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, Q3 2023
Institutional positions in OptimizeRx Corp as of Sep 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
- 95
- −7 vs. Q2 2023
- Shares held
- 13.1M
- +190.5K (+1.5%) vs. Q2 2023
- Total value
- $101.8M
- −$82.2M (−44.7%) vs. Q2 2023
- New holders
- 15
- 25 more added
- Sold out
- 22
- 31 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 10 | $78 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 12 | $93 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 28 | $218 | 0.00% | +28 | New |
| L2 Asset Management, LLC | 12,170 | $319 | 0.00% | +12,170 | New |
| US Bancorp | 48 | $373 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $778 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $778 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 138 | $1.12K | 0.00% | −77−35.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 325 | $3.00K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 410 | $3.19K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 455 | $4.00K | 0.00% | +193+73.7% | Added |
| Nisa Investment Advisors, LLC | 680 | $5.29K | 0.00% | +666+4,757.1% | Added |
| Metropolitan Life Insurance Co | 925 | $7.20K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,146 | $8.92K | 0.00% | +1,146 | New |
| Ameritas Investment Partners, Inc. | 1,258 | $9.79K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,333 | $10.4K | 0.00% | +659+97.8% | Added |
| Allspring Global Investments Holdings, LLC | 1,615 | $12.6K | 0.00% | +300+22.8% | Added |
| Legal & General Group Plc | 1,914 | $14.9K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 2,000 | $15.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,183 | $17.0K | 0.00% | +739+51.2% | Added |
| State of Wyoming | 2,478 | $19.3K | 0.00% | −3,282−57.0% | Reduced |
| Amalgamated Bank | 2,563 | $20.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,813 | $21.9K | 0.00% | −492−14.9% | Reduced |
| California State Teachers Retirement System | 3,671 | $28.6K | 0.00% | −1,863−33.7% | Reduced |
| New York State Common Retirement Fund | 5,075 | $39.5K | 0.00% | +44+0.9% | Added |
| Advisor Group Holdings, Inc. | 5,480 | $42.6K | 0.00% | +1,400+34.3% | Added |
| PEAK6 Investments LLC | 5,925 | $46.1K | 0.00% | +5,925 | New |
| Citigroup Inc | 6,189 | $48.1K | 0.00% | −5,070−45.0% | Reduced |
| Quantbot Technologies LP | 6,303 | $49.0K | 0.00% | +6,303 | New |
| Wells Fargo & Company | 6,331 | $49.3K | 0.00% | −3,615−36.3% | Reduced |
| Deutsche Bank AG | 7,278 | $56.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 7,923 | $61.6K | 0.04% | +7,923 | New |
| American International Group, Inc. | 8,302 | $64.6K | 0.00% | +295+3.7% | Added |
| UBS Group AG | 8,604 | $66.9K | 0.00% | −990−10.3% | Reduced |
| MetLife Investment Management | 9,158 | $71.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 10,400 | $80.9K | 0.00% | +6,078+140.6% | Added |
| AQR Capital Management LLC | 12,355 | $96.1K | 0.00% | +12,355 | New |
| Jump Financial, LLC | 13,032 | $101.4K | 0.00% | +13,032 | New |
| HRT Financial LP | 13,424 | $104.0K | 0.00% | −45,684−77.3% | Reduced |
| Squarepoint Ops LLC | 13,741 | $106.9K | 0.00% | −9,595−41.1% | Reduced |
| Brevan Howard Capital Management LP | 15,625 | $121.6K | 0.04% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 19,445 | $151.3K | 0.05% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 20,916 | $162.3K | 0.00% | +20,916 | New |
| STRS Ohio | 21,500 | $167.0K | 0.00% | +7,000+48.3% | Added |
| Connors Investor Services Inc | 22,500 | $175.0K | 0.02% | +4,000+21.6% | Added |
| Captrust Financial Advisors | 22,868 | $177.9K | 0.00% | +22,868 | New |
| Rhumbline Advisers | 23,411 | $182.1K | 0.00% | +484+2.1% | Added |
| Walleye Capital LLC | 23,471 | $182.6K | 0.00% | +23,471 | New |
| Tudor Investment Corp Et Al | 24,906 | $193.8K | 0.00% | −18,346−42.4% | Reduced |
| Alliancebernstein L.P. | 25,700 | $199.9K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 27,414 | $213.3K | 0.01% | −2,271−7.7% | Reduced |
| Royal Bank of Canada | 27,525 | $215.0K | 0.00% | +983+3.7% | Added |
| Man Group plc | – | $225.1K | 0.00% | – | – |
| Los Angeles Capital Management LLC | 29,782 | $231.7K | 0.00% | +5,530+22.8% | Added |
| Greenwood Capital Associates LLC | 34,430 | $267.9K | 0.04% | −14,036−29.0% | Reduced |
| Nuveen Asset Management, LLC | 35,178 | $273.7K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 37,124 | $288.8K | 0.00% | −75,008−66.9% | Reduced |
| State of Wisconsin Investment Board | 40,700 | $316.6K | 0.00% | −2,700−6.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 42,520 | $330.8K | 0.00% | −2,702−6.0% | Reduced |
| Goldman Sachs Group Inc | 44,351 | $345.1K | 0.00% | −27,404−38.2% | Reduced |
| Charles Schwab Investment Management Inc | 44,903 | $349.3K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 47,766 | $371.6K | 0.00% | +20,005+72.1% | Added |
| Bank of America Corp | 49,125 | $382.2K | 0.00% | +5,855+13.5% | Added |
| Citadel Advisors LLC | 53,039 | $412.6K | 0.00% | −37,442−41.4% | Reduced |
| Boothbay Fund Management, LLC | 53,829 | $418.8K | 0.01% | +53,829 | New |
| Gsa Capital Partners LLP | 64,143 | $499.0K | 0.04% | +1,816+2.9% | Added |
| Victory Capital Management Inc | 70,618 | $549.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 72,000 | $560.2K | 0.00% | −74,600−50.9% | Reduced |
| Bridgeway Capital Management, LLC | 84,100 | $654.3K | 0.02% | +84,100 | New |
| ExodusPoint Capital Management, LP | 97,160 | $756.0K | 0.01% | +78,948+433.5% | Added |
| Perkins Capital Management Inc | 101,863 | $792.0K | 0.79% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 105,085 | $817.6K | 0.00% | −2,052−1.9% | Reduced |
| Susquehanna International Group, LLP | 106,774 | $830.7K | 0.00% | −62,428−36.9% | Reduced |
| Bullseye Asset Management LLC | 122,588 | $953.0K | 0.53% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 124,903 | $971.7K | 0.00% | −9,620−7.2% | Reduced |
| Millennium Management LLC | 137,635 | $1.07M | 0.00% | −43,165−23.9% | Reduced |
| Northern Trust Corp | 153,245 | $1.19M | 0.00% | −2,991−1.9% | Reduced |
| Dimensional Fund Advisors LP | 263,456 | $2.05M | 0.00% | +2,532+1.0% | Added |
| Avenir Corp | 307,549 | $2.39M | 0.22% | −74,111−19.4% | Reduced |
| Samjo Capital LLC | 316,600 | $2.46M | 0.97% | +316,600 | New |
| Credit Suisse AG | 317,146 | $2.47M | 0.00% | −161−0.1% | Reduced |
| Geode Capital Management, LLC | 343,096 | $2.67M | 0.00% | +7,443+2.2% | Added |
| Federated Hermes, Inc. | 347,328 | $2.70M | 0.01% | −125,098−26.5% | Reduced |
| Jacob Asset Management of New York LLC | 370,330 | $2.88M | 4.06% | +85,720+30.1% | Added |
| G2 Investment Partners Management LLC | 371,474 | $2.89M | 0.71% | −30,508−7.6% | Reduced |
| Rice Hall James & Associates, LLC | 387,377 | $3.01M | 0.19% | −5,617−1.4% | Reduced |
| State Street Corp | 485,818 | $3.78M | 0.00% | −6,253−1.3% | Reduced |
| Kennedy Capital Management, Inc. | 555,675 | $4.32M | 0.11% | +555,675 | New |
| D. E. Shaw & Co., Inc. | 600,393 | $4.67M | 0.01% | +64,414+12.0% | Added |
| AWM Investment Company, Inc. | 782,571 | $6.09M | 0.90% | +337,303+75.8% | Added |
| Blair William & Co | 836,498 | $6.51M | 0.02% | −9,318−1.1% | Reduced |
| Vanguard Group Inc | 992,586 | $7.72M | 0.00% | +102,650+11.5% | Added |
| BlackRock Inc. | 1,101,150 | $8.57M | 0.00% | −9,207−0.8% | Reduced |
| First Light Asset Management, LLC | 2,486,047 | $19.3M | 1.84% | +614,248+32.8% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −461,716−100.0% | Sold out |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −458,641−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −225,489−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −90,462−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −63,500−100.0% | Sold out |