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, Q4 2025
Institutional positions in OptimizeRx Corp as of Dec 31, 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
- 129
- +4 vs. Q3 2025
- Shares held
- 13.3M
- −6.42K (0.0%) vs. Q3 2025
- Total value
- $163.9M
- −$109.8M (−40.1%) vs. Q3 2025
- New holders
- 26
- 39 more added
- Sold out
- 22
- 39 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 1,508,303 | $18.5M | 5.77% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,194,711 | $14.6M | 0.00% | +6,870+0.6% | Added |
| Vanguard Group Inc | 1,136,933 | $13.9M | 0.00% | +77,824+7.3% | Added |
| Royce & Associates LP | 682,030 | $8.36M | 0.08% | +4,700+0.7% | Added |
| Kennedy Capital Management, Inc. | 673,920 | $8.26M | 0.17% | −998−0.1% | Reduced |
| Rice Hall James & Associates, LLC | 590,674 | $7.24M | 0.40% | +44,858+8.2% | Added |
| Blair William & Co | 582,585 | $7.14M | 0.02% | −8,554−1.4% | Reduced |
| Parkman Healthcare Partners LLC | 538,649 | $6.60M | 0.63% | +29,038+5.7% | Added |
| Next Century Growth Investors LLC | 505,407 | $6.20M | 0.43% | +294,688+139.8% | Added |
| State Street Corp | 477,531 | $5.85M | 0.00% | +84,808+21.6% | Added |
| Dimensional Fund Advisors LP | 460,909 | $5.65M | 0.00% | +63,607+16.0% | Added |
| Manatuck Hill Partners, LLC | 422,107 | $5.18M | 1.81% | −50,200−10.6% | Reduced |
| Geode Capital Management, LLC | 396,468 | $4.86M | 0.00% | +13,291+3.5% | Added |
| G2 Investment Partners Management LLC | 310,000 | $3.80M | 0.90% | +130,264+72.5% | Added |
| Russell Investments Group, Ltd. | 289,060 | $3.54M | 0.00% | +75,762+35.5% | Added |
| AWM Investment Company, Inc. | 230,421 | $2.82M | 0.27% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 206,961 | $2.54M | 0.01% | +67,884+48.8% | Added |
| Bullseye Asset Management LLC | 206,527 | $2.53M | 1.36% | 00.0% | Unchanged |
| Morgan Stanley | 164,592 | $2.02M | 0.00% | −17,686−9.7% | Reduced |
| Northern Trust Corp | 156,927 | $1.92M | 0.00% | −5,236−3.2% | Reduced |
| Goldman Sachs Group Inc | 127,014 | $1.56M | 0.00% | −9,450−6.9% | Reduced |
| Granahan Investment Management Inc | 117,122 | $1.44M | 0.06% | +46,076+64.9% | Added |
| Bank of New York Mellon Corp | 114,258 | $1.40M | 0.00% | +26,301+29.9% | Added |
| D. E. Shaw & Co., Inc. | 112,867 | $1.38M | 0.00% | −208,184−64.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 98,170 | $1.20M | 0.01% | +36,522+59.2% | Added |
| Calamos Advisors LLC | 97,118 | $1.19M | 0.00% | +20,116+26.1% | Added |
| CWM Advisors, LLC | 95,880 | $1.18M | 0.11% | +95,880 | New |
| Credit Agricole S A | 89,200 | $1.09M | 0.00% | +89,200 | New |
| Jane Street Group, LLC | 87,481 | $1.07M | 0.00% | +87,481 | New |
| Raymond James Financial Inc | 82,414 | $1.01M | 0.00% | −2,358−2.8% | Reduced |
| Charles Schwab Investment Management Inc | 81,318 | $997.0K | 0.00% | +6,191+8.2% | Added |
| Avenir Corp | 77,260 | $947.2K | 0.10% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 73,488 | $901.0K | 0.02% | +25,502+53.1% | Added |
| Los Angeles Capital Management LLC | 44,577 | $874.2K | 0.00% | −3,913−8.1% | Reduced |
| Bridgeway Capital Management, LLC | 69,029 | $846.3K | 0.02% | +10,000+16.9% | Added |
| Qube Research & Technologies Ltd | 59,161 | $725.3K | 0.00% | +40,578+218.4% | Added |
| P.A.W. Capital Corp | 55,000 | $674.3K | 1.53% | +5,000+10.0% | Added |
| SEI Investments Co | 53,789 | $659.5K | 0.00% | +53,789 | New |
| State of Wisconsin Investment Board | 53,094 | $650.9K | 0.00% | +25,533+92.6% | Added |
| Two Sigma Investments, LP | 46,181 | $566.2K | 0.00% | −17,523−27.5% | Reduced |
| Millennium Management LLC | 43,669 | $535.4K | 0.00% | +43,669 | New |
| Bank of America Corp | 42,576 | $522.0K | 0.00% | −42,184−49.8% | Reduced |
| Alliancebernstein L.P. | 39,850 | $488.6K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 38,786 | $475.5K | 0.00% | −5,337−12.1% | Reduced |
| UBS Group AG | 34,960 | $428.6K | 0.00% | +874+2.6% | Added |
| Diametric Capital, LP | 33,263 | $407.8K | 0.11% | +33,263 | New |
| Prudential Financial Inc | 31,495 | $386.1K | 0.00% | −54,990−63.6% | Reduced |
| Susquehanna International Group, LLP | 29,741 | $364.6K | 0.00% | +29,741 | New |
| Renaissance Technologies LLC | 29,578 | $362.6K | 0.00% | −78,322−72.6% | Reduced |
| Wells Fargo & Company | 28,903 | $354.4K | 0.00% | +7,576+35.5% | Added |
| Principal Financial Group Inc | 27,531 | $337.5K | 0.00% | +8,705+46.2% | Added |
| Rhumbline Advisers | 27,451 | $336.5K | 0.00% | −4,963−15.3% | Reduced |
| Barclays PLC | 27,441 | $336.4K | 0.00% | +4,317+18.7% | Added |
| LPL Financial LLC | 26,698 | $327.3K | 0.00% | −1,677−5.9% | Reduced |
| Ameriprise Financial Inc | 25,351 | $310.8K | 0.00% | −44,055−63.5% | Reduced |
| CenterBook Partners LP | 25,224 | $309.2K | 0.02% | −283,585−91.8% | Reduced |
| Harbor Capital Advisors, Inc. | 24,876 | $305.0K | 0.02% | +2,708+12.2% | Added |
| STRS Ohio | 24,500 | $300.4K | 0.00% | 00.0% | Unchanged |
| GWN Securities Inc. | 22,358 | $274.1K | 0.06% | +22,358 | New |
| Hillsdale Investment Management Inc. | 20,300 | $248.9K | 0.01% | +2,000+10.9% | Added |
| Marshall Wace, LLP | 19,825 | $243.1K | 0.00% | −15,582−44.0% | Reduced |
| Engineers Gate Manager LP | 18,634 | $228.5K | 0.00% | +18,634 | New |
| Quantinno Capital Management LP | 17,504 | $214.6K | 0.00% | +3,157+22.0% | Added |
| Perkins Capital Management Inc | 17,408 | $213.4K | 0.17% | −20,188−53.7% | Reduced |
| HRT Financial LP | 17,295 | $212.0K | 0.00% | +17,295 | New |
| Independent Financial Group, LLC | 16,500 | $202.3K | 0.00% | +16,500 | New |
| Franklin Resources Inc | 16,284 | $199.6K | 0.00% | −12,346−43.1% | Reduced |
| AQR Capital Management LLC | 14,514 | $177.9K | 0.00% | +2,256+18.4% | Added |
| Canada Pension Plan Investment Board | 13,900 | $170.4K | 0.00% | +13,900 | New |
| Campbell & CO Investment Adviser LLC | 12,908 | $158.3K | 0.01% | +12,908 | New |
| Gsa Capital Partners LLP | 12,604 | $155.0K | 0.01% | +12,604 | New |
| Deutsche Bank AG | 12,397 | $152.0K | 0.00% | +733+6.3% | Added |
| ExodusPoint Capital Management, LP | 12,252 | $150.2K | 0.00% | +12,252 | New |
| Citadel Advisors LLC | 11,976 | $146.8K | 0.00% | −96,815−89.0% | Reduced |
| Point72 Asset Management, L.P. | 11,965 | $146.7K | 0.00% | +11,965 | New |
| Prelude Capital Management, LLC | 11,063 | $135.6K | 0.01% | +11,063 | New |
| Worth Venture Partners, LLC | 10,750 | $131.8K | 0.95% | 00.0% | Unchanged |
| State of Wyoming | 10,535 | $129.2K | 0.01% | −11,298−51.7% | Reduced |
| Quantbot Technologies LP | 9,847 | $120.7K | 0.00% | +9,847 | New |
| MetLife Investment Management | 9,844 | $120.7K | 0.00% | −1,535−13.5% | Reduced |
| Virtus ETF Advisers LLC | 9,687 | $118.8K | 0.06% | −15,500−61.5% | Reduced |
| JPMorgan Chase & Co | 8,173 | $100.2K | 0.00% | +1,609+24.5% | Added |
| Group One Trading, L.P. | 8,051 | $98.7K | 0.00% | −1,623−16.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,356 | $90.2K | 0.00% | +126+1.7% | Added |
| MAI Capital Management | 5,700 | $69.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,591 | $68.5K | 0.00% | −277−4.7% | Reduced |
| State of Alaska, Department of Revenue | 5,067 | $62.0K | 0.00% | +5,067 | New |
| New York State Common Retirement Fund | 5,034 | $61.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 4,583 | $56.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,257 | $52.2K | 0.00% | +331+8.4% | Added |
| Simplex Trading, LLC | 4,091 | $50.2K | 0.00% | +3,397+489.5% | Added |
| Tower Research Capital LLC (TRC) | 2,147 | $26.3K | 0.00% | +1,156+116.6% | Added |
| Nisa Investment Advisors, LLC | 2,121 | $26.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 2,000 | $24.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,851 | $23.0K | 0.00% | −1,112−37.5% | Reduced |
| Covestor Ltd | 1,914 | $23.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,793 | $22.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,580 | $19.4K | 0.00% | −78−4.7% | Reduced |
| Bard Associates Inc | 1,480 | $18.1K | 0.00% | +1,480 | New |
| Ameritas Investment Partners, Inc. | 1,258 | $15.4K | 0.00% | 00.0% | Unchanged |