OptimizeRx Corp

OPRX

Exchange: Nasdaq
Industry: Services-Business Services, NEC
SEC CIK: 0001448431

SEC filings (opens in a new tab)

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.

Q4 2025 vs. Q3 2025

How the institutions holding OptimizeRx Corp changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of OPRX: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Q4 2025	Change
Holders	125	129	+4
Shares	13.4M	13.3M	−6.42K (0.0%)
Value	$273.7M	$163.9M	−$109.8M (−40.1%)

New holders (26)

Institutions that held OptimizeRx Corp at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to OPRX in Q4 2025
Institution	Shares	Value	% of portfolio
CWM Advisors, LLC	95,880	$1.18M	0.11%
Credit Agricole S A	89,200	$1.09M	0.00%
Jane Street Group, LLC	87,481	$1.07M	0.00%
SEI Investments Co	53,789	$659.5K	0.00%
Millennium Management LLC	43,669	$535.4K	0.00%
Diametric Capital, LP	33,263	$407.8K	0.11%
Susquehanna International Group, LLP	29,741	$364.6K	0.00%
GWN Securities Inc.	22,358	$274.1K	0.06%
Engineers Gate Manager LP	18,634	$228.5K	0.00%
HRT Financial LP	17,295	$212.0K	0.00%
Independent Financial Group, LLC	16,500	$202.3K	0.00%
Canada Pension Plan Investment Board	13,900	$170.4K	0.00%
Campbell & CO Investment Adviser LLC	12,908	$158.3K	0.01%
Gsa Capital Partners LLP	12,604	$155.0K	0.01%
ExodusPoint Capital Management, LP	12,252	$150.2K	0.00%
Point72 Asset Management, L.P.	11,965	$146.7K	0.00%
Prelude Capital Management, LLC	11,063	$135.6K	0.01%
Quantbot Technologies LP	9,847	$120.7K	0.00%
State of Alaska, Department of Revenue	5,067	$62.0K	0.00%
Bard Associates Inc	1,480	$18.1K	0.00%
UBS Asset Management Americas Inc	639	$7.83K	0.00%
Northwestern Mutual Wealth Management Co	100	$1.23K	0.00%
Torren Management, LLC	97	$1.19K	0.00%
Rothschild Investment LLC	5	$61	0.00%
IFP Advisors, Inc	2	$25	0.00%
Pinnacle Wealth Planning Services, Inc.	1	$12	0.00%

Sold out (22)

Institutions that held OptimizeRx Corp at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of OPRX in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Invesco Ltd.	199,091	$4.08M
Harvest Investment Services, LLC	167,837	$3.44M
Tang Capital Management LLC	100,000	$2.05M
EAM Investors, LLC	77,087	$1.58M
Janus Henderson Group PLC	65,619	$1.35M
American Century Companies Inc	24,164	$495.4K
Sigma Planning Corp	22,298	$457.1K
Integrated Quantitative Investments LLC	18,483	$378.9K
Brendel Financial Advisors LLC	17,054	$349.6K
Creative Planning	16,159	$331.3K
Cambridge Investment Research Advisors, Inc.	12,765	$262.0K
Panagora Asset Management Inc	12,709	$260.5K
Wesbanco Bank Inc	10,000	$205.0K
Connors Investor Services Inc	9,819	$201.3K
USA Financial Portformulas Corp	6,409	$131.4K
Global Retirement Partners, LLC	2,199	$45.1K
Rise Advisors, LLC	286	$5.86K
MB, Levis & Associates, LLC	200	$4.10K
US Bancorp	21	$431
Parallel Advisors, LLC	5	$103
Advisory Services Network, LLC	2	$41
Essential Partners LLC	2	$41