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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 28 | $176 | 0.00% | +28 | New |
| SRS Capital Advisors, Inc. | 32 | $201 | 0.00% | −58−64.4% | Reduced |
| Fifth Third Bancorp | 39 | $245 | 0.00% | +39 | New |
| SJS Investment Consulting Inc. | 44 | $277 | 0.00% | +44 | New |
| True Wealth Design, LLC | 60 | $377 | 0.00% | +46+328.6% | Added |
| Rothschild Investment LLC | 65 | $408 | 0.00% | +60+1,200.0% | Added |
| Essential Partners LLC | 68 | $427 | 0.00% | +68 | New |
| North Star Investment Management Corp. | 71 | $446 | 0.00% | +71 | New |
| Basecamp Wealth Advisors LLC | 98 | $615 | 0.00% | +98 | New |
| HighMark Wealth Management LLC | 100 | $628 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 103 | $647 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 112 | $703 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 120 | $787 | 0.00% | +110+1,100.0% | Added |
| Leonteq Securities AG | 139 | $873 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 139 | $873 | 0.00% | +137+6,850.0% | Added |
| Optiver Holding B.V. | 156 | $980 | 0.00% | +24+18.2% | Added |
| The PNC Financial Services Group, Inc. | 168 | $1.05K | 0.00% | +106+171.0% | Added |
| EverSource Wealth Advisors, LLC | 203 | $1.28K | 0.00% | +174+600.0% | Added |
| Allworth Financial LP | 227 | $1.43K | 0.00% | +227 | New |
| Nisa Investment Advisors, LLC | 303 | $1.90K | 0.00% | −1,818−85.7% | Reduced |
| Royal Bank of Canada | 262 | $2.00K | 0.00% | −1,589−85.8% | Reduced |
| Advisory Services Network, LLC | 326 | $2.05K | 0.00% | +326 | New |
| SBI Securities Co., Ltd. | 408 | $2.56K | 0.00% | +155+61.3% | Added |
| Compagnie Lombard Odier SCmA | 410 | $2.58K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 600 | $3.77K | 0.00% | +500+500.0% | Added |
| Jones Financial Companies LLLP | 760 | $5.02K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 828 | $5.20K | 0.00% | +470+131.3% | Added |
| California State Teachers Retirement System | 855 | $5.37K | 0.00% | −117−12.0% | Reduced |
| UBS Asset Management Americas Inc | 940 | $5.90K | 0.00% | +301+47.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,000 | $6.28K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,023 | $6.42K | 0.00% | +458+81.1% | Added |
| Ameritas Investment Partners, Inc. | 1,258 | $7.90K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,284 | $8.06K | 0.00% | −6,767−84.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,305 | $8.19K | 0.00% | +78+6.4% | Added |
| Legal & General Group Plc | 1,350 | $8.48K | 0.00% | −230−14.6% | Reduced |
| Bard Associates Inc | 1,480 | $9.29K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,829 | $11.5K | 0.00% | −318−14.8% | Reduced |
| Covestor Ltd | 1,914 | $12.0K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 2,000 | $12.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,041 | $12.8K | 0.00% | +248+13.8% | Added |
| BNP Paribas Arbitrage, SA | 4,243 | $26.6K | 0.00% | −14−0.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 4,583 | $28.8K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4,590 | $28.8K | 0.00% | −22,851−83.3% | Reduced |
| New York State Common Retirement Fund | 5,034 | $31.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 6,386 | $40.1K | 0.00% | +686+12.0% | Added |
| CWM, LLC | 6,562 | $41.2K | 0.00% | +5,879+860.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 7,526 | $47.3K | 0.00% | +170+2.3% | Added |
| JPMorgan Chase & Co | 7,365 | $47.6K | 0.00% | −808−9.9% | Reduced |
| Acadian Asset Management LLC | 8,478 | $52.0K | 0.00% | +8,478 | New |
| State of Alaska, Department of Revenue | 10,067 | $63.0K | 0.00% | +5,000+98.7% | Added |
| McAdam, LLC | 10,439 | $65.6K | 0.00% | +10,439 | New |
| Aaron Wealth Advisors | 10,588 | $66.5K | 0.00% | +10,588 | New |
| Susquehanna International Group, LLP | 11,373 | $71.4K | 0.00% | −18,368−61.8% | Reduced |
| Virtu Financial LLC | 11,827 | $74.0K | 0.00% | +11,827 | New |
| Deutsche Bank AG | 12,397 | $77.9K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 12,551 | $78.8K | 0.00% | +12,551 | New |
| HSBC Holdings PLC | 13,286 | $84.8K | 0.00% | +13,286 | New |
| Integrated Wealth Concepts LLC | 14,061 | $88.3K | 0.00% | +14,061 | New |
| Los Angeles Capital Management LLC | 15,866 | $99.6K | 0.00% | −28,711−64.4% | Reduced |
| Perkins Capital Management Inc | 15,908 | $99.9K | 0.09% | −1,500−8.6% | Reduced |
| Engineers Gate Manager LP | 16,474 | $103.5K | 0.00% | −2,160−11.6% | Reduced |
| Wells Fargo & Company | 18,276 | $114.8K | 0.00% | −10,627−36.8% | Reduced |
| XTX Topco Ltd | 18,423 | $115.7K | 0.00% | +18,423 | New |
| Canada Pension Plan Investment Board | 19,300 | $121.2K | 0.00% | +5,400+38.8% | Added |
| Rhumbline Advisers | 20,198 | $126.8K | 0.00% | −7,253−26.4% | Reduced |
| Hillsdale Investment Management Inc. | 20,300 | $127.5K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 24,166 | $151.8K | 0.00% | +7,882+48.4% | Added |
| STRS Ohio | 24,500 | $153.9K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 25,315 | $159.0K | 0.00% | −18,354−42.0% | Reduced |
| Centiva Capital, LP | 26,573 | $166.9K | 0.01% | +26,573 | New |
| Cetera Investment Advisers | 27,544 | $173.0K | 0.00% | +27,544 | New |
| Marshall Wace, LLP | 31,286 | $196.5K | 0.00% | +11,461+57.8% | Added |
| Campbell & CO Investment Adviser LLC | 32,860 | $206.4K | 0.01% | +19,952+154.6% | Added |
| State of Wyoming | 35,251 | $221.4K | 0.03% | +24,716+234.6% | Added |
| Man Group plc | 38,941 | $244.5K | 0.00% | +38,941 | New |
| Nuveen, LLC | 38,998 | $244.9K | 0.00% | +212+0.5% | Added |
| Oxford Asset Management LLP | 39,024 | $245.1K | 0.10% | +39,024 | New |
| Integrated Quantitative Investments LLC | 40,723 | $255.7K | 0.05% | +40,723 | New |
| Prudential Financial Inc | 42,705 | $268.2K | 0.00% | +11,210+35.6% | Added |
| Bank of America Corp | 43,819 | $275.2K | 0.00% | +1,243+2.9% | Added |
| Quantinno Capital Management LP | 49,022 | $307.9K | 0.00% | +31,518+180.1% | Added |
| Manatuck Hill Partners, LLC | 50,000 | $314.0K | 0.10% | −372,107−88.2% | Reduced |
| Bridgeway Capital Management, LLC | 54,029 | $339.3K | 0.01% | −15,000−21.7% | Reduced |
| GWN Securities Inc. | 54,850 | $344.5K | 0.07% | +32,492+145.3% | Added |
| Ancora Advisors, LLC | 55,637 | $349.4K | 0.01% | +55,637 | New |
| Principal Financial Group Inc | 63,790 | $400.6K | 0.00% | +36,259+131.7% | Added |
| State of Wisconsin Investment Board | 68,494 | $430.1K | 0.00% | +15,400+29.0% | Added |
| FMR LLC | 69,448 | $436.1K | 0.00% | +63,857+1,142.1% | Added |
| Schonfeld Strategic Advisors LLC | 74,761 | $469.5K | 0.00% | −23,409−23.8% | Reduced |
| Morgan Stanley | 76,368 | $479.6K | 0.00% | −88,224−53.6% | Reduced |
| Avenir Corp | 77,260 | $485.2K | 0.06% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 39,850 | $488.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 79,261 | $497.8K | 0.00% | +44,301+126.7% | Added |
| Charles Schwab Investment Management Inc | 82,072 | $515.4K | 0.00% | +754+0.9% | Added |
| Raymond James Financial Inc | 83,163 | $522.3K | 0.00% | +749+0.9% | Added |
| Vanguard Global Advisers, LLC | 85,400 | $536.3K | 0.00% | +85,400 | New |
| Credit Agricole S A | 89,200 | $560.2K | 0.00% | 00.0% | Unchanged |
| P.A.W. Capital Corp | 90,000 | $565.2K | 0.45% | +35,000+63.6% | Added |
| SEI Investments Co | 98,633 | $619.4K | 0.00% | +44,844+83.4% | Added |