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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 10 | $0 | 0.00% | +10 | New |
| Farmers & Merchants Investments Inc | 12 | $176 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 48 | $702 | 0.00% | −342−87.7% | Reduced |
| Parallel Advisors, LLC | 50 | $732 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 50 | $732 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 92 | $1.35K | 0.00% | +92 | New |
| AdvisorNet Financial, Inc | 100 | $1.46K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $1.46K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 215 | $3.12K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 262 | $4.00K | 0.00% | −45−14.7% | Reduced |
| Leonteq Securities AG | 304 | $4.45K | 0.00% | −25−7.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 325 | $5.00K | 0.00% | −5,100−94.0% | Reduced |
| Compagnie Lombard Odier SCmA | 410 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 615 | $9.00K | 0.00% | −20,017−97.0% | Reduced |
| Metropolitan Life Insurance Co | 627 | $9.17K | 0.00% | −479−43.3% | Reduced |
| FMR LLC | 654 | $9.57K | 0.00% | −218−25.0% | Reduced |
| Quarry LP | 935 | $13.7K | 0.01% | +935 | New |
| WealthPlan Investment Management, LLC | 1,000 | $14.6K | 0.00% | +1,000 | New |
| Ameritas Investment Partners, Inc. | 1,258 | $18.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,914 | $28.0K | 0.00% | −40,192−95.5% | Reduced |
| Avalon Trust Co | 2,000 | $29.3K | 0.00% | +2,000 | New |
| Point72 Middle East FZE | 2,245 | $32.8K | 0.00% | +1,178+110.4% | Added |
| Amalgamated Bank | 2,347 | $34.0K | 0.00% | −5,267−69.2% | Reduced |
| Aquatic Capital Management LLC | 3,700 | $54.0K | 0.00% | −5,800−61.1% | Reduced |
| UBS Group AG | 4,966 | $72.7K | 0.00% | −306−5.8% | Reduced |
| California State Teachers Retirement System | 6,213 | $90.9K | 0.00% | −14,544−70.1% | Reduced |
| Wells Fargo & Company | 6,232 | $91.2K | 0.00% | +988+18.8% | Added |
| Citigroup Inc | 6,236 | $91.2K | 0.00% | −10,326−62.3% | Reduced |
| STRS Ohio | 6,400 | $93.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,590 | $96.4K | 0.00% | +4,014+155.8% | Added |
| SG Americas Securities, LLC | 7,010 | $103.0K | 0.00% | +7,010 | New |
| Advisor Group Holdings, Inc. | 7,600 | $111.2K | 0.00% | −2,261−22.9% | Reduced |
| American International Group, Inc. | 8,065 | $118.0K | 0.00% | −1,048−11.5% | Reduced |
| Barclays PLC | 8,442 | $123.5K | 0.00% | +265+3.2% | Added |
| State of Wyoming | 8,464 | $123.8K | 0.04% | +8,464 | New |
| MetLife Investment Management | 9,158 | $134.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 10,226 | $149.6K | 0.00% | +10,226 | New |
| Deutsche Bank AG | 10,587 | $154.9K | 0.00% | +2,885+37.5% | Added |
| Balyasny Asset Management LLC | 11,462 | $167.7K | 0.00% | +11,462 | New |
| New York State Common Retirement Fund | 12,148 | $177.7K | 0.00% | −17−0.1% | Reduced |
| Mirabella Financial Services LLP | 13,539 | $198.1K | 0.04% | +13,539 | New |
| Quantbot Technologies LP | 14,707 | $215.2K | 0.02% | +12,121+468.7% | Added |
| Connors Investor Services Inc | 15,500 | $227.0K | 0.03% | +3,000+24.0% | Added |
| Brevan Howard Capital Management LP | 15,625 | $228.6K | 0.05% | +15,625 | New |
| Walleye Capital LLC | 15,857 | $232.0K | 0.00% | +5,357+51.0% | Added |
| Wesbanco Bank Inc | 16,531 | $242.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 19,445 | $284.5K | 0.09% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 20,620 | $301.7K | 0.06% | +20,620 | New |
| Nebula Research & Development LLC | 22,125 | $323.7K | 0.57% | +22,125 | New |
| Rhumbline Advisers | 22,114 | $324.0K | 0.00% | −26,340−54.4% | Reduced |
| Alliancebernstein L.P. | 23,241 | $340.0K | 0.00% | −2,490−9.7% | Reduced |
| Los Angeles Capital Management LLC | 23,552 | $344.6K | 0.00% | −600−2.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 24,085 | $352.0K | 0.00% | +24,085 | New |
| Quadrature Capital Ltd | 25,445 | $372.5K | 0.01% | +25,445 | New |
| Qube Research & Technologies Ltd | 25,682 | $375.7K | 0.00% | +25,682 | New |
| Royal Bank of Canada | 27,193 | $399.0K | 0.00% | −1,597−5.5% | Reduced |
| Bank of Montreal | 28,055 | $411.0K | 0.00% | +28,055 | New |
| TownSquare Capital, LLC | 28,256 | $413.4K | 0.01% | +11,510+68.7% | Added |
| Engineers Gate Manager LP | 31,781 | $465.0K | 0.02% | +31,781 | New |
| Jump Financial, LLC | 32,300 | $472.5K | 0.02% | +22,100+216.7% | Added |
| Nuveen Asset Management, LLC | 35,178 | $515.0K | 0.00% | −27,592−44.0% | Reduced |
| PEAK6 Investments LLC | 38,571 | $564.3K | 0.04% | +36,249+1,561.1% | Added |
| State of Wisconsin Investment Board | 38,700 | $566.2K | 0.00% | −2,023−5.0% | Reduced |
| Ergoteles LLC | 40,996 | $599.8K | 0.02% | +23,213+130.5% | Added |
| Tudor Investment Corp Et Al | 42,647 | $624.0K | 0.01% | +28,108+193.3% | Added |
| Charles Schwab Investment Management Inc | 44,909 | $657.0K | 0.00% | −2,147−4.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 46,196 | $675.8K | 0.00% | −1,007−2.1% | Reduced |
| Greenwood Capital Associates LLC | 47,800 | $699.3K | 0.10% | −921−1.9% | Reduced |
| Bank of America Corp | 49,464 | $723.7K | 0.00% | −2,532−4.9% | Reduced |
| Norges Bank | 53,900 | $788.6K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 54,856 | $803.0K | 0.08% | +24,517+80.8% | Added |
| Russell Investments Group, Ltd. | 59,206 | $866.2K | 0.00% | +34,827+142.9% | Added |
| Goldman Sachs Group Inc | 85,089 | $1.24M | 0.00% | +48,133+130.2% | Added |
| Marshall Wace, LLP | 87,329 | $1.28M | 0.00% | +23,441+36.7% | Added |
| Cubist Systematic Strategies, LLC | 94,022 | $1.38M | 0.01% | +24,564+35.4% | Added |
| Victory Capital Management Inc | 95,088 | $1.39M | 0.00% | −19,110−16.7% | Reduced |
| Perkins Capital Management Inc | 101,863 | $1.49M | 1.40% | +100+0.1% | Added |
| Two Sigma Investments, LP | 109,979 | $1.61M | 0.00% | −16,951−13.4% | Reduced |
| Bank of New York Mellon Corp | 118,055 | $1.73M | 0.00% | −86,071−42.2% | Reduced |
| Bullseye Asset Management LLC | 122,588 | $1.79M | 0.91% | 00.0% | Unchanged |
| Jane Street Group, LLC | 126,652 | $1.85M | 0.00% | +126,652 | New |
| Morgan Stanley | 127,337 | $1.86M | 0.00% | −43,580−25.5% | Reduced |
| JPMorgan Chase & Co | 140,978 | $2.06M | 0.00% | −2,117−1.5% | Reduced |
| Northern Trust Corp | 156,994 | $2.30M | 0.00% | −36,142−18.7% | Reduced |
| HRT Financial LP | 171,079 | $2.50M | 0.03% | +118,243+223.8% | Added |
| Dimensional Fund Advisors LP | 180,101 | $2.63M | 0.00% | +93,110+107.0% | Added |
| Renaissance Technologies LLC | 184,400 | $2.70M | 0.00% | +143,417+349.9% | Added |
| Citadel Advisors LLC | 188,585 | $2.76M | 0.00% | +31,409+20.0% | Added |
| Two Sigma Advisers, LP | 191,500 | $2.80M | 0.01% | −5,500−2.8% | Reduced |
| Susquehanna International Group, LLP | 201,916 | $2.95M | 0.00% | +201,916 | New |
| Jacob Asset Management of New York LLC | 284,470 | $4.16M | 4.85% | +10,000+3.6% | Added |
| Credit Suisse AG | 320,496 | $4.69M | 0.00% | −11,524−3.5% | Reduced |
| Geode Capital Management, LLC | 323,590 | $4.73M | 0.00% | +8,030+2.5% | Added |
| Millennium Management LLC | 330,363 | $4.83M | 0.01% | +275,530+502.5% | Added |
| Kornitzer Capital Management Inc | 352,994 | $5.16M | 0.10% | +53,055+17.7% | Added |
| Federated Hermes, Inc. | 355,829 | $5.21M | 0.01% | +121,501+51.9% | Added |
| Rice Hall James & Associates, LLC | 363,291 | $5.31M | 0.30% | +91,469+33.7% | Added |
| AWM Investment Company, Inc. | 398,243 | $5.83M | 0.79% | −1,900−0.5% | Reduced |
| Avenir Corp | 414,573 | $6.07M | 0.57% | −6,161−1.5% | Reduced |