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, Q1 2026
Institutional positions in OptimizeRx Corp as of Mar 31, 2026. 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
- 128
- 0 vs. Q4 2025
- Shares held
- 13.6M
- +1.42M (+11.6%) vs. Q4 2025
- Total value
- $85.8M
- −$64.2M (−42.8%) vs. Q4 2025
- New holders
- 29
- 49 more added
- Sold out
- 29
- 28 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 1,508,303 | $9.47M | 3.56% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,163,501 | $7.31M | 0.00% | −31,210−2.6% | Reduced |
| Royce & Associates LP | 888,030 | $5.58M | 0.06% | +206,000+30.2% | Added |
| Parkman Healthcare Partners LLC | 729,369 | $4.58M | 0.47% | +190,720+35.4% | Added |
| Vanguard Capital Management LLC | 685,449 | $4.30M | 0.00% | +685,449 | New |
| Kennedy Capital Management, Inc. | 656,258 | $4.12M | 0.09% | −17,662−2.6% | Reduced |
| Blair William & Co | 614,992 | $3.86M | 0.01% | +32,407+5.6% | Added |
| Rice Hall James & Associates, LLC | 601,921 | $3.78M | 0.21% | +11,247+1.9% | Added |
| Dimensional Fund Advisors LP | 563,570 | $3.54M | 0.00% | +102,661+22.3% | Added |
| State Street Corp | 477,780 | $3.00M | 0.00% | +249+0.1% | Added |
| Geode Capital Management, LLC | 392,129 | $2.46M | 0.00% | −4,339−1.1% | Reduced |
| Goldman Sachs Group Inc | 358,443 | $2.25M | 0.00% | +231,429+182.2% | Added |
| Vanguard Portfolio Management LLC | 331,037 | $2.08M | 0.00% | +331,037 | New |
| AWM Investment Company, Inc. | 230,421 | $1.45M | 0.16% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 229,370 | $1.44M | 0.07% | +229,370 | New |
| Bullseye Asset Management LLC | 226,527 | $1.42M | 0.82% | +20,000+9.7% | Added |
| Renaissance Technologies LLC | 216,856 | $1.36M | 0.00% | +187,278+633.2% | Added |
| AQR Capital Management LLC | 214,954 | $1.35M | 0.00% | +200,440+1,381.0% | Added |
| Segall Bryant & Hamill, LLC | 188,704 | $1.19M | 0.02% | +188,704 | New |
| Squarepoint Ops LLC | 177,571 | $1.12M | 0.00% | −29,390−14.2% | Reduced |
| Northern Trust Corp | 155,388 | $975.8K | 0.00% | −1,539−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 142,923 | $897.6K | 0.00% | +30,056+26.6% | Added |
| Trexquant Investment LP | 136,874 | $859.6K | 0.01% | +136,874 | New |
| LPL Financial LLC | 129,608 | $813.9K | 0.00% | +102,910+385.5% | Added |
| Russell Investments Group, Ltd. | 125,493 | $788.1K | 0.00% | −163,567−56.6% | Reduced |
| Qube Research & Technologies Ltd | 120,943 | $759.5K | 0.00% | +61,782+104.4% | Added |
| Vanguard Fiduciary Trust Co | 111,129 | $697.9K | 0.00% | +111,129 | New |
| Bank of New York Mellon Corp | 102,374 | $642.9K | 0.00% | −11,884−10.4% | Reduced |
| SEI Investments Co | 98,633 | $619.4K | 0.00% | +44,844+83.4% | Added |
| P.A.W. Capital Corp | 90,000 | $565.2K | 0.45% | +35,000+63.6% | Added |
| Credit Agricole S A | 89,200 | $560.2K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 85,400 | $536.3K | 0.00% | +85,400 | New |
| Raymond James Financial Inc | 83,163 | $522.3K | 0.00% | +749+0.9% | Added |
| Charles Schwab Investment Management Inc | 82,072 | $515.4K | 0.00% | +754+0.9% | Added |
| UBS Group AG | 79,261 | $497.8K | 0.00% | +44,301+126.7% | Added |
| Alliancebernstein L.P. | 39,850 | $488.6K | 0.00% | 00.0% | Unchanged |
| Avenir Corp | 77,260 | $485.2K | 0.06% | 00.0% | Unchanged |
| Morgan Stanley | 76,368 | $479.6K | 0.00% | −88,224−53.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 74,761 | $469.5K | 0.00% | −23,409−23.8% | Reduced |
| FMR LLC | 69,448 | $436.1K | 0.00% | +63,857+1,142.1% | Added |
| State of Wisconsin Investment Board | 68,494 | $430.1K | 0.00% | +15,400+29.0% | Added |
| Principal Financial Group Inc | 63,790 | $400.6K | 0.00% | +36,259+131.7% | Added |
| Ancora Advisors, LLC | 55,637 | $349.4K | 0.01% | +55,637 | New |
| GWN Securities Inc. | 54,850 | $344.5K | 0.07% | +32,492+145.3% | Added |
| Bridgeway Capital Management, LLC | 54,029 | $339.3K | 0.01% | −15,000−21.7% | Reduced |
| Manatuck Hill Partners, LLC | 50,000 | $314.0K | 0.10% | −372,107−88.2% | Reduced |
| Quantinno Capital Management LP | 49,022 | $307.9K | 0.00% | +31,518+180.1% | Added |
| Bank of America Corp | 43,819 | $275.2K | 0.00% | +1,243+2.9% | Added |
| Prudential Financial Inc | 42,705 | $268.2K | 0.00% | +11,210+35.6% | Added |
| Integrated Quantitative Investments LLC | 40,723 | $255.7K | 0.05% | +40,723 | New |
| Oxford Asset Management LLP | 39,024 | $245.1K | 0.10% | +39,024 | New |
| Nuveen, LLC | 38,998 | $244.9K | 0.00% | +212+0.5% | Added |
| Man Group plc | 38,941 | $244.5K | 0.00% | +38,941 | New |
| State of Wyoming | 35,251 | $221.4K | 0.03% | +24,716+234.6% | Added |
| Campbell & CO Investment Adviser LLC | 32,860 | $206.4K | 0.01% | +19,952+154.6% | Added |
| Marshall Wace, LLP | 31,286 | $196.5K | 0.00% | +11,461+57.8% | Added |
| Cetera Investment Advisers | 27,544 | $173.0K | 0.00% | +27,544 | New |
| Centiva Capital, LP | 26,573 | $166.9K | 0.01% | +26,573 | New |
| Millennium Management LLC | 25,315 | $159.0K | 0.00% | −18,354−42.0% | Reduced |
| STRS Ohio | 24,500 | $153.9K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 24,166 | $151.8K | 0.00% | +7,882+48.4% | Added |
| Hillsdale Investment Management Inc. | 20,300 | $127.5K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 20,198 | $126.8K | 0.00% | −7,253−26.4% | Reduced |
| Canada Pension Plan Investment Board | 19,300 | $121.2K | 0.00% | +5,400+38.8% | Added |
| XTX Topco Ltd | 18,423 | $115.7K | 0.00% | +18,423 | New |
| Wells Fargo & Company | 18,276 | $114.8K | 0.00% | −10,627−36.8% | Reduced |
| Engineers Gate Manager LP | 16,474 | $103.5K | 0.00% | −2,160−11.6% | Reduced |
| Perkins Capital Management Inc | 15,908 | $99.9K | 0.09% | −1,500−8.6% | Reduced |
| Los Angeles Capital Management LLC | 15,866 | $99.6K | 0.00% | −28,711−64.4% | Reduced |
| Integrated Wealth Concepts LLC | 14,061 | $88.3K | 0.00% | +14,061 | New |
| HSBC Holdings PLC | 13,286 | $84.8K | 0.00% | +13,286 | New |
| Mercer Global Advisors Inc | 12,551 | $78.8K | 0.00% | +12,551 | New |
| Deutsche Bank AG | 12,397 | $77.9K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,827 | $74.0K | 0.00% | +11,827 | New |
| Susquehanna International Group, LLP | 11,373 | $71.4K | 0.00% | −18,368−61.8% | Reduced |
| Aaron Wealth Advisors | 10,588 | $66.5K | 0.00% | +10,588 | New |
| McAdam, LLC | 10,439 | $65.6K | 0.00% | +10,439 | New |
| State of Alaska, Department of Revenue | 10,067 | $63.0K | 0.00% | +5,000+98.7% | Added |
| Acadian Asset Management LLC | 8,478 | $52.0K | 0.00% | +8,478 | New |
| JPMorgan Chase & Co | 7,365 | $47.6K | 0.00% | −808−9.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,526 | $47.3K | 0.00% | +170+2.3% | Added |
| CWM, LLC | 6,562 | $41.2K | 0.00% | +5,879+860.8% | Added |
| MAI Capital Management | 6,386 | $40.1K | 0.00% | +686+12.0% | Added |
| New York State Common Retirement Fund | 5,034 | $31.6K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4,590 | $28.8K | 0.00% | −22,851−83.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 4,583 | $28.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,243 | $26.6K | 0.00% | −14−0.3% | Reduced |
| Versant Capital Management, Inc | 2,041 | $12.8K | 0.00% | +248+13.8% | Added |
| Avalon Trust Co | 2,000 | $12.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,914 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,829 | $11.5K | 0.00% | −318−14.8% | Reduced |
| Bard Associates Inc | 1,480 | $9.29K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,350 | $8.48K | 0.00% | −230−14.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,305 | $8.19K | 0.00% | +78+6.4% | Added |
| Group One Trading, L.P. | 1,284 | $8.06K | 0.00% | −6,767−84.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,258 | $7.90K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,023 | $6.42K | 0.00% | +458+81.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,000 | $6.28K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 940 | $5.90K | 0.00% | +301+47.1% | Added |
| California State Teachers Retirement System | 855 | $5.37K | 0.00% | −117−12.0% | Reduced |