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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 2 | $41 | 0.00% | +2 | New |
| Essential Partners LLC | 2 | $41 | 0.00% | +2 | New |
| Parallel Advisors, LLC | 5 | $103 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 10 | $205 | 0.00% | +10 | New |
| Sunbelt Securities, Inc. | 11 | $226 | 0.00% | +11 | New |
| True Wealth Design, LLC | 14 | $287 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 21 | $431 | 0.00% | +21 | New |
| EverSource Wealth Advisors, LLC | 31 | $636 | 0.00% | +2+6.9% | Added |
| Sterling Capital Management LLC | 38 | $779 | 0.00% | −3−7.3% | Reduced |
| AdvisorNet Financial, Inc | 100 | $2.05K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $2.05K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 132 | $2.71K | 0.00% | +132 | New |
| Leonteq Securities AG | 139 | $2.85K | 0.00% | +139 | New |
| MB, Levis & Associates, LLC | 200 | $4.10K | 0.00% | +200 | New |
| The PNC Financial Services Group, Inc. | 259 | $5.31K | 0.00% | −52−16.7% | Reduced |
| MCF Advisors LLC | 270 | $5.54K | 0.00% | +270 | New |
| SBI Securities Co., Ltd. | 273 | $5.60K | 0.00% | −30−9.9% | Reduced |
| Rise Advisors, LLC | 286 | $5.86K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 325 | $6.66K | 0.00% | +325 | New |
| Federated Hermes, Inc. | 352 | $7.22K | 0.00% | +210+147.9% | Added |
| Compagnie Lombard Odier SCmA | 410 | $8.40K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 556 | $11.4K | 0.00% | −82−12.9% | Reduced |
| Amalgamated Bank | 592 | $12.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 694 | $14.0K | 0.00% | −7,904−91.9% | Reduced |
| CWM, LLC | 701 | $14.0K | 0.00% | +41+6.2% | Added |
| Jones Financial Companies LLLP | 760 | $14.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 982 | $20.1K | 0.00% | −5,466−84.8% | Reduced |
| Tower Research Capital LLC (TRC) | 991 | $20.3K | 0.00% | −1,737−63.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,000 | $20.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,258 | $25.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,274 | $26.1K | 0.00% | +1+0.1% | Added |
| Legal & General Group Plc | 1,658 | $34.0K | 0.00% | −304−15.5% | Reduced |
| Versant Capital Management, Inc | 1,793 | $36.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,914 | $39.0K | 0.02% | −8−0.4% | Reduced |
| Avalon Trust Co | 2,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,121 | $43.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,199 | $45.1K | 0.00% | −551−20.0% | Reduced |
| Advisor Group Holdings, Inc. | 2,672 | $52.5K | 0.00% | +1,244+87.1% | Added |
| Royal Bank of Canada | 2,963 | $61.0K | 0.00% | +1,670+129.2% | Added |
| BNP Paribas Arbitrage, SA | 3,926 | $80.5K | 0.00% | −148−3.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 4,583 | $94.0K | 0.00% | +1,051+29.8% | Added |
| New York State Common Retirement Fund | 5,034 | $103.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,700 | $116.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,868 | $120.3K | 0.00% | +859+17.1% | Added |
| USA Financial Portformulas Corp | 6,409 | $131.4K | 0.02% | +6,409 | New |
| JPMorgan Chase & Co | 6,564 | $134.6K | 0.00% | −1,673−20.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,230 | $148.2K | 0.00% | −2,332−24.4% | Reduced |
| Group One Trading, L.P. | 9,674 | $198.3K | 0.01% | −8,328−46.3% | Reduced |
| Connors Investor Services Inc | 9,819 | $201.3K | 0.02% | −12,231−55.5% | Reduced |
| Wesbanco Bank Inc | 10,000 | $205.0K | 0.01% | +10,000 | New |
| Worth Venture Partners, LLC | 10,750 | $220.4K | 0.65% | +10,750 | New |
| MetLife Investment Management | 11,379 | $233.3K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 11,664 | $239.1K | 0.00% | +1,950+20.1% | Added |
| AQR Capital Management LLC | 12,258 | $251.3K | 0.00% | +12,258 | New |
| Panagora Asset Management Inc | 12,709 | $260.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,765 | $262.0K | 0.00% | +12,765 | New |
| Quantinno Capital Management LP | 14,347 | $294.1K | 0.00% | +1,852+14.8% | Added |
| Creative Planning | 16,159 | $331.3K | 0.00% | +16,159 | New |
| Brendel Financial Advisors LLC | 17,054 | $349.6K | 0.18% | +17,054 | New |
| Hillsdale Investment Management Inc. | 18,300 | $375.1K | 0.01% | +18,300 | New |
| Integrated Quantitative Investments LLC | 18,483 | $378.9K | 0.11% | +18,483 | New |
| Qube Research & Technologies Ltd | 18,583 | $381.0K | 0.00% | +18,583 | New |
| Principal Financial Group Inc | 18,826 | $385.9K | 0.00% | +18,826 | New |
| Wells Fargo & Company | 21,327 | $437.2K | 0.00% | −3,203−13.1% | Reduced |
| State of Wyoming | 21,833 | $447.6K | 0.05% | +21,833 | New |
| Harbor Capital Advisors, Inc. | 22,168 | $454.0K | 0.04% | +22,168 | New |
| Sigma Planning Corp | 22,298 | $457.1K | 0.01% | +22,298 | New |
| Barclays PLC | 23,124 | $474.0K | 0.00% | −7,493−24.5% | Reduced |
| American Century Companies Inc | 24,164 | $495.4K | 0.00% | +95+0.4% | Added |
| STRS Ohio | 24,500 | $502.3K | 0.00% | +24,500 | New |
| Virtus ETF Advisers LLC | 25,187 | $516.3K | 0.28% | +9,687+62.5% | Added |
| State of Wisconsin Investment Board | 27,561 | $565.0K | 0.00% | +27,561 | New |
| LPL Financial LLC | 28,375 | $581.7K | 0.00% | +1,985+7.5% | Added |
| Franklin Resources Inc | 28,630 | $586.9K | 0.00% | +28,630 | New |
| Rhumbline Advisers | 32,414 | $664.5K | 0.00% | −3,668−10.2% | Reduced |
| UBS Group AG | 34,086 | $698.8K | 0.00% | −68,565−66.8% | Reduced |
| Marshall Wace, LLP | 35,407 | $725.8K | 0.00% | −76,564−68.4% | Reduced |
| Perkins Capital Management Inc | 37,596 | $770.7K | 0.68% | −1,500−3.8% | Reduced |
| Alliancebernstein L.P. | 39,850 | $816.9K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 44,123 | $904.5K | 0.00% | −36,850−45.5% | Reduced |
| Boothbay Fund Management, LLC | 47,986 | $983.7K | 0.03% | +47,986 | New |
| Los Angeles Capital Management LLC | 48,490 | $994.0K | 0.00% | +22,667+87.8% | Added |
| P.A.W. Capital Corp | 50,000 | $1.02M | 1.86% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 59,029 | $1.21M | 0.03% | −40,000−40.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 61,648 | $1.26M | 0.01% | −181,995−74.7% | Reduced |
| Two Sigma Investments, LP | 63,704 | $1.31M | 0.00% | −39,041−38.0% | Reduced |
| Janus Henderson Group PLC | 65,619 | $1.35M | 0.00% | +8,317+14.5% | Added |
| Ameriprise Financial Inc | 69,406 | $1.42M | 0.00% | −474−0.7% | Reduced |
| Granahan Investment Management Inc | 71,046 | $1.46M | 0.06% | +71,046 | New |
| Charles Schwab Investment Management Inc | 75,127 | $1.54M | 0.00% | +23,615+45.8% | Added |
| Calamos Advisors LLC | 77,002 | $1.58M | 0.01% | +30,829+66.8% | Added |
| EAM Investors, LLC | 77,087 | $1.58M | 0.18% | +13,491+21.2% | Added |
| Avenir Corp | 77,260 | $1.58M | 0.16% | 00.0% | Unchanged |
| Bank of America Corp | 84,760 | $1.74M | 0.00% | +50,518+147.5% | Added |
| Raymond James Financial Inc | 84,772 | $1.74M | 0.00% | +217+0.3% | Added |
| Prudential Financial Inc | 86,485 | $1.77M | 0.00% | +86,485 | New |
| Bank of New York Mellon Corp | 87,957 | $1.80M | 0.00% | −1,820−2.0% | Reduced |
| Tang Capital Management LLC | 100,000 | $2.05M | 0.08% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 107,900 | $2.21M | 0.00% | +30,193+38.9% | Added |
| Citadel Advisors LLC | 108,791 | $2.23M | 0.00% | −73,555−40.3% | Reduced |