OptimizerxOPRX
13F holders, Q2 2025 (June 30)110holders +23
31new positions
7sold out
4famous investors
$13.50avg. 13F price*
At the end of Q2 2025, 110 institutions reported holding Optimizerx Corp. (OPRX) in their 13F filings, up 23 from Q1 2025. 31 opened new positions and 7 sold out. The largest holders were Whetstone Capital Advisors, LLC ($20.4M), BlackRock, Inc. ($16.5M) and Vanguard Group Inc. ($12.4M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors'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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $11.6M |
| Exits | 7 | $4.0M |
All 13F filers, Q1 2025 → Q2 2025: 1,928,669 shares bought and 1,119,904 shares sold, net +808,765 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| Whetstone Capital Advisors, LLC | 5.75% | No change | 1,508,303 | $20.4M |
| BlackRock, Inc. | 0.00% | Reduce -7.5% | 1,221,833 | $16.5M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 920,885 | $12.4M |
| Royce & Associates LP | 0.11% | Reduce -20.5% | 790,640 | $10.7M |
| Blair William & Co. | 0.02% | Reduce -0.3% | 628,926 | $8.5M |
| Rice Hall James & Associates, LLC | 0.44% | Add +5.5% | 607,560 | $8.2M |
| Parkman Healthcare Partners LLC | 0.79% | Add +6.8% | 507,423 | $6.9M |
| Kennedy Capital Management LLC | 0.15% | Reduce -1.2% | 472,472 | $6.4M |
| Manatuck Hill Partners, LLC | 2.31% | Add +139.5% | 455,000 | $6.1M |
| D. E. Shaw & Co. | 0.01% | Add +18.0% | 412,896 | $5.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.0% | 399,548 | $5.4M |
| State Street Corp. | 0.00% | Add +8.2% | 389,032 | $5.3M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -10.9% | 384,747 | $5.2M |
| Morgan Stanley | 0.00% | Add +22.5% | 264,722 | $3.6M |
| AWM Investment Company, Inc. | 0.39% | No change | 255,421 | $3.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +99.7% | 243,643 | $3.3M |
| Northern Trust Corp. | 0.00% | Add +29.6% | 232,229 | $3.1M |
| Bullseye Asset Management LLC | 1.39% | No change | 206,527 | $2.8M |
| Citadel Advisors | 0.00% | Add +153.7% | 182,346 | $2.5M |
| Balyasny Asset Management L.P. | 0.00% | New | 156,338 | $2.1M |
| Marshall Wace, LLP | 0.00% | Reduce -55.4% | 111,971 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +141.4% | 110,610 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Add +109.5% | 102,745 | $1.4M |
| UBS Group AG | 0.00% | Add +745.9% | 102,651 | $1.4M |
| Tang Capital Management LLC | 0.07% | No change | 100,000 | $1.4M |
| Bridgeway Capital Management, LLC | 0.03% | No change | 99,029 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Add +0.3% | 89,777 | $1.2M |
| Raymond James Financial Inc. | 0.00% | New | 84,555 | $1.1M |
| Nuveen, LLC | 0.00% | Add +54.0% | 80,973 | $1.1M |
| Renaissance Technologies | 0.00% | New | 77,707 | $1.0M |
| Avenir Corp. | 0.11% | No change | 77,260 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | New | 69,880 | $943K |
| Informed Momentum Co LLC | 0.13% | New | 63,596 | $859K |
| Janus Henderson Group PLC | 0.00% | New | 57,302 | $774K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.0% | 51,512 | $695K |
| P.A.W. Capital Corp. | 1.30% | New | 50,000 | $675K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.0% | 48,946 | $661K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -0.5% | 48,397 | $653K |
| Calamos Advisors LLC | 0.00% | Add +38.3% | 46,173 | $623K |
| Alliancebernstein L.P. | 0.00% | Add +47.3% | 39,850 | $538K |
| Perkins Capital Management Inc. | 0.53% | Reduce -10.3% | 39,096 | $528K |
| Rhumbline Advisers | 0.00% | Add +29.9% | 36,082 | $487K |
| Bank of America Corp. | 0.00% | Reduce -7.7% | 34,242 | $462K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 30,944 | $418K |
| Barclays PLC | 0.00% | Add +38.6% | 30,617 | $413K |
| Susquehanna International Group, LLP | 0.00% | Add +2.2% | 28,662 | $387K |
| LPL Financial LLC | 0.00% | New | 26,390 | $356K |
| Los Angeles Capital Management LLC | 0.00% | New | 25,823 | $349K |
| XTX Topco Ltd | 0.01% | New | 25,493 | $344K |
| Walleye Capital LLC | 0.00% | Add +140.7% | 25,108 | $339K |
| Wells Fargo & Company | 0.00% | Add +21.9% | 24,530 | $331K |
| American Century Companies Inc. | 0.00% | Add +52.5% | 24,069 | $325K |
| Two Sigma Advisers, LP | 0.00% | New | 23,023 | $311K |
| Connors Investor Services Inc. | 0.03% | Reduce -30.1% | 22,050 | $298K |
| Massar Capital Management, LP | 0.22% | New | 22,000 | $297K |
| Verition Fund Management LLC | 0.00% | New | 21,792 | $294K |
| WINTON GROUP Ltd | 0.01% | New | 21,208 | $286K |
| Group One Trading LLC | 0.01% | New | 18,002 | $243K |
| Millennium Management | 0.00% | Reduce -80.6% | 17,593 | $238K |
| Virtus Advisers, LLC | 0.13% | New | 15,500 | $209K |
| Panagora Asset Management Inc. | 0.00% | New | 12,709 | $172K |
| Quantinno Capital Management LP | 0.00% | Add +4.0% | 12,495 | $169K |
| Centiva Capital, LP | 0.01% | New | 12,274 | $166K |
| HRT Financial LP | 0.00% | New | 12,201 | $164K |
| MetLife Investment Management, LLC | 0.00% | No change | 11,379 | $154K |
| Trexquant Investment LP | 0.00% | Reduce -79.3% | 11,257 | $152K |
| Corton Capital Inc. | 0.16% | New | 10,194 | $138K |
| Walleye Trading LLC | 0.00% | New | 9,887 | $133K |
| Deutsche Bank AG | 0.00% | No change | 9,714 | $131K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -10.3% | 9,562 | $129K |
| Simplex Trading, LLC | 0.00% | Add +35.4% | 8,598 | $116K |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.2% | 8,237 | $111K |
| Citigroup Inc. | 0.00% | Reduce -50.1% | 6,448 | $87K |
| MAI Capital Management | 0.00% | No change | 5,700 | $77K |
| New York State Common Retirement Fund | 0.00% | No change | 5,034 | $68K |
| FMR LLC | 0.00% | Add +17.6% | 5,009 | $68K |
| BNP Paribas Financial Markets | 0.00% | Add +119.2% | 4,074 | $55K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,532 | $48K |
| Quantbot Technologies LP | 0.00% | New | 3,292 | $44K |
| Global Retirement Partners, LLC | 0.00% | — | 2,750 | $37K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +124.9% | 2,728 | $37K |
| National Bank of Canada | 0.00% | New | 2,619 | $35K |
| Nisa Investment Advisors, LLC | 0.00% | Add +600.0% | 2,121 | $29K |
| Avalon Trust Co | 0.00% | No change | 2,000 | $27K |
| Legal & General Group Plc | 0.00% | Reduce -10.0% | 1,962 | $26K |
| Covestor Ltd | 0.02% | New | 1,922 | $26K |
| Versant Capital Management, Inc | 0.00% | No change | 1,793 | $24K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.7% | 1,428 | $19K |
| Quarry LP | 0.00% | New | 1,316 | $18K |
| California State Teachers Retirement System | 0.00% | No change | 1,273 | $17K |
| Royal Bank of Canada | 0.00% | Reduce -64.2% | 1,293 | $17K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,258 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,000 | $14K |
| Jones Financial Companies LLLP | 0.00% | No change | 760 | $10K |
| Cwm, LLC | 0.00% | Reduce -3.6% | 660 | $9K |
| GAMMA Investing LLC | 0.00% | Add +43.7% | 638 | $9K |
| Amalgamated Bank | 0.00% | No change | 592 | $8K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 410 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.1% | 311 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -18.8% | 303 | $4K |
| Rise Advisors, LLC | 0.00% | No change | 286 | $4K |
| Creative Capital Management Investments LLC | 0.00% | New | 199 | $3K |
| Federated Hermes, Inc. | 0.00% | New | 142 | $2K |
| HighMark Wealth Management LLC | 0.00% | No change | 100 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 100 | $1K |
| Brooklyn Investment Group | 0.00% | New | 71 | $959 |
| Sterling Capital Management LLC | 0.00% | Add +127.8% | 41 | $554 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +26.1% | 29 | $392 |
| True Wealth Design, LLC | 0.00% | Add +40.0% | 14 | $189 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 3 | $49 |
"% of holder's portfolio" is OPRX's weight in each manager's 13F, not the share of Optimizerx Corp. the manager owns.