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 |
|---|---|---|---|---|---|
| Bullseye Asset Management LLC | 122,588 | $2.06M | 1.11% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 126,930 | $2.13M | 0.01% | −104,479−45.1% | Reduced |
| JPMorgan Chase & Co | 143,095 | $2.40M | 0.00% | +133,358+1,369.6% | Added |
| Citadel Advisors LLC | 157,176 | $2.64M | 0.00% | +58,498+59.3% | Added |
| Morgan Stanley | 170,917 | $2.87M | 0.00% | −31,032−15.4% | Reduced |
| D. E. Shaw & Co., Inc. | 184,982 | $3.11M | 0.01% | +100,553+119.1% | Added |
| Wasatch Advisors Inc | 185,049 | $3.11M | 0.02% | +185,049 | New |
| Northern Trust Corp | 193,136 | $3.24M | 0.00% | −5,063−2.6% | Reduced |
| Summit Creek Advisors LLC | 193,224 | $3.25M | 0.44% | −95,779−33.1% | Reduced |
| Two Sigma Advisers, LP | 197,000 | $3.31M | 0.01% | −120,700−38.0% | Reduced |
| Bank of New York Mellon Corp | 204,126 | $3.43M | 0.00% | +46,608+29.6% | Added |
| Handelsbanken Fonder AB | 230,500 | $3.87M | 0.02% | −285,600−55.3% | Reduced |
| Federated Hermes, Inc. | 234,328 | $3.94M | 0.01% | +120,808+106.4% | Added |
| Casdin Capital, LLC | 260,000 | $4.37M | 0.34% | +260,000 | New |
| Rice Hall James & Associates, LLC | 271,822 | $4.57M | 0.26% | +73,728+37.2% | Added |
| Jacob Asset Management of New York LLC | 274,470 | $4.61M | 5.61% | −26,434−8.8% | Reduced |
| Kennedy Capital Management, Inc. | 274,917 | $4.62M | 0.13% | −131,783−32.4% | Reduced |
| Kornitzer Capital Management Inc | 299,939 | $5.04M | 0.10% | +69,575+30.2% | Added |
| Geode Capital Management, LLC | 315,560 | $5.30M | 0.00% | −15,548−4.7% | Reduced |
| Credit Suisse AG | 332,020 | $5.58M | 0.01% | +10,171+3.2% | Added |
| First Light Asset Management, LLC | 361,276 | $6.07M | 0.56% | −2,760−0.8% | Reduced |
| AWM Investment Company, Inc. | 400,143 | $6.72M | 0.97% | 00.0% | Unchanged |
| Avenir Corp | 420,734 | $7.07M | 0.71% | −562−0.1% | Reduced |
| State Street Corp | 700,899 | $11.8M | 0.00% | +21,201+3.1% | Added |
| G2 Investment Partners Management LLC | 729,874 | $12.3M | 3.64% | +346,719+90.5% | Added |
| Blair William & Co | 815,805 | $13.7M | 0.06% | +66,148+8.8% | Added |
| Vanguard Group Inc | 1,111,411 | $18.7M | 0.00% | +104,999+10.4% | Added |
| BlackRock Inc. | 2,714,190 | $45.6M | 0.00% | −59,312−2.1% | Reduced |
| IFP Advisors, Inc | 1 | – | – | −21−95.5% | Reduced |
| Handelsinvest Investeringsforvaltning | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Mount Capital Ltd | 0 | $0 | 0.00% | −60,619−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −56,976−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −39,855−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −36,786−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −34,736−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −19,197−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −13,215−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −10,275−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −7,920−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −3,587−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Invenire Partners, LP | – | – | – | – | Not filed |
| Parian Global Management LP | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |