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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 102,374 | $642.9K | 0.00% | −11,884−10.4% | Reduced |
| Vanguard Fiduciary Trust Co | 111,129 | $697.9K | 0.00% | +111,129 | New |
| Qube Research & Technologies Ltd | 120,943 | $759.5K | 0.00% | +61,782+104.4% | Added |
| Russell Investments Group, Ltd. | 125,493 | $788.1K | 0.00% | −163,567−56.6% | Reduced |
| LPL Financial LLC | 129,608 | $813.9K | 0.00% | +102,910+385.5% | Added |
| Trexquant Investment LP | 136,874 | $859.6K | 0.01% | +136,874 | New |
| D. E. Shaw & Co., Inc. | 142,923 | $897.6K | 0.00% | +30,056+26.6% | Added |
| Northern Trust Corp | 155,388 | $975.8K | 0.00% | −1,539−1.0% | Reduced |
| Squarepoint Ops LLC | 177,571 | $1.12M | 0.00% | −29,390−14.2% | Reduced |
| Segall Bryant & Hamill, LLC | 188,704 | $1.19M | 0.02% | +188,704 | New |
| AQR Capital Management LLC | 214,954 | $1.35M | 0.00% | +200,440+1,381.0% | Added |
| Renaissance Technologies LLC | 216,856 | $1.36M | 0.00% | +187,278+633.2% | Added |
| Bullseye Asset Management LLC | 226,527 | $1.42M | 0.82% | +20,000+9.7% | Added |
| Invenomic Capital Management LP | 229,370 | $1.44M | 0.07% | +229,370 | New |
| AWM Investment Company, Inc. | 230,421 | $1.45M | 0.16% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 331,037 | $2.08M | 0.00% | +331,037 | New |
| Goldman Sachs Group Inc | 358,443 | $2.25M | 0.00% | +231,429+182.2% | Added |
| Geode Capital Management, LLC | 392,129 | $2.46M | 0.00% | −4,339−1.1% | Reduced |
| State Street Corp | 477,780 | $3.00M | 0.00% | +249+0.1% | Added |
| Dimensional Fund Advisors LP | 563,570 | $3.54M | 0.00% | +102,661+22.3% | Added |
| Rice Hall James & Associates, LLC | 601,921 | $3.78M | 0.21% | +11,247+1.9% | Added |
| Blair William & Co | 614,992 | $3.86M | 0.01% | +32,407+5.6% | Added |
| Kennedy Capital Management, Inc. | 656,258 | $4.12M | 0.09% | −17,662−2.6% | Reduced |
| Vanguard Capital Management LLC | 685,449 | $4.30M | 0.00% | +685,449 | New |
| Parkman Healthcare Partners LLC | 729,369 | $4.58M | 0.47% | +190,720+35.4% | Added |
| Royce & Associates LP | 888,030 | $5.58M | 0.06% | +206,000+30.2% | Added |
| BlackRock, Inc. | 1,163,501 | $7.31M | 0.00% | −31,210−2.6% | Reduced |
| Whetstone Capital Advisors, LLC | 1,508,303 | $9.47M | 3.56% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −505,407−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −310,000−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −117,122−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −97,118−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −95,880−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −87,481−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −73,488−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −46,181−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −33,263−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −25,351−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −25,224−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −24,876−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −17,295−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,604−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −12,252−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,976−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −11,965−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −11,063−100.0% | Sold out |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −10,750−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,847−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −9,844−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −9,687−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,091−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −631−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −496−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |