OPRX
OptimizeRx Corp
$6.19
+0.11 (+1.81%)
At close · Jul 2
Market Cap
$116.16M
Shares
18,765,075
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 129
Total Value: $84,428,229
Total Shares: 13,444,093
Showing 1–100
of 131 holdings by value
· page 1 of 2
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 129 13F filersTop Holder
11.2%
of institutional value
Top 5
37.0%
of institutional value
Top 10
58.7%
of institutional value
HHI
443
Broadly held
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Small Whetstone Capital Advisors, LLC | $9,472,142 | 11.22% | 1,508,303 | Shares | Sole | 2026-05-15 | ||||
| Mega BlackRock, Inc. | $7,306,782 | 8.65% | 1,163,501 | Shares | Sole | 2026-05-13 | ||||
| Mid ROYCE & ASSOCIATES LP | $5,576,828 | 6.61% | 888,030 | Shares | Sole | 2026-05-12 | ||||
| Small Parkman Healthcare Partners LLC | $4,580,437 | 5.43% | 729,369 | Shares | Sole | 2026-05-15 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $4,304,619 | 5.10% | 685,449 | Shares | Defined | 2026-05-15 | ||||
| Mid KENNEDY CAPITAL MANAGEMENT LLC | $4,121,300 | 4.88% | 656,258 | Shares | Sole | 2026-05-13 | ||||
| Large BLAIR WILLIAM & CO/IL | $3,862,149 | 4.57% | 614,992 | Shares | Sole | 2026-05-08 | ||||
| Mid RICE HALL JAMES & ASSOCIATES, LLC | $3,780,063 | 4.48% | 601,921 | Shares | Sole | 2026-05-15 | ||||
| Mega DIMENSIONAL FUND ADVISORS LP | $3,539,218 | 4.19% | 563,570 | Shares | Sole | 2026-05-07 | ||||
| Mega STATE STREET CORP | $3,000,458 | 3.55% | 477,780 | Shares | Defined | 2026-05-15 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $2,462,569 | 2.92% | 392,129 | Shares | Defined | 2026-05-15 | ||||
| Mega GOLDMAN SACHS GROUP INC | $2,251,021 | 2.67% | 358,443 | Shares | Defined | 2026-05-15 | ||||
| Small AWM Investment Company, Inc. | $1,447,043 | 1.71% | 230,421 | Shares | Sole | 2026-05-15 | ||||
| Mid Invenomic Capital Management LP | $1,440,443 | 1.71% | 229,370 | Shares | Sole | 2026-05-15 | ||||
| Small Bullseye Asset Management LLC | $1,422,589 | 1.68% | 226,527 | Shares | Sole | 2026-05-14 | ||||
| Large RENAISSANCE TECHNOLOGIES LLC | $1,361,855 | 1.61% | 216,856 | Shares | Sole | 2026-05-14 | ||||
| Mega AQR CAPITAL MANAGEMENT LLC | $1,349,908 | 1.60% | 214,954 | Shares | Defined | 2026-05-15 | ||||
| Mid SEGALL BRYANT & HAMILL, LLC | $1,185,061 | 1.40% | 188,704 | Shares | Sole | 2026-05-22 | ||||
| Large Squarepoint Ops LLC | $1,115,145 | 1.32% | 177,571 | Shares | Defined | 2026-05-15 | ||||
| Mega NORTHERN TRUST CORP Bank | $975,835 | 1.16% | 155,388 | Shares | Defined | 2026-05-14 | ||||
| Mega D. E. Shaw & Co., Inc. | $897,556 | 1.06% | 142,923 | Shares | Defined | 2026-05-15 | ||||
| Large Trexquant Investment LP | $859,568 | 1.02% | 136,874 | Shares | Sole | 2026-05-15 | ||||
| Mega LPL Financial LLC | $813,938 | 0.96% | 129,608 | Shares | Sole | 2026-05-06 | ||||
| Large Russell Investments Group, Ltd. | $788,093 | 0.93% | 125,493 | Shares | Defined | 2026-05-08 | ||||
| Large Qube Research & Technologies Ltd | $759,522 | 0.90% | 120,943 | Shares | Sole | 2026-05-15 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $697,890 | 0.83% | 111,129 | Shares | Defined | 2026-05-08 | ||||
| Mega Bank of New York Mellon Corp Bank | $642,907 | 0.76% | 102,374 | Shares | Defined | 2026-05-05 | ||||
| Large SEI INVESTMENTS CO | $619,415 | 0.73% | 98,633 | Shares | Sole | 2026-05-13 | ||||
| Micro P.A.W. CAPITAL CORP | $565,200 | 0.67% | 90,000 | Shares | Sole | 2026-04-21 | ||||
| Large CREDIT AGRICOLE S A | $560,176 | 0.66% | 89,200 | Shares | Defined | 2026-05-15 | ||||
| Mega Vanguard Global Advisers, LLC | $536,312 | 0.64% | 85,400 | Shares | Defined | 2026-05-08 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $522,262 | 0.62% | 83,163 | Shares | Defined | 2026-05-14 | ||||
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $515,412 | 0.61% | 82,072 | Shares | Sole | 2026-05-15 | ||||
| Mega UBS Group AG | $497,758 | 0.59% | 79,261 | Shares | Defined | 2026-05-05 | ||||
| Small AVENIR CORP | $485,192 | 0.57% | 77,260 | Shares | Sole | 2026-05-14 | ||||
| Mega MORGAN STANLEY | $479,589 | 0.57% | 76,368 | Shares | Defined | 2026-05-15 | ||||
| Large Schonfeld Strategic Advisors LLC | $469,499 | 0.56% | 74,761 | Shares | Sole | 2026-05-15 | ||||
| Mega FMR LLC | $436,132 | 0.52% | 69,448 | Shares | Defined | 2026-05-15 | ||||
| Large STATE OF WISCONSIN INVESTMENT BOARD | $430,142 | 0.51% | 68,494 | Shares | Sole | 2026-05-15 | ||||
| Mega PRINCIPAL FINANCIAL GROUP INC | $400,601 | 0.47% | 63,790 | Shares | Defined | 2026-05-04 | ||||
| Mid Ancora Advisors LLC | $349,400 | 0.41% | 55,637 | Shares | Sole | 2026-05-15 | ||||
| Small GWN SECURITIES INC. Broker-Dealer | $344,458 | 0.41% | 54,850 | Shares | Sole | 2026-05-15 | ||||
| Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC | $339,302 | 0.40% | 54,029 | Shares | Sole | 2026-05-15 | ||||
| Small Manatuck Hill Partners, LLC | $314,000 | 0.37% | 50,000 | Shares | Sole | 2026-05-15 | ||||
| Large Quantinno Capital Management LP | $307,858 | 0.36% | 49,022 | Shares | Sole | 2026-05-15 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $303,324 | 0.36% | 48,300 | Put | Other | 2026-05-15 | ||||
| Mega CITADEL ADVISORS LLC | $293,276 | 0.35% | 46,700 | Call | Defined | 2026-05-15 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $275,183 | 0.33% | 43,819 | Shares | Defined | 2026-05-18 | ||||
| Large PRUDENTIAL FINANCIAL INC | $268,187 | 0.32% | 42,705 | Shares | Defined | 2026-05-13 | ||||
| Small Integrated Quantitative Investments LLC | $255,740 | 0.30% | 40,723 | Shares | Sole | 2026-05-13 | ||||
| Mega ALLIANCEBERNSTEIN L.P. | $250,258 | 0.30% | 39,850 | Shares | Defined | 2026-05-15 | ||||
| Small OXFORD ASSET MANAGEMENT LLP | $245,070 | 0.29% | 39,024 | Shares | Sole | 2026-05-15 | ||||
| Mega Nuveen, LLC | $244,906 | 0.29% | 38,998 | Shares | Defined | 2026-04-30 | ||||
| Large Man Group plc | $244,549 | 0.29% | 38,941 | Shares | Defined | 2026-05-15 | ||||
| Small State of Wyoming | $221,376 | 0.26% | 35,251 | Shares | Sole | 2026-05-13 | ||||
| Mid Campbell & CO Investment Adviser LLC | $206,360 | 0.24% | 32,860 | Shares | Sole | 2026-05-15 | ||||
| Large MARSHALL WACE, LLP | $196,475 | 0.23% | 31,286 | Shares | Other | 2026-05-15 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $193,424 | 0.23% | 30,800 | Call | Other | 2026-05-15 | ||||
| Large Cetera Investment Advisers | $172,976 | 0.20% | 27,544 | Shares | Sole | 2026-05-13 | ||||
| Mega JANE STREET GROUP, LLC | $170,816 | 0.20% | 27,200 | Call | Defined | 2026-05-12 | ||||
| Large Centiva Capital, LP | $166,878 | 0.20% | 26,573 | Shares | Sole | 2026-05-14 | ||||
| Mega MILLENNIUM MANAGEMENT LLC | $158,978 | 0.19% | 25,315 | Shares | Sole | 2026-05-15 | ||||
| Large STRS OHIO | $153,860 | 0.18% | 24,500 | Shares | Sole | 2026-04-24 | ||||
| Mega FRANKLIN RESOURCES INC | $151,761 | 0.18% | 24,166 | Shares | Defined | 2026-05-13 | ||||
| Mid Hillsdale Investment Management Inc. | $127,484 | 0.15% | 20,300 | Shares | Sole | 2026-05-04 | ||||
| Mega RHUMBLINE ADVISERS | $126,843 | 0.15% | 20,198 | Shares | Sole | 2026-05-12 | ||||
| Mega CANADA PENSION PLAN INVESTMENT BOARD Pension | $121,204 | 0.14% | 19,300 | Shares | Sole | 2026-05-15 | ||||
| Mid XTX Topco Ltd | $115,696 | 0.14% | 18,423 | Shares | Defined | 2026-05-15 | ||||
| Mega WELLS FARGO & COMPANY/MN | $114,772 | 0.14% | 18,276 | Shares | Defined | 2026-05-11 | ||||
| Mid Engineers Gate Manager LP | $103,456 | 0.12% | 16,474 | Shares | Sole | 2026-05-15 | ||||
| Small PERKINS CAPITAL MANAGEMENT INC | $99,902 | 0.12% | 15,908 | Shares | Sole | 2026-04-23 | ||||
| Large LOS ANGELES CAPITAL MANAGEMENT LLC | $99,638 | 0.12% | 15,866 | Shares | Sole | 2026-05-08 | ||||
| Mid Integrated Wealth Concepts LLC | $88,303 | 0.10% | 14,061 | Shares | Sole | 2026-05-15 | ||||
| Mega HSBC HOLDINGS PLC | $83,436 | 0.10% | 13,286 | Shares | Defined | 2026-04-30 | ||||
| Large MERCER GLOBAL ADVISORS INC /ADV | $78,820 | 0.09% | 12,551 | Shares | Sole | 2026-05-15 | ||||
| Mega DEUTSCHE BANK AG\ Bank | $77,852 | 0.09% | 12,397 | Shares | Defined | 2026-05-06 | ||||
| Mid Virtu Financial LLC | $74,273 | 0.09% | 11,827 | Shares | Defined | 2026-05-14 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $71,422 | 0.08% | 11,373 | Shares | Other | 2026-05-15 | ||||
| Mid Aaron Wealth Advisors LLC | $66,492 | 0.08% | 10,588 | Shares | Sole | 2026-04-21 | ||||
| Small McAdam, LLC | $65,556 | 0.08% | 10,439 | Shares | Sole | 2026-05-08 | ||||
| Mid State of Alaska, Department of Revenue | $63,220 | 0.07% | 10,067 | Shares | Sole | 2026-04-20 | ||||
| Large ACADIAN ASSET MANAGEMENT LLC | $53,241 | 0.06% | 8,478 | Shares | Defined | 2026-05-13 | ||||
| Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund | $47,263 | 0.06% | 7,526 | Shares | Defined | 2026-05-15 | ||||
| Mega JPMORGAN CHASE & CO | $46,250 | 0.05% | 7,365 | Shares | Defined | 2026-05-13 | ||||
| Large CWM, LLC | $41,209 | 0.05% | 6,562 | Shares | Sole | 2026-05-14 | ||||
| Mid MAI Capital Management | $40,104 | 0.05% | 6,386 | Shares | Sole | 2026-05-15 | ||||
| Large NEW YORK STATE COMMON RETIREMENT FUND Pension | $31,613 | 0.04% | 5,034 | Shares | Sole | 2026-05-06 | ||||
| Mega BARCLAYS PLC | $28,824 | 0.03% | 4,590 | Shares | Defined | 2026-05-15 | ||||
| Large Police & Firemen's Retirement System of New Jersey Pension | $28,781 | 0.03% | 4,583 | Shares | Defined | 2026-04-29 | ||||
| Mega BNP PARIBAS ARBITRAGE, SA | $26,646 | 0.03% | 4,243 | Shares | Defined | 2026-05-12 | ||||
| Mid Avalon Trust Co Bank | $12,560 | 0.01% | 2,000 | Shares | Sole | 2026-05-06 | ||||
| Small Covestor Ltd | $12,019 | 0.01% | 1,914 | Shares | Sole | 2026-05-05 | ||||
| Mid Tower Research Capital LLC (TRC) | $11,486 | 0.01% | 1,829 | Shares | Defined | 2026-05-15 | ||||
| Small BARD ASSOCIATES INC | $9,294 | 0.01% | 1,480 | Shares | Sole | 2026-05-08 | ||||
| Mega Legal & General Group Plc | $8,478 | 0.01% | 1,350 | Shares | Defined | 2026-05-08 | ||||
| Large OSAIC HOLDINGS, INC. | $8,195 | 0.01% | 1,305 | Shares | Defined | 2026-05-15 | ||||
| Mid GROUP ONE TRADING LLC | $8,063 | 0.01% | 1,284 | Shares | Sole | 2026-05-13 | ||||
| Mid Ameritas Investment Partners, Inc. | $7,900 | 0.01% | 1,258 | Shares | Other | 2026-05-13 | ||||
| Mid GAMMA Investing LLC | $6,424 | 0.01% | 1,023 | Shares | Defined | 2026-04-06 | ||||
| Large Steward Partners Investment Advisory, LLC | $6,280 | 0.01% | 1,000 | Shares | Sole | 2026-05-08 | ||||
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