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 |
|---|---|---|---|---|---|
| Activest Wealth Management | 1,500 | $22.0K | 0.01% | +1,500 | New |
| The PNC Financial Services Group, Inc. | 1,355 | $21.0K | 0.00% | −259−16.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,268 | $19.0K | 0.00% | −5,347−80.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,258 | $18.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,106 | $16.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,004 | $15.0K | 0.00% | −229,080−99.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 818 | $12.0K | 0.00% | −57,374−98.6% | Reduced |
| Compagnie Lombard Odier SCmA | 410 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 373 | $6.00K | 0.00% | +373 | New |
| Leonteq Securities AG | 329 | $4.88K | 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 |
| Brown Brothers Harriman & Co | 212 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $2.96K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 128 | $2.00K | 0.00% | +124+3,100.0% | Added |
| 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 |
| 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 |
| IFP Advisors, Inc | 22 | – | – | +1+4.8% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −706,140−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −616,159−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −509,774−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −398,747−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −180,666−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −147,534−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −89,362−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −79,960−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −60,904−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −46,912−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −44,000−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −42,843−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −32,085−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −29,502−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −29,154−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −24,214−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −19,545−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −13,885−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −11,565−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −10,516−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −9,831−100.0% | Sold out |
| Louisiana State Employees Retirement System | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −8,535−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −8,534−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −8,262−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −8,006−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −7,567−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −7,356−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,492−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,549−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,287−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −559−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −278−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| American Portfolios Advisors | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |