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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.

Institutional holdersQ2 2024: 92 institutions
Q1 2021: 121 institutionsQ2 2021: 142 institutionsQ3 2021: 163 institutionsQ4 2021: 180 institutionsQ1 2022: 153 institutionsQ2 2022: 147 institutionsQ3 2022: 128 institutionsQ4 2022: 129 institutionsQ1 2023: 110 institutionsQ2 2023: 102 institutionsQ3 2023: 95 institutionsQ4 2023: 98 institutionsQ1 2024: 97 institutionsQ2 2024: 92 institutionsQ3 2024: 85 institutionsQ4 2024: 87 institutionsQ1 2025: 87 institutionsQ2 2025: 111 institutionsQ3 2025: 125 institutionsQ4 2025: 129 institutionsQ1 2026: 128 institutionsQ2 2026: 112 institutions
Value heldQ2 2024: $130.8M
Q1 2021: $566.9MQ2 2021: $760.9MQ3 2021: $1.19BQ4 2021: $930.5MQ1 2022: $585.1MQ2 2022: $428.1MQ3 2022: $204.5MQ4 2022: $229.8MQ1 2023: $196.3MQ2 2023: $184.1MQ3 2023: $101.8MQ4 2023: $178.8MQ1 2024: $155.4MQ2 2024: $130.8MQ3 2024: $95.5MQ4 2024: $55.3MQ1 2025: $101.6MQ2 2025: $168.2MQ3 2025: $273.7MQ4 2025: $163.9MQ1 2026: $85.8MQ2 2026: $64.2M
Institutions holding OPRX and their total value by quarter
QuarterHoldersValue
Q2 2026112$64.2M
Q1 2026128$85.8M
Q4 2025129$163.9M
Q3 2025125$273.7M
Q2 2025111$168.2M
Q1 202587$101.6M
Q4 202487$55.3M
Q3 202485$95.5M
Q2 202492$130.8M
Q1 202497$155.4M
Q4 202398$178.8M
Q3 202395$101.8M
Q2 2023102$184.1M
Q1 2023110$196.3M
Q4 2022129$229.8M
Q3 2022128$204.5M
Q2 2022147$428.1M
Q1 2022153$585.1M
Q4 2021180$930.5M
Q3 2021163$1.19B
Q2 2021142$760.9M
Q1 2021121$566.9M

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q1 2024.

Institutions holding OPRX in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
ExodusPoint Capital Management, LP0$00.00%−11,341−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−11,150−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−10,700−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−8,251−100.0%Sold out
American International Group, Inc.0$00.00%−7,859−100.0%Sold out
Quantbot Technologies LP0$00.00%−5,262−100.0%Sold out
Cetera Trust Company, N.A0$00.00%−1,500−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−925−100.0%Sold out
Creative Financial Designs Inc0$00.00%−191−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−70−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−54−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−35−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−4−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−4−100.0%Sold out
Credit Suisse AG––––Not filed