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 |
|---|---|---|---|---|---|
| State Street Corp | 422,902 | $6.19M | 0.00% | −277,997−39.7% | Reduced |
| Wasatch Advisors Inc | 469,201 | $6.86M | 0.04% | +284,152+153.6% | Added |
| D. E. Shaw & Co., Inc. | 471,232 | $6.89M | 0.01% | +286,250+154.7% | Added |
| Point72 Asset Management, L.P. | 476,192 | $6.97M | 0.02% | +476,192 | New |
| Casdin Capital, LLC | 500,000 | $7.32M | 0.60% | +240,000+92.3% | Added |
| G2 Investment Partners Management LLC | 536,409 | $7.85M | 2.26% | −193,465−26.5% | Reduced |
| Blair William & Co | 843,412 | $12.3M | 0.05% | +27,607+3.4% | Added |
| Vanguard Group Inc | 868,172 | $12.7M | 0.00% | −243,239−21.9% | Reduced |
| First Light Asset Management, LLC | 1,010,931 | $14.8M | 1.33% | +649,655+179.8% | Added |
| BlackRock Inc. | 1,041,738 | $15.2M | 0.00% | −1,672,452−61.6% | Reduced |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −274,917−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −230,500−100.0% | Sold out |
| Summit Creek Advisors LLC | 0 | $0 | 0.00% | −193,224−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −105,598−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −80,479−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −67,080−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −39,200−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −37,375−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −31,206−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −28,708−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −20,116−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −18,358−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −17,595−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −17,200−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −17,170−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −16,184−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −14,031−100.0% | Sold out |
| State of Alaska, Department of Revenue | 0 | $0 | 0.00% | −11,945−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −11,387−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −11,217−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −5,702−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −3,033−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −1,548−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,192−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −549−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |