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 |
|---|---|---|---|---|---|
| Twin Peaks Wealth Advisors, LLC | 3 | $49 | 0.00% | +3 | New |
| True Wealth Design, LLC | 14 | $189 | 0.00% | +4+40.0% | Added |
| EverSource Wealth Advisors, LLC | 29 | $392 | 0.00% | +6+26.1% | Added |
| Sterling Capital Management LLC | 41 | $554 | 0.00% | +23+127.8% | Added |
| Skopos Labs, Inc. | 71 | $959 | 0.00% | +71 | New |
| IFP Advisors, Inc | 0 | $1.28K | 0.00% | 0 | New |
| AdvisorNet Financial, Inc | 100 | $1.35K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $1.35K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 142 | $1.92K | 0.00% | +142 | New |
| Creative Capital Management Investments LLC | 199 | $2.69K | 0.00% | +199 | New |
| Rise Advisors, LLC | 286 | $3.86K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 303 | $4.09K | 0.00% | −70−18.8% | Reduced |
| The PNC Financial Services Group, Inc. | 311 | $4.20K | 0.00% | −35−10.1% | Reduced |
| Compagnie Lombard Odier SCmA | 410 | $5.54K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 592 | $8.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 638 | $8.61K | 0.00% | +194+43.7% | Added |
| CWM, LLC | 660 | $9.00K | 0.00% | −25−3.6% | Reduced |
| Jones Financial Companies LLLP | 760 | $10.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $13.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,258 | $17.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,293 | $17.0K | 0.00% | −2,319−64.2% | Reduced |
| California State Teachers Retirement System | 1,273 | $17.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,316 | $17.8K | 0.00% | +1,316 | New |
| Advisor Group Holdings, Inc. | 1,428 | $19.3K | 0.00% | −246−14.7% | Reduced |
| Versant Capital Management, Inc | 1,793 | $24.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,922 | $26.0K | 0.02% | +1,922 | New |
| Legal & General Group Plc | 1,962 | $26.5K | 0.00% | −219−10.0% | Reduced |
| Avalon Trust Co | 2,000 | $27.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,121 | $28.6K | 0.00% | +1,818+600.0% | Added |
| National Bank of Canada | 2,619 | $35.3K | 0.00% | +2,619 | New |
| Tower Research Capital LLC (TRC) | 2,728 | $36.8K | 0.00% | +1,515+124.9% | Added |
| Global Retirement Partners, LLC | 2,750 | $37.1K | 0.00% | +2,750 | New |
| Quantbot Technologies LP | 3,292 | $44.4K | 0.00% | +3,292 | New |
| Police & Firemen's Retirement System of New Jersey | 3,532 | $47.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,074 | $55.0K | 0.00% | +2,215+119.2% | Added |
| FMR LLC | 5,009 | $67.6K | 0.00% | +751+17.6% | Added |
| New York State Common Retirement Fund | 5,034 | $68.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,700 | $77.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 6,448 | $87.0K | 0.00% | −6,472−50.1% | Reduced |
| JPMorgan Chase & Co | 8,237 | $111.2K | 0.00% | −835−9.2% | Reduced |
| Simplex Trading, LLC | 8,598 | $116.0K | 0.00% | +2,247+35.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 9,562 | $129.1K | 0.00% | −1,098−10.3% | Reduced |
| Deutsche Bank AG | 9,714 | $131.1K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 9,887 | $133.5K | 0.00% | +9,887 | New |
| Corton Capital Inc. | 10,194 | $137.6K | 0.16% | +10,194 | New |
| Trexquant Investment LP | 11,257 | $152.0K | 0.00% | −43,005−79.3% | Reduced |
| MetLife Investment Management | 11,379 | $153.6K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 12,201 | $164.0K | 0.00% | +12,201 | New |
| Centiva Capital, LP | 12,274 | $165.7K | 0.01% | +12,274 | New |
| Quantinno Capital Management LP | 12,495 | $168.7K | 0.00% | +476+4.0% | Added |
| Panagora Asset Management Inc | 12,709 | $171.6K | 0.00% | +12,709 | New |
| Virtus ETF Advisers LLC | 15,500 | $209.3K | 0.13% | +15,500 | New |
| Millennium Management LLC | 17,593 | $237.5K | 0.00% | −73,013−80.6% | Reduced |
| Group One Trading, L.P. | 18,002 | $243.0K | 0.01% | +18,002 | New |
| Winton Group Ltd | 21,208 | $286.3K | 0.01% | +21,208 | New |
| Verition Fund Management LLC | 21,792 | $294.2K | 0.00% | +21,792 | New |
| Massar Capital Management, LP | 22,000 | $297.0K | 0.22% | +22,000 | New |
| Connors Investor Services Inc | 22,050 | $297.7K | 0.03% | −9,500−30.1% | Reduced |
| Two Sigma Advisers, LP | 23,023 | $310.8K | 0.00% | +23,023 | New |
| American Century Companies Inc | 24,069 | $324.9K | 0.00% | +8,286+52.5% | Added |
| Wells Fargo & Company | 24,530 | $331.2K | 0.00% | +4,411+21.9% | Added |
| Walleye Capital LLC | 25,108 | $339.0K | 0.00% | +14,677+140.7% | Added |
| XTX Topco Ltd | 25,493 | $344.2K | 0.01% | +25,493 | New |
| Los Angeles Capital Management LLC | 25,823 | $348.6K | 0.00% | +25,823 | New |
| LPL Financial LLC | 26,390 | $356.3K | 0.00% | +26,390 | New |
| Susquehanna International Group, LLP | 28,662 | $386.9K | 0.00% | +612+2.2% | Added |
| Barclays PLC | 30,617 | $413.3K | 0.00% | +8,528+38.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 30,944 | $417.7K | 0.00% | +30,944 | New |
| Bank of America Corp | 34,242 | $462.3K | 0.00% | −2,843−7.7% | Reduced |
| Rhumbline Advisers | 36,082 | $487.1K | 0.00% | +8,297+29.9% | Added |
| Perkins Capital Management Inc | 39,096 | $527.8K | 0.53% | −4,500−10.3% | Reduced |
| Alliancebernstein L.P. | 39,850 | $538.0K | 0.00% | +12,800+47.3% | Added |
| Calamos Advisors LLC | 46,173 | $623.3K | 0.00% | +12,774+38.2% | Added |
| Campbell & CO Investment Adviser LLC | 48,397 | $653.4K | 0.04% | −262−0.5% | Reduced |
| Goldman Sachs Group Inc | 48,946 | $660.8K | 0.00% | −2,061−4.0% | Reduced |
| P.A.W. Capital Corp | 50,000 | $675.0K | 1.30% | +50,000 | New |
| Charles Schwab Investment Management Inc | 51,512 | $695.4K | 0.00% | −2,716−5.0% | Reduced |
| Janus Henderson Group PLC | 57,302 | $773.6K | 0.00% | +57,302 | New |
| EAM Investors, LLC | 63,596 | $858.5K | 0.13% | +63,596 | New |
| Ameriprise Financial Inc | 69,880 | $943.4K | 0.00% | +69,880 | New |
| Avenir Corp | 77,260 | $1.04M | 0.11% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 77,707 | $1.05M | 0.00% | +77,707 | New |
| Nuveen, LLC | 80,973 | $1.09M | 0.00% | +28,410+54.0% | Added |
| Raymond James Financial Inc | 84,555 | $1.14M | 0.00% | +84,555 | New |
| Bank of New York Mellon Corp | 89,777 | $1.21M | 0.00% | +239+0.3% | Added |
| Bridgeway Capital Management, LLC | 99,029 | $1.34M | 0.03% | 00.0% | Unchanged |
| Tang Capital Management LLC | 100,000 | $1.35M | 0.07% | 00.0% | Unchanged |
| UBS Group AG | 102,651 | $1.39M | 0.00% | +90,516+745.9% | Added |
| Two Sigma Investments, LP | 102,745 | $1.39M | 0.00% | +53,709+109.5% | Added |
| Russell Investments Group, Ltd. | 110,610 | $1.49M | 0.00% | +64,790+141.4% | Added |
| Marshall Wace, LLP | 111,971 | $1.51M | 0.00% | −139,165−55.4% | Reduced |
| Balyasny Asset Management LLC | 156,338 | $2.11M | 0.00% | +156,338 | New |
| Citadel Advisors LLC | 182,346 | $2.46M | 0.00% | +110,471+153.7% | Added |
| Bullseye Asset Management LLC | 206,527 | $2.79M | 1.39% | 00.0% | Unchanged |
| Northern Trust Corp | 232,229 | $3.14M | 0.00% | +53,039+29.6% | Added |
| Schonfeld Strategic Advisors LLC | 243,643 | $3.29M | 0.02% | +121,619+99.7% | Added |
| AWM Investment Company, Inc. | 255,421 | $3.45M | 0.39% | 00.0% | Unchanged |
| Morgan Stanley | 264,722 | $3.57M | 0.00% | +48,559+22.5% | Added |
| Dimensional Fund Advisors LP | 384,747 | $5.19M | 0.00% | −47,314−11.0% | Reduced |
| State Street Corp | 389,032 | $5.25M | 0.00% | +29,513+8.2% | Added |