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 2024
Institutional positions in OptimizeRx Corp as of Mar 31, 2024. 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
- 97
- −1 vs. Q4 2023
- Shares held
- 12.8M
- +289.0K (+2.3%) vs. Q4 2023
- Total value
- $155.4M
- −$23.4M (−13.1%) vs. Q4 2023
- New holders
- 16
- 24 more added
- Sold out
- 17
- 38 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Light Asset Management, LLC | 1,737,584 | $21.1M | 1.62% | +10,286+0.6% | Added |
| Divisadero Street Capital Management, LP | 1,572,900 | $19.1M | 4.49% | +623,350+65.6% | Added |
| BlackRock Inc. | 1,085,276 | $13.2M | 0.00% | −49,678−4.4% | Reduced |
| Vanguard Group Inc | 1,027,293 | $12.5M | 0.00% | +6,291+0.6% | Added |
| AWM Investment Company, Inc. | 853,042 | $10.4M | 1.36% | +33,000+4.0% | Added |
| Blair William & Co | 782,573 | $9.51M | 0.03% | +41,469+5.6% | Added |
| Samjo Management, LLC | 565,443 | $6.87M | 2.42% | +154,543+37.6% | Added |
| Rice Hall James & Associates, LLC | 401,882 | $4.88M | 0.28% | +59,141+17.3% | Added |
| Geode Capital Management, LLC | 385,838 | $4.69M | 0.00% | +7,325+1.9% | Added |
| G2 Investment Partners Management LLC | 373,034 | $4.53M | 1.21% | −95,086−20.3% | Reduced |
| D. E. Shaw & Co., Inc. | 348,892 | $4.24M | 0.01% | −113,615−24.6% | Reduced |
| State Street Corp | 334,839 | $4.07M | 0.00% | +14,280+4.5% | Added |
| Kennedy Capital Management, Inc. | 319,799 | $3.89M | 0.08% | −170,886−34.8% | Reduced |
| Credit Suisse AG | 314,466 | $3.82M | 0.00% | −3,103−1.0% | Reduced |
| Dimensional Fund Advisors LP | 288,173 | $3.50M | 0.00% | +31,742+12.4% | Added |
| Federated Hermes, Inc. | 185,070 | $2.25M | 0.01% | +2,085+1.1% | Added |
| Northern Trust Corp | 153,045 | $1.86M | 0.00% | −5,362−3.4% | Reduced |
| JPMorgan Chase & Co | 139,048 | $1.69M | 0.00% | +12,152+9.6% | Added |
| Bullseye Asset Management LLC | 122,588 | $1.49M | 0.70% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 111,000 | $1.35M | 0.03% | −13,700−11.0% | Reduced |
| Perkins Capital Management Inc | 105,463 | $1.28M | 1.07% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 101,678 | $1.24M | 0.00% | −4,630−4.4% | Reduced |
| Boothbay Fund Management, LLC | 90,477 | $1.10M | 0.03% | −34,751−27.8% | Reduced |
| Avenir Corp | 88,260 | $1.07M | 0.09% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 86,656 | $1.05M | 0.21% | +86,656 | New |
| American Century Companies Inc | 77,134 | $937.2K | 0.00% | +32,239+71.8% | Added |
| Morgan Stanley | 74,005 | $899.2K | 0.00% | −3,923−5.0% | Reduced |
| Renaissance Technologies LLC | 70,446 | $856.0K | 0.00% | −21,899−23.7% | Reduced |
| Millennium Management LLC | 59,906 | $727.9K | 0.00% | −10,025−14.3% | Reduced |
| Victory Capital Management Inc | 57,737 | $701.5K | 0.00% | −970−1.7% | Reduced |
| Greenwood Capital Associates LLC | 53,902 | $654.9K | 0.09% | −773−1.4% | Reduced |
| Tudor Investment Corp Et Al | 52,982 | $643.7K | 0.01% | +38,631+269.2% | Added |
| Citadel Advisors LLC | 52,201 | $634.2K | 0.00% | −60,044−53.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 44,576 | $626.7K | 0.00% | +44,576 | New |
| Nuveen Asset Management, LLC | 44,035 | $535.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 43,031 | $522.8K | 0.00% | −1,872−4.2% | Reduced |
| Bank of America Corp | 40,300 | $489.6K | 0.00% | −15,396−27.6% | Reduced |
| Legato Capital Management LLC | 34,316 | $416.9K | 0.05% | +34,316 | New |
| State of Wisconsin Investment Board | 31,800 | $386.4K | 0.00% | −9,300−22.6% | Reduced |
| Rhumbline Advisers | 28,804 | $350.0K | 0.00% | +660+2.3% | Added |
| Jane Street Group, LLC | 28,155 | $342.1K | 0.00% | +28,155 | New |
| BNP Paribas Arbitrage, SA | 27,910 | $339.1K | 0.00% | +20,634+283.6% | Added |
| Royal Bank of Canada | 24,888 | $301.0K | 0.00% | −4,410−15.1% | Reduced |
| Acadian Asset Management LLC | 24,562 | $297.0K | 0.00% | −20,307−45.3% | Reduced |
| Alliancebernstein L.P. | 24,200 | $294.0K | 0.00% | −1,500−5.8% | Reduced |
| Invesco Ltd. | 22,115 | $268.7K | 0.00% | +22,115 | New |
| STRS Ohio | 20,200 | $245.0K | 0.00% | −1,300−6.0% | Reduced |
| Engineers Gate Manager LP | 19,539 | $237.4K | 0.01% | −5,616−22.3% | Reduced |
| Jump Financial, LLC | 18,638 | $226.5K | 0.01% | +18,638 | New |
| Cubist Systematic Strategies, LLC | 17,738 | $215.5K | 0.00% | +9,559+116.9% | Added |
| Connors Investor Services Inc | 16,607 | $201.8K | 0.02% | −7,893−32.2% | Reduced |
| UBS Group AG | 15,936 | $193.6K | 0.00% | +1,110+7.5% | Added |
| Premier Fund Managers Ltd | 15,511 | $188.0K | 0.01% | +15,511 | New |
| Goldman Sachs Group Inc | 14,470 | $175.8K | 0.00% | +1,104+8.3% | Added |
| Two Sigma Advisers, LP | 12,900 | $156.7K | 0.00% | −22,100−63.1% | Reduced |
| ExodusPoint Capital Management, LP | 11,341 | $138.0K | 0.00% | +11,341 | New |
| Group One Trading, L.P. | 11,218 | $136.3K | 0.00% | +11,218 | New |
| Catalyst Funds Management Pty Ltd | 11,150 | $135.5K | 0.04% | +11,150 | New |
| Barclays PLC | 11,096 | $134.8K | 0.00% | −11,074−50.0% | Reduced |
| Hillsdale Investment Management Inc. | 10,700 | $130.0K | 0.01% | −5,000−31.8% | Reduced |
| MetLife Investment Management | 9,158 | $111.3K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 8,251 | $100.3K | 0.00% | +8,251 | New |
| Deutsche Bank AG | 7,956 | $96.7K | 0.00% | −315−3.8% | Reduced |
| American International Group, Inc. | 7,859 | $95.5K | 0.00% | −178−2.2% | Reduced |
| Wells Fargo & Company | 7,787 | $94.6K | 0.00% | +583+8.1% | Added |
| State of Wyoming | 5,423 | $65.9K | 0.01% | +1,378+34.1% | Added |
| Simplex Trading, LLC | 5,358 | $65.0K | 0.00% | −13,173−71.1% | Reduced |
| Quantbot Technologies LP | 5,262 | $63.9K | 0.00% | +676+14.7% | Added |
| New York State Common Retirement Fund | 5,033 | $61.2K | 0.00% | −7−0.1% | Reduced |
| FMR LLC | 2,772 | $33.7K | 0.00% | −100−3.5% | Reduced |
| Citigroup Inc | 2,630 | $32.0K | 0.00% | +382+17.0% | Added |
| Nisa Investment Advisors, LLC | 2,147 | $26.1K | 0.00% | +5+0.2% | Added |
| Avalon Trust Co | 2,000 | $24.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,777 | $21.6K | 0.00% | −2,853−61.6% | Reduced |
| Legal & General Group Plc | 1,711 | $20.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,603 | $19.5K | 0.00% | −1,058−39.8% | Reduced |
| Cetera Trust Company, N.A | 1,500 | $18.2K | 0.01% | −3,900−72.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,258 | $15.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 925 | $11.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 592 | $7.00K | 0.00% | −1,795−75.2% | Reduced |
| Tower Research Capital LLC (TRC) | 502 | $6.10K | 0.00% | −6,263−92.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 431 | $5.00K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 410 | $4.98K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 304 | $3.69K | 0.00% | +304 | New |
| Colonial Trust Co | 260 | $3.16K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 191 | $2.32K | 0.00% | +191 | New |
| AdvisorNet Financial, Inc | 100 | $1.22K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $1.22K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 70 | $851 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 54 | $656 | 0.00% | +54 | New |
| Point72 (DIFC) Ltd | 35 | $425 | 0.00% | +35 | New |
| Russell Investments Group, Ltd. | 31 | $377 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 28 | $340 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 12 | $146 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 10 | $122 | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 4 | $49 | 0.00% | −614−99.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $48 | 0.00% | +4 | New |
| Millrace Asset Group, Inc. | 0 | $0 | 0.00% | −133,936−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −77,520−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −30,971−100.0% | Sold out |