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, Q3 2025
Institutional positions in OptimizeRx Corp as of Sep 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
- 125
- +14 vs. Q2 2025
- Shares held
- 13.4M
- +893.6K (+7.2%) vs. Q2 2025
- Total value
- $273.7M
- +$105.5M (+62.7%) vs. Q2 2025
- New holders
- 37
- 29 more added
- Sold out
- 23
- 37 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 1,508,303 | $30.9M | 8.56% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,187,841 | $24.4M | 0.00% | −33,992−2.8% | Reduced |
| Vanguard Group Inc | 1,059,109 | $21.7M | 0.00% | +138,224+15.0% | Added |
| Royce & Associates LP | 677,330 | $13.9M | 0.14% | −113,310−14.3% | Reduced |
| Kennedy Capital Management, Inc. | 674,918 | $13.8M | 0.31% | +202,446+42.8% | Added |
| Blair William & Co | 591,139 | $12.1M | 0.03% | −37,787−6.0% | Reduced |
| Rice Hall James & Associates, LLC | 545,816 | $11.2M | 0.61% | −61,744−10.2% | Reduced |
| Parkman Healthcare Partners LLC | 509,611 | $10.4M | 1.15% | +2,188+0.4% | Added |
| Manatuck Hill Partners, LLC | 472,307 | $9.68M | 3.29% | +17,307+3.8% | Added |
| Dimensional Fund Advisors LP | 397,302 | $8.14M | 0.00% | +12,555+3.3% | Added |
| State Street Corp | 392,723 | $8.05M | 0.00% | +3,691+0.9% | Added |
| Geode Capital Management, LLC | 383,177 | $7.86M | 0.00% | −16,371−4.1% | Reduced |
| D. E. Shaw & Co., Inc. | 321,051 | $6.58M | 0.01% | −91,845−22.2% | Reduced |
| CenterBook Partners LP | 308,809 | $6.33M | 0.31% | +308,809 | New |
| AWM Investment Company, Inc. | 230,421 | $4.72M | 0.44% | −25,000−9.8% | Reduced |
| Russell Investments Group, Ltd. | 213,298 | $4.37M | 0.00% | +102,688+92.8% | Added |
| Next Century Growth Investors LLC | 210,719 | $4.32M | 0.31% | +210,719 | New |
| Bullseye Asset Management LLC | 206,527 | $4.23M | 2.22% | 00.0% | Unchanged |
| Invesco Ltd. | 199,091 | $4.08M | 0.00% | +199,091 | New |
| Morgan Stanley | 182,278 | $3.74M | 0.00% | −82,444−31.1% | Reduced |
| G2 Investment Partners Management LLC | 179,736 | $3.68M | 0.76% | +179,736 | New |
| Harvest Investment Services, LLC | 167,837 | $3.44M | 0.69% | +167,837 | New |
| Northern Trust Corp | 162,163 | $3.32M | 0.00% | −70,066−30.2% | Reduced |
| Squarepoint Ops LLC | 139,077 | $2.85M | 0.01% | +139,077 | New |
| Goldman Sachs Group Inc | 136,464 | $2.80M | 0.00% | +87,518+178.8% | Added |
| Citadel Advisors LLC | 108,791 | $2.23M | 0.00% | −73,555−40.3% | Reduced |
| Renaissance Technologies LLC | 107,900 | $2.21M | 0.00% | +30,193+38.9% | Added |
| Tang Capital Management LLC | 100,000 | $2.05M | 0.08% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 87,957 | $1.80M | 0.00% | −1,820−2.0% | Reduced |
| Prudential Financial Inc | 86,485 | $1.77M | 0.00% | +86,485 | New |
| Raymond James Financial Inc | 84,772 | $1.74M | 0.00% | +217+0.3% | Added |
| Bank of America Corp | 84,760 | $1.74M | 0.00% | +50,518+147.5% | Added |
| Avenir Corp | 77,260 | $1.58M | 0.16% | 00.0% | Unchanged |
| EAM Investors, LLC | 77,087 | $1.58M | 0.18% | +13,491+21.2% | Added |
| Calamos Advisors LLC | 77,002 | $1.58M | 0.01% | +30,829+66.8% | Added |
| Charles Schwab Investment Management Inc | 75,127 | $1.54M | 0.00% | +23,615+45.8% | Added |
| Granahan Investment Management Inc | 71,046 | $1.46M | 0.06% | +71,046 | New |
| Ameriprise Financial Inc | 69,406 | $1.42M | 0.00% | −474−0.7% | Reduced |
| Janus Henderson Group PLC | 65,619 | $1.35M | 0.00% | +8,317+14.5% | Added |
| Two Sigma Investments, LP | 63,704 | $1.31M | 0.00% | −39,041−38.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 61,648 | $1.26M | 0.01% | −181,995−74.7% | Reduced |
| Bridgeway Capital Management, LLC | 59,029 | $1.21M | 0.03% | −40,000−40.4% | Reduced |
| P.A.W. Capital Corp | 50,000 | $1.02M | 1.86% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 48,490 | $994.0K | 0.00% | +22,667+87.8% | Added |
| Boothbay Fund Management, LLC | 47,986 | $983.7K | 0.03% | +47,986 | New |
| Nuveen, LLC | 44,123 | $904.5K | 0.00% | −36,850−45.5% | Reduced |
| Alliancebernstein L.P. | 39,850 | $816.9K | 0.00% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 37,596 | $770.7K | 0.68% | −1,500−3.8% | Reduced |
| Marshall Wace, LLP | 35,407 | $725.8K | 0.00% | −76,564−68.4% | Reduced |
| UBS Group AG | 34,086 | $698.8K | 0.00% | −68,565−66.8% | Reduced |
| Rhumbline Advisers | 32,414 | $664.5K | 0.00% | −3,668−10.2% | Reduced |
| Franklin Resources Inc | 28,630 | $586.9K | 0.00% | +28,630 | New |
| LPL Financial LLC | 28,375 | $581.7K | 0.00% | +1,985+7.5% | Added |
| State of Wisconsin Investment Board | 27,561 | $565.0K | 0.00% | +27,561 | New |
| Virtus ETF Advisers LLC | 25,187 | $516.3K | 0.28% | +9,687+62.5% | Added |
| STRS Ohio | 24,500 | $502.3K | 0.00% | +24,500 | New |
| American Century Companies Inc | 24,164 | $495.4K | 0.00% | +95+0.4% | Added |
| Barclays PLC | 23,124 | $474.0K | 0.00% | −7,493−24.5% | Reduced |
| Sigma Planning Corp | 22,298 | $457.1K | 0.01% | +22,298 | New |
| Harbor Capital Advisors, Inc. | 22,168 | $454.0K | 0.04% | +22,168 | New |
| State of Wyoming | 21,833 | $447.6K | 0.05% | +21,833 | New |
| Wells Fargo & Company | 21,327 | $437.2K | 0.00% | −3,203−13.1% | Reduced |
| Principal Financial Group Inc | 18,826 | $385.9K | 0.00% | +18,826 | New |
| Qube Research & Technologies Ltd | 18,583 | $381.0K | 0.00% | +18,583 | New |
| Integrated Quantitative Investments LLC | 18,483 | $378.9K | 0.11% | +18,483 | New |
| Hillsdale Investment Management Inc. | 18,300 | $375.1K | 0.01% | +18,300 | New |
| Brendel Financial Advisors LLC | 17,054 | $349.6K | 0.18% | +17,054 | New |
| Creative Planning | 16,159 | $331.3K | 0.00% | +16,159 | New |
| Quantinno Capital Management LP | 14,347 | $294.1K | 0.00% | +1,852+14.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,765 | $262.0K | 0.00% | +12,765 | New |
| Panagora Asset Management Inc | 12,709 | $260.5K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 12,258 | $251.3K | 0.00% | +12,258 | New |
| Deutsche Bank AG | 11,664 | $239.1K | 0.00% | +1,950+20.1% | Added |
| MetLife Investment Management | 11,379 | $233.3K | 0.00% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 10,750 | $220.4K | 0.65% | +10,750 | New |
| Wesbanco Bank Inc | 10,000 | $205.0K | 0.01% | +10,000 | New |
| Connors Investor Services Inc | 9,819 | $201.3K | 0.02% | −12,231−55.5% | Reduced |
| Group One Trading, L.P. | 9,674 | $198.3K | 0.01% | −8,328−46.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,230 | $148.2K | 0.00% | −2,332−24.4% | Reduced |
| JPMorgan Chase & Co | 6,564 | $134.6K | 0.00% | −1,673−20.3% | Reduced |
| USA Financial Portformulas Corp | 6,409 | $131.4K | 0.02% | +6,409 | New |
| FMR LLC | 5,868 | $120.3K | 0.00% | +859+17.1% | Added |
| MAI Capital Management | 5,700 | $116.8K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,034 | $103.2K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 4,583 | $94.0K | 0.00% | +1,051+29.8% | Added |
| BNP Paribas Arbitrage, SA | 3,926 | $80.5K | 0.00% | −148−3.6% | Reduced |
| Royal Bank of Canada | 2,963 | $61.0K | 0.00% | +1,670+129.2% | Added |
| Advisor Group Holdings, Inc. | 2,672 | $52.5K | 0.00% | +1,244+87.1% | Added |
| Global Retirement Partners, LLC | 2,199 | $45.1K | 0.00% | −551−20.0% | Reduced |
| Nisa Investment Advisors, LLC | 2,121 | $43.5K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 2,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,914 | $39.0K | 0.02% | −8−0.4% | Reduced |
| Versant Capital Management, Inc | 1,793 | $36.8K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,658 | $34.0K | 0.00% | −304−15.5% | Reduced |
| California State Teachers Retirement System | 1,274 | $26.1K | 0.00% | +1+0.1% | Added |
| Ameritas Investment Partners, Inc. | 1,258 | $25.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $20.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 991 | $20.3K | 0.00% | −1,737−63.7% | Reduced |
| Citigroup Inc | 982 | $20.1K | 0.00% | −5,466−84.8% | Reduced |
| Jones Financial Companies LLLP | 760 | $14.3K | 0.00% | 00.0% | Unchanged |