OptimizerxOPRX

13F holders, Q1 2024 (March 31)
97holders
5famous investors
$12.16avg. 13F price*

At the end of Q1 2024, 97 institutions reported holding Optimizerx Corp. (OPRX) in their 13F filings. The largest holders were First Light Asset Management, LLC ($21.1M), Divisadero Street Capital Management, LP ($19.1M) and BlackRock Inc. ($13.2M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Optimizerx Corp.
CUSIP
68401U204
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 97Q1 2024Q2 2024: 92Q2 2024Q3 2024: 85Q3 2024Q4 2024: 87Q4 2024Q1 2025: 87Q1 2025Q2 2025: 110Q2 2025Q3 2025: 125Q3 2025Q4 2025: 129Q4 2025Q1 2026: 128Q1 2026Q2 2026: 112Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions14$3.5M
Exits17$5.5M

Ownership 97 holders

First Light Asset Management, LLC 1.62% Add +0.6% 1,737,584 $21.1M
Divisadero Street Capital Management, LP 4.49% Add +65.7% 1,572,900 $19.1M
BlackRock Inc. 0.00% Reduce -4.4% 1,085,276 $13.2M
Vanguard Group Inc. 0.00% Add +0.6% 1,027,293 $12.5M
AWM Investment Company, Inc. 1.36% Add +4.0% 853,042 $10.4M
Blair William & Co. 0.03% Add +5.6% 782,573 $9.5M
Samjo Management, LLC 2.42% Add +37.6% 565,443 $6.9M
Rice Hall James & Associates, LLC 0.28% Add +17.3% 401,882 $4.9M
Geode Capital Management, LLC 0.00% Add +1.9% 385,838 $4.7M
G2 Investment Partners Management LLC 1.21% Reduce -20.3% 373,034 $4.5M
D. E. Shaw & Co. 0.01% Reduce -24.6% 348,892 $4.2M
State Street Corp. 0.00% Add +4.5% 334,839 $4.1M
Kennedy Capital Management LLC 0.08% Reduce -34.8% 319,799 $3.9M
Credit Suisse AG/ 0.00% Reduce -1.0% 314,466 $3.8M
Dimensional Fund Advisors LP 0.00% Add +12.4% 288,173 $3.5M
Federated Hermes, Inc. 0.01% Add +1.1% 185,070 $2.2M
Northern Trust Corp. 0.00% Reduce -3.4% 153,045 $1.9M
JPMorgan Chase & Co. 0.00% Add +9.6% 139,048 $1.7M
Bullseye Asset Management LLC 0.70% No change 122,588 $1.5M
Bridgeway Capital Management, LLC 0.03% Reduce -11.0% 111,000 $1.3M
Perkins Capital Management Inc. 1.07% No change 105,463 $1.3M
Bank of New York Mellon Corp 0.00% Reduce -4.4% 101,678 $1.2M
Boothbay Fund Management, LLC 0.03% Reduce -27.8% 90,477 $1.1M
Avenir Corp. 0.09% No change 88,260 $1.1M
Essex Investment Management Co. LLC 0.21% New 86,656 $1.1M
American Century Companies Inc. 0.00% Add +71.8% 77,134 $937K
Morgan Stanley 0.00% Reduce -5.0% 74,005 $899K
Renaissance Technologies 0.00% Reduce -23.7% 70,446 $856K
Millennium Management 0.00% Reduce -14.3% 59,906 $728K
Victory Capital Management Inc. 0.00% Reduce -1.6% 57,737 $702K
Greenwood Capital Associates LLC 0.09% Reduce -1.4% 53,902 $655K
Tudor Investment Corporation 0.01% Add +269.2% 52,982 $644K
Citadel Advisors 0.00% Reduce -53.5% 52,201 $634K
Mirae Asset Global Investments Co., Ltd. 0.00% New 44,576 $627K
Nuveen Asset Management, LLC 0.00% No change 44,035 $535K
Charles Schwab Investment Management Inc. 0.00% Reduce -4.2% 43,031 $523K
Bank of America Corp. 0.00% Reduce -27.6% 40,300 $490K
Legato Capital Management LLC 0.05% New 34,316 $417K
State of Wisconsin Investment Board 0.00% Reduce -22.6% 31,800 $386K
Rhumbline Advisers 0.00% Add +2.4% 28,804 $350K
Jane Street Group, LLC 0.00% New 28,155 $342K
BNP Paribas Financial Markets 0.00% Add +283.6% 27,910 $339K
Royal Bank of Canada 0.00% Reduce -15.1% 24,888 $301K
Acadian Asset Management LLC 0.00% Reduce -45.3% 24,562 $297K
Alliancebernstein L.P. 0.00% Reduce -5.8% 24,200 $294K
Invesco Ltd. 0.00% New 22,115 $269K
STRS Ohio 0.00% Reduce -6.0% 20,200 $245K
Engineers Gate Manager LP 0.01% Reduce -22.3% 19,539 $237K
Jump Financial, LLC 0.01% New 18,638 $226K
Cubist Systematic Strategies, LLC 0.00% Add +116.9% 17,738 $216K
Connors Investor Services Inc. 0.02% Reduce -32.2% 16,607 $202K
UBS Group AG 0.00% Add +7.5% 15,936 $194K
Premier Fund Managers Ltd 0.01% New 15,511 $188K
Goldman Sachs Group Inc. 0.00% Add +8.3% 14,470 $176K
Two Sigma Advisers, LP 0.00% Reduce -63.1% 12,900 $157K
ExodusPoint Capital Management, LP 0.00% New 11,341 $138K
Group One Trading LLC 0.00% New 11,218 $136K
Catalyst Funds Management Pty Ltd 0.04% — 11,150 $135K
Barclays PLC 0.00% Reduce -50.0% 11,096 $135K
Hillsdale Investment Management Inc. 0.01% Reduce -31.9% 10,700 $130K
MetLife Investment Management, LLC 0.00% No change 9,158 $111K
Qube Research & Technologies Ltd 0.00% New 8,251 $100K
Deutsche Bank AG 0.00% Reduce -3.8% 7,956 $97K
American International Group, Inc. 0.00% Reduce -2.2% 7,859 $95K
Wells Fargo & Company 0.00% Add +8.1% 7,787 $95K
State of Wyoming 0.01% Add +34.1% 5,423 $66K
Simplex Trading, LLC 0.00% Reduce -71.1% 5,358 $65K
Quantbot Technologies LP 0.00% Add +14.7% 5,262 $64K
New York State Common Retirement Fund 0.00% Reduce -0.1% 5,033 $61K
FMR LLC 0.00% Reduce -3.5% 2,772 $34K
Citigroup Inc. 0.00% Add +17.0% 2,630 $32K
Nisa Investment Advisors, LLC 0.00% Add +0.2% 2,147 $26K
Avalon Trust Co 0.00% No change 2,000 $24K
Osaic Holdings, Inc. 0.00% Reduce -61.6% 1,777 $22K
Legal & General Group Plc 0.00% No change 1,711 $21K
California State Teachers Retirement System 0.00% Reduce -39.8% 1,603 $19K
Cetera Trust Company, N.A 0.01% Reduce -72.2% 1,500 $18K
Ameritas Investment Partners, Inc. 0.00% No change 1,258 $15K
Metropolitan Life Insurance Co 0.00% No change 925 $11K
Amalgamated Bank 0.00% Reduce -75.2% 592 $7K
Tower Research Capital LLC (TRC) 0.00% Reduce -92.6% 502 $6K
Benjamin F. Edwards & Company, Inc. 0.00% No change 431 $5K
Compagnie Lombard Odier SCmA 0.00% No change 410 $5K
US Bancorp \de 0.00% New 304 $4K
Colonial Trust Co / SC 0.00% No change 260 $3K
Creative Financial Designs Inc. 0.00% New 191 $2K
HighMark Wealth Management LLC 0.00% No change 100 $1K
AdvisorNet Financial, Inc 0.00% No change 100 $1K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 70 $851
PNC Financial Services Group, Inc. 0.00% New 54 $656
Point72 (DIFC) Ltd 0.00% — 35 $425
Russell Investments Group, Ltd. 0.00% No change 31 $377
Comerica Bank 0.00% No change 28 $340
Farmers & Merchants Investments Inc. 0.00% No change 12 $146
Toronto Dominion Bank 0.00% No change 10 $122
Point72 Asia (Singapore) Pte. Ltd. 0.00% Reduce -99.3% 4 $49
Avior Wealth Management, LLC 0.00% New 4 $48

"% of holder's portfolio" is OPRX's weight in each manager's 13F, not the share of Optimizerx Corp. the manager owns.