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, Q2 2025
Institutional positions in OptimizeRx Corp as of Jun 30, 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
- 111
- +25 vs. Q1 2025
- Shares held
- 12.5M
- +811.5K (+7.0%) vs. Q1 2025
- Total value
- $168.2M
- +$67.3M (+66.8%) vs. Q1 2025
- New holders
- 32
- 32 more added
- Sold out
- 7
- 25 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 1,508,303 | $20.4M | 5.75% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,221,833 | $16.5M | 0.00% | −99,305−7.5% | Reduced |
| Vanguard Group Inc | 920,885 | $12.4M | 0.00% | −963−0.1% | Reduced |
| Royce & Associates LP | 790,640 | $10.7M | 0.11% | −203,660−20.5% | Reduced |
| Blair William & Co | 628,926 | $8.49M | 0.02% | −2,105−0.3% | Reduced |
| Rice Hall James & Associates, LLC | 607,560 | $8.20M | 0.44% | +31,388+5.4% | Added |
| Parkman Healthcare Partners LLC | 507,423 | $6.85M | 0.79% | +32,423+6.8% | Added |
| Kennedy Capital Management, Inc. | 472,472 | $6.38M | 0.15% | −5,932−1.2% | Reduced |
| Manatuck Hill Partners, LLC | 455,000 | $6.14M | 2.31% | +265,000+139.5% | Added |
| D. E. Shaw & Co., Inc. | 412,896 | $5.57M | 0.01% | +62,977+18.0% | Added |
| Geode Capital Management, LLC | 399,548 | $5.39M | 0.00% | −8,127−2.0% | Reduced |
| State Street Corp | 389,032 | $5.25M | 0.00% | +29,513+8.2% | Added |
| Dimensional Fund Advisors LP | 384,747 | $5.19M | 0.00% | −47,314−11.0% | Reduced |
| Morgan Stanley | 264,722 | $3.57M | 0.00% | +48,559+22.5% | Added |
| AWM Investment Company, Inc. | 255,421 | $3.45M | 0.39% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 243,643 | $3.29M | 0.02% | +121,619+99.7% | Added |
| Northern Trust Corp | 232,229 | $3.14M | 0.00% | +53,039+29.6% | Added |
| Bullseye Asset Management LLC | 206,527 | $2.79M | 1.39% | 00.0% | Unchanged |
| Citadel Advisors LLC | 182,346 | $2.46M | 0.00% | +110,471+153.7% | Added |
| Balyasny Asset Management LLC | 156,338 | $2.11M | 0.00% | +156,338 | New |
| Marshall Wace, LLP | 111,971 | $1.51M | 0.00% | −139,165−55.4% | Reduced |
| Russell Investments Group, Ltd. | 110,610 | $1.49M | 0.00% | +64,790+141.4% | Added |
| Two Sigma Investments, LP | 102,745 | $1.39M | 0.00% | +53,709+109.5% | Added |
| UBS Group AG | 102,651 | $1.39M | 0.00% | +90,516+745.9% | Added |
| Tang Capital Management LLC | 100,000 | $1.35M | 0.07% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 99,029 | $1.34M | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 89,777 | $1.21M | 0.00% | +239+0.3% | Added |
| Raymond James Financial Inc | 84,555 | $1.14M | 0.00% | +84,555 | New |
| Nuveen, LLC | 80,973 | $1.09M | 0.00% | +28,410+54.0% | Added |
| Renaissance Technologies LLC | 77,707 | $1.05M | 0.00% | +77,707 | New |
| Avenir Corp | 77,260 | $1.04M | 0.11% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 69,880 | $943.4K | 0.00% | +69,880 | New |
| EAM Investors, LLC | 63,596 | $858.5K | 0.13% | +63,596 | New |
| Janus Henderson Group PLC | 57,302 | $773.6K | 0.00% | +57,302 | New |
| Charles Schwab Investment Management Inc | 51,512 | $695.4K | 0.00% | −2,716−5.0% | Reduced |
| P.A.W. Capital Corp | 50,000 | $675.0K | 1.30% | +50,000 | New |
| Goldman Sachs Group Inc | 48,946 | $660.8K | 0.00% | −2,061−4.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 48,397 | $653.4K | 0.04% | −262−0.5% | Reduced |
| Calamos Advisors LLC | 46,173 | $623.3K | 0.00% | +12,774+38.2% | Added |
| Alliancebernstein L.P. | 39,850 | $538.0K | 0.00% | +12,800+47.3% | Added |
| Perkins Capital Management Inc | 39,096 | $527.8K | 0.53% | −4,500−10.3% | Reduced |
| Rhumbline Advisers | 36,082 | $487.1K | 0.00% | +8,297+29.9% | Added |
| Bank of America Corp | 34,242 | $462.3K | 0.00% | −2,843−7.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 30,944 | $417.7K | 0.00% | +30,944 | New |
| Barclays PLC | 30,617 | $413.3K | 0.00% | +8,528+38.6% | Added |
| Susquehanna International Group, LLP | 28,662 | $386.9K | 0.00% | +612+2.2% | Added |
| LPL Financial LLC | 26,390 | $356.3K | 0.00% | +26,390 | New |
| Los Angeles Capital Management LLC | 25,823 | $348.6K | 0.00% | +25,823 | New |
| XTX Topco Ltd | 25,493 | $344.2K | 0.01% | +25,493 | New |
| Walleye Capital LLC | 25,108 | $339.0K | 0.00% | +14,677+140.7% | Added |
| Wells Fargo & Company | 24,530 | $331.2K | 0.00% | +4,411+21.9% | Added |
| American Century Companies Inc | 24,069 | $324.9K | 0.00% | +8,286+52.5% | Added |
| Two Sigma Advisers, LP | 23,023 | $310.8K | 0.00% | +23,023 | New |
| Connors Investor Services Inc | 22,050 | $297.7K | 0.03% | −9,500−30.1% | Reduced |
| Massar Capital Management, LP | 22,000 | $297.0K | 0.22% | +22,000 | New |
| Verition Fund Management LLC | 21,792 | $294.2K | 0.00% | +21,792 | New |
| Winton Group Ltd | 21,208 | $286.3K | 0.01% | +21,208 | New |
| Group One Trading, L.P. | 18,002 | $243.0K | 0.01% | +18,002 | New |
| Millennium Management LLC | 17,593 | $237.5K | 0.00% | −73,013−80.6% | Reduced |
| Virtus ETF Advisers LLC | 15,500 | $209.3K | 0.13% | +15,500 | New |
| Panagora Asset Management Inc | 12,709 | $171.6K | 0.00% | +12,709 | New |
| Quantinno Capital Management LP | 12,495 | $168.7K | 0.00% | +476+4.0% | Added |
| Centiva Capital, LP | 12,274 | $165.7K | 0.01% | +12,274 | New |
| HRT Financial LP | 12,201 | $164.0K | 0.00% | +12,201 | New |
| MetLife Investment Management | 11,379 | $153.6K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 11,257 | $152.0K | 0.00% | −43,005−79.3% | Reduced |
| Corton Capital Inc. | 10,194 | $137.6K | 0.16% | +10,194 | New |
| Walleye Trading LLC | 9,887 | $133.5K | 0.00% | +9,887 | New |
| Deutsche Bank AG | 9,714 | $131.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 9,562 | $129.1K | 0.00% | −1,098−10.3% | Reduced |
| Simplex Trading, LLC | 8,598 | $116.0K | 0.00% | +2,247+35.4% | Added |
| JPMorgan Chase & Co | 8,237 | $111.2K | 0.00% | −835−9.2% | Reduced |
| Citigroup Inc | 6,448 | $87.0K | 0.00% | −6,472−50.1% | Reduced |
| MAI Capital Management | 5,700 | $77.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,034 | $68.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,009 | $67.6K | 0.00% | +751+17.6% | Added |
| BNP Paribas Arbitrage, SA | 4,074 | $55.0K | 0.00% | +2,215+119.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,532 | $47.7K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,292 | $44.4K | 0.00% | +3,292 | New |
| Global Retirement Partners, LLC | 2,750 | $37.1K | 0.00% | +2,750 | New |
| Tower Research Capital LLC (TRC) | 2,728 | $36.8K | 0.00% | +1,515+124.9% | Added |
| National Bank of Canada | 2,619 | $35.3K | 0.00% | +2,619 | New |
| Nisa Investment Advisors, LLC | 2,121 | $28.6K | 0.00% | +1,818+600.0% | Added |
| Avalon Trust Co | 2,000 | $27.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,962 | $26.5K | 0.00% | −219−10.0% | Reduced |
| Covestor Ltd | 1,922 | $26.0K | 0.02% | +1,922 | New |
| Versant Capital Management, Inc | 1,793 | $24.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,428 | $19.3K | 0.00% | −246−14.7% | Reduced |
| Quarry LP | 1,316 | $17.8K | 0.00% | +1,316 | New |
| California State Teachers Retirement System | 1,273 | $17.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,293 | $17.0K | 0.00% | −2,319−64.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,258 | $17.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $13.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 760 | $10.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 660 | $9.00K | 0.00% | −25−3.6% | Reduced |
| GAMMA Investing LLC | 638 | $8.61K | 0.00% | +194+43.7% | Added |
| Amalgamated Bank | 592 | $8.00K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 410 | $5.54K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 311 | $4.20K | 0.00% | −35−10.1% | Reduced |
| SBI Securities Co., Ltd. | 303 | $4.09K | 0.00% | −70−18.8% | Reduced |