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, Q2 2023
Institutional positions in OptimizeRx Corp as of Jun 30, 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
- 102
- −8 vs. Q1 2023
- Shares held
- 12.9M
- −534.1K (−4.0%) vs. Q1 2023
- Total value
- $184.1M
- −$12.2M (−6.2%) vs. Q1 2023
- New holders
- 12
- 31 more added
- Sold out
- 20
- 37 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Light Asset Management, LLC | 1,871,799 | $26.7M | 2.10% | +860,868+85.2% | Added |
| BlackRock Inc. | 1,110,357 | $15.9M | 0.00% | +68,619+6.6% | Added |
| Vanguard Group Inc | 889,936 | $12.7M | 0.00% | +21,764+2.5% | Added |
| Blair William & Co | 845,816 | $12.1M | 0.04% | +2,404+0.3% | Added |
| D. E. Shaw & Co., Inc. | 535,979 | $7.66M | 0.01% | +64,747+13.7% | Added |
| State Street Corp | 492,071 | $7.03M | 0.00% | +69,169+16.4% | Added |
| Federated Hermes, Inc. | 472,426 | $6.75M | 0.02% | +116,597+32.8% | Added |
| Point72 Asset Management, L.P. | 461,716 | $6.60M | 0.02% | −14,476−3.0% | Reduced |
| Wasatch Advisors Inc | 458,641 | $6.55M | 0.04% | −10,560−2.3% | Reduced |
| AWM Investment Company, Inc. | 445,268 | $6.36M | 0.86% | +47,025+11.8% | Added |
| G2 Investment Partners Management LLC | 401,982 | $5.74M | 1.41% | −134,427−25.1% | Reduced |
| Rice Hall James & Associates, LLC | 392,994 | $5.62M | 0.32% | +29,703+8.2% | Added |
| Avenir Corp | 381,660 | $5.45M | 0.48% | −32,913−7.9% | Reduced |
| Geode Capital Management, LLC | 335,653 | $4.80M | 0.00% | +12,063+3.7% | Added |
| Credit Suisse AG | 317,307 | $4.53M | 0.00% | −3,189−1.0% | Reduced |
| Jacob Asset Management of New York LLC | 284,610 | $4.07M | 4.58% | +1400.0% | Added |
| Dimensional Fund Advisors LP | 260,924 | $3.73M | 0.00% | +80,823+44.9% | Added |
| Kornitzer Capital Management Inc | 225,489 | $3.22M | 0.06% | −127,505−36.1% | Reduced |
| Millennium Management LLC | 180,800 | $2.58M | 0.00% | −149,563−45.3% | Reduced |
| Susquehanna International Group, LLP | 169,202 | $2.42M | 0.00% | −32,714−16.2% | Reduced |
| Northern Trust Corp | 156,236 | $2.23M | 0.00% | −758−0.5% | Reduced |
| Two Sigma Advisers, LP | 146,600 | $2.09M | 0.01% | −44,900−23.4% | Reduced |
| JPMorgan Chase & Co | 134,523 | $1.92M | 0.00% | −6,455−4.6% | Reduced |
| Bullseye Asset Management LLC | 122,588 | $1.75M | 0.88% | 00.0% | Unchanged |
| Marshall Wace, LLP | 112,132 | $1.60M | 0.00% | +24,803+28.4% | Added |
| Bank of New York Mellon Corp | 107,137 | $1.53M | 0.00% | −10,918−9.2% | Reduced |
| Perkins Capital Management Inc | 101,863 | $1.46M | 1.27% | 00.0% | Unchanged |
| Citadel Advisors LLC | 90,481 | $1.29M | 0.00% | −98,104−52.0% | Reduced |
| Two Sigma Investments, LP | 90,462 | $1.29M | 0.00% | −19,517−17.7% | Reduced |
| Goldman Sachs Group Inc | 71,755 | $1.03M | 0.00% | −13,334−15.7% | Reduced |
| Victory Capital Management Inc | 70,618 | $1.01M | 0.00% | −24,470−25.7% | Reduced |
| Renaissance Technologies LLC | 63,500 | $907.0K | 0.00% | −120,900−65.6% | Reduced |
| Gsa Capital Partners LLP | 62,327 | $891.0K | 0.09% | +7,471+13.6% | Added |
| HRT Financial LP | 59,108 | $844.0K | 0.01% | −111,971−65.4% | Reduced |
| Norges Bank | 53,600 | $765.9K | 0.00% | −300−0.6% | Reduced |
| Greenwood Capital Associates LLC | 48,466 | $692.6K | 0.10% | +666+1.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 45,222 | $646.2K | 0.00% | −974−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 44,903 | $641.7K | 0.00% | −60.0% | Reduced |
| State of Wisconsin Investment Board | 43,400 | $620.2K | 0.00% | +4,700+12.1% | Added |
| Bank of America Corp | 43,270 | $618.3K | 0.00% | −6,194−12.5% | Reduced |
| Tudor Investment Corp Et Al | 43,252 | $618.1K | 0.01% | +605+1.4% | Added |
| Cubist Systematic Strategies, LLC | 40,276 | $575.5K | 0.01% | −53,746−57.2% | Reduced |
| Premier Fund Managers Ltd | 35,415 | $503.0K | 0.02% | +35,415 | New |
| Nuveen Asset Management, LLC | 35,178 | $502.7K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 29,685 | $424.2K | 0.02% | −2,096−6.6% | Reduced |
| TownSquare Capital, LLC | 29,084 | $415.6K | 0.01% | +828+2.9% | Added |
| Morgan Stanley | 27,761 | $396.7K | 0.00% | −99,576−78.2% | Reduced |
| Royal Bank of Canada | 26,542 | $380.0K | 0.00% | −651−2.4% | Reduced |
| Alliancebernstein L.P. | 25,700 | $367.3K | 0.00% | +2,459+10.6% | Added |
| Los Angeles Capital Management LLC | 24,252 | $346.6K | 0.00% | +700+3.0% | Added |
| Squarepoint Ops LLC | 23,336 | $333.5K | 0.00% | +23,336 | New |
| Rhumbline Advisers | 22,927 | $327.6K | 0.00% | +813+3.7% | Added |
| Channing Capital Management, LLC | 22,899 | $327.2K | 0.01% | +22,899 | New |
| Man Group plc | 22,093 | $315.7K | 0.00% | +22,093 | New |
| Atlantic Trust, LLC | 19,445 | $284.5K | 0.09% | 00.0% | Unchanged |
| Connors Investor Services Inc | 18,500 | $264.0K | 0.03% | +3,000+19.4% | Added |
| ExodusPoint Capital Management, LP | 18,212 | $260.0K | 0.00% | +18,212 | New |
| S Squared Technology, LLC | 17,021 | $243.2K | 0.12% | +17,021 | New |
| Wesbanco Bank Inc | 16,531 | $236.0K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 15,625 | $223.3K | 0.04% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 15,342 | $219.2K | 0.00% | +3,880+33.9% | Added |
| STRS Ohio | 14,500 | $207.0K | 0.00% | +8,100+126.6% | Added |
| Nebula Research & Development LLC | 13,675 | $195.4K | 0.15% | −8,450−38.2% | Reduced |
| Algert Global LLC | 11,970 | $171.1K | 0.01% | +11,970 | New |
| Citigroup Inc | 11,259 | $160.9K | 0.00% | +5,023+80.5% | Added |
| Wells Fargo & Company | 9,946 | $142.1K | 0.00% | +3,714+59.6% | Added |
| UBS Group AG | 9,594 | $137.1K | 0.00% | +4,628+93.2% | Added |
| MetLife Investment Management | 9,158 | $130.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 8,007 | $114.4K | 0.00% | −58−0.7% | Reduced |
| Deutsche Bank AG | 7,278 | $104.0K | 0.00% | −3,309−31.3% | Reduced |
| Russell Investments Group, Ltd. | 6,184 | $88.4K | 0.00% | −53,022−89.6% | Reduced |
| State of Wyoming | 5,760 | $82.3K | 0.02% | −2,704−31.9% | Reduced |
| California State Teachers Retirement System | 5,534 | $79.1K | 0.00% | −679−10.9% | Reduced |
| New York State Common Retirement Fund | 5,031 | $71.9K | 0.00% | −7,117−58.6% | Reduced |
| BNP Paribas Arbitrage, SA | 4,322 | $61.8K | 0.00% | −2,268−34.4% | Reduced |
| Advisor Group Holdings, Inc. | 4,080 | $58.3K | 0.00% | −3,520−46.3% | Reduced |
| Barclays PLC | 3,305 | $47.2K | 0.00% | −5,137−60.9% | Reduced |
| Acadian Asset Management LLC | 2,799 | $39.0K | 0.00% | +2,799 | New |
| Amalgamated Bank | 2,563 | $37.0K | 0.00% | +216+9.2% | Added |
| Avalon Trust Co | 2,000 | $28.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,914 | $27.4K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,600 | $23.0K | 0.00% | −2,100−56.8% | Reduced |
| FMR LLC | 1,444 | $20.6K | 0.00% | +790+120.8% | Added |
| Allspring Global Investments Holdings, LLC | 1,315 | $18.8K | 0.00% | +1,315 | New |
| Ameritas Investment Partners, Inc. | 1,258 | $18.0K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 1,000 | $14.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 925 | $13.2K | 0.00% | +298+47.5% | Added |
| Tower Research Capital LLC (TRC) | 674 | $9.63K | 0.00% | +59+9.6% | Added |
| Compagnie Lombard Odier SCmA | 410 | $5.86K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 325 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 262 | $4.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 215 | $3.06K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $1.43K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $1.43K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 50 | $715 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 50 | $715 | 0.00% | +50 | New |
| US Bancorp | 48 | $686 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $314 | 0.00% | +22 | New |
| Nisa Investment Advisors, LLC | 14 | $200 | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 12 | $171 | 0.00% | 00.0% | Unchanged |