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