OptimizerxOPRX
13F holders, Q1 2025 (March 31)87holders
18new positions
17sold out
3famous investors
$8.66avg. 13F price*
At the end of Q1 2025, 87 institutions reported holding Optimizerx Corp. (OPRX) in their 13F filings, unchanged from Q4 2024. 18 opened new positions and 17 sold out. The largest holders were Whetstone Capital Advisors, LLC ($13.1M), BlackRock, Inc. ($11.4M) and Royce & Associates LP ($8.6M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $10.1M |
| Exits | 17 | $3.0M |
All 13F filers, Q4 2024 → Q1 2025: 1,853,044 shares bought and 1,487,284 shares sold, net +365,760 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| Whetstone Capital Advisors, LLC | 5.77% | Add +11.7% | 1,508,303 | $13.1M |
| BlackRock, Inc. | 0.00% | Reduce -1.1% | 1,321,138 | $11.4M |
| Royce & Associates LP | 0.09% | Reduce -7.0% | 994,300 | $8.6M |
| Vanguard Group Inc. | 0.00% | Reduce -1.5% | 921,848 | $8.0M |
| Blair William & Co. | 0.02% | Add +4.9% | 631,031 | $5.5M |
| Rice Hall James & Associates, LLC | 0.29% | Reduce -0.3% | 576,172 | $5.0M |
| Kennedy Capital Management LLC | 0.10% | Reduce -19.5% | 478,404 | $4.1M |
| Parkman Healthcare Partners LLC | 0.49% | New | 475,000 | $4.1M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -2.7% | 432,061 | $3.7M |
| Geode Capital Management, LLC | 0.00% | Add +1.8% | 407,675 | $3.5M |
| State Street Corp. | 0.00% | Add +0.7% | 359,519 | $3.1M |
| D. E. Shaw & Co. | 0.00% | Add +18.3% | 349,919 | $3.0M |
| Invesco Ltd. | 0.00% | New | 293,554 | $2.5M |
| AWM Investment Company, Inc. | 0.30% | Add +18.6% | 255,421 | $2.2M |
| Marshall Wace, LLP | 0.00% | Add +86.8% | 251,136 | $2.2M |
| Morgan Stanley | 0.00% | Add +6.7% | 216,163 | $1.9M |
| Bullseye Asset Management LLC | 0.97% | Add +2.5% | 206,527 | $1.8M |
| Manatuck Hill Partners, LLC | 0.76% | Add +90.0% | 190,000 | $1.6M |
| Northern Trust Corp. | 0.00% | Reduce -5.2% | 179,190 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +47.1% | 124,751 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 122,024 | $1.1M |
| Tang Capital Management LLC | 0.05% | Reduce -54.8% | 100,000 | $866K |
| Bridgeway Capital Management, LLC | 0.02% | Reduce -35.7% | 99,029 | $858K |
| Millennium Management | 0.00% | New | 90,606 | $785K |
| Bank of New York Mellon Corp | 0.00% | Add +2.1% | 89,538 | $775K |
| Credit Agricole S A | 0.00% | No change | 89,200 | $772K |
| Avenir Corp. | 0.07% | No change | 77,260 | $669K |
| Citadel Advisors | 0.00% | Add +75.1% | 71,875 | $622K |
| Trexquant Investment LP | 0.01% | New | 54,262 | $470K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +30.5% | 54,228 | $470K |
| Nuveen, LLC | 0.00% | — | 52,563 | $455K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -19.1% | 51,007 | $442K |
| Two Sigma Investments, LP | 0.00% | New | 49,036 | $425K |
| Campbell & CO Investment Adviser LLC | 0.03% | Add +55.9% | 48,659 | $421K |
| Russell Investments Group, Ltd. | 0.00% | Add +25355.6% | 45,820 | $397K |
| Perkins Capital Management Inc. | 0.40% | Reduce -58.8% | 43,596 | $378K |
| Bank of America Corp. | 0.00% | Reduce -49.8% | 37,085 | $321K |
| Calamos Advisors LLC | 0.00% | New | 33,399 | $289K |
| Connors Investor Services Inc. | 0.03% | Reduce -46.5% | 31,550 | $273K |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.6% | 28,050 | $243K |
| Rhumbline Advisers | 0.00% | Add +10.5% | 27,785 | $241K |
| Alliancebernstein L.P. | 0.00% | No change | 27,050 | $234K |
| Barclays PLC | 0.00% | Reduce -27.8% | 22,089 | $191K |
| Wells Fargo & Company | 0.00% | Add +79.5% | 20,119 | $174K |
| American Century Companies Inc. | 0.00% | Add +9.6% | 15,783 | $137K |
| Diametric Capital, LP | 0.14% | New | 13,298 | $115K |
| Virtu Financial LLC | 0.01% | New | 12,956 | $112K |
| Citigroup Inc. | 0.00% | Reduce -8.8% | 12,920 | $112K |
| UBS Group AG | 0.00% | Reduce -54.0% | 12,135 | $105K |
| Quantinno Capital Management LP | 0.00% | New | 12,019 | $104K |
| MetLife Investment Management, LLC | 0.00% | New | 11,379 | $99K |
| Squarepoint Ops LLC | 0.00% | Reduce -74.2% | 10,746 | $93K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 10,660 | $92K |
| Walleye Capital LLC | 0.00% | Reduce -92.5% | 10,431 | $90K |
| Deutsche Bank AG | 0.00% | No change | 9,714 | $84K |
| JPMorgan Chase & Co. | 0.00% | Reduce -84.9% | 9,072 | $79K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.2% | 8,719 | $76K |
| Simplex Trading, LLC | 0.00% | Reduce -64.4% | 6,351 | $54K |
| MAI Capital Management | 0.00% | No change | 5,700 | $49K |
| New York State Common Retirement Fund | 0.00% | No change | 5,034 | $44K |
| FMR LLC | 0.00% | Add +72.7% | 4,258 | $37K |
| Royal Bank of Canada | 0.00% | Reduce -84.7% | 3,612 | $31K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,532 | $31K |
| Legal & General Group Plc | 0.00% | No change | 2,181 | $19K |
| Avalon Trust Co | 0.00% | No change | 2,000 | $17K |
| BNP Paribas Financial Markets | 0.00% | Reduce -91.7% | 1,859 | $16K |
| Versant Capital Management, Inc | 0.00% | Add +666.2% | 1,793 | $16K |
| Osaic Holdings, Inc. | 0.00% | Add +771.9% | 1,674 | $14K |
| California State Teachers Retirement System | 0.00% | No change | 1,273 | $11K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,258 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -36.2% | 1,213 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,000 | $9K |
| Jones Financial Companies LLLP | 0.00% | No change | 760 | $7K |
| Cwm, LLC | 0.00% | Add +0.6% | 685 | $6K |
| Amalgamated Bank | 0.00% | No change | 592 | $5K |
| GAMMA Investing LLC | 0.00% | New | 444 | $4K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 410 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -92.7% | 373 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | New | 346 | $3K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -6.5% | 303 | $3K |
| Rise Advisors, LLC | 0.00% | New | 286 | $2K |
| HighMark Wealth Management LLC | 0.00% | No change | 100 | $866 |
| AdvisorNet Financial, Inc | 0.00% | No change | 100 | $866 |
| Coldstream Capital Management Inc. | 0.00% | New | 90 | $780 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 23 | $199 |
| Sterling Capital Management LLC | 0.00% | No change | 18 | $156 |
| True Wealth Design, LLC | 0.00% | New | 10 | $87 |
"% of holder's portfolio" is OPRX's weight in each manager's 13F, not the share of Optimizerx Corp. the manager owns.