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, Q1 2023
Institutional positions in OptimizeRx Corp as of Mar 31, 2023. 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
- 110
- −18 vs. Q4 2022
- Shares held
- 13.4M
- −255.5K (−1.9%) vs. Q4 2022
- Total value
- $196.3M
- −$33.4M (−14.5%) vs. Q4 2022
- New holders
- 21
- 34 more added
- Sold out
- 39
- 40 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,041,738 | $15.2M | 0.00% | −1,672,452−61.6% | Reduced |
| First Light Asset Management, LLC | 1,010,931 | $14.8M | 1.33% | +649,655+179.8% | Added |
| Vanguard Group Inc | 868,172 | $12.7M | 0.00% | −243,239−21.9% | Reduced |
| Blair William & Co | 843,412 | $12.3M | 0.05% | +27,607+3.4% | Added |
| G2 Investment Partners Management LLC | 536,409 | $7.85M | 2.26% | −193,465−26.5% | Reduced |
| Casdin Capital, LLC | 500,000 | $7.32M | 0.60% | +240,000+92.3% | Added |
| Point72 Asset Management, L.P. | 476,192 | $6.97M | 0.02% | +476,192 | New |
| D. E. Shaw & Co., Inc. | 471,232 | $6.89M | 0.01% | +286,250+154.7% | Added |
| Wasatch Advisors Inc | 469,201 | $6.86M | 0.04% | +284,152+153.6% | Added |
| State Street Corp | 422,902 | $6.19M | 0.00% | −277,997−39.7% | Reduced |
| Avenir Corp | 414,573 | $6.07M | 0.57% | −6,161−1.5% | Reduced |
| AWM Investment Company, Inc. | 398,243 | $5.83M | 0.79% | −1,900−0.5% | Reduced |
| Rice Hall James & Associates, LLC | 363,291 | $5.31M | 0.30% | +91,469+33.7% | Added |
| Federated Hermes, Inc. | 355,829 | $5.21M | 0.01% | +121,501+51.9% | Added |
| Kornitzer Capital Management Inc | 352,994 | $5.16M | 0.10% | +53,055+17.7% | Added |
| Millennium Management LLC | 330,363 | $4.83M | 0.01% | +275,530+502.5% | Added |
| Geode Capital Management, LLC | 323,590 | $4.73M | 0.00% | +8,030+2.5% | Added |
| Credit Suisse AG | 320,496 | $4.69M | 0.00% | −11,524−3.5% | Reduced |
| Jacob Asset Management of New York LLC | 284,470 | $4.16M | 4.85% | +10,000+3.6% | Added |
| Susquehanna International Group, LLP | 201,916 | $2.95M | 0.00% | +201,916 | New |
| Two Sigma Advisers, LP | 191,500 | $2.80M | 0.01% | −5,500−2.8% | Reduced |
| Citadel Advisors LLC | 188,585 | $2.76M | 0.00% | +31,409+20.0% | Added |
| Renaissance Technologies LLC | 184,400 | $2.70M | 0.00% | +143,417+349.9% | Added |
| Dimensional Fund Advisors LP | 180,101 | $2.63M | 0.00% | +93,110+107.0% | Added |
| HRT Financial LP | 171,079 | $2.50M | 0.03% | +118,243+223.8% | Added |
| Northern Trust Corp | 156,994 | $2.30M | 0.00% | −36,142−18.7% | Reduced |
| JPMorgan Chase & Co | 140,978 | $2.06M | 0.00% | −2,117−1.5% | Reduced |
| Morgan Stanley | 127,337 | $1.86M | 0.00% | −43,580−25.5% | Reduced |
| Jane Street Group, LLC | 126,652 | $1.85M | 0.00% | +126,652 | New |
| Bullseye Asset Management LLC | 122,588 | $1.79M | 0.91% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 118,055 | $1.73M | 0.00% | −86,071−42.2% | Reduced |
| Two Sigma Investments, LP | 109,979 | $1.61M | 0.00% | −16,951−13.4% | Reduced |
| Perkins Capital Management Inc | 101,863 | $1.49M | 1.40% | +100+0.1% | Added |
| Victory Capital Management Inc | 95,088 | $1.39M | 0.00% | −19,110−16.7% | Reduced |
| Cubist Systematic Strategies, LLC | 94,022 | $1.38M | 0.01% | +24,564+35.4% | Added |
| Marshall Wace, LLP | 87,329 | $1.28M | 0.00% | +23,441+36.7% | Added |
| Goldman Sachs Group Inc | 85,089 | $1.24M | 0.00% | +48,133+130.2% | Added |
| Russell Investments Group, Ltd. | 59,206 | $866.2K | 0.00% | +34,827+142.9% | Added |
| Gsa Capital Partners LLP | 54,856 | $803.0K | 0.08% | +24,517+80.8% | Added |
| Norges Bank | 53,900 | $788.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 49,464 | $723.7K | 0.00% | −2,532−4.9% | Reduced |
| Greenwood Capital Associates LLC | 47,800 | $699.3K | 0.10% | −921−1.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 46,196 | $675.8K | 0.00% | −1,007−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 44,909 | $657.0K | 0.00% | −2,147−4.6% | Reduced |
| Tudor Investment Corp Et Al | 42,647 | $624.0K | 0.01% | +28,108+193.3% | Added |
| Ergoteles LLC | 40,996 | $599.8K | 0.02% | +23,213+130.5% | Added |
| State of Wisconsin Investment Board | 38,700 | $566.2K | 0.00% | −2,023−5.0% | Reduced |
| PEAK6 Investments LLC | 38,571 | $564.3K | 0.04% | +36,249+1,561.1% | Added |
| Nuveen Asset Management, LLC | 35,178 | $515.0K | 0.00% | −27,592−44.0% | Reduced |
| Jump Financial, LLC | 32,300 | $472.5K | 0.02% | +22,100+216.7% | Added |
| Engineers Gate Manager LP | 31,781 | $465.0K | 0.02% | +31,781 | New |
| TownSquare Capital, LLC | 28,256 | $413.4K | 0.01% | +11,510+68.7% | Added |
| Bank of Montreal | 28,055 | $411.0K | 0.00% | +28,055 | New |
| Royal Bank of Canada | 27,193 | $399.0K | 0.00% | −1,597−5.5% | Reduced |
| Qube Research & Technologies Ltd | 25,682 | $375.7K | 0.00% | +25,682 | New |
| Quadrature Capital Ltd | 25,445 | $372.5K | 0.01% | +25,445 | New |
| Arrowstreet Capital, Limited Partnership | 24,085 | $352.0K | 0.00% | +24,085 | New |
| Los Angeles Capital Management LLC | 23,552 | $344.6K | 0.00% | −600−2.5% | Reduced |
| Alliancebernstein L.P. | 23,241 | $340.0K | 0.00% | −2,490−9.7% | Reduced |
| Rhumbline Advisers | 22,114 | $324.0K | 0.00% | −26,340−54.4% | Reduced |
| Nebula Research & Development LLC | 22,125 | $323.7K | 0.57% | +22,125 | New |
| Campbell & CO Investment Adviser LLC | 20,620 | $301.7K | 0.06% | +20,620 | New |
| Atlantic Trust, LLC | 19,445 | $284.5K | 0.09% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 16,531 | $242.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 15,857 | $232.0K | 0.00% | +5,357+51.0% | Added |
| Brevan Howard Capital Management LP | 15,625 | $228.6K | 0.05% | +15,625 | New |
| Connors Investor Services Inc | 15,500 | $227.0K | 0.03% | +3,000+24.0% | Added |
| Quantbot Technologies LP | 14,707 | $215.2K | 0.02% | +12,121+468.7% | Added |
| Mirabella Financial Services LLP | 13,539 | $198.1K | 0.04% | +13,539 | New |
| New York State Common Retirement Fund | 12,148 | $177.7K | 0.00% | −17−0.1% | Reduced |
| Balyasny Asset Management LLC | 11,462 | $167.7K | 0.00% | +11,462 | New |
| Deutsche Bank AG | 10,587 | $154.9K | 0.00% | +2,885+37.5% | Added |
| Verition Fund Management LLC | 10,226 | $149.6K | 0.00% | +10,226 | New |
| MetLife Investment Management | 9,158 | $134.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 8,464 | $123.8K | 0.04% | +8,464 | New |
| Barclays PLC | 8,442 | $123.5K | 0.00% | +265+3.2% | Added |
| American International Group, Inc. | 8,065 | $118.0K | 0.00% | −1,048−11.5% | Reduced |
| Advisor Group Holdings, Inc. | 7,600 | $111.2K | 0.00% | −2,261−22.9% | Reduced |
| SG Americas Securities, LLC | 7,010 | $103.0K | 0.00% | +7,010 | New |
| BNP Paribas Arbitrage, SA | 6,590 | $96.4K | 0.00% | +4,014+155.8% | Added |
| STRS Ohio | 6,400 | $93.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 6,236 | $91.2K | 0.00% | −10,326−62.3% | Reduced |
| Wells Fargo & Company | 6,232 | $91.2K | 0.00% | +988+18.8% | Added |
| California State Teachers Retirement System | 6,213 | $90.9K | 0.00% | −14,544−70.1% | Reduced |
| UBS Group AG | 4,966 | $72.7K | 0.00% | −306−5.8% | Reduced |
| Aquatic Capital Management LLC | 3,700 | $54.0K | 0.00% | −5,800−61.1% | Reduced |
| Amalgamated Bank | 2,347 | $34.0K | 0.00% | −5,267−69.2% | Reduced |
| Point72 Middle East FZE | 2,245 | $32.8K | 0.00% | +1,178+110.4% | Added |
| Avalon Trust Co | 2,000 | $29.3K | 0.00% | +2,000 | New |
| Legal & General Group Plc | 1,914 | $28.0K | 0.00% | −40,192−95.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,258 | $18.4K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 1,000 | $14.6K | 0.00% | +1,000 | New |
| Quarry LP | 935 | $13.7K | 0.01% | +935 | New |
| FMR LLC | 654 | $9.57K | 0.00% | −218−25.0% | Reduced |
| Metropolitan Life Insurance Co | 627 | $9.17K | 0.00% | −479−43.3% | Reduced |
| Tower Research Capital LLC (TRC) | 615 | $9.00K | 0.00% | −20,017−97.0% | Reduced |
| Compagnie Lombard Odier SCmA | 410 | $6.00K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 325 | $5.00K | 0.00% | −5,100−94.0% | Reduced |
| Leonteq Securities AG | 304 | $4.45K | 0.00% | −25−7.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 262 | $4.00K | 0.00% | −45−14.7% | Reduced |