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