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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 10 | $87 | 0.00% | +10 | New |
| Sterling Capital Management LLC | 18 | $156 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $199 | 0.00% | +23 | New |
| Coldstream Capital Management Inc | 90 | $780 | 0.00% | +90 | New |
| AdvisorNet Financial, Inc | 100 | $866 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $866 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 286 | $2.48K | 0.00% | +286 | New |
| Nisa Investment Advisors, LLC | 303 | $2.62K | 0.00% | −21−6.5% | Reduced |
| The PNC Financial Services Group, Inc. | 346 | $3.00K | 0.00% | +346 | New |
| SBI Securities Co., Ltd. | 373 | $3.23K | 0.00% | −4,750−92.7% | Reduced |
| Compagnie Lombard Odier SCmA | 410 | $3.55K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 444 | $3.85K | 0.00% | +444 | New |
| Amalgamated Bank | 592 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 685 | $6.00K | 0.00% | +4+0.6% | Added |
| Jones Financial Companies LLLP | 760 | $6.57K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $8.66K | 0.00% | +1,000 | New |
| Tower Research Capital LLC (TRC) | 1,213 | $10.5K | 0.00% | −688−36.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,258 | $10.9K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,273 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,674 | $14.5K | 0.00% | +1,482+771.9% | Added |
| Versant Capital Management, Inc | 1,793 | $15.5K | 0.00% | +1,559+666.2% | Added |
| BNP Paribas Arbitrage, SA | 1,859 | $16.1K | 0.00% | −20,449−91.7% | Reduced |
| Avalon Trust Co | 2,000 | $17.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,181 | $18.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,532 | $30.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,612 | $31.0K | 0.00% | −19,932−84.7% | Reduced |
| FMR LLC | 4,258 | $36.9K | 0.00% | +1,792+72.7% | Added |
| New York State Common Retirement Fund | 5,034 | $43.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,700 | $49.4K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 6,351 | $54.0K | 0.00% | −11,482−64.4% | Reduced |
| Corebridge Financial, Inc. | 8,719 | $75.5K | 0.00% | −15−0.2% | Reduced |
| JPMorgan Chase & Co | 9,072 | $78.6K | 0.00% | −50,880−84.9% | Reduced |
| Deutsche Bank AG | 9,714 | $84.1K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 10,431 | $90.3K | 0.00% | −128,144−92.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,660 | $92.3K | 0.00% | +468+4.6% | Added |
| Squarepoint Ops LLC | 10,746 | $93.1K | 0.00% | −30,966−74.2% | Reduced |
| MetLife Investment Management | 11,379 | $98.5K | 0.00% | +11,379 | New |
| Quantinno Capital Management LP | 12,019 | $104.1K | 0.00% | +12,019 | New |
| UBS Group AG | 12,135 | $105.1K | 0.00% | −14,235−54.0% | Reduced |
| Citigroup Inc | 12,920 | $111.9K | 0.00% | −1,251−8.8% | Reduced |
| Virtu Financial LLC | 12,956 | $112.0K | 0.01% | +12,956 | New |
| Diametric Capital, LP | 13,298 | $115.2K | 0.14% | +13,298 | New |
| American Century Companies Inc | 15,783 | $136.7K | 0.00% | +1,387+9.6% | Added |
| Wells Fargo & Company | 20,119 | $174.2K | 0.00% | +8,911+79.5% | Added |
| Barclays PLC | 22,089 | $191.3K | 0.00% | −8,485−27.8% | Reduced |
| Alliancebernstein L.P. | 27,050 | $234.3K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 27,785 | $240.6K | 0.00% | +2,636+10.5% | Added |
| Susquehanna International Group, LLP | 28,050 | $242.9K | 0.00% | −17,644−38.6% | Reduced |
| Connors Investor Services Inc | 31,550 | $273.2K | 0.03% | −27,450−46.5% | Reduced |
| Calamos Advisors LLC | 33,399 | $289.2K | 0.00% | +33,399 | New |
| Bank of America Corp | 37,085 | $321.2K | 0.00% | −36,849−49.8% | Reduced |
| Perkins Capital Management Inc | 43,596 | $377.5K | 0.40% | −62,217−58.8% | Reduced |
| Russell Investments Group, Ltd. | 45,820 | $396.8K | 0.00% | +45,640+25,355.6% | Added |
| Campbell & CO Investment Adviser LLC | 48,659 | $421.4K | 0.03% | +17,448+55.9% | Added |
| Two Sigma Investments, LP | 49,036 | $424.7K | 0.00% | +49,036 | New |
| Goldman Sachs Group Inc | 51,007 | $441.7K | 0.00% | −12,016−19.1% | Reduced |
| Nuveen, LLC | 52,563 | $455.2K | 0.00% | +52,563 | New |
| Charles Schwab Investment Management Inc | 54,228 | $469.6K | 0.00% | +12,676+30.5% | Added |
| Trexquant Investment LP | 54,262 | $469.9K | 0.01% | +54,262 | New |
| Citadel Advisors LLC | 71,875 | $622.4K | 0.00% | +30,826+75.1% | Added |
| Avenir Corp | 77,260 | $669.1K | 0.07% | 00.0% | Unchanged |
| Credit Agricole S A | 89,200 | $772.5K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 89,538 | $775.4K | 0.00% | +1,826+2.1% | Added |
| Millennium Management LLC | 90,606 | $784.6K | 0.00% | +90,606 | New |
| Bridgeway Capital Management, LLC | 99,029 | $857.6K | 0.02% | −55,071−35.7% | Reduced |
| Tang Capital Management LLC | 100,000 | $866.0K | 0.05% | −121,200−54.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 122,024 | $1.06M | 0.01% | +122,024 | New |
| Janney Montgomery Scott LLC | 124,751 | $1.08M | 0.00% | +39,969+47.1% | Added |
| Northern Trust Corp | 179,190 | $1.55M | 0.00% | −9,854−5.2% | Reduced |
| Manatuck Hill Partners, LLC | 190,000 | $1.65M | 0.76% | +90,000+90.0% | Added |
| Bullseye Asset Management LLC | 206,527 | $1.79M | 0.97% | +5,000+2.5% | Added |
| Morgan Stanley | 216,163 | $1.87M | 0.00% | +13,558+6.7% | Added |
| Marshall Wace, LLP | 251,136 | $2.17M | 0.00% | +116,690+86.8% | Added |
| AWM Investment Company, Inc. | 255,421 | $2.21M | 0.30% | +40,000+18.6% | Added |
| Invesco Ltd. | 293,554 | $2.54M | 0.00% | +293,554 | New |
| D. E. Shaw & Co., Inc. | 349,919 | $3.03M | 0.00% | +54,202+18.3% | Added |
| State Street Corp | 359,519 | $3.11M | 0.00% | +2,656+0.7% | Added |
| Geode Capital Management, LLC | 407,675 | $3.53M | 0.00% | +7,054+1.8% | Added |
| Dimensional Fund Advisors LP | 432,061 | $3.74M | 0.00% | −12,106−2.7% | Reduced |
| Parkman Healthcare Partners LLC | 475,000 | $4.11M | 0.49% | +475,000 | New |
| Kennedy Capital Management, Inc. | 478,404 | $4.14M | 0.10% | −115,596−19.5% | Reduced |
| Rice Hall James & Associates, LLC | 576,172 | $4.99M | 0.29% | −1,566−0.3% | Reduced |
| Blair William & Co | 631,031 | $5.46M | 0.02% | +29,648+4.9% | Added |
| Vanguard Group Inc | 921,848 | $7.98M | 0.00% | −13,709−1.5% | Reduced |
| Royce & Associates LP | 994,300 | $8.61M | 0.09% | −75,260−7.0% | Reduced |
| BlackRock, Inc. | 1,321,138 | $11.4M | 0.00% | −14,360−1.1% | Reduced |
| Whetstone Capital Advisors, LLC | 1,508,303 | $13.1M | 5.77% | +157,880+11.7% | Added |
| 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 |