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, Q4 2023
Institutional positions in OptimizeRx Corp as of Dec 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
- 98
- +5 vs. Q3 2023
- Shares held
- 12.5M
- +108.7K (+0.9%) vs. Q3 2023
- Total value
- $178.8M
- +$82.3M (+85.3%) vs. Q3 2023
- New holders
- 21
- 32 more added
- Sold out
- 16
- 30 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Light Asset Management, LLC | 1,727,298 | $24.7M | 1.99% | −758,749−30.5% | Reduced |
| BlackRock Inc. | 1,134,954 | $16.2M | 0.00% | +33,804+3.1% | Added |
| Vanguard Group Inc | 1,021,002 | $14.6M | 0.00% | +28,416+2.9% | Added |
| Divisadero Street Capital Management, LP | 949,550 | $13.6M | 3.07% | +949,550 | New |
| AWM Investment Company, Inc. | 820,042 | $11.7M | 1.54% | +37,471+4.8% | Added |
| Blair William & Co | 741,104 | $10.6M | 0.04% | −95,394−11.4% | Reduced |
| Kennedy Capital Management, Inc. | 490,685 | $7.02M | 0.15% | −64,990−11.7% | Reduced |
| G2 Investment Partners Management LLC | 468,120 | $6.70M | 2.06% | +96,646+26.0% | Added |
| D. E. Shaw & Co., Inc. | 462,507 | $6.62M | 0.01% | −137,886−23.0% | Reduced |
| Samjo Management, LLC | 410,900 | $5.88M | 2.08% | +410,900 | New |
| Geode Capital Management, LLC | 378,513 | $5.42M | 0.00% | +35,417+10.3% | Added |
| Rice Hall James & Associates, LLC | 342,741 | $4.90M | 0.28% | −44,636−11.5% | Reduced |
| State Street Corp | 320,559 | $4.59M | 0.00% | −165,259−34.0% | Reduced |
| Credit Suisse AG | 317,569 | $4.54M | 0.00% | +423+0.1% | Added |
| Dimensional Fund Advisors LP | 256,431 | $3.67M | 0.00% | −7,025−2.7% | Reduced |
| Federated Hermes, Inc. | 182,985 | $2.62M | 0.01% | −164,343−47.3% | Reduced |
| Northern Trust Corp | 158,407 | $2.27M | 0.00% | +5,162+3.4% | Added |
| Millrace Asset Group, Inc. | 133,936 | $1.92M | 1.90% | +133,936 | New |
| JPMorgan Chase & Co | 126,896 | $1.82M | 0.00% | +1,993+1.6% | Added |
| Boothbay Fund Management, LLC | 125,228 | $1.79M | 0.07% | +71,399+132.6% | Added |
| Bridgeway Capital Management, LLC | 124,700 | $1.78M | 0.04% | +40,600+48.3% | Added |
| Bullseye Asset Management LLC | 122,588 | $1.75M | 0.84% | 00.0% | Unchanged |
| Citadel Advisors LLC | 112,245 | $1.61M | 0.00% | +59,206+111.6% | Added |
| Bank of New York Mellon Corp | 106,308 | $1.52M | 0.00% | +1,223+1.2% | Added |
| Perkins Capital Management Inc | 105,463 | $1.51M | 1.29% | +3,600+3.5% | Added |
| Renaissance Technologies LLC | 92,345 | $1.32M | 0.00% | +92,345 | New |
| Avenir Corp | 88,260 | $1.26M | 0.11% | −219,289−71.3% | Reduced |
| Morgan Stanley | 77,928 | $1.12M | 0.00% | +30,162+63.1% | Added |
| Point72 Asset Management, L.P. | 77,520 | $1.11M | 0.00% | +77,520 | New |
| Millennium Management LLC | 69,931 | $1.00M | 0.00% | −67,704−49.2% | Reduced |
| Victory Capital Management Inc | 58,707 | $840.1K | 0.00% | −11,911−16.9% | Reduced |
| Bank of America Corp | 55,696 | $797.0K | 0.00% | +6,571+13.4% | Added |
| Greenwood Capital Associates LLC | 54,675 | $782.4K | 0.10% | +20,245+58.8% | Added |
| Charles Schwab Investment Management Inc | 44,903 | $642.6K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 44,895 | $642.4K | 0.00% | +44,895 | New |
| Acadian Asset Management LLC | 44,869 | $641.0K | 0.00% | +44,869 | New |
| Nuveen Asset Management, LLC | 44,035 | $630.1K | 0.00% | +8,857+25.2% | Added |
| State of Wisconsin Investment Board | 41,100 | $588.1K | 0.00% | +400+1.0% | Added |
| Two Sigma Advisers, LP | 35,000 | $500.9K | 0.00% | −37,000−51.4% | Reduced |
| Squarepoint Ops LLC | 30,971 | $443.2K | 0.00% | +17,230+125.4% | Added |
| Royal Bank of Canada | 29,298 | $419.0K | 0.00% | +1,773+6.4% | Added |
| Rhumbline Advisers | 28,144 | $402.7K | 0.00% | +4,733+20.2% | Added |
| Alliancebernstein L.P. | 25,700 | $367.8K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 25,155 | $360.0K | 0.01% | −2,259−8.2% | Reduced |
| Connors Investor Services Inc | 24,500 | $351.0K | 0.04% | +2,000+8.9% | Added |
| Captrust Financial Advisors | 22,723 | $325.2K | 0.00% | −145−0.6% | Reduced |
| Barclays PLC | 22,170 | $317.3K | 0.00% | +19,357+688.1% | Added |
| Susquehanna International Group, LLP | 21,611 | $309.3K | 0.00% | −85,163−79.8% | Reduced |
| STRS Ohio | 21,500 | $307.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 19,967 | $285.7K | 0.04% | +19,967 | New |
| Brevan Howard Capital Management LP | 19,626 | $280.8K | 0.03% | +4,001+25.6% | Added |
| Simplex Trading, LLC | 18,531 | $265.0K | 0.01% | +18,531 | New |
| Hillsdale Investment Management Inc. | 15,700 | $224.7K | 0.02% | +15,700 | New |
| UBS Group AG | 14,826 | $212.2K | 0.00% | +6,222+72.3% | Added |
| Tudor Investment Corp Et Al | 14,351 | $205.4K | 0.00% | −10,555−42.4% | Reduced |
| Goldman Sachs Group Inc | 13,366 | $191.3K | 0.00% | −30,985−69.9% | Reduced |
| Algert Global LLC | 12,630 | $180.7K | 0.01% | +12,630 | New |
| Verition Fund Management LLC | 11,726 | $167.8K | 0.00% | +11,726 | New |
| AQR Capital Management LLC | 11,172 | $159.9K | 0.00% | −1,183−9.6% | Reduced |
| Corton Capital Inc. | 10,663 | $152.6K | 0.05% | +10,663 | New |
| MetLife Investment Management | 9,158 | $131.1K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 8,271 | $118.4K | 0.00% | +993+13.6% | Added |
| Cubist Systematic Strategies, LLC | 8,179 | $117.0K | 0.00% | +8,179 | New |
| American International Group, Inc. | 8,037 | $115.0K | 0.00% | −265−3.2% | Reduced |
| BNP Paribas Arbitrage, SA | 7,276 | $104.1K | 0.00% | −3,124−30.0% | Reduced |
| Wells Fargo & Company | 7,204 | $103.1K | 0.00% | +873+13.8% | Added |
| Tower Research Capital LLC (TRC) | 6,765 | $96.8K | 0.00% | +5,432+407.5% | Added |
| Cetera Trust Company, N.A | 5,400 | $77.3K | 0.05% | +5,400 | New |
| New York State Common Retirement Fund | 5,040 | $72.1K | 0.00% | −35−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 4,630 | $66.3K | 0.00% | −850−15.5% | Reduced |
| Quantbot Technologies LP | 4,586 | $65.6K | 0.00% | −1,717−27.2% | Reduced |
| State of Wyoming | 4,045 | $57.9K | 0.01% | +1,567+63.2% | Added |
| Quarry LP | 3,735 | $53.4K | 0.03% | −4,188−52.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,109 | $44.5K | 0.00% | +3,109 | New |
| FMR LLC | 2,872 | $41.1K | 0.00% | +689+31.6% | Added |
| California State Teachers Retirement System | 2,661 | $38.1K | 0.00% | −1,010−27.5% | Reduced |
| Amalgamated Bank | 2,387 | $34.0K | 0.00% | −176−6.9% | Reduced |
| Citigroup Inc | 2,248 | $32.2K | 0.00% | −3,941−63.7% | Reduced |
| Nisa Investment Advisors, LLC | 2,142 | $30.7K | 0.00% | +1,462+215.0% | Added |
| Avalon Trust Co | 2,000 | $28.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,711 | $24.5K | 0.00% | −203−10.6% | Reduced |
| AJOVista, LLC | 1,697 | $24.3K | 0.03% | +1,697 | New |
| Ameritas Investment Partners, Inc. | 1,258 | $18.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 925 | $13.2K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 618 | $8.85K | 0.00% | +618 | New |
| Atlantic Trust, LLC | 550 | $7.87K | 0.00% | −18,895−97.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 431 | $6.00K | 0.00% | −24−5.3% | Reduced |
| Compagnie Lombard Odier SCmA | 410 | $5.87K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 260 | $3.77K | 0.00% | +122+88.4% | Added |
| AdvisorNet Financial, Inc | 100 | $1.43K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $1.43K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 70 | $1.00K | 0.00% | +70 | New |
| ICA Group Wealth Management, LLC | 50 | $716 | 0.00% | +50 | New |
| Russell Investments Group, Ltd. | 31 | $444 | 0.00% | +31 | New |
| Comerica Bank | 28 | $401 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 12 | $172 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 10 | $143 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 20 | $0 | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −97,160−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −64,143−100.0% | Sold out |