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 |
|---|---|---|---|---|---|
| AWM Investment Company, Inc. | 240,421 | $1.38M | 0.12% | +10,000+4.3% | Added |
| Bullseye Asset Management LLC | 258,311 | $1.48M | 0.75% | +31,784+14.0% | Added |
| Parkman Healthcare Partners LLC | 350,347 | $2.00M | 0.21% | −379,022−52.0% | Reduced |
| BlackRock, Inc. | 445,382 | $2.55M | 0.00% | −718,119−61.7% | Reduced |
| Dimensional Fund Advisors LP | 477,687 | $2.73M | 0.00% | −85,883−15.2% | Reduced |
| AQR Capital Management LLC | 583,956 | $3.34M | 0.00% | +369,002+171.7% | Added |
| Blair William & Co | 607,925 | $3.48M | 0.01% | −7,067−1.1% | Reduced |
| Rice Hall James & Associates, LLC | 633,842 | $3.63M | 0.18% | +31,921+5.3% | Added |
| Kennedy Capital Management, Inc. | 644,150 | $3.68M | 0.07% | −12,108−1.8% | Reduced |
| Vanguard Capital Management LLC | 699,604 | $4.00M | 0.00% | +14,155+2.1% | Added |
| Royce & Associates LP | 1,089,398 | $6.23M | 0.05% | +201,368+22.7% | Added |
| Whetstone Capital Advisors, LLC | 1,508,303 | $8.63M | 2.29% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −229,370−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −188,704−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −129,608−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −83,163−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −82,072−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −39,850−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −55,637−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −54,850−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −54,029−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −42,705−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −40,723−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −39,024−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −38,998−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −35,251−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −27,544−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −24,500−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −15,866−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −14,061−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −12,397−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,827−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −10,588−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −7,526−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −6,386−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −5,034−100.0% | Sold out |
| Police & Firemen's Retirement System of New Jersey | 0 | $0 | 0.00% | −4,583−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −1,914−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,284−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −1,258−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −855−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |