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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 9 | $0 | 0.00% | −3,500−99.7% | Reduced |
| Bessemer Group Inc | 20 | $0 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 549 | $9 | 0.00% | +549 | New |
| Farmers & Merchants Investments Inc | 12 | $202 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 33 | $554 | 0.00% | +33 | New |
| Prestige Wealth Management Group LLC | 35 | $588 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 50 | $840 | 0.00% | +50 | New |
| ICA Group Wealth Management, LLC | 50 | $840 | 0.00% | +50 | New |
| CWM, LLC | 68 | $1.00K | 0.00% | −2−2.9% | Reduced |
| Nisa Investment Advisors, LLC | 35 | $1.00K | 0.00% | +35 | New |
| Massmutual Trust Co FSB | 50 | $1.00K | 0.00% | +50 | New |
| AdvisorNet Financial, Inc | 100 | $1.68K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $1.68K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $1.68K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 125 | $2.10K | 0.00% | +125 | New |
| Parkside Financial Bank & Trust | 128 | $2.15K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 215 | $3.56K | 0.00% | +215 | New |
| Simplex Trading, LLC | 260 | $4.00K | 0.00% | +260 | New |
| Benjamin F. Edwards & Company, Inc. | 307 | $5.00K | 0.00% | +70+29.5% | Added |
| Advisory Services Network, LLC | 309 | $5.19K | 0.00% | +309 | New |
| Leonteq Securities AG | 329 | $5.53K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 390 | $6.55K | 0.00% | +342+712.5% | Added |
| Compagnie Lombard Odier SCmA | 410 | $7.00K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 800 | $13.4K | 0.00% | −18−2.2% | Reduced |
| FMR LLC | 872 | $14.7K | 0.00% | −132−13.1% | Reduced |
| Point72 Middle East FZE | 1,067 | $17.9K | 0.00% | +1,067 | New |
| Metropolitan Life Insurance Co | 1,106 | $18.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,192 | $20.0K | 0.00% | −163−12.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,258 | $22.6K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,500 | $25.2K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,548 | $26.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,322 | $39.0K | 0.00% | −13,001−84.8% | Reduced |
| BNP Paribas Arbitrage, SA | 2,576 | $43.3K | 0.00% | −3,399−56.9% | Reduced |
| Quantbot Technologies LP | 2,586 | $43.4K | 0.00% | −12,264−82.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,033 | $51.0K | 0.00% | +853+39.1% | Added |
| Wells Fargo & Company | 5,244 | $88.1K | 0.00% | −1,417−21.3% | Reduced |
| UBS Group AG | 5,272 | $88.6K | 0.00% | +3,275+164.0% | Added |
| Teachers Retirement System of the State of Kentucky | 5,425 | $91.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,702 | $95.8K | 0.00% | −303−5.0% | Reduced |
| STRS Ohio | 6,400 | $107.0K | 0.00% | +6,400 | New |
| Amalgamated Bank | 7,614 | $128.0K | 0.00% | −1,057−12.2% | Reduced |
| Deutsche Bank AG | 7,702 | $129.4K | 0.00% | +162+2.1% | Added |
| Barclays PLC | 8,177 | $137.4K | 0.00% | +3,229+65.3% | Added |
| American International Group, Inc. | 9,113 | $153.1K | 0.00% | −598−6.2% | Reduced |
| MetLife Investment Management | 9,158 | $153.9K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 9,500 | $160.0K | 0.01% | +9,500 | New |
| Advisor Group Holdings, Inc. | 9,861 | $166.0K | 0.00% | +326+3.4% | Added |
| Jump Financial, LLC | 10,200 | $171.4K | 0.01% | −4,000−28.2% | Reduced |
| Walleye Capital LLC | 10,500 | $176.4K | 0.00% | −80,614−88.5% | Reduced |
| Yousif Capital Management, LLC | 11,217 | $188.4K | 0.00% | −5,995−34.8% | Reduced |
| Texas Permanent School Fund | 11,387 | $191.0K | 0.00% | −1,423−11.1% | Reduced |
| Comerica Bank | 10,355 | $193.0K | 0.00% | −3,535−25.4% | Reduced |
| State of Alaska, Department of Revenue | 11,945 | $200.0K | 0.00% | −533−4.3% | Reduced |
| New York State Common Retirement Fund | 12,165 | $204.4K | 0.00% | −87−0.7% | Reduced |
| Connors Investor Services Inc | 12,500 | $210.0K | 0.03% | +1,500+13.6% | Added |
| Voya Investment Management LLC | 14,031 | $235.7K | 0.00% | −118−0.8% | Reduced |
| Tudor Investment Corp Et Al | 14,539 | $244.0K | 0.01% | −19,340−57.1% | Reduced |
| State of Tennessee, Treasury Department | 16,184 | $272.0K | 0.00% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 16,531 | $278.0K | 0.01% | +16,531 | New |
| Citigroup Inc | 16,562 | $278.2K | 0.00% | +1,734+11.7% | Added |
| TownSquare Capital, LLC | 16,746 | $281.3K | 0.01% | +16,746 | New |
| Graham Capital Management, L.P. | 17,170 | $288.5K | 0.01% | −51,905−75.1% | Reduced |
| Prudential Financial Inc | 17,200 | $289.0K | 0.00% | −895−4.9% | Reduced |
| Thrivent Financial for Lutherans | 17,595 | $296.0K | 0.00% | −1,036−5.6% | Reduced |
| Ergoteles LLC | 17,783 | $298.8K | 0.01% | +17,783 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,358 | $308.0K | 0.00% | +1,937+11.8% | Added |
| Atlantic Trust, LLC | 19,445 | $327.0K | 0.11% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 20,116 | $337.9K | 0.00% | −4,460−18.1% | Reduced |
| Tower Research Capital LLC (TRC) | 20,632 | $347.0K | 0.01% | +19,364+1,527.1% | Added |
| California State Teachers Retirement System | 20,757 | $348.7K | 0.00% | −283−1.3% | Reduced |
| Los Angeles Capital Management LLC | 24,152 | $405.8K | 0.00% | −46,900−66.0% | Reduced |
| Russell Investments Group, Ltd. | 24,379 | $409.6K | 0.00% | +24,379 | New |
| Alliancebernstein L.P. | 25,731 | $432.3K | 0.00% | +3,987+18.3% | Added |
| Trexquant Investment LP | 28,708 | $482.3K | 0.01% | +28,708 | New |
| Royal Bank of Canada | 28,790 | $483.0K | 0.00% | −23,847−45.3% | Reduced |
| Gsa Capital Partners LLP | 30,339 | $510.0K | 0.06% | −19,985−39.7% | Reduced |
| Public Sector Pension Investment Board | 31,206 | $524.3K | 0.00% | −2,396−7.1% | Reduced |
| Goldman Sachs Group Inc | 36,956 | $620.9K | 0.00% | −22,188−37.5% | Reduced |
| New York State Teachers Retirement System | 37,375 | $628.0K | 0.00% | −70.0% | Reduced |
| Swiss National Bank | 39,200 | $658.6K | 0.00% | +1,400+3.7% | Added |
| State of Wisconsin Investment Board | 40,723 | $684.1K | 0.00% | +13,776+51.1% | Added |
| Renaissance Technologies LLC | 40,983 | $689.0K | 0.00% | +8,783+27.3% | Added |
| Legal & General Group Plc | 42,106 | $707.4K | 0.00% | −340−0.8% | Reduced |
| Charles Schwab Investment Management Inc | 47,056 | $790.5K | 0.00% | −898−1.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 47,203 | $793.0K | 0.00% | −12,913−21.5% | Reduced |
| Rhumbline Advisers | 48,454 | $814.0K | 0.00% | +629+1.3% | Added |
| Greenwood Capital Associates LLC | 48,721 | $818.5K | 0.13% | +1,376+2.9% | Added |
| Bank of America Corp | 51,996 | $873.5K | 0.00% | −18,046−25.8% | Reduced |
| HRT Financial LP | 52,836 | $887.0K | 0.01% | +52,836 | New |
| Norges Bank | 53,900 | $905.5K | 0.00% | +53,900 | New |
| Millennium Management LLC | 54,833 | $921.0K | 0.00% | −256,362−82.4% | Reduced |
| Nuveen Asset Management, LLC | 62,770 | $1.05M | 0.00% | +12,811+25.6% | Added |
| Marshall Wace, LLP | 63,888 | $1.07M | 0.00% | +4,741+8.0% | Added |
| Ameriprise Financial Inc | 67,080 | $1.13M | 0.00% | −6,594−9.0% | Reduced |
| Cubist Systematic Strategies, LLC | 69,458 | $1.17M | 0.01% | +31,542+83.2% | Added |
| Invesco Ltd. | 80,479 | $1.35M | 0.00% | −29,311−26.7% | Reduced |
| Dimensional Fund Advisors LP | 86,991 | $1.46M | 0.00% | +21,500+32.8% | Added |
| Perkins Capital Management Inc | 101,763 | $1.71M | 1.81% | +200+0.2% | Added |
| Principal Financial Group Inc | 105,598 | $1.77M | 0.00% | −6,085−5.4% | Reduced |
| Victory Capital Management Inc | 114,198 | $1.92M | 0.00% | −23,430−17.0% | Reduced |