Skip to main content

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.

Q3 2024 vs. Q2 2024

How the institutions holding OptimizeRx Corp changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of OPRX: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders92285−5
Shares13.1M1.18M12.4M+467.1K (+3.9%)
Value$130.8M$11.8M$95.5M−$23.6M (−19.8%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (11)

Institutions that held OptimizeRx Corp at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to OPRX in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.1,274,761$9.84M0.00%
Janney Montgomery Scott LLC104,917$810.0K0.00%
AMH Equity Ltd100,000$772.0K1.02%
Petrus Trust Company, LTA47,501$366.7K0.04%
Sherbrooke Park Advisers LLC36,072$278.5K0.06%
Diametric Capital, LP23,974$185.1K0.09%
Qube Research & Technologies Ltd20,430$157.7K0.00%
Acadian Asset Management LLC5,415$41.0K0.00%
Bryn Mawr Trust Co600$4.63K0.00%
Sterling Capital Management LLC18$1390.00%
Householder Group Estate & Retirement Specialist, LLC70$00.00%

Sold out (16)

Institutions that held OptimizeRx Corp at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of OPRX in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Divisadero Street Capital Management, LP1,315,913$13.2M
Marshall Wace, LLP45,748$457.5K
Tudor Investment Corp Et Al30,519$305.2K
Quadrature Capital Ltd17,732$177.5K
Engineers Gate Manager LP15,638$156.4K
Bank of Montreal14,102$156.1K
STRS Ohio15,000$150.0K
Invesco Ltd.14,045$140.4K
State of Wyoming7,513$75.1K
Clear Street Markets LLC2,504$25.0K
Redwood Wealth Management Group, LLC1,750$17.5K
Huntington National Bank1,325$13.3K
nVerses Capital, LLC200$2.00K
Comerica Bank24$240
Toronto Dominion Bank10$100
Innealta Capital, LLC1$10

Not filed for Q3 2024 yet (2)

Institutions that held OptimizeRx Corp at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OPRX in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.1,175,403$11.8M
Benjamin F. Edwards & Company, Inc.248$2.00K