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 2024
Institutional positions in OptimizeRx Corp as of Jun 30, 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
- 92
- −4 vs. Q1 2024
- Shares held
- 13.1M
- +614.5K (+4.9%) vs. Q1 2024
- Total value
- $130.8M
- −$20.7M (−13.7%) vs. Q1 2024
- New holders
- 18
- 39 more added
- Sold out
- 22
- 24 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 5 | $0 | 0.00% | +5 | New |
| Innealta Capital, LLC | 1 | $10 | 0.00% | +1 | New |
| GAMMA Investing LLC | 1 | $10 | 0.00% | +1 | New |
| Toronto Dominion Bank | 10 | $100 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 12 | $120 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 24 | $240 | 0.00% | −4−14.3% | Reduced |
| Russell Investments Group, Ltd. | 31 | $310 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 61 | $610 | 0.00% | +61 | New |
| Nisa Investment Advisors, LLC | 80 | $800 | 0.00% | −2,067−96.3% | Reduced |
| AdvisorNet Financial, Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 248 | $2.00K | 0.00% | −183−42.5% | Reduced |
| nVerses Capital, LLC | 200 | $2.00K | 0.00% | +200 | New |
| US Bancorp | 304 | $3.04K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 321 | $3.31K | 0.00% | +61+23.5% | Added |
| Compagnie Lombard Odier SCmA | 410 | $4.10K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 480 | $4.80K | 0.00% | −1,297−73.0% | Reduced |
| Amalgamated Bank | 592 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 760 | $7.60K | 0.00% | +760 | New |
| Ameritas Investment Partners, Inc. | 1,258 | $12.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,273 | $12.7K | 0.00% | −330−20.6% | Reduced |
| BNP Paribas Arbitrage, SA | 1,276 | $12.8K | 0.00% | −26,634−95.4% | Reduced |
| Huntington National Bank | 1,325 | $13.3K | 0.00% | +1,325 | New |
| Redwood Wealth Management Group, LLC | 1,750 | $17.5K | 0.01% | +1,750 | New |
| Legal & General Group Plc | 1,753 | $17.5K | 0.00% | +42+2.5% | Added |
| Avalon Trust Co | 2,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,161 | $21.6K | 0.00% | −9,057−80.7% | Reduced |
| Clear Street Markets LLC | 2,504 | $25.0K | 0.01% | +2,504 | New |
| FMR LLC | 3,104 | $31.0K | 0.00% | +332+12.0% | Added |
| Citigroup Inc | 3,822 | $38.2K | 0.00% | +1,192+45.3% | Added |
| New York State Common Retirement Fund | 5,034 | $50.3K | 0.00% | +10.0% | Added |
| UBS Group AG | 5,335 | $53.4K | 0.00% | −10,601−66.5% | Reduced |
| Barclays PLC | 5,874 | $58.7K | 0.00% | −5,222−47.1% | Reduced |
| Deutsche Bank AG | 6,564 | $65.6K | 0.00% | −1,392−17.5% | Reduced |
| State of Wyoming | 7,513 | $75.1K | 0.01% | +2,090+38.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,135 | $81.3K | 0.00% | +8,135 | New |
| Wells Fargo & Company | 8,624 | $86.2K | 0.00% | +837+10.7% | Added |
| Corebridge Financial, Inc. | 9,451 | $94.5K | 0.00% | +9,451 | New |
| MetLife Investment Management | 10,083 | $100.8K | 0.00% | +925+10.1% | Added |
| Tower Research Capital LLC (TRC) | 11,725 | $117.3K | 0.00% | +11,223+2,235.7% | Added |
| Invesco Ltd. | 14,045 | $140.4K | 0.00% | −8,070−36.5% | Reduced |
| STRS Ohio | 15,000 | $150.0K | 0.00% | −5,200−25.7% | Reduced |
| Bank of Montreal | 14,102 | $156.1K | 0.00% | +14,102 | New |
| Engineers Gate Manager LP | 15,638 | $156.4K | 0.00% | −3,901−20.0% | Reduced |
| Millennium Management LLC | 17,320 | $173.2K | 0.00% | −42,586−71.1% | Reduced |
| Quadrature Capital Ltd | 17,732 | $177.5K | 0.00% | +17,732 | New |
| Connors Investor Services Inc | 19,107 | $191.1K | 0.02% | +2,500+15.1% | Added |
| State of Wisconsin Investment Board | 19,882 | $198.8K | 0.00% | −11,918−37.5% | Reduced |
| Royal Bank of Canada | 25,167 | $252.0K | 0.00% | +279+1.1% | Added |
| Campbell & CO Investment Adviser LLC | 25,813 | $258.1K | 0.02% | +25,813 | New |
| Alliancebernstein L.P. | 27,050 | $270.5K | 0.00% | +2,850+11.8% | Added |
| Simplex Trading, LLC | 28,034 | $280.0K | 0.01% | +22,676+423.2% | Added |
| Squarepoint Ops LLC | 28,153 | $281.5K | 0.00% | +28,153 | New |
| Tudor Investment Corp Et Al | 30,519 | $305.2K | 0.00% | −22,463−42.4% | Reduced |
| Rhumbline Advisers | 31,462 | $314.6K | 0.00% | +2,658+9.2% | Added |
| Jane Street Group, LLC | 34,328 | $343.3K | 0.00% | +6,173+21.9% | Added |
| Goldman Sachs Group Inc | 36,455 | $364.6K | 0.00% | +21,985+151.9% | Added |
| American Century Companies Inc | 39,384 | $393.8K | 0.00% | −37,750−48.9% | Reduced |
| Marshall Wace, LLP | 45,748 | $457.5K | 0.00% | +45,748 | New |
| Bank of America Corp | 46,522 | $465.2K | 0.00% | +6,222+15.4% | Added |
| Charles Schwab Investment Management Inc | 48,437 | $484.4K | 0.00% | +5,406+12.6% | Added |
| Legato Capital Management LLC | 59,693 | $596.9K | 0.08% | +25,377+74.0% | Added |
| Greenwood Capital Associates LLC | 62,357 | $623.6K | 0.08% | +8,455+15.7% | Added |
| Nuveen Asset Management, LLC | 68,865 | $688.6K | 0.00% | +24,830+56.4% | Added |
| Avenir Corp | 88,260 | $882.6K | 0.09% | 00.0% | Unchanged |
| Credit Agricole S A | 89,200 | $892.0K | 0.01% | +89,200 | New |
| Morgan Stanley | 98,864 | $988.6K | 0.00% | +24,859+33.6% | Added |
| Perkins Capital Management Inc | 102,363 | $1.02M | 0.96% | −3,100−2.9% | Reduced |
| Citadel Advisors LLC | 102,453 | $1.02M | 0.00% | +50,252+96.3% | Added |
| Boothbay Fund Management, LLC | 105,393 | $1.05M | 0.03% | +14,916+16.5% | Added |
| Bank of New York Mellon Corp | 111,719 | $1.12M | 0.00% | +10,041+9.9% | Added |
| JPMorgan Chase & Co | 112,533 | $1.13M | 0.00% | −26,515−19.1% | Reduced |
| Bullseye Asset Management LLC | 137,588 | $1.38M | 0.67% | +15,000+12.2% | Added |
| Renaissance Technologies LLC | 142,146 | $1.42M | 0.00% | +71,700+101.8% | Added |
| Northern Trust Corp | 146,164 | $1.46M | 0.00% | −6,881−4.5% | Reduced |
| Bridgeway Capital Management, LLC | 154,100 | $1.54M | 0.04% | +43,100+38.8% | Added |
| Essex Investment Management Co LLC | 169,353 | $1.69M | 0.32% | +82,697+95.4% | Added |
| D. E. Shaw & Co., Inc. | 308,334 | $3.08M | 0.00% | −40,558−11.6% | Reduced |
| UBS Asset Management Americas Inc | 310,000 | $3.10M | 0.00% | +310,000 | New |
| Dimensional Fund Advisors LP | 324,130 | $3.24M | 0.00% | +35,957+12.5% | Added |
| Kennedy Capital Management, Inc. | 334,197 | $3.34M | 0.07% | +14,398+4.5% | Added |
| State Street Corp | 348,282 | $3.48M | 0.00% | +13,443+4.0% | Added |
| G2 Investment Partners Management LLC | 392,245 | $3.92M | 1.02% | +19,211+5.1% | Added |
| Geode Capital Management, LLC | 415,926 | $4.16M | 0.00% | +30,088+7.8% | Added |
| Rice Hall James & Associates, LLC | 496,135 | $4.96M | 0.30% | +94,253+23.5% | Added |
| Blair William & Co | 643,757 | $6.44M | 0.02% | −138,816−17.7% | Reduced |
| Samjo Management, LLC | 779,505 | $7.80M | 2.90% | +214,062+37.9% | Added |
| Vanguard Group Inc | 973,568 | $9.74M | 0.00% | −53,725−5.2% | Reduced |
| AWM Investment Company, Inc. | 1,002,364 | $10.0M | 1.35% | +149,322+17.5% | Added |
| BlackRock Inc. | 1,175,403 | $11.8M | 0.00% | +90,127+8.3% | Added |
| Divisadero Street Capital Management, LP | 1,315,913 | $13.2M | 2.15% | −256,987−16.3% | Reduced |
| First Light Asset Management, LLC | 1,826,961 | $18.3M | 1.60% | +89,377+5.1% | Added |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −185,070−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −57,737−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −44,576−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −24,562−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −18,638−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −17,738−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −15,511−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |