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, Q4 2022
Institutional positions in OptimizeRx Corp as of Dec 31, 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
- 129
- +4 vs. Q3 2022
- Shares held
- 13.7M
- +7.54K (+0.1%) vs. Q3 2022
- Total value
- $229.8M
- +$27.0M (+13.3%) vs. Q3 2022
- New holders
- 22
- 34 more added
- Sold out
- 18
- 54 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,714,190 | $45.6M | 0.00% | −59,312−2.1% | Reduced |
| Vanguard Group Inc | 1,111,411 | $18.7M | 0.00% | +104,999+10.4% | Added |
| Blair William & Co | 815,805 | $13.7M | 0.06% | +66,148+8.8% | Added |
| G2 Investment Partners Management LLC | 729,874 | $12.3M | 3.64% | +346,719+90.5% | Added |
| State Street Corp | 700,899 | $11.8M | 0.00% | +21,201+3.1% | Added |
| Avenir Corp | 420,734 | $7.07M | 0.71% | −562−0.1% | Reduced |
| AWM Investment Company, Inc. | 400,143 | $6.72M | 0.97% | 00.0% | Unchanged |
| First Light Asset Management, LLC | 361,276 | $6.07M | 0.56% | −2,760−0.8% | Reduced |
| Credit Suisse AG | 332,020 | $5.58M | 0.01% | +10,171+3.2% | Added |
| Geode Capital Management, LLC | 315,560 | $5.30M | 0.00% | −15,548−4.7% | Reduced |
| Kornitzer Capital Management Inc | 299,939 | $5.04M | 0.10% | +69,575+30.2% | Added |
| Kennedy Capital Management, Inc. | 274,917 | $4.62M | 0.13% | −131,783−32.4% | Reduced |
| Jacob Asset Management of New York LLC | 274,470 | $4.61M | 5.61% | −26,434−8.8% | Reduced |
| Rice Hall James & Associates, LLC | 271,822 | $4.57M | 0.26% | +73,728+37.2% | Added |
| Casdin Capital, LLC | 260,000 | $4.37M | 0.34% | +260,000 | New |
| Federated Hermes, Inc. | 234,328 | $3.94M | 0.01% | +120,808+106.4% | Added |
| Handelsbanken Fonder AB | 230,500 | $3.87M | 0.02% | −285,600−55.3% | Reduced |
| Bank of New York Mellon Corp | 204,126 | $3.43M | 0.00% | +46,608+29.6% | Added |
| Two Sigma Advisers, LP | 197,000 | $3.31M | 0.01% | −120,700−38.0% | Reduced |
| Summit Creek Advisors LLC | 193,224 | $3.25M | 0.44% | −95,779−33.1% | Reduced |
| Northern Trust Corp | 193,136 | $3.24M | 0.00% | −5,063−2.6% | Reduced |
| Wasatch Advisors Inc | 185,049 | $3.11M | 0.02% | +185,049 | New |
| D. E. Shaw & Co., Inc. | 184,982 | $3.11M | 0.01% | +100,553+119.1% | Added |
| Morgan Stanley | 170,917 | $2.87M | 0.00% | −31,032−15.4% | Reduced |
| Citadel Advisors LLC | 157,176 | $2.64M | 0.00% | +58,498+59.3% | Added |
| JPMorgan Chase & Co | 143,095 | $2.40M | 0.00% | +133,358+1,369.6% | Added |
| Two Sigma Investments, LP | 126,930 | $2.13M | 0.01% | −104,479−45.1% | Reduced |
| Bullseye Asset Management LLC | 122,588 | $2.06M | 1.11% | 00.0% | Unchanged |
| Victory Capital Management Inc | 114,198 | $1.92M | 0.00% | −23,430−17.0% | Reduced |
| Principal Financial Group Inc | 105,598 | $1.77M | 0.00% | −6,085−5.4% | Reduced |
| Perkins Capital Management Inc | 101,763 | $1.71M | 1.81% | +200+0.2% | Added |
| Dimensional Fund Advisors LP | 86,991 | $1.46M | 0.00% | +21,500+32.8% | Added |
| Invesco Ltd. | 80,479 | $1.35M | 0.00% | −29,311−26.7% | Reduced |
| Cubist Systematic Strategies, LLC | 69,458 | $1.17M | 0.01% | +31,542+83.2% | Added |
| Ameriprise Financial Inc | 67,080 | $1.13M | 0.00% | −6,594−9.0% | Reduced |
| Marshall Wace, LLP | 63,888 | $1.07M | 0.00% | +4,741+8.0% | Added |
| Nuveen Asset Management, LLC | 62,770 | $1.05M | 0.00% | +12,811+25.6% | Added |
| Millennium Management LLC | 54,833 | $921.0K | 0.00% | −256,362−82.4% | Reduced |
| Norges Bank | 53,900 | $905.5K | 0.00% | +53,900 | New |
| HRT Financial LP | 52,836 | $887.0K | 0.01% | +52,836 | New |
| Bank of America Corp | 51,996 | $873.5K | 0.00% | −18,046−25.8% | Reduced |
| Greenwood Capital Associates LLC | 48,721 | $818.5K | 0.13% | +1,376+2.9% | Added |
| Rhumbline Advisers | 48,454 | $814.0K | 0.00% | +629+1.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 47,203 | $793.0K | 0.00% | −12,913−21.5% | Reduced |
| Charles Schwab Investment Management Inc | 47,056 | $790.5K | 0.00% | −898−1.9% | Reduced |
| Legal & General Group Plc | 42,106 | $707.4K | 0.00% | −340−0.8% | Reduced |
| Renaissance Technologies LLC | 40,983 | $689.0K | 0.00% | +8,783+27.3% | Added |
| State of Wisconsin Investment Board | 40,723 | $684.1K | 0.00% | +13,776+51.1% | Added |
| Swiss National Bank | 39,200 | $658.6K | 0.00% | +1,400+3.7% | Added |
| New York State Teachers Retirement System | 37,375 | $628.0K | 0.00% | −70.0% | Reduced |
| Goldman Sachs Group Inc | 36,956 | $620.9K | 0.00% | −22,188−37.5% | Reduced |
| Public Sector Pension Investment Board | 31,206 | $524.3K | 0.00% | −2,396−7.1% | Reduced |
| Gsa Capital Partners LLP | 30,339 | $510.0K | 0.06% | −19,985−39.7% | Reduced |
| Royal Bank of Canada | 28,790 | $483.0K | 0.00% | −23,847−45.3% | Reduced |
| Trexquant Investment LP | 28,708 | $482.3K | 0.01% | +28,708 | New |
| Alliancebernstein L.P. | 25,731 | $432.3K | 0.00% | +3,987+18.3% | Added |
| Russell Investments Group, Ltd. | 24,379 | $409.6K | 0.00% | +24,379 | New |
| Los Angeles Capital Management LLC | 24,152 | $405.8K | 0.00% | −46,900−66.0% | Reduced |
| California State Teachers Retirement System | 20,757 | $348.7K | 0.00% | −283−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 20,632 | $347.0K | 0.01% | +19,364+1,527.1% | Added |
| Squarepoint Ops LLC | 20,116 | $337.9K | 0.00% | −4,460−18.1% | Reduced |
| Atlantic Trust, LLC | 19,445 | $327.0K | 0.11% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,358 | $308.0K | 0.00% | +1,937+11.8% | Added |
| Ergoteles LLC | 17,783 | $298.8K | 0.01% | +17,783 | New |
| Thrivent Financial for Lutherans | 17,595 | $296.0K | 0.00% | −1,036−5.6% | Reduced |
| Prudential Financial Inc | 17,200 | $289.0K | 0.00% | −895−4.9% | Reduced |
| Graham Capital Management, L.P. | 17,170 | $288.5K | 0.01% | −51,905−75.1% | Reduced |
| TownSquare Capital, LLC | 16,746 | $281.3K | 0.01% | +16,746 | New |
| Citigroup Inc | 16,562 | $278.2K | 0.00% | +1,734+11.7% | Added |
| Wesbanco Bank Inc | 16,531 | $278.0K | 0.01% | +16,531 | New |
| State of Tennessee, Treasury Department | 16,184 | $272.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 14,539 | $244.0K | 0.01% | −19,340−57.1% | Reduced |
| Voya Investment Management LLC | 14,031 | $235.7K | 0.00% | −118−0.8% | Reduced |
| Connors Investor Services Inc | 12,500 | $210.0K | 0.03% | +1,500+13.6% | Added |
| New York State Common Retirement Fund | 12,165 | $204.4K | 0.00% | −87−0.7% | Reduced |
| State of Alaska, Department of Revenue | 11,945 | $200.0K | 0.00% | −533−4.3% | Reduced |
| Comerica Bank | 10,355 | $193.0K | 0.00% | −3,535−25.4% | Reduced |
| Texas Permanent School Fund | 11,387 | $191.0K | 0.00% | −1,423−11.1% | Reduced |
| Yousif Capital Management, LLC | 11,217 | $188.4K | 0.00% | −5,995−34.8% | Reduced |
| Walleye Capital LLC | 10,500 | $176.4K | 0.00% | −80,614−88.5% | Reduced |
| Jump Financial, LLC | 10,200 | $171.4K | 0.01% | −4,000−28.2% | Reduced |
| Advisor Group Holdings, Inc. | 9,861 | $166.0K | 0.00% | +326+3.4% | Added |
| Aquatic Capital Management LLC | 9,500 | $160.0K | 0.01% | +9,500 | New |
| MetLife Investment Management | 9,158 | $153.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 9,113 | $153.1K | 0.00% | −598−6.2% | Reduced |
| Barclays PLC | 8,177 | $137.4K | 0.00% | +3,229+65.3% | Added |
| Deutsche Bank AG | 7,702 | $129.4K | 0.00% | +162+2.1% | Added |
| Amalgamated Bank | 7,614 | $128.0K | 0.00% | −1,057−12.2% | Reduced |
| STRS Ohio | 6,400 | $107.0K | 0.00% | +6,400 | New |
| Oregon Public Employees Retirement Fund | 5,702 | $95.8K | 0.00% | −303−5.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,425 | $91.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,272 | $88.6K | 0.00% | +3,275+164.0% | Added |
| Wells Fargo & Company | 5,244 | $88.1K | 0.00% | −1,417−21.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,033 | $51.0K | 0.00% | +853+39.1% | Added |
| Quantbot Technologies LP | 2,586 | $43.4K | 0.00% | −12,264−82.6% | Reduced |
| BNP Paribas Arbitrage, SA | 2,576 | $43.3K | 0.00% | −3,399−56.9% | Reduced |
| PEAK6 Investments LLC | 2,322 | $39.0K | 0.00% | −13,001−84.8% | Reduced |
| KBC Group NV | 1,548 | $26.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,500 | $25.2K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,258 | $22.6K | 0.00% | 00.0% | Unchanged |