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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 12 | $171 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 14 | $200 | 0.00% | +14 | New |
| Glassman Wealth Services | 22 | $314 | 0.00% | +22 | New |
| US Bancorp | 48 | $686 | 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 |
| AdvisorNet Financial, Inc | 100 | $1.43K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $1.43K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 215 | $3.06K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 262 | $4.00K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 325 | $5.00K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 410 | $5.86K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 674 | $9.63K | 0.00% | +59+9.6% | Added |
| Metropolitan Life Insurance Co | 925 | $13.2K | 0.00% | +298+47.5% | Added |
| WealthPlan Investment Management, LLC | 1,000 | $14.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,258 | $18.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,315 | $18.8K | 0.00% | +1,315 | New |
| FMR LLC | 1,444 | $20.6K | 0.00% | +790+120.8% | Added |
| Aquatic Capital Management LLC | 1,600 | $23.0K | 0.00% | −2,100−56.8% | Reduced |
| Legal & General Group Plc | 1,914 | $27.4K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 2,000 | $28.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,563 | $37.0K | 0.00% | +216+9.2% | Added |
| Acadian Asset Management LLC | 2,799 | $39.0K | 0.00% | +2,799 | New |
| Barclays PLC | 3,305 | $47.2K | 0.00% | −5,137−60.9% | Reduced |
| Advisor Group Holdings, Inc. | 4,080 | $58.3K | 0.00% | −3,520−46.3% | Reduced |
| BNP Paribas Arbitrage, SA | 4,322 | $61.8K | 0.00% | −2,268−34.4% | Reduced |
| New York State Common Retirement Fund | 5,031 | $71.9K | 0.00% | −7,117−58.6% | Reduced |
| California State Teachers Retirement System | 5,534 | $79.1K | 0.00% | −679−10.9% | Reduced |
| State of Wyoming | 5,760 | $82.3K | 0.02% | −2,704−31.9% | Reduced |
| Russell Investments Group, Ltd. | 6,184 | $88.4K | 0.00% | −53,022−89.6% | Reduced |
| Deutsche Bank AG | 7,278 | $104.0K | 0.00% | −3,309−31.3% | Reduced |
| American International Group, Inc. | 8,007 | $114.4K | 0.00% | −58−0.7% | Reduced |
| MetLife Investment Management | 9,158 | $130.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9,594 | $137.1K | 0.00% | +4,628+93.2% | Added |
| Wells Fargo & Company | 9,946 | $142.1K | 0.00% | +3,714+59.6% | Added |
| Citigroup Inc | 11,259 | $160.9K | 0.00% | +5,023+80.5% | Added |
| Algert Global LLC | 11,970 | $171.1K | 0.01% | +11,970 | New |
| Nebula Research & Development LLC | 13,675 | $195.4K | 0.15% | −8,450−38.2% | Reduced |
| STRS Ohio | 14,500 | $207.0K | 0.00% | +8,100+126.6% | Added |
| Balyasny Asset Management LLC | 15,342 | $219.2K | 0.00% | +3,880+33.9% | Added |
| Brevan Howard Capital Management LP | 15,625 | $223.3K | 0.04% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 16,531 | $236.0K | 0.01% | 00.0% | Unchanged |
| S Squared Technology, LLC | 17,021 | $243.2K | 0.12% | +17,021 | New |
| ExodusPoint Capital Management, LP | 18,212 | $260.0K | 0.00% | +18,212 | New |
| Connors Investor Services Inc | 18,500 | $264.0K | 0.03% | +3,000+19.4% | Added |
| Atlantic Trust, LLC | 19,445 | $284.5K | 0.09% | 00.0% | Unchanged |
| Man Group plc | 22,093 | $315.7K | 0.00% | +22,093 | New |
| Channing Capital Management, LLC | 22,899 | $327.2K | 0.01% | +22,899 | New |
| Rhumbline Advisers | 22,927 | $327.6K | 0.00% | +813+3.7% | Added |
| Squarepoint Ops LLC | 23,336 | $333.5K | 0.00% | +23,336 | New |
| Los Angeles Capital Management LLC | 24,252 | $346.6K | 0.00% | +700+3.0% | Added |
| Alliancebernstein L.P. | 25,700 | $367.3K | 0.00% | +2,459+10.6% | Added |
| Royal Bank of Canada | 26,542 | $380.0K | 0.00% | −651−2.4% | Reduced |
| Morgan Stanley | 27,761 | $396.7K | 0.00% | −99,576−78.2% | Reduced |
| TownSquare Capital, LLC | 29,084 | $415.6K | 0.01% | +828+2.9% | Added |
| Engineers Gate Manager LP | 29,685 | $424.2K | 0.02% | −2,096−6.6% | Reduced |
| Nuveen Asset Management, LLC | 35,178 | $502.7K | 0.00% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 35,415 | $503.0K | 0.02% | +35,415 | New |
| Cubist Systematic Strategies, LLC | 40,276 | $575.5K | 0.01% | −53,746−57.2% | Reduced |
| Tudor Investment Corp Et Al | 43,252 | $618.1K | 0.01% | +605+1.4% | Added |
| Bank of America Corp | 43,270 | $618.3K | 0.00% | −6,194−12.5% | Reduced |
| State of Wisconsin Investment Board | 43,400 | $620.2K | 0.00% | +4,700+12.1% | Added |
| Charles Schwab Investment Management Inc | 44,903 | $641.7K | 0.00% | −60.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 45,222 | $646.2K | 0.00% | −974−2.1% | Reduced |
| Greenwood Capital Associates LLC | 48,466 | $692.6K | 0.10% | +666+1.4% | Added |
| Norges Bank | 53,600 | $765.9K | 0.00% | −300−0.6% | Reduced |
| HRT Financial LP | 59,108 | $844.0K | 0.01% | −111,971−65.4% | Reduced |
| Gsa Capital Partners LLP | 62,327 | $891.0K | 0.09% | +7,471+13.6% | Added |
| Renaissance Technologies LLC | 63,500 | $907.0K | 0.00% | −120,900−65.6% | Reduced |
| Victory Capital Management Inc | 70,618 | $1.01M | 0.00% | −24,470−25.7% | Reduced |
| Goldman Sachs Group Inc | 71,755 | $1.03M | 0.00% | −13,334−15.7% | Reduced |
| Two Sigma Investments, LP | 90,462 | $1.29M | 0.00% | −19,517−17.7% | Reduced |
| Citadel Advisors LLC | 90,481 | $1.29M | 0.00% | −98,104−52.0% | Reduced |
| Perkins Capital Management Inc | 101,863 | $1.46M | 1.27% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 107,137 | $1.53M | 0.00% | −10,918−9.2% | Reduced |
| Marshall Wace, LLP | 112,132 | $1.60M | 0.00% | +24,803+28.4% | Added |
| Bullseye Asset Management LLC | 122,588 | $1.75M | 0.88% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 134,523 | $1.92M | 0.00% | −6,455−4.6% | Reduced |
| Two Sigma Advisers, LP | 146,600 | $2.09M | 0.01% | −44,900−23.4% | Reduced |
| Northern Trust Corp | 156,236 | $2.23M | 0.00% | −758−0.5% | Reduced |
| Susquehanna International Group, LLP | 169,202 | $2.42M | 0.00% | −32,714−16.2% | Reduced |
| Millennium Management LLC | 180,800 | $2.58M | 0.00% | −149,563−45.3% | Reduced |
| Kornitzer Capital Management Inc | 225,489 | $3.22M | 0.06% | −127,505−36.1% | Reduced |
| Dimensional Fund Advisors LP | 260,924 | $3.73M | 0.00% | +80,823+44.9% | Added |
| Jacob Asset Management of New York LLC | 284,610 | $4.07M | 4.58% | +1400.0% | Added |
| Credit Suisse AG | 317,307 | $4.53M | 0.00% | −3,189−1.0% | Reduced |
| Geode Capital Management, LLC | 335,653 | $4.80M | 0.00% | +12,063+3.7% | Added |
| Avenir Corp | 381,660 | $5.45M | 0.48% | −32,913−7.9% | Reduced |
| Rice Hall James & Associates, LLC | 392,994 | $5.62M | 0.32% | +29,703+8.2% | Added |
| G2 Investment Partners Management LLC | 401,982 | $5.74M | 1.41% | −134,427−25.1% | Reduced |
| AWM Investment Company, Inc. | 445,268 | $6.36M | 0.86% | +47,025+11.8% | Added |
| Wasatch Advisors Inc | 458,641 | $6.55M | 0.04% | −10,560−2.3% | Reduced |
| Point72 Asset Management, L.P. | 461,716 | $6.60M | 0.02% | −14,476−3.0% | Reduced |
| Federated Hermes, Inc. | 472,426 | $6.75M | 0.02% | +116,597+32.8% | Added |
| State Street Corp | 492,071 | $7.03M | 0.00% | +69,169+16.4% | Added |
| D. E. Shaw & Co., Inc. | 535,979 | $7.66M | 0.01% | +64,747+13.7% | Added |
| Blair William & Co | 845,816 | $12.1M | 0.04% | +2,404+0.3% | Added |
| Vanguard Group Inc | 889,936 | $12.7M | 0.00% | +21,764+2.5% | Added |