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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 694 | $14.0K | 0.00% | −7,904−91.9% | Reduced |
| CWM, LLC | 701 | $14.0K | 0.00% | +41+6.2% | Added |
| Amalgamated Bank | 592 | $12.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 556 | $11.4K | 0.00% | −82−12.9% | Reduced |
| Compagnie Lombard Odier SCmA | 410 | $8.40K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 352 | $7.22K | 0.00% | +210+147.9% | Added |
| SRS Capital Advisors, Inc. | 325 | $6.66K | 0.00% | +325 | New |
| Rise Advisors, LLC | 286 | $5.86K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 273 | $5.60K | 0.00% | −30−9.9% | Reduced |
| MCF Advisors LLC | 270 | $5.54K | 0.00% | +270 | New |
| The PNC Financial Services Group, Inc. | 259 | $5.31K | 0.00% | −52−16.7% | Reduced |
| MB, Levis & Associates, LLC | 200 | $4.10K | 0.00% | +200 | New |
| Leonteq Securities AG | 139 | $2.85K | 0.00% | +139 | New |
| Optiver Holding B.V. | 132 | $2.71K | 0.00% | +132 | New |
| AdvisorNet Financial, Inc | 100 | $2.05K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $2.05K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 38 | $779 | 0.00% | −3−7.3% | Reduced |
| EverSource Wealth Advisors, LLC | 31 | $636 | 0.00% | +2+6.9% | Added |
| US Bancorp | 21 | $431 | 0.00% | +21 | New |
| True Wealth Design, LLC | 14 | $287 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 11 | $226 | 0.00% | +11 | New |
| Farther Finance Advisors, LLC | 10 | $205 | 0.00% | +10 | New |
| Parallel Advisors, LLC | 5 | $103 | 0.00% | +5 | New |
| Advisory Services Network, LLC | 2 | $41 | 0.00% | +2 | New |
| Essential Partners LLC | 2 | $41 | 0.00% | +2 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −156,338−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −48,397−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −30,944−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −28,662−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −25,493−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −25,108−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −23,023−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −21,792−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −21,208−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −17,593−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,274−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,201−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −11,257−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −10,194−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −9,887−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,292−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −2,619−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,316−100.0% | Sold out |
| Creative Capital Management Investments LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | 0 | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |