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, Q1 2025
Institutional positions in OptimizeRx Corp as of Mar 31, 2025. 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. Q4 2024
- Shares held
- 11.7M
- +418.3K (+3.7%) vs. Q4 2024
- Total value
- $101.6M
- +$46.6M (+84.8%) vs. Q4 2024
- New holders
- 19
- 24 more added
- Sold out
- 17
- 27 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 1,508,303 | $13.1M | 5.77% | +157,880+11.7% | Added |
| BlackRock, Inc. | 1,321,138 | $11.4M | 0.00% | −14,360−1.1% | Reduced |
| Royce & Associates LP | 994,300 | $8.61M | 0.09% | −75,260−7.0% | Reduced |
| Vanguard Group Inc | 921,848 | $7.98M | 0.00% | −13,709−1.5% | Reduced |
| Blair William & Co | 631,031 | $5.46M | 0.02% | +29,648+4.9% | Added |
| Rice Hall James & Associates, LLC | 576,172 | $4.99M | 0.29% | −1,566−0.3% | Reduced |
| Kennedy Capital Management, Inc. | 478,404 | $4.14M | 0.10% | −115,596−19.5% | Reduced |
| Parkman Healthcare Partners LLC | 475,000 | $4.11M | 0.49% | +475,000 | New |
| Dimensional Fund Advisors LP | 432,061 | $3.74M | 0.00% | −12,106−2.7% | Reduced |
| Geode Capital Management, LLC | 407,675 | $3.53M | 0.00% | +7,054+1.8% | Added |
| State Street Corp | 359,519 | $3.11M | 0.00% | +2,656+0.7% | Added |
| D. E. Shaw & Co., Inc. | 349,919 | $3.03M | 0.00% | +54,202+18.3% | Added |
| Invesco Ltd. | 293,554 | $2.54M | 0.00% | +293,554 | New |
| AWM Investment Company, Inc. | 255,421 | $2.21M | 0.30% | +40,000+18.6% | Added |
| Marshall Wace, LLP | 251,136 | $2.17M | 0.00% | +116,690+86.8% | Added |
| Morgan Stanley | 216,163 | $1.87M | 0.00% | +13,558+6.7% | Added |
| Bullseye Asset Management LLC | 206,527 | $1.79M | 0.97% | +5,000+2.5% | Added |
| Manatuck Hill Partners, LLC | 190,000 | $1.65M | 0.76% | +90,000+90.0% | Added |
| Northern Trust Corp | 179,190 | $1.55M | 0.00% | −9,854−5.2% | Reduced |
| Janney Montgomery Scott LLC | 124,751 | $1.08M | 0.00% | +39,969+47.1% | Added |
| Schonfeld Strategic Advisors LLC | 122,024 | $1.06M | 0.01% | +122,024 | New |
| Tang Capital Management LLC | 100,000 | $866.0K | 0.05% | −121,200−54.8% | Reduced |
| Bridgeway Capital Management, LLC | 99,029 | $857.6K | 0.02% | −55,071−35.7% | Reduced |
| Millennium Management LLC | 90,606 | $784.6K | 0.00% | +90,606 | New |
| Bank of New York Mellon Corp | 89,538 | $775.4K | 0.00% | +1,826+2.1% | Added |
| Credit Agricole S A | 89,200 | $772.5K | 0.00% | 00.0% | Unchanged |
| Avenir Corp | 77,260 | $669.1K | 0.07% | 00.0% | Unchanged |
| Citadel Advisors LLC | 71,875 | $622.4K | 0.00% | +30,826+75.1% | Added |
| Trexquant Investment LP | 54,262 | $469.9K | 0.01% | +54,262 | New |
| Charles Schwab Investment Management Inc | 54,228 | $469.6K | 0.00% | +12,676+30.5% | Added |
| Nuveen, LLC | 52,563 | $455.2K | 0.00% | +52,563 | New |
| Goldman Sachs Group Inc | 51,007 | $441.7K | 0.00% | −12,016−19.1% | Reduced |
| Two Sigma Investments, LP | 49,036 | $424.7K | 0.00% | +49,036 | New |
| Campbell & CO Investment Adviser LLC | 48,659 | $421.4K | 0.03% | +17,448+55.9% | Added |
| Russell Investments Group, Ltd. | 45,820 | $396.8K | 0.00% | +45,640+25,355.6% | Added |
| Perkins Capital Management Inc | 43,596 | $377.5K | 0.40% | −62,217−58.8% | Reduced |
| Bank of America Corp | 37,085 | $321.2K | 0.00% | −36,849−49.8% | Reduced |
| Calamos Advisors LLC | 33,399 | $289.2K | 0.00% | +33,399 | New |
| Connors Investor Services Inc | 31,550 | $273.2K | 0.03% | −27,450−46.5% | Reduced |
| Susquehanna International Group, LLP | 28,050 | $242.9K | 0.00% | −17,644−38.6% | Reduced |
| Rhumbline Advisers | 27,785 | $240.6K | 0.00% | +2,636+10.5% | Added |
| Alliancebernstein L.P. | 27,050 | $234.3K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 22,089 | $191.3K | 0.00% | −8,485−27.8% | Reduced |
| Wells Fargo & Company | 20,119 | $174.2K | 0.00% | +8,911+79.5% | Added |
| American Century Companies Inc | 15,783 | $136.7K | 0.00% | +1,387+9.6% | Added |
| Diametric Capital, LP | 13,298 | $115.2K | 0.14% | +13,298 | New |
| Virtu Financial LLC | 12,956 | $112.0K | 0.01% | +12,956 | New |
| Citigroup Inc | 12,920 | $111.9K | 0.00% | −1,251−8.8% | Reduced |
| UBS Group AG | 12,135 | $105.1K | 0.00% | −14,235−54.0% | Reduced |
| Quantinno Capital Management LP | 12,019 | $104.1K | 0.00% | +12,019 | New |
| MetLife Investment Management | 11,379 | $98.5K | 0.00% | +11,379 | New |
| Squarepoint Ops LLC | 10,746 | $93.1K | 0.00% | −30,966−74.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,660 | $92.3K | 0.00% | +468+4.6% | Added |
| Walleye Capital LLC | 10,431 | $90.3K | 0.00% | −128,144−92.5% | Reduced |
| Deutsche Bank AG | 9,714 | $84.1K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 9,072 | $78.6K | 0.00% | −50,880−84.9% | Reduced |
| Corebridge Financial, Inc. | 8,719 | $75.5K | 0.00% | −15−0.2% | Reduced |
| Simplex Trading, LLC | 6,351 | $54.0K | 0.00% | −11,482−64.4% | Reduced |
| MAI Capital Management | 5,700 | $49.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,034 | $43.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 4,258 | $36.9K | 0.00% | +1,792+72.7% | Added |
| Royal Bank of Canada | 3,612 | $31.0K | 0.00% | −19,932−84.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,532 | $30.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,181 | $18.9K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 2,000 | $17.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,859 | $16.1K | 0.00% | −20,449−91.7% | Reduced |
| Versant Capital Management, Inc | 1,793 | $15.5K | 0.00% | +1,559+666.2% | Added |
| Advisor Group Holdings, Inc. | 1,674 | $14.5K | 0.00% | +1,482+771.9% | Added |
| California State Teachers Retirement System | 1,273 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,258 | $10.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,213 | $10.5K | 0.00% | −688−36.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,000 | $8.66K | 0.00% | +1,000 | New |
| Jones Financial Companies LLLP | 760 | $6.57K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 685 | $6.00K | 0.00% | +4+0.6% | Added |
| Amalgamated Bank | 592 | $5.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 444 | $3.85K | 0.00% | +444 | New |
| Compagnie Lombard Odier SCmA | 410 | $3.55K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 373 | $3.23K | 0.00% | −4,750−92.7% | Reduced |
| The PNC Financial Services Group, Inc. | 346 | $3.00K | 0.00% | +346 | New |
| Nisa Investment Advisors, LLC | 303 | $2.62K | 0.00% | −21−6.5% | Reduced |
| Rise Advisors, LLC | 286 | $2.48K | 0.00% | +286 | New |
| AdvisorNet Financial, Inc | 100 | $866 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $866 | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 90 | $780 | 0.00% | +90 | New |
| EverSource Wealth Advisors, LLC | 23 | $199 | 0.00% | +23 | New |
| Sterling Capital Management LLC | 18 | $156 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $87 | 0.00% | +10 | New |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −133,167−100.0% | Sold out |
| AMH Equity Ltd | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −88,596−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −72,454−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −36,674−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −28,875−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −22,610−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −20,661−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −16,632−100.0% | Sold out |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −15,327−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −13,643−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,555−100.0% | Sold out |