OptimizerxOPRX
13F holders, Q3 2025 (September 30)125holders +15
37new positions
23sold out
4famous investors
$20.50avg. 13F price*
At the end of Q3 2025, 125 institutions reported holding Optimizerx Corp. (OPRX) in their 13F filings, up 15 from Q2 2025. 37 opened new positions and 23 sold out. The largest holders were Whetstone Capital Advisors, LLC ($30.9M), BlackRock, Inc. ($24.4M) and Vanguard Group Inc. ($21.7M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $35.2M |
| Exits | 23 | $6.5M |
All 13F filers, Q2 2025 → Q3 2025: 2,485,591 shares bought and 1,592,007 shares sold, net +893,584 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| Whetstone Capital Advisors, LLC | 8.56% | No change | 1,508,303 | $30.9M |
| BlackRock, Inc. | 0.00% | Reduce -2.8% | 1,187,841 | $24.4M |
| Vanguard Group Inc. | 0.00% | Add +15.0% | 1,059,109 | $21.7M |
| Royce & Associates LP | 0.14% | Reduce -14.3% | 677,330 | $13.9M |
| Kennedy Capital Management LLC | 0.31% | Add +42.9% | 674,918 | $13.8M |
| Blair William & Co. | 0.03% | Reduce -6.0% | 591,139 | $12.1M |
| Rice Hall James & Associates, LLC | 0.61% | Reduce -10.2% | 545,816 | $11.2M |
| Parkman Healthcare Partners LLC | 1.15% | Add +0.4% | 509,611 | $10.4M |
| Manatuck Hill Partners, LLC | 3.29% | Add +3.8% | 472,307 | $9.7M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.3% | 397,302 | $8.1M |
| State Street Corp. | 0.00% | Add +0.9% | 392,723 | $8.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -4.1% | 383,177 | $7.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -22.2% | 321,051 | $6.6M |
| CenterBook Partners LP | 0.31% | New | 308,809 | $6.3M |
| AWM Investment Company, Inc. | 0.44% | Reduce -9.8% | 230,421 | $4.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +92.8% | 213,298 | $4.4M |
| Next Century Growth Investors LLC | 0.31% | New | 210,719 | $4.3M |
| Bullseye Asset Management LLC | 2.22% | No change | 206,527 | $4.2M |
| Invesco Ltd. | 0.00% | New | 199,091 | $4.1M |
| Morgan Stanley | 0.00% | Reduce -31.1% | 182,278 | $3.7M |
| G2 Investment Partners Management LLC | 0.76% | New | 179,736 | $3.7M |
| Harvest Investment Services, LLC | 0.69% | New | 167,837 | $3.4M |
| Northern Trust Corp. | 0.00% | Reduce -30.2% | 162,163 | $3.3M |
| Squarepoint Ops LLC | 0.01% | New | 139,077 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +178.8% | 136,464 | $2.8M |
| Citadel Advisors | 0.00% | Reduce -40.3% | 108,791 | $2.2M |
| Renaissance Technologies | 0.00% | Add +38.9% | 107,900 | $2.2M |
| Tang Capital Management LLC | 0.08% | No change | 100,000 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.0% | 87,957 | $1.8M |
| Prudential Financial Inc. | 0.00% | New | 86,485 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +0.3% | 84,772 | $1.7M |
| Bank of America Corp. | 0.00% | Add +147.5% | 84,760 | $1.7M |
| Avenir Corp. | 0.17% | No change | 77,260 | $1.6M |
| Informed Momentum Co LLC | 0.18% | Add +21.2% | 77,087 | $1.6M |
| Calamos Advisors LLC | 0.01% | Add +66.8% | 77,002 | $1.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +45.8% | 75,127 | $1.5M |
| Granahan Investment Management, LLC | 0.06% | New | 71,046 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.7% | 69,406 | $1.4M |
| Janus Henderson Group PLC | 0.00% | Add +14.5% | 65,619 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -38.0% | 63,704 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -74.7% | 61,648 | $1.3M |
| Bridgeway Capital Management, LLC | 0.03% | Reduce -40.4% | 59,029 | $1.2M |
| P.A.W. Capital Corp. | 1.86% | No change | 50,000 | $1.0M |
| Los Angeles Capital Management LLC | 0.00% | Add +87.8% | 48,490 | $994K |
| Boothbay Fund Management, LLC | 0.03% | New | 47,986 | $984K |
| Nuveen, LLC | 0.00% | Reduce -45.5% | 44,123 | $905K |
| Alliancebernstein L.P. | 0.00% | No change | 39,850 | $817K |
| Perkins Capital Management Inc. | 0.68% | Reduce -3.8% | 37,596 | $771K |
| Marshall Wace, LLP | 0.00% | Reduce -68.4% | 35,407 | $726K |
| UBS Group AG | 0.00% | Reduce -66.8% | 34,086 | $699K |
| Rhumbline Advisers | 0.00% | Reduce -10.2% | 32,414 | $664K |
| Franklin Resources Inc. | 0.00% | New | 28,630 | $587K |
| LPL Financial LLC | 0.00% | Add +7.5% | 28,375 | $582K |
| State of Wisconsin Investment Board | 0.00% | New | 27,561 | $565K |
| Virtus Advisers, LLC | 0.29% | Add +62.5% | 25,187 | $516K |
| STRS Ohio | 0.00% | New | 24,500 | $502K |
| American Century Companies Inc. | 0.00% | Add +0.4% | 24,164 | $495K |
| Barclays PLC | 0.00% | Reduce -24.5% | 23,124 | $474K |
| Sigma Planning Corp | 0.01% | New | 22,298 | $457K |
| Harbor Capital Advisors, Inc. | 0.04% | New | 22,168 | $454K |
| State of Wyoming | 0.05% | New | 21,833 | $448K |
| Wells Fargo & Company | 0.00% | Reduce -13.1% | 21,327 | $437K |
| Principal Financial Group Inc. | 0.00% | New | 18,826 | $386K |
| Qube Research & Technologies Ltd | 0.00% | New | 18,583 | $381K |
| Integrated Quantitative Investments LLC | 0.11% | New | 18,483 | $379K |
| Hillsdale Investment Management Inc. | 0.01% | New | 18,300 | $375K |
| Brendel Financial Advisors LLC | 0.18% | New | 17,054 | $350K |
| Creative Planning | 0.00% | New | 16,159 | $331K |
| Quantinno Capital Management LP | 0.00% | Add +14.8% | 14,347 | $294K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 12,765 | $262K |
| Panagora Asset Management Inc. | 0.00% | No change | 12,709 | $261K |
| AQR Capital Management | 0.00% | New | 12,258 | $251K |
| Deutsche Bank AG | 0.00% | Add +20.1% | 11,664 | $239K |
| MetLife Investment Management, LLC | 0.00% | No change | 11,379 | $233K |
| Worth Venture Partners, LLC | 1.06% | New | 10,750 | $220K |
| Wesbanco Bank Inc. | 0.01% | New | 10,000 | $205K |
| Connors Investor Services Inc. | 0.02% | Reduce -55.5% | 9,819 | $201K |
| Group One Trading LLC | 0.01% | Reduce -46.3% | 9,674 | $198K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -24.4% | 7,230 | $148K |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.3% | 6,564 | $135K |
| USA Financial Formulas | 0.02% | New | 6,409 | $131K |
| FMR LLC | 0.00% | Add +17.1% | 5,868 | $120K |
| MAI Capital Management | 0.00% | No change | 5,700 | $117K |
| New York State Common Retirement Fund | 0.00% | No change | 5,034 | $103K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +29.8% | 4,583 | $94K |
| BNP Paribas Financial Markets | 0.00% | Reduce -3.6% | 3,926 | $80K |
| Royal Bank of Canada | 0.00% | Add +129.2% | 2,963 | $61K |
| Osaic Holdings, Inc. | 0.00% | Add +87.1% | 2,672 | $53K |
| Global Retirement Partners, LLC | 0.00% | Reduce -20.0% | 2,199 | $45K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,121 | $43K |
| Avalon Trust Co | 0.00% | No change | 2,000 | $41K |
| Covestor Ltd | 0.02% | Reduce -0.4% | 1,914 | $39K |
| Versant Capital Management, Inc | 0.01% | No change | 1,793 | $37K |
| Legal & General Group Plc | 0.00% | Reduce -15.5% | 1,658 | $34K |
| California State Teachers Retirement System | 0.00% | Add +0.1% | 1,274 | $26K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,258 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,000 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -63.7% | 991 | $20K |
| Citigroup Inc. | 0.00% | Reduce -84.8% | 982 | $20K |
| Jones Financial Companies LLLP | 0.00% | No change | 760 | $14K |
| Simplex Trading, LLC | 0.00% | Reduce -91.9% | 694 | $14K |
| Cwm, LLC | 0.00% | Add +6.2% | 701 | $14K |
| Amalgamated Bank | 0.00% | No change | 592 | $12K |
| GAMMA Investing LLC | 0.00% | Reduce -12.8% | 556 | $11K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 410 | $8K |
| Federated Hermes, Inc. | 0.00% | Add +147.9% | 352 | $7K |
| Arax Advisory Partners | 0.00% | New | 325 | $7K |
| Rise Advisors, LLC | 0.00% | No change | 286 | $6K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -9.9% | 273 | $6K |
| MCF Advisors LLC | 0.00% | New | 270 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.7% | 259 | $5K |
| Mb, Levis & Associates, LLC | 0.00% | New | 200 | $4K |
| Leonteq Securities AG | 0.00% | New | 139 | $3K |
| Optiver Holding B.V. | 0.00% | New | 132 | $3K |
| HighMark Wealth Management LLC | 0.00% | No change | 100 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 100 | $2K |
| Sterling Capital Management LLC | 0.00% | Reduce -7.3% | 38 | $779 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +6.9% | 31 | $636 |
| US Bancorp \de | 0.00% | New | 21 | $431 |
| True Wealth Design, LLC | 0.00% | No change | 14 | $287 |
| Sunbelt Securities, Inc. | 0.00% | New | 11 | $226 |
| Farther Finance Advisors, LLC | 0.00% | New | 10 | $205 |
| Parallel Advisors, LLC | 0.00% | New | 5 | $103 |
| Advisory Services Network, LLC | 0.00% | New | 2 | $41 |
| Essential Partners LLC | 0.00% | New | 2 | $41 |
"% of holder's portfolio" is OPRX's weight in each manager's 13F, not the share of Optimizerx Corp. the manager owns.