OptimizerxOPRX
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 129 institutions reported holding Optimizerx Corp. (OPRX) in their 13F filings, up 4 from Q3 2025. 25 opened new positions and 22 sold out. The largest holders were Whetstone Capital Advisors, LLC ($18.5M), BlackRock, Inc. ($14.6M) and Vanguard Group Inc. ($13.9M). 6 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Optimizerx Corp.
- CUSIP
- 68401U204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $7.4M |
| Exits | 22 | $15.6M |
All 13F filers, Q3 2025 → Q4 2025: 1,774,436 shares bought and 1,780,957 shares sold, net −6,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 129 holders
| Whetstone Capital Advisors, LLC | 5.77% | No change | 1,508,303 | $18.5M |
| BlackRock, Inc. | 0.00% | Add +0.6% | 1,194,711 | $14.6M |
| Vanguard Group Inc. | 0.00% | Add +7.3% | 1,136,933 | $13.9M |
| Royce & Associates LP | 0.08% | Add +0.7% | 682,030 | $8.4M |
| Kennedy Capital Management LLC | 0.17% | Reduce -0.1% | 673,920 | $8.3M |
| Rice Hall James & Associates, LLC | 0.40% | Add +8.2% | 590,674 | $7.2M |
| Blair William & Co. | 0.02% | Reduce -1.4% | 582,585 | $7.1M |
| Parkman Healthcare Partners LLC | 0.63% | Add +5.7% | 538,649 | $6.6M |
| Next Century Growth Investors LLC | 0.43% | Add +139.8% | 505,407 | $6.2M |
| State Street Corp. | 0.00% | Add +21.6% | 477,531 | $5.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +16.0% | 460,909 | $5.7M |
| Manatuck Hill Partners, LLC | 1.81% | Reduce -10.6% | 422,107 | $5.2M |
| Geode Capital Management, LLC | 0.00% | Add +3.5% | 396,468 | $4.9M |
| G2 Investment Partners Management LLC | 0.90% | Add +72.5% | 310,000 | $3.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +35.5% | 289,060 | $3.5M |
| AWM Investment Company, Inc. | 0.27% | No change | 230,421 | $2.8M |
| Squarepoint Ops LLC | 0.01% | Add +48.8% | 206,961 | $2.5M |
| Bullseye Asset Management LLC | 1.36% | No change | 206,527 | $2.5M |
| Morgan Stanley | 0.00% | Reduce -9.7% | 164,592 | $2.0M |
| Northern Trust Corp. | 0.00% | Reduce -3.2% | 156,927 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.9% | 127,014 | $1.6M |
| Granahan Investment Management, LLC | 0.06% | Add +64.8% | 117,122 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +29.9% | 114,258 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -64.8% | 112,867 | $1.4M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +59.2% | 98,170 | $1.2M |
| Calamos Advisors LLC | 0.01% | Add +26.1% | 97,118 | $1.2M |
| Inspire Investing, LLC | 0.11% | New | 95,880 | $1.2M |
| Credit Agricole S A | 0.00% | New | 89,200 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 87,481 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.8% | 82,414 | $1.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.2% | 81,318 | $997K |
| Avenir Corp. | 0.10% | No change | 77,260 | $947K |
| Boothbay Fund Management, LLC | 0.02% | Add +53.1% | 73,488 | $901K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -8.1% | 44,577 | $874K |
| Bridgeway Capital Management, LLC | 0.02% | Add +16.9% | 69,029 | $846K |
| Qube Research & Technologies Ltd | 0.00% | Add +218.4% | 59,161 | $725K |
| P.A.W. Capital Corp. | 1.53% | Add +10.0% | 55,000 | $674K |
| Sei Investments Co. | 0.00% | New | 53,789 | $659K |
| State of Wisconsin Investment Board | 0.00% | Add +92.6% | 53,094 | $651K |
| Two Sigma Investments, LP | 0.00% | Reduce -27.5% | 46,181 | $566K |
| Millennium Management | 0.00% | New | 43,669 | $535K |
| Bank of America Corp. | 0.00% | Reduce -49.8% | 42,576 | $522K |
| Alliancebernstein L.P. | 0.00% | No change | 39,850 | $489K |
| Nuveen, LLC | 0.00% | Reduce -12.1% | 38,786 | $476K |
| UBS Group AG | 0.00% | Add +2.6% | 34,960 | $429K |
| Diametric Capital, LP | 0.11% | New | 33,263 | $408K |
| Prudential Financial Inc. | 0.00% | Reduce -63.6% | 31,495 | $386K |
| Susquehanna International Group, LLP | 0.00% | New | 29,741 | $365K |
| Renaissance Technologies | 0.00% | Reduce -72.6% | 29,578 | $363K |
| Wells Fargo & Company | 0.00% | Add +35.5% | 28,903 | $354K |
| Principal Financial Group Inc. | 0.00% | Add +46.2% | 27,531 | $338K |
| Rhumbline Advisers | 0.00% | Reduce -15.3% | 27,451 | $337K |
| Barclays PLC | 0.00% | Add +18.7% | 27,441 | $336K |
| LPL Financial LLC | 0.00% | Reduce -5.9% | 26,698 | $327K |
| Ameriprise Financial Inc. | 0.00% | Reduce -63.5% | 25,351 | $311K |
| CenterBook Partners LP | 0.02% | Reduce -91.8% | 25,224 | $309K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +12.2% | 24,876 | $305K |
| STRS Ohio | 0.00% | No change | 24,500 | $300K |
| GWN Securities Inc. | 0.06% | New | 22,358 | $274K |
| Hillsdale Investment Management Inc. | 0.01% | Add +10.9% | 20,300 | $249K |
| Marshall Wace, LLP | 0.00% | Reduce -44.0% | 19,825 | $243K |
| Engineers Gate Manager LP | 0.00% | New | 18,634 | $228K |
| Quantinno Capital Management LP | 0.00% | Add +22.0% | 17,504 | $215K |
| Perkins Capital Management Inc. | 0.17% | Reduce -53.7% | 17,408 | $213K |
| HRT Financial LP | 0.00% | New | 17,295 | $212K |
| Independent Financial Group, LLC | 0.00% | New | 16,500 | $202K |
| Franklin Resources Inc. | 0.00% | Reduce -43.1% | 16,284 | $200K |
| AQR Capital Management | 0.00% | Add +18.4% | 14,514 | $178K |
| Canada Pension Plan Investment Board | 0.00% | New | 13,900 | $170K |
| Campbell & CO Investment Adviser LLC | 0.01% | New | 12,908 | $158K |
| Gsa Capital Partners LLP | 0.01% | New | 12,604 | $155K |
| Deutsche Bank AG | 0.00% | Add +6.3% | 12,397 | $152K |
| ExodusPoint Capital Management, LP | 0.00% | New | 12,252 | $150K |
| Citadel Advisors | 0.00% | Reduce -89.0% | 11,976 | $147K |
| Point72 Asset Management | 0.00% | New | 11,965 | $147K |
| Prelude Capital Management, LLC | 0.01% | New | 11,063 | $136K |
| Worth Venture Partners, LLC | 0.95% | No change | 10,750 | $132K |
| State of Wyoming | 0.01% | Reduce -51.8% | 10,535 | $129K |
| Quantbot Technologies LP | 0.00% | New | 9,847 | $121K |
| MetLife Investment Management, LLC | 0.00% | Reduce -13.5% | 9,844 | $121K |
| Virtus Advisers, LLC | 0.06% | Reduce -61.5% | 9,687 | $119K |
| JPMorgan Chase & Co. | 0.00% | Add +24.5% | 8,173 | $100K |
| Group One Trading LLC | 0.00% | Reduce -16.8% | 8,051 | $99K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.7% | 7,356 | $90K |
| MAI Capital Management | 0.00% | No change | 5,700 | $70K |
| FMR LLC | 0.00% | Reduce -4.7% | 5,591 | $69K |
| State of Alaska, Department of Revenue | 0.00% | New | 5,067 | $62K |
| New York State Common Retirement Fund | 0.00% | No change | 5,034 | $62K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 4,583 | $56K |
| BNP Paribas Financial Markets | 0.00% | Add +8.4% | 4,257 | $52K |
| Simplex Trading, LLC | 0.00% | Add +489.5% | 4,091 | $50K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +116.7% | 2,147 | $26K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,121 | $26K |
| Avalon Trust Co | 0.00% | No change | 2,000 | $25K |
| Covestor Ltd | 0.01% | No change | 1,914 | $23K |
| Royal Bank of Canada | 0.00% | Reduce -37.5% | 1,851 | $23K |
| Versant Capital Management, Inc | 0.00% | No change | 1,793 | $22K |
| Legal & General Group Plc | 0.00% | Reduce -4.7% | 1,580 | $19K |
| Bard Associates Inc. | 0.00% | New | 1,480 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,258 | $15K |
"% of holder's portfolio" is OPRX's weight in each manager's 13F, not the share of Optimizerx Corp. the manager owns.