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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 1 | $12 | 0.00% | +1 | New |
| IFP Advisors, Inc | 2 | $25 | 0.00% | +2 | New |
| Rothschild Investment LLC | 5 | $61 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 10 | $123 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 11 | $135 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $172 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 29 | $355 | 0.00% | −2−6.5% | Reduced |
| The PNC Financial Services Group, Inc. | 62 | $760 | 0.00% | −197−76.1% | Reduced |
| SRS Capital Advisors, Inc. | 90 | $1.10K | 0.00% | −235−72.3% | Reduced |
| Torren Management, LLC | 97 | $1.19K | 0.00% | +97 | New |
| AdvisorNet Financial, Inc | 100 | $1.23K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $1.23K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $1.23K | 0.00% | +100 | New |
| Sterling Capital Management LLC | 103 | $1.26K | 0.00% | +65+171.1% | Added |
| Federated Hermes, Inc. | 112 | $1.37K | 0.00% | −240−68.2% | Reduced |
| Optiver Holding B.V. | 132 | $1.62K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 139 | $1.70K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 253 | $3.10K | 0.00% | −20−7.3% | Reduced |
| Citigroup Inc | 358 | $4.39K | 0.00% | −624−63.5% | Reduced |
| Compagnie Lombard Odier SCmA | 410 | $5.03K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 496 | $6.00K | 0.00% | −96−16.2% | Reduced |
| GAMMA Investing LLC | 565 | $6.93K | 0.00% | +9+1.6% | Added |
| MCF Advisors LLC | 631 | $7.74K | 0.00% | +361+133.7% | Added |
| UBS Asset Management Americas Inc | 639 | $7.83K | 0.00% | +639 | New |
| CWM, LLC | 683 | $8.00K | 0.00% | −18−2.6% | Reduced |
| Jones Financial Companies LLLP | 760 | $9.32K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 972 | $11.9K | 0.00% | −302−23.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,000 | $12.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,227 | $15.0K | 0.00% | −1,445−54.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,258 | $15.4K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 1,480 | $18.1K | 0.00% | +1,480 | New |
| Legal & General Group Plc | 1,580 | $19.4K | 0.00% | −78−4.7% | Reduced |
| Versant Capital Management, Inc | 1,793 | $22.0K | 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 |
| Avalon Trust Co | 2,000 | $24.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,121 | $26.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,147 | $26.3K | 0.00% | +1,156+116.6% | Added |
| Simplex Trading, LLC | 4,091 | $50.2K | 0.00% | +3,397+489.5% | Added |
| BNP Paribas Arbitrage, SA | 4,257 | $52.2K | 0.00% | +331+8.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,583 | $56.2K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,034 | $61.7K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 5,067 | $62.0K | 0.00% | +5,067 | New |
| FMR LLC | 5,591 | $68.5K | 0.00% | −277−4.7% | Reduced |
| MAI Capital Management | 5,700 | $69.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 7,356 | $90.2K | 0.00% | +126+1.7% | Added |
| Group One Trading, L.P. | 8,051 | $98.7K | 0.00% | −1,623−16.8% | Reduced |
| JPMorgan Chase & Co | 8,173 | $100.2K | 0.00% | +1,609+24.5% | Added |
| Virtus ETF Advisers LLC | 9,687 | $118.8K | 0.06% | −15,500−61.5% | Reduced |
| MetLife Investment Management | 9,844 | $120.7K | 0.00% | −1,535−13.5% | Reduced |
| Quantbot Technologies LP | 9,847 | $120.7K | 0.00% | +9,847 | New |
| State of Wyoming | 10,535 | $129.2K | 0.01% | −11,298−51.7% | Reduced |
| Worth Venture Partners, LLC | 10,750 | $131.8K | 0.95% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 11,063 | $135.6K | 0.01% | +11,063 | New |
| Point72 Asset Management, L.P. | 11,965 | $146.7K | 0.00% | +11,965 | New |
| Citadel Advisors LLC | 11,976 | $146.8K | 0.00% | −96,815−89.0% | Reduced |
| ExodusPoint Capital Management, LP | 12,252 | $150.2K | 0.00% | +12,252 | New |
| Deutsche Bank AG | 12,397 | $152.0K | 0.00% | +733+6.3% | Added |
| Gsa Capital Partners LLP | 12,604 | $155.0K | 0.01% | +12,604 | New |
| Campbell & CO Investment Adviser LLC | 12,908 | $158.3K | 0.01% | +12,908 | New |
| Canada Pension Plan Investment Board | 13,900 | $170.4K | 0.00% | +13,900 | New |
| AQR Capital Management LLC | 14,514 | $177.9K | 0.00% | +2,256+18.4% | Added |
| Franklin Resources Inc | 16,284 | $199.6K | 0.00% | −12,346−43.1% | Reduced |
| Independent Financial Group, LLC | 16,500 | $202.3K | 0.00% | +16,500 | New |
| HRT Financial LP | 17,295 | $212.0K | 0.00% | +17,295 | New |
| Perkins Capital Management Inc | 17,408 | $213.4K | 0.17% | −20,188−53.7% | Reduced |
| Quantinno Capital Management LP | 17,504 | $214.6K | 0.00% | +3,157+22.0% | Added |
| Engineers Gate Manager LP | 18,634 | $228.5K | 0.00% | +18,634 | New |
| Marshall Wace, LLP | 19,825 | $243.1K | 0.00% | −15,582−44.0% | Reduced |
| Hillsdale Investment Management Inc. | 20,300 | $248.9K | 0.01% | +2,000+10.9% | Added |
| GWN Securities Inc. | 22,358 | $274.1K | 0.06% | +22,358 | New |
| STRS Ohio | 24,500 | $300.4K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 24,876 | $305.0K | 0.02% | +2,708+12.2% | Added |
| CenterBook Partners LP | 25,224 | $309.2K | 0.02% | −283,585−91.8% | Reduced |
| Ameriprise Financial Inc | 25,351 | $310.8K | 0.00% | −44,055−63.5% | Reduced |
| LPL Financial LLC | 26,698 | $327.3K | 0.00% | −1,677−5.9% | Reduced |
| Barclays PLC | 27,441 | $336.4K | 0.00% | +4,317+18.7% | Added |
| Rhumbline Advisers | 27,451 | $336.5K | 0.00% | −4,963−15.3% | Reduced |
| Principal Financial Group Inc | 27,531 | $337.5K | 0.00% | +8,705+46.2% | Added |
| Wells Fargo & Company | 28,903 | $354.4K | 0.00% | +7,576+35.5% | Added |
| Renaissance Technologies LLC | 29,578 | $362.6K | 0.00% | −78,322−72.6% | Reduced |
| Susquehanna International Group, LLP | 29,741 | $364.6K | 0.00% | +29,741 | New |
| Prudential Financial Inc | 31,495 | $386.1K | 0.00% | −54,990−63.6% | Reduced |
| Diametric Capital, LP | 33,263 | $407.8K | 0.11% | +33,263 | New |
| UBS Group AG | 34,960 | $428.6K | 0.00% | +874+2.6% | Added |
| Nuveen, LLC | 38,786 | $475.5K | 0.00% | −5,337−12.1% | Reduced |
| Alliancebernstein L.P. | 39,850 | $488.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 42,576 | $522.0K | 0.00% | −42,184−49.8% | Reduced |
| Millennium Management LLC | 43,669 | $535.4K | 0.00% | +43,669 | New |
| Two Sigma Investments, LP | 46,181 | $566.2K | 0.00% | −17,523−27.5% | Reduced |
| State of Wisconsin Investment Board | 53,094 | $650.9K | 0.00% | +25,533+92.6% | Added |
| SEI Investments Co | 53,789 | $659.5K | 0.00% | +53,789 | New |
| P.A.W. Capital Corp | 55,000 | $674.3K | 1.53% | +5,000+10.0% | Added |
| Qube Research & Technologies Ltd | 59,161 | $725.3K | 0.00% | +40,578+218.4% | Added |
| Bridgeway Capital Management, LLC | 69,029 | $846.3K | 0.02% | +10,000+16.9% | Added |
| Los Angeles Capital Management LLC | 44,577 | $874.2K | 0.00% | −3,913−8.1% | Reduced |
| Boothbay Fund Management, LLC | 73,488 | $901.0K | 0.02% | +25,502+53.1% | Added |
| Avenir Corp | 77,260 | $947.2K | 0.10% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 81,318 | $997.0K | 0.00% | +6,191+8.2% | Added |
| Raymond James Financial Inc | 82,414 | $1.01M | 0.00% | −2,358−2.8% | Reduced |