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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 1,227 | $15.0K | 0.00% | −1,445−54.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,000 | $12.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 972 | $11.9K | 0.00% | −302−23.7% | Reduced |
| Jones Financial Companies LLLP | 760 | $9.32K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 683 | $8.00K | 0.00% | −18−2.6% | Reduced |
| UBS Asset Management Americas Inc | 639 | $7.83K | 0.00% | +639 | New |
| MCF Advisors LLC | 631 | $7.74K | 0.00% | +361+133.7% | Added |
| GAMMA Investing LLC | 565 | $6.93K | 0.00% | +9+1.6% | Added |
| Amalgamated Bank | 496 | $6.00K | 0.00% | −96−16.2% | Reduced |
| Compagnie Lombard Odier SCmA | 410 | $5.03K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 358 | $4.39K | 0.00% | −624−63.5% | Reduced |
| SBI Securities Co., Ltd. | 253 | $3.10K | 0.00% | −20−7.3% | Reduced |
| Leonteq Securities AG | 139 | $1.70K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 132 | $1.62K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 112 | $1.37K | 0.00% | −240−68.2% | Reduced |
| Sterling Capital Management LLC | 103 | $1.26K | 0.00% | +65+171.1% | Added |
| 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 |
| Torren Management, LLC | 97 | $1.19K | 0.00% | +97 | New |
| SRS Capital Advisors, Inc. | 90 | $1.10K | 0.00% | −235−72.3% | Reduced |
| The PNC Financial Services Group, Inc. | 62 | $760 | 0.00% | −197−76.1% | Reduced |
| EverSource Wealth Advisors, LLC | 29 | $355 | 0.00% | −2−6.5% | Reduced |
| True Wealth Design, LLC | 14 | $172 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 11 | $135 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10 | $123 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $61 | 0.00% | +5 | New |
| IFP Advisors, Inc | 2 | $25 | 0.00% | +2 | New |
| Pinnacle Wealth Planning Services, Inc. | 1 | $12 | 0.00% | +1 | New |
| Invesco Ltd. | 0 | $0 | 0.00% | −199,091−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −167,837−100.0% | Sold out |
| Tang Capital Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −77,087−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −65,619−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −24,164−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −22,298−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −18,483−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −17,054−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −16,159−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −12,765−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −12,709−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Connors Investor Services Inc | 0 | $0 | 0.00% | −9,819−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −6,409−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −2,199−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| MB, Levis & Associates, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |