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, Q2 2026
Institutional positions in OptimizeRx Corp as of Jun 30, 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
- 112
- −15 vs. Q1 2026
- Shares held
- 11.2M
- −2.39M (−17.6%) vs. Q1 2026
- Total value
- $64.2M
- −$21.6M (−25.2%) vs. Q1 2026
- New holders
- 23
- 33 more added
- Sold out
- 38
- 41 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding OptimizeRx Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 4 | $23 | 0.00% | −152−97.4% | Reduced |
| Clearstead Advisors, LLC | 4 | $23 | 0.00% | +4 | New |
| JPL Wealth Management, LLC | 5 | $29 | 0.00% | +5 | New |
| Essential Partners LLC | 10 | $57 | 0.00% | −58−85.3% | Reduced |
| Basecamp Wealth Advisors LLC | 26 | $149 | 0.00% | −72−73.5% | Reduced |
| True Wealth Design, LLC | 39 | $224 | 0.00% | −21−35.0% | Reduced |
| SJS Investment Consulting Inc. | 45 | $258 | 0.00% | +1+2.3% | Added |
| Northwestern Mutual Wealth Management Co | 50 | $286 | 0.00% | +50 | New |
| Wealth Enhancement Trust Services, Inc. | 59 | $337 | 0.00% | +59 | New |
| HighMark Wealth Management LLC | 100 | $572 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 126 | $720 | 0.00% | +126 | New |
| Tower Research Capital LLC (TRC) | 126 | $721 | 0.00% | −1,703−93.1% | Reduced |
| Leonteq Securities AG | 139 | $795 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 273 | $1.00K | 0.00% | +11+4.2% | Added |
| BNP Paribas Arbitrage, SA | 200 | $1.14K | 0.00% | −4,043−95.3% | Reduced |
| JPMorgan Chase & Co | 211 | $1.15K | 0.00% | −7,154−97.1% | Reduced |
| Farther Finance Advisors, LLC | 203 | $1.16K | 0.00% | +83+69.2% | Added |
| Rothschild Investment LLC | 255 | $1.46K | 0.00% | +190+292.3% | Added |
| Bogart Wealth, LLC | 285 | $1.63K | 0.00% | +285 | New |
| Nisa Investment Advisors, LLC | 303 | $1.73K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 363 | $2.08K | 0.00% | −45−11.0% | Reduced |
| Global Retirement Partners, LLC | 372 | $2.13K | 0.00% | +372 | New |
| Allworth Financial LP | 389 | $2.23K | 0.00% | +162+71.4% | Added |
| Compagnie Lombard Odier SCmA | 410 | $2.35K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 439 | $2.51K | 0.00% | +236+116.3% | Added |
| IFP Advisors, Inc | 557 | $3.19K | 0.00% | +418+300.7% | Added |
| AdvisorNet Financial, Inc | 600 | $3.43K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 885 | $5.06K | 0.00% | −124,608−99.3% | Reduced |
| GAMMA Investing LLC | 910 | $5.21K | 0.00% | −113−11.0% | Reduced |
| UBS Asset Management Americas Inc | 940 | $5.38K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,000 | $5.72K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,061 | $6.07K | 0.00% | −980−48.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,163 | $6.65K | 0.00% | −142−10.9% | Reduced |
| Bard Associates Inc | 1,480 | $8.47K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,778 | $10.2K | 0.00% | +1,778 | New |
| Avalon Trust Co | 2,000 | $11.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,031 | $11.6K | 0.00% | +1,863+1,108.9% | Added |
| SRS Capital Advisors, Inc. | 2,236 | $12.8K | 0.00% | +2,204+6,887.5% | Added |
| Vanguard Global Advisers, LLC | 6,897 | $39.5K | 0.00% | −78,503−91.9% | Reduced |
| Citigroup Inc | 7,841 | $44.9K | 0.00% | +7,013+847.0% | Added |
| Rhumbline Advisers | 8,015 | $45.8K | 0.00% | −12,183−60.3% | Reduced |
| State of Alaska, Department of Revenue | 10,067 | $57.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 10,239 | $58.5K | 0.00% | +10,239 | New |
| State of Wisconsin Investment Board | 11,394 | $65.2K | 0.00% | −57,100−83.4% | Reduced |
| Wells Fargo & Company | 11,661 | $66.7K | 0.00% | −6,615−36.2% | Reduced |
| Acadian Asset Management LLC | 12,853 | $73.0K | 0.00% | +4,375+51.6% | Added |
| PharVision Advisers, LLC | 12,904 | $73.8K | 1.39% | +12,904 | New |
| CI Private Wealth, LLC | 13,386 | $76.6K | 0.00% | +13,386 | New |
| Wealth Enhancement Advisory Services, LLC | 12,303 | $78.9K | 0.00% | +12,303 | New |
| Mercer Global Advisors Inc | 13,893 | $79.5K | 0.00% | +1,342+10.7% | Added |
| Schonfeld Strategic Advisors LLC | 14,227 | $81.4K | 0.00% | −60,534−81.0% | Reduced |
| Perkins Capital Management Inc | 14,808 | $84.7K | 0.07% | −1,100−6.9% | Reduced |
| Barclays PLC | 14,985 | $85.7K | 0.00% | +10,395+226.5% | Added |
| Ieq Capital, LLC | 15,240 | $87.2K | 0.00% | +15,240 | New |
| McAdam, LLC | 16,558 | $94.7K | 0.00% | +6,119+58.6% | Added |
| Centiva Capital, LP | 17,003 | $97.3K | 0.00% | −9,570−36.0% | Reduced |
| Engineers Gate Manager LP | 17,548 | $100.4K | 0.00% | +1,074+6.5% | Added |
| Canada Pension Plan Investment Board | 19,300 | $110.4K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 20,300 | $116.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 23,379 | $133.7K | 0.00% | −46,069−66.3% | Reduced |
| 9823 Capital, L.P. | 24,591 | $140.7K | 0.09% | +24,591 | New |
| Franklin Resources Inc | 25,155 | $143.9K | 0.00% | +989+4.1% | Added |
| Quadrature Capital Ltd | 25,643 | $146.7K | 0.00% | +25,643 | New |
| Bank of America Corp | 26,550 | $151.9K | 0.00% | −17,269−39.4% | Reduced |
| Samjo Management, LLC | 32,000 | $183.0K | 0.06% | +32,000 | New |
| HRT Financial LP | 35,696 | $204.0K | 0.00% | +35,696 | New |
| Northern Trust Corp | 37,000 | $211.6K | 0.00% | −118,388−76.2% | Reduced |
| Susquehanna International Group, LLP | 39,003 | $223.1K | 0.00% | +27,630+242.9% | Added |
| SEI Investments Co | 41,424 | $236.9K | 0.00% | −57,209−58.0% | Reduced |
| Squarepoint Ops LLC | 45,064 | $257.8K | 0.00% | −132,507−74.6% | Reduced |
| XTX Topco Ltd | 46,497 | $266.0K | 0.00% | +28,074+152.4% | Added |
| Campbell & CO Investment Adviser LLC | 51,130 | $292.5K | 0.02% | +18,270+55.6% | Added |
| Jain Global LLC | 51,682 | $295.6K | 0.00% | +51,682 | New |
| UBS Group AG | 55,524 | $317.6K | 0.00% | −23,737−29.9% | Reduced |
| Point72 Asset Management, L.P. | 55,619 | $318.1K | 0.00% | +55,619 | New |
| HSBC Holdings PLC | 58,949 | $326.6K | 0.00% | +45,663+343.7% | Added |
| Bank of New York Mellon Corp | 64,707 | $370.1K | 0.00% | −37,667−36.8% | Reduced |
| Qube Research & Technologies Ltd | 67,268 | $384.8K | 0.00% | −53,675−44.4% | Reduced |
| Principal Financial Group Inc | 68,139 | $389.8K | 0.00% | +4,349+6.8% | Added |
| Man Group plc | 72,347 | $413.8K | 0.00% | +33,406+85.8% | Added |
| Avenir Corp | 73,860 | $422.5K | 0.05% | −3,400−4.4% | Reduced |
| Millennium Management LLC | 78,791 | $450.7K | 0.00% | +53,476+211.2% | Added |
| State Street Corp | 80,602 | $461.0K | 0.00% | −397,178−83.1% | Reduced |
| Credit Agricole S A | 89,200 | $510.2K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 89,666 | $512.9K | 0.00% | −47,208−34.5% | Reduced |
| Vanguard Fiduciary Trust Co | 97,999 | $560.6K | 0.00% | −13,130−11.8% | Reduced |
| Quantinno Capital Management LP | 99,124 | $567.0K | 0.00% | +50,102+102.2% | Added |
| Goldman Sachs Group Inc | 105,037 | $600.8K | 0.00% | −253,406−70.7% | Reduced |
| Jane Street Group, LLC | 122,086 | $698.3K | 0.00% | +122,086 | New |
| Janney Montgomery Scott LLC | 135,969 | $778.0K | 0.00% | +135,969 | New |
| D. E. Shaw & Co., Inc. | 138,084 | $789.8K | 0.00% | −4,839−3.4% | Reduced |
| Mink Brook Asset Management LLC | 141,235 | $807.9K | 0.36% | +141,235 | New |
| Morgan Stanley | 156,314 | $894.1K | 0.00% | +79,946+104.7% | Added |
| Citadel Advisors LLC | 157,992 | $903.7K | 0.00% | +157,992 | New |
| P.A.W. Capital Corp | 160,000 | $915.2K | 0.70% | +70,000+77.8% | Added |
| Marshall Wace, LLP | 162,186 | $927.7K | 0.00% | +130,900+418.4% | Added |
| Renaissance Technologies LLC | 167,700 | $959.2K | 0.00% | −49,156−22.7% | Reduced |
| Vanguard Portfolio Management LLC | 169,538 | $969.8K | 0.00% | −161,499−48.8% | Reduced |
| Geode Capital Management, LLC | 207,345 | $1.19M | 0.00% | −184,784−47.1% | Reduced |