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Equibles

OPRX

OptimizeRx Corp

Company with tickers: OPRX

CIK
1448431
CUSIP
68401U204
Shares Outstanding
18,765,075
13F Activity (30d)
9 filings 7 filers

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.

Holders: 128
Total Value: $84,434,363
Total Shares: 13,444,975
Showing 1–100 of 130 holdings by value · page 1 of 2

Institutional Ownership Trend

28 quarters

Holder Concentration

Across 128 13F filers · Δ vs Dec 31, 2025
Top Holder
11.2%
Mar 2024 → Mar 2026 · range 11.1% – 14.6%
+0.0 pts
Top 5
37.0%
Mar 2024 → Mar 2026 · range 37.0% – 49.7%
−1.6 pts
Top 10
58.7%
Mar 2024 → Mar 2026 · range 56.3% – 69.6%
+0.1 pts
HHI
443
Mar 2024 → Mar 2026 · range 439 – 651
Broadly held−25

Quarterly Activity

vs Dec 31, 2025
New
27
Increased
51
Decreased
28
Sold Out
28
Unchanged
22
Holder count: -1
Institutional value: -48.8%
Shares held: -0.1%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega GOLDMAN SACHS GROUP INC +231,429 358,443
Mid ROYCE & ASSOCIATES LP +206,000 888,030
Mega AQR CAPITAL MANAGEMENT LLC +200,440 214,954
Small Parkman Healthcare Partners LLC +190,720 729,369
Large RENAISSANCE TECHNOLOGIES LLC +187,278 216,856

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Small Manatuck Hill Partners, LLC −372,107 50,000
Large Russell Investments Group, Ltd. −163,567 125,493
Mega JANE STREET GROUP, LLC −114,281 27,200
Mega MORGAN STANLEY −88,224 76,368
Mega BlackRock, Inc. −31,210 1,163,501

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 685,449 $4,304,619
Mid Invenomic Capital Management LP 229,370 $1,440,443
Mid SEGALL BRYANT & HAMILL, LLC 188,704 $1,185,061
Large Trexquant Investment LP 136,874 $859,568
Mega VANGUARD FIDUCIARY TRUST CO 111,129 $697,890

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 1,136,933 $13,938,797
Mid NEXT CENTURY GROWTH INVESTORS LLC 505,407 $6,196,289
Small G2 Investment Partners Management LLC 310,000 $3,800,600
Mid Granahan Investment Management, LLC 117,122 $1,435,915
Large Calamos Advisors LLC 97,118 $1,190,666
Filter: New 27 Increased 51 Reduced 28 Sold out 28 Unchanged 22
Showing 100 of 130
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Small Whetstone Capital Advisors, LLC $9,472,142 11.22% 1,508,303
Mega BlackRock, Inc. $7,306,782 8.65% 1,163,501
Mid ROYCE & ASSOCIATES LP $5,576,828 6.60% 888,030
Small Parkman Healthcare Partners LLC $4,580,437 5.42% 729,369
Mega VANGUARD CAPITAL MANAGEMENT LLC $4,304,619 5.10% 685,449
Mid KENNEDY CAPITAL MANAGEMENT LLC $4,121,300 4.88% 656,258
Large BLAIR WILLIAM & CO/IL $3,862,149 4.57% 614,992
Mid RICE HALL JAMES & ASSOCIATES, LLC $3,780,063 4.48% 601,921
Mega DIMENSIONAL FUND ADVISORS LP $3,539,218 4.19% 563,570
Mega STATE STREET CORP $3,000,458 3.55% 477,780
Mega GEODE CAPITAL MANAGEMENT, LLC $2,462,569 2.92% 392,129
Mega GOLDMAN SACHS GROUP INC $2,251,021 2.67% 358,443
Small AWM Investment Company, Inc. $1,447,043 1.71% 230,421
Mid Invenomic Capital Management LP $1,440,443 1.71% 229,370
Small Bullseye Asset Management LLC $1,422,589 1.68% 226,527
Large RENAISSANCE TECHNOLOGIES LLC $1,361,855 1.61% 216,856
Mega AQR CAPITAL MANAGEMENT LLC $1,349,908 1.60% 214,954
Mid SEGALL BRYANT & HAMILL, LLC $1,185,061 1.40% 188,704
Large Squarepoint Ops LLC $1,115,145 1.32% 177,571
Mega NORTHERN TRUST CORP Bank $975,835 1.16% 155,388
Mega D. E. Shaw & Co., Inc. $897,556 1.06% 142,923
Large Trexquant Investment LP $859,568 1.02% 136,874
Mega LPL Financial LLC $813,938 0.96% 129,608
Large Russell Investments Group, Ltd. $788,093 0.93% 125,493
Large Qube Research & Technologies Ltd $759,522 0.90% 120,943
Mega VANGUARD FIDUCIARY TRUST CO Bank $697,890 0.83% 111,129
Mega Bank of New York Mellon Corp Bank $642,907 0.76% 102,374
Large SEI INVESTMENTS CO $619,415 0.73% 98,633
Micro P.A.W. CAPITAL CORP $565,200 0.67% 90,000
Large CREDIT AGRICOLE S A $560,176 0.66% 89,200
Mega Vanguard Global Advisers, LLC $536,312 0.64% 85,400
Mega RAYMOND JAMES FINANCIAL INC $522,262 0.62% 83,163
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $515,412 0.61% 82,072
Mega UBS Group AG $497,758 0.59% 79,261
Small AVENIR CORP $485,192 0.57% 77,260
Mega MORGAN STANLEY $479,589 0.57% 76,368
Large Schonfeld Strategic Advisors LLC $469,499 0.56% 74,761
Mega FMR LLC $436,132 0.52% 69,448
Large STATE OF WISCONSIN INVESTMENT BOARD $430,142 0.51% 68,494
Mega PRINCIPAL FINANCIAL GROUP INC $400,601 0.47% 63,790
Mid Ancora Advisors LLC $349,400 0.41% 55,637
Small GWN SECURITIES INC. Broker-Dealer $344,458 0.41% 54,850
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $339,302 0.40% 54,029
Small Manatuck Hill Partners, LLC $314,000 0.37% 50,000
Large Quantinno Capital Management LP $307,858 0.36% 49,022
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $303,324 0.36% 48,300
Mega CITADEL ADVISORS LLC $293,276 0.35% 46,700
Mega BANK OF AMERICA CORP /DE/ Bank $275,183 0.33% 43,819
Large PRUDENTIAL FINANCIAL INC $268,187 0.32% 42,705
Small Integrated Quantitative Investments LLC $255,740 0.30% 40,723
Mega ALLIANCEBERNSTEIN L.P. $250,258 0.30% 39,850
Small OXFORD ASSET MANAGEMENT LLP $245,070 0.29% 39,024
Mega Nuveen, LLC $244,906 0.29% 38,998
Large Man Group plc $244,549 0.29% 38,941
Small State of Wyoming $221,376 0.26% 35,251
Mid Campbell & CO Investment Adviser LLC $206,360 0.24% 32,860
Large MARSHALL WACE, LLP $196,475 0.23% 31,286
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $193,424 0.23% 30,800
Large Cetera Investment Advisers $172,976 0.20% 27,544
Mega JANE STREET GROUP, LLC $170,816 0.20% 27,200
Large Centiva Capital, LP $166,878 0.20% 26,573
Mega MILLENNIUM MANAGEMENT LLC $158,978 0.19% 25,315
Large STRS OHIO $153,860 0.18% 24,500
Mega FRANKLIN RESOURCES INC $151,761 0.18% 24,166
Mid Hillsdale Investment Management Inc. $127,484 0.15% 20,300
Mega RHUMBLINE ADVISERS $126,843 0.15% 20,198
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $121,204 0.14% 19,300
Mid XTX Topco Ltd $115,696 0.14% 18,423
Mega WELLS FARGO & COMPANY/MN $114,772 0.14% 18,276
Mid Engineers Gate Manager LP $103,456 0.12% 16,474
Small PERKINS CAPITAL MANAGEMENT INC $99,902 0.12% 15,908
Large LOS ANGELES CAPITAL MANAGEMENT LLC $99,638 0.12% 15,866
Mid Integrated Wealth Concepts LLC $88,303 0.10% 14,061
Mega HSBC HOLDINGS PLC $83,436 0.10% 13,286
Large MERCER GLOBAL ADVISORS INC /ADV $78,820 0.09% 12,551
Mega DEUTSCHE BANK AG\ Bank $77,852 0.09% 12,397
Mid Virtu Financial LLC $74,273 0.09% 11,827
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $71,422 0.08% 11,373
Mid Aaron Wealth Advisors LLC $66,492 0.08% 10,588
Small McAdam, LLC $65,556 0.08% 10,439
Mid State of Alaska, Department of Revenue $63,220 0.07% 10,067
Large ACADIAN ASSET MANAGEMENT LLC $53,241 0.06% 8,478
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $47,263 0.06% 7,526
Mega JPMORGAN CHASE & CO $46,250 0.05% 7,365
Large CWM, LLC $41,209 0.05% 6,562
Mid MAI Capital Management $40,104 0.05% 6,386
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $31,613 0.04% 5,034
Mega BARCLAYS PLC $28,824 0.03% 4,590
Large Police & Firemen's Retirement System of New Jersey Pension $28,781 0.03% 4,583
Mega BNP PARIBAS ARBITRAGE, SA $26,646 0.03% 4,243
Small Versant Capital Management, Inc $12,817 0.02% 2,041
Mid Avalon Trust Co Bank $12,560 0.01% 2,000
Small Covestor Ltd $12,019 0.01% 1,914
Mid Tower Research Capital LLC (TRC) $11,486 0.01% 1,829
Small BARD ASSOCIATES INC $9,294 0.01% 1,480
Mega Legal & General Group Plc $8,478 0.01% 1,350
Large OSAIC HOLDINGS, INC. $8,195 0.01% 1,305
Mid GROUP ONE TRADING LLC $8,063 0.01% 1,284
Mid Ameritas Investment Partners, Inc. $7,900 0.01% 1,258
Mid GAMMA Investing LLC $6,424 0.01% 1,023

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