 | $129.0K | 0.00% | +42+0.5% | Added |
| MetLife Investment Management | 9,158 | $135.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,535 | $141.0K | 0.00% | −6,810−41.7% | Reduced |
| 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 |
| Stifel Financial Corp | 10,275 | $152.0K | 0.00% | +119+1.2% | Added |
| Connors Investor Services Inc | 11,000 | $163.0K | 0.02% | +11,000 | New |
| New York State Common Retirement Fund | 12,252 | $182.0K | 0.00% | −144,802−92.2% | Reduced |
| State of Alaska, Department of Revenue | 12,478 | $184.0K | 0.00% | −1,247−9.1% | Reduced |
| Texas Permanent School Fund | 12,810 | $190.0K | 0.00% | −220−1.7% | Reduced |
| AQR Capital Management LLC | 13,215 | $196.0K | 0.00% | +13,215 | New |
| Voya Investment Management LLC | 14,149 | $209.7K | 0.00% | +14,149 | New |
| Jump Financial, LLC | 14,200 | $210.0K | 0.01% | +14,200 | New |
| Comerica Bank | 13,890 | $212.0K | 0.00% | −1,460−9.5% | 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 |
| PEAK6 Investments LLC | 15,323 | $227.0K | 0.01% | −71,366−82.3% | Reduced |
| State of Tennessee, Treasury Department | 16,184 | $240.0K | 0.00% | −981−5.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,421 | $243.0K | 0.00% | −126−0.8% | Reduced |
| Yousif Capital Management, LLC | 17,212 | $255.0K | 0.00% | −317−1.8% | Reduced |
| Thrivent Financial for Lutherans | 18,631 | $276.0K | 0.00% | +797+4.5% | Added |
| Bridgewater Associates, LP | 19,197 | $284.0K | 0.00% | −26,932−58.4% | Reduced |
| Atlantic Trust, LLC | 19,445 | $288.0K | 0.10% | 00.0% | Unchanged |
| California State Teachers Retirement System | 21,040 | $312.0K | 0.00% | −242−1.1% | Reduced |
| Alliancebernstein L.P. | 21,744 | $322.0K | 0.00% | +2,105+10.7% | Added |
| Squarepoint Ops LLC | 24,576 | $364.0K | 0.00% | +24,576 | New |
| State of Wisconsin Investment Board | 26,947 | $399.0K | 0.00% | +26,947 | New |
| Renaissance Technologies LLC | 32,200 | $477.0K | 0.00% | −13,824−30.0% | Reduced |
| Public Sector Pension Investment Board | 33,602 | $498.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 33,879 | $502.0K | 0.01% | +33,879 | New |
| Prudential Financial Inc | 18,095 | $503.0K | 0.00% | −315−1.7% | Reduced |
| Alpha Paradigm Partners, LLC | 34,736 | $515.0K | 0.22% | +13,314+62.2% | Added |
| Engineers Gate Manager LP | 36,786 | $545.0K | 0.03% | +36,786 | New |
| New York State Teachers Retirement System | 37,382 | $554.0K | 0.00% | +16,900+82.5% | Added |
| Swiss National Bank | 37,800 | $560.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 37,916 | $562.0K | 0.00% | +3,186+9.2% | Added |
| Quadrature Capital Ltd | 39,855 | $591.0K | 0.02% | +39,855 | New |
| Legal & General Group Plc | 42,446 | $629.0K | 0.00% | −7,269−14.6% | Reduced |
| Greenwood Capital Associates LLC | 47,345 | $702.0K | 0.12% | +14,111+42.5% | Added |
| Rhumbline Advisers | 47,825 | $709.0K | 0.00% | +1,954+4.3% | Added |
| Charles Schwab Investment Management Inc | 47,954 | $712.0K | 0.00% | +1,606+3.5% | Added |
| Nuveen Asset Management, LLC | 49,959 | $741.0K | 0.00% | +842+1.7% | Added |
| Gsa Capital Partners LLP | 50,324 | $746.0K | 0.10% | +50,324 | New |
| Royal Bank of Canada | 52,637 | $780.0K | 0.00% | +18,446+53.9% | Added |
| SG Americas Securities, LLC | 56,976 | $844.0K | 0.01% | +16,732+41.6% | Added |
| 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 |
| Mirae Asset Global Investments Co., Ltd. | 60,116 | $891.0K | 0.00% | −602−1.0% | Reduced |
| Mount Capital Ltd | 60,619 | $898.0K | 0.38% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 65,491 | $970.0K | 0.00% | −56,306−46.2% | Reduced |
| Graham Capital Management, L.P. | 69,075 | $1.02M | 0.04% | +69,075 | New |
| Bank of America Corp | 70,042 | $1.04M | 0.00% | +26,452+60.7% | Added |
| Los Angeles Capital Management LLC | 71,052 | $1.05M | 0.01% | +18,240+34.5% | Added |
| Ameriprise Financial Inc | 73,674 | $1.09M | 0.00% | −3,195−4.2% | Reduced |
| D. E. Shaw & Co., Inc. | 84,429 | $1.25M | 0.00% | +84,429 | New |
| Walleye Capital LLC | 91,114 | $1.35M | 0.03% | +91,114 | New |
| Citadel Advisors LLC | 98,678 | $1.46M | 0.00% | +98,678 | New |
| Perkins Capital Management Inc | 101,563 | $1.50M | 1.68% | −5,667−5.3% | Reduced |
| Invenire Partners, LP | 105,000 | $1.56M | 2.38% | +105,000 | New |
| Invesco Ltd. | 109,790 | $1.63M | 0.00% | +4,309+4.1% | Added |