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, Q4 2024
Institutional positions in OptimizeRx Corp as of Dec 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
- 87
- +2 vs. Q3 2024
- Shares held
- 11.4M
- −1.00M (−8.1%) vs. Q3 2024
- Total value
- $55.3M
- −$40.3M (−42.2%) vs. Q3 2024
- New holders
- 19
- 31 more added
- Sold out
- 17
- 19 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 1,350,423 | $6.56M | 2.50% | +1,350,423 | New |
| BlackRock, Inc. | 1,335,498 | $6.49M | 0.00% | +60,737+4.8% | Added |
| Royce & Associates LP | 1,069,560 | $5.20M | 0.05% | +1,069,560 | New |
| Vanguard Group Inc | 935,557 | $4.55M | 0.00% | −17,336−1.8% | Reduced |
| Blair William & Co | 601,383 | $2.92M | 0.01% | −75,711−11.2% | Reduced |
| Kennedy Capital Management, Inc. | 594,000 | $2.89M | 0.06% | +217,676+57.8% | Added |
| Rice Hall James & Associates, LLC | 577,738 | $2.81M | 0.15% | −37,703−6.1% | Reduced |
| Dimensional Fund Advisors LP | 444,167 | $2.16M | 0.00% | +39,740+9.8% | Added |
| Geode Capital Management, LLC | 400,621 | $1.95M | 0.00% | +4,821+1.2% | Added |
| State Street Corp | 356,863 | $1.73M | 0.00% | +6,770+1.9% | Added |
| D. E. Shaw & Co., Inc. | 295,717 | $1.44M | 0.00% | +32,062+12.2% | Added |
| Tang Capital Management LLC | 221,200 | $1.08M | 0.07% | +221,200 | New |
| AWM Investment Company, Inc. | 215,421 | $1.05M | 0.13% | −856,411−79.9% | Reduced |
| Morgan Stanley | 202,605 | $984.7K | 0.00% | +52,890+35.3% | Added |
| Bullseye Asset Management LLC | 201,527 | $980.0K | 0.46% | −12,519−5.8% | Reduced |
| Northern Trust Corp | 189,044 | $918.8K | 0.00% | +6,043+3.3% | Added |
| Bridgeway Capital Management, LLC | 154,100 | $748.9K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 138,575 | $673.5K | 0.01% | +138,575 | New |
| Marshall Wace, LLP | 134,446 | $653.4K | 0.00% | +134,446 | New |
| G2 Investment Partners Management LLC | 133,167 | $647.2K | 0.17% | −109,041−45.0% | Reduced |
| AMH Equity Ltd | 125,000 | $607.5K | 0.62% | +25,000+25.0% | Added |
| Perkins Capital Management Inc | 105,813 | $514.3K | 0.46% | +4,450+4.4% | Added |
| Manatuck Hill Partners, LLC | 100,000 | $486.0K | 0.20% | +100,000 | New |
| Credit Agricole S A | 89,200 | $433.5K | 0.00% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 88,596 | $430.6K | 0.06% | +21,240+31.5% | Added |
| Bank of New York Mellon Corp | 87,712 | $426.3K | 0.00% | −8,436−8.8% | Reduced |
| Janney Montgomery Scott LLC | 84,782 | $412.0K | 0.00% | −20,135−19.2% | Reduced |
| Avenir Corp | 77,260 | $375.5K | 0.04% | −11,000−12.5% | Reduced |
| Bank of America Corp | 73,934 | $359.3K | 0.00% | +26,093+54.5% | Added |
| Jane Street Group, LLC | 72,454 | $352.1K | 0.00% | +50,808+234.7% | Added |
| Goldman Sachs Group Inc | 63,023 | $306.3K | 0.00% | +29,798+89.7% | Added |
| JPMorgan Chase & Co | 59,952 | $291.4K | 0.00% | +52,169+670.3% | Added |
| Connors Investor Services Inc | 59,000 | $286.7K | 0.03% | +37,193+170.6% | Added |
| Nuveen Asset Management, LLC | 52,563 | $255.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 45,694 | $222.1K | 0.00% | +45,694 | New |
| Squarepoint Ops LLC | 41,712 | $202.7K | 0.00% | +31,252+298.8% | Added |
| Charles Schwab Investment Management Inc | 41,552 | $201.9K | 0.00% | −6,885−14.2% | Reduced |
| Citadel Advisors LLC | 41,049 | $199.5K | 0.00% | −34,729−45.8% | Reduced |
| XTX Topco Ltd | 36,674 | $178.2K | 0.01% | +36,674 | New |
| Campbell & CO Investment Adviser LLC | 31,211 | $151.7K | 0.01% | −13,618−30.4% | Reduced |
| Barclays PLC | 30,574 | $148.6K | 0.00% | +3,640+13.5% | Added |
| Delta Investment Management, LLC | 30,000 | $145.8K | 0.03% | +30,000 | New |
| Boothbay Fund Management, LLC | 28,875 | $140.3K | 0.00% | −22,189−43.5% | Reduced |
| Alliancebernstein L.P. | 27,050 | $131.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 26,370 | $128.2K | 0.00% | +18,102+218.9% | Added |
| Rhumbline Advisers | 25,149 | $122.2K | 0.00% | +1,249+5.2% | Added |
| Royal Bank of Canada | 23,544 | $115.0K | 0.00% | −1,775−7.0% | Reduced |
| Corton Capital Inc. | 22,610 | $109.9K | 0.06% | +22,610 | New |
| BNP Paribas Arbitrage, SA | 22,308 | $108.4K | 0.00% | +18,618+504.6% | Added |
| Gsa Capital Partners LLP | 20,661 | $100.0K | 0.01% | +20,661 | New |
| Simplex Trading, LLC | 17,833 | $86.0K | 0.00% | +14,748+478.1% | Added |
| Graham Capital Management, L.P. | 16,632 | $80.8K | 0.00% | +16,632 | New |
| Worth Venture Partners, LLC | 15,327 | $74.5K | 0.73% | +15,327 | New |
| American Century Companies Inc | 14,396 | $70.0K | 0.00% | −216−1.5% | Reduced |
| Citigroup Inc | 14,171 | $68.9K | 0.00% | +1,500+11.8% | Added |
| Sherbrooke Park Advisers LLC | 13,643 | $66.3K | 0.02% | −22,429−62.2% | Reduced |
| Wells Fargo & Company | 11,208 | $54.5K | 0.00% | +2,797+33.3% | Added |
| SG Americas Securities, LLC | 10,555 | $51.0K | 0.00% | +10,555 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 10,192 | $49.5K | 0.00% | +456+4.7% | Added |
| Deutsche Bank AG | 9,714 | $47.2K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 8,734 | $42.4K | 0.00% | −659−7.0% | Reduced |
| Group One Trading, L.P. | 6,244 | $30.3K | 0.00% | −2,482−28.4% | Reduced |
| MAI Capital Management | 5,700 | $27.7K | 0.00% | +5,700 | New |
| SBI Securities Co., Ltd. | 5,123 | $24.9K | 0.00% | +5,123 | New |
| New York State Common Retirement Fund | 5,034 | $24.5K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,532 | $17.2K | 0.00% | +3,532 | New |
| FMR LLC | 2,466 | $12.0K | 0.00% | +1,512+158.5% | Added |
| Legal & General Group Plc | 2,181 | $10.6K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 2,000 | $9.72K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,901 | $9.24K | 0.00% | +964+102.9% | Added |
| California State Teachers Retirement System | 1,273 | $6.19K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,258 | $6.11K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 760 | $3.69K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 592 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 681 | $3.00K | 0.00% | +667+4,764.3% | Added |
| Colonial Trust Co | 512 | $2.70K | 0.00% | +121+30.9% | Added |
| Compagnie Lombard Odier SCmA | 410 | $1.99K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 324 | $1.57K | 0.00% | +255+369.6% | Added |
| Versant Capital Management, Inc | 234 | $1.14K | 0.00% | +234 | New |
| Advisor Group Holdings, Inc. | 192 | $933 | 0.00% | −1−0.5% | Reduced |
| Russell Investments Group, Ltd. | 180 | $875 | 0.00% | +160+800.0% | Added |
| SRS Capital Advisors, Inc. | 126 | $613 | 0.00% | +126 | New |
| AdvisorNet Financial, Inc | 100 | $486 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $486 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 18 | $87 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 12 | $58 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 70 | $0 | 0.00% | 00.0% | Unchanged |
| First Light Asset Management, LLC | 0 | $0 | 0.00% | −1,811,611−100.0% | Sold out |
| Samjo Management, LLC | 0 | $0 | 0.00% | −1,044,800−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −310,000−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −242,025−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −83,050−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −67,500−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −47,501−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −45,637−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −23,974−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −20,430−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −17,400−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −10,083−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |