OptimizerxOPRX
13F holders, Q4 2024 (December 31)87holders +2
17new positions
17sold out
2famous investors
$4.86avg. 13F price*
At the end of Q4 2024, 87 institutions reported holding Optimizerx Corp. (OPRX) in their 13F filings, up 2 from Q3 2024. 17 opened new positions and 17 sold out. The largest holders were Whetstone Capital Advisors, LLC ($6.6M), BlackRock, Inc. ($6.5M) and Royce & Associates LP ($5.2M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Optimizerx Corp.
- CUSIP
- 68401U204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $15.6M |
| Exits | 17 | $28.9M |
All 13F filers, Q3 2024 → Q4 2024: 3,981,948 shares bought and 4,994,692 shares sold, net −1,012,744 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| Whetstone Capital Advisors, LLC | 2.50% | New | 1,350,423 | $6.6M |
| BlackRock, Inc. | 0.00% | Add +4.8% | 1,335,498 | $6.5M |
| Royce & Associates LP | 0.05% | New | 1,069,560 | $5.2M |
| Vanguard Group Inc. | 0.00% | Reduce -1.8% | 935,557 | $4.5M |
| Blair William & Co. | 0.01% | Reduce -11.2% | 601,383 | $2.9M |
| Kennedy Capital Management LLC | 0.06% | Add +57.8% | 594,000 | $2.9M |
| Rice Hall James & Associates, LLC | 0.15% | Reduce -6.1% | 577,738 | $2.8M |
| Dimensional Fund Advisors LP | 0.00% | Add +9.8% | 444,167 | $2.2M |
| Geode Capital Management, LLC | 0.00% | Add +1.2% | 400,621 | $1.9M |
| State Street Corp. | 0.00% | Add +1.9% | 356,863 | $1.7M |
| D. E. Shaw & Co. | 0.00% | Add +12.2% | 295,717 | $1.4M |
| Tang Capital Management LLC | 0.07% | New | 221,200 | $1.1M |
| AWM Investment Company, Inc. | 0.13% | Reduce -79.9% | 215,421 | $1.0M |
| Morgan Stanley | 0.00% | Add +35.3% | 202,605 | $985K |
| Bullseye Asset Management LLC | 0.46% | Reduce -5.8% | 201,527 | $980K |
| Northern Trust Corp. | 0.00% | Add +3.3% | 189,044 | $919K |
| Bridgeway Capital Management, LLC | 0.02% | No change | 154,100 | $749K |
| Walleye Capital LLC | 0.01% | New | 138,575 | $673K |
| Marshall Wace, LLP | 0.00% | New | 134,446 | $653K |
| G2 Investment Partners Management LLC | 0.17% | Reduce -45.0% | 133,167 | $647K |
| AMH Equity Ltd | 0.62% | Add +25.0% | 125,000 | $608K |
| Perkins Capital Management Inc. | 0.46% | Add +4.4% | 105,813 | $514K |
| Manatuck Hill Partners, LLC | 0.20% | New | 100,000 | $486K |
| Credit Agricole S A | 0.00% | No change | 89,200 | $434K |
| Greenwood Capital Associates LLC | 0.06% | Add +31.5% | 88,596 | $431K |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.8% | 87,712 | $426K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -19.2% | 84,782 | $412K |
| Avenir Corp. | 0.04% | Reduce -12.5% | 77,260 | $375K |
| Bank of America Corp. | 0.00% | Add +54.5% | 73,934 | $359K |
| Jane Street Group, LLC | 0.00% | Add +234.7% | 72,454 | $352K |
| Goldman Sachs Group Inc. | 0.00% | Add +89.7% | 63,023 | $306K |
| JPMorgan Chase & Co. | 0.00% | Add +670.3% | 59,952 | $291K |
| Connors Investor Services Inc. | 0.03% | Add +170.6% | 59,000 | $287K |
| Nuveen Asset Management, LLC | 0.00% | No change | 52,563 | $255K |
| Susquehanna International Group, LLP | 0.00% | New | 45,694 | $222K |
| Squarepoint Ops LLC | 0.00% | Add +298.8% | 41,712 | $203K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -14.2% | 41,552 | $202K |
| Citadel Advisors | 0.00% | Reduce -45.8% | 41,049 | $199K |
| XTX Topco Ltd | 0.01% | New | 36,674 | $178K |
| Campbell & CO Investment Adviser LLC | 0.01% | Reduce -30.4% | 31,211 | $152K |
| Barclays PLC | 0.00% | Add +13.5% | 30,574 | $149K |
| Delta Investment Management, LLC | 0.03% | New | 30,000 | $146K |
| Boothbay Fund Management, LLC | 0.00% | Reduce -43.5% | 28,875 | $140K |
| Alliancebernstein L.P. | 0.00% | No change | 27,050 | $131K |
| UBS Group AG | 0.00% | Add +218.9% | 26,370 | $128K |
| Rhumbline Advisers | 0.00% | Add +5.2% | 25,149 | $122K |
| Royal Bank of Canada | 0.00% | Reduce -7.0% | 23,544 | $115K |
| Corton Capital Inc. | 0.06% | New | 22,610 | $110K |
| BNP Paribas Financial Markets | 0.00% | Add +504.6% | 22,308 | $108K |
| Gsa Capital Partners LLP | 0.01% | New | 20,661 | $100K |
| Simplex Trading, LLC | 0.00% | Add +478.1% | 17,833 | $86K |
| Graham Capital Management, L.P. | 0.00% | New | 16,632 | $81K |
| Worth Venture Partners, LLC | 0.73% | New | 15,327 | $74K |
| American Century Companies Inc. | 0.00% | Reduce -1.5% | 14,396 | $70K |
| Citigroup Inc. | 0.00% | Add +11.8% | 14,171 | $69K |
| Sherbrooke Park Advisers LLC | 0.02% | Reduce -62.2% | 13,643 | $66K |
| Wells Fargo & Company | 0.00% | Add +33.3% | 11,208 | $54K |
| SG Americas Securities, LLC | 0.00% | New | 10,555 | $51K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.7% | 10,192 | $50K |
| Deutsche Bank AG | 0.00% | No change | 9,714 | $47K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 8,734 | $42K |
| Group One Trading LLC | 0.00% | Reduce -28.4% | 6,244 | $30K |
| MAI Capital Management | 0.00% | New | 5,700 | $28K |
| SBI Securities Co., Ltd. | 0.00% | — | 5,123 | $25K |
| New York State Common Retirement Fund | 0.00% | No change | 5,034 | $24K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 3,532 | $17K |
| FMR LLC | 0.00% | Add +158.5% | 2,466 | $12K |
| Legal & General Group Plc | 0.00% | No change | 2,181 | $11K |
| Avalon Trust Co | 0.00% | No change | 2,000 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +102.9% | 1,901 | $9K |
| California State Teachers Retirement System | 0.00% | No change | 1,273 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,258 | $6K |
| Jones Financial Companies LLLP | 0.00% | No change | 760 | $4K |
| Amalgamated Bank | 0.00% | No change | 592 | $3K |
| Cwm, LLC | 0.00% | Add +4764.3% | 681 | $3K |
| Colonial Trust Co / SC | 0.00% | Add +30.9% | 512 | $3K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 410 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | Add +369.6% | 324 | $2K |
| Versant Capital Management, Inc | 0.00% | New | 234 | $1K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.5% | 192 | $933 |
| Russell Investments Group, Ltd. | 0.00% | Add +800.0% | 180 | $875 |
| Arax Advisory Partners | 0.00% | New | 126 | $613 |
| HighMark Wealth Management LLC | 0.00% | No change | 100 | $486 |
| AdvisorNet Financial, Inc | 0.00% | No change | 100 | $486 |
| Sterling Capital Management LLC | 0.00% | No change | 18 | $87 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 12 | $58 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 70 | $0 |
"% of holder's portfolio" is OPRX's weight in each manager's 13F, not the share of Optimizerx Corp. the manager owns.