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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.

Institutional holdersQ4 2022: 129 institutions
Q1 2021: 121 institutionsQ2 2021: 142 institutionsQ3 2021: 163 institutionsQ4 2021: 180 institutionsQ1 2022: 153 institutionsQ2 2022: 147 institutionsQ3 2022: 128 institutionsQ4 2022: 129 institutionsQ1 2023: 110 institutionsQ2 2023: 102 institutionsQ3 2023: 95 institutionsQ4 2023: 98 institutionsQ1 2024: 97 institutionsQ2 2024: 92 institutionsQ3 2024: 85 institutionsQ4 2024: 87 institutionsQ1 2025: 87 institutionsQ2 2025: 111 institutionsQ3 2025: 125 institutionsQ4 2025: 129 institutionsQ1 2026: 128 institutionsQ2 2026: 112 institutions
Value heldQ4 2022: $229.8M
Q1 2021: $566.9MQ2 2021: $760.9MQ3 2021: $1.19BQ4 2021: $930.5MQ1 2022: $585.1MQ2 2022: $428.1MQ3 2022: $204.5MQ4 2022: $229.8MQ1 2023: $196.3MQ2 2023: $184.1MQ3 2023: $101.8MQ4 2023: $178.8MQ1 2024: $155.4MQ2 2024: $130.8MQ3 2024: $95.5MQ4 2024: $55.3MQ1 2025: $101.6MQ2 2025: $168.2MQ3 2025: $273.7MQ4 2025: $163.9MQ1 2026: $85.8MQ2 2026: $64.2M
Institutions holding OPRX and their total value by quarter
QuarterHoldersValue
Q2 2026112$64.2M
Q1 2026128$85.8M
Q4 2025129$163.9M
Q3 2025125$273.7M
Q2 2025111$168.2M
Q1 202587$101.6M
Q4 202487$55.3M
Q3 202485$95.5M
Q2 202492$130.8M
Q1 202497$155.4M
Q4 202398$178.8M
Q3 202395$101.8M
Q2 2023102$184.1M
Q1 2023110$196.3M
Q4 2022129$229.8M
Q3 2022128$204.5M
Q2 2022147$428.1M
Q1 2022153$585.1M
Q4 2021180$930.5M
Q3 2021163$1.19B
Q2 2021142$760.9M
Q1 2021121$566.9M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q3 2022.

Institutions holding OPRX in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
The PNC Financial Services Group, Inc.1,192$20.0K0.00%−163−12.0%Reduced
Metropolitan Life Insurance Co1,106$18.6K0.00%00.0%Unchanged
Point72 Middle East FZE1,067$17.9K0.00%+1,067New
FMR LLC872$14.7K0.00%−132−13.1%Reduced
Allspring Global Investments Holdings, LLC800$13.4K0.00%−18−2.2%Reduced
Compagnie Lombard Odier SCmA410$7.00K0.00%00.0%Unchanged
US Bancorp390$6.55K0.00%+342+712.5%Added
Leonteq Securities AG329$5.53K0.00%00.0%Unchanged
Advisory Services Network, LLC309$5.19K0.00%+309New
Benjamin F. Edwards & Company, Inc.307$5.00K0.00%+70+29.5%Added
Simplex Trading, LLC260$4.00K0.00%+260New
Colonial Trust Co215$3.56K0.00%+215New
Parkside Financial Bank & Trust128$2.15K0.00%00.0%Unchanged
Ellevest, Inc.125$2.10K0.00%+125New
AdvisorNet Financial, Inc100$1.68K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC100$1.68K0.00%00.0%Unchanged
HighMark Wealth Management LLC100$1.68K0.00%00.0%Unchanged
CWM, LLC68$1.00K0.00%−2−2.9%Reduced
Nisa Investment Advisors, LLC35$1.00K0.00%+35New
Massmutual Trust Co FSB50$1.00K0.00%+50New
Parallel Advisors, LLC50$8400.00%+50New
ICA Group Wealth Management, LLC50$8400.00%+50New
Prestige Wealth Management Group LLC35$5880.00%00.0%Unchanged
Quadrant Capital Group LLC33$5540.00%+33New
Farmers & Merchants Investments Inc12$2020.00%00.0%Unchanged
GWM Advisors LLC549$90.00%+549New
Rockefeller Capital Management L.P.9$00.00%−3,500−99.7%Reduced
Bessemer Group Inc20$00.00%00.0%Unchanged
IFP Advisors, Inc1––−21−95.5%Reduced
Handelsinvest Investeringsforvaltning0$00.00%−110,000−100.0%Sold out
Mount Capital Ltd0$00.00%−60,619−100.0%Sold out
SG Americas Securities, LLC0$00.00%−56,976−100.0%Sold out
Quadrature Capital Ltd0$00.00%−39,855−100.0%Sold out
Engineers Gate Manager LP0$00.00%−36,786−100.0%Sold out
Alpha Paradigm Partners, LLC0$00.00%−34,736−100.0%Sold out
Bridgewater Associates, LP0$00.00%−19,197−100.0%Sold out
AQR Capital Management LLC0$00.00%−13,215−100.0%Sold out
Stifel Financial Corp0$00.00%−10,275−100.0%Sold out
Ensign Peak Advisors, Inc0$00.00%−7,920−100.0%Sold out
Mutual of America Capital Management LLC0$00.00%−3,587−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−373−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−284−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−212−100.0%Sold out
Federation des caisses Desjardins du Quebec0$00.00%−200−100.0%Sold out
First Manhattan Co0$00.00%−70−100.0%Sold out
Meeder Asset Management Inc0$00.00%−98−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−85−100.0%Sold out
Invenire Partners, LP––––Not filed
Parian Global Management LP––––Not filed
Wipfli Financial Advisors LLC,––––Not filed