OptimizerxOPRX
13F holders, Q1 2026 (March 31)128holders −1
25new positions
29sold out
4famous investors
$6.30avg. 13F price*
At the end of Q1 2026, 128 institutions reported holding Optimizerx Corp. (OPRX) in their 13F filings, down 1 from Q4 2025. 25 opened new positions and 29 sold out. The largest holders were Whetstone Capital Advisors, LLC ($9.5M), BlackRock, Inc. ($7.3M) and Royce & Associates LP ($5.6M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Optimizerx Corp.
- CUSIP
- 68401U204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $5.6M |
| Exits | 29 | $19.4M |
All 13F filers, Q4 2025 → Q1 2026: 2,662,975 shares bought and 2,460,474 shares sold, net +202,501 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| Whetstone Capital Advisors, LLC | 3.56% | No change | 1,508,303 | $9.5M |
| BlackRock, Inc. | 0.00% | Reduce -2.6% | 1,163,501 | $7.3M |
| Royce & Associates LP | 0.06% | Add +30.2% | 888,030 | $5.6M |
| Parkman Healthcare Partners LLC | 0.47% | Add +35.4% | 729,369 | $4.6M |
| Vanguard Capital Management LLC | 0.00% | — | 685,449 | $4.3M |
| Kennedy Capital Management LLC | 0.09% | Reduce -2.6% | 656,258 | $4.1M |
| Blair William & Co. | 0.01% | Add +5.6% | 614,992 | $3.9M |
| Rice Hall James & Associates, LLC | 0.21% | Add +1.9% | 601,921 | $3.8M |
| Dimensional Fund Advisors LP | 0.00% | Add +22.3% | 563,570 | $3.5M |
| State Street Corp. | 0.00% | Add +0.1% | 477,780 | $3.0M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.1% | 392,129 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +182.2% | 358,443 | $2.3M |
| Vanguard Portfolio Management LLC | 0.00% | — | 331,037 | $2.1M |
| AWM Investment Company, Inc. | 0.16% | No change | 230,421 | $1.4M |
| Invenomic Capital Management LP | 0.07% | New | 229,370 | $1.4M |
| Bullseye Asset Management LLC | 0.82% | Add +9.7% | 226,527 | $1.4M |
| Renaissance Technologies | 0.00% | Add +633.2% | 216,856 | $1.4M |
| AQR Capital Management | 0.00% | Add +1381.0% | 214,954 | $1.3M |
| Segall Bryant & Hamill, LLC | 0.02% | New | 188,704 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Reduce -14.2% | 177,571 | $1.1M |
| Northern Trust Corp. | 0.00% | Reduce -1.0% | 155,388 | $976K |
| D. E. Shaw & Co. | 0.00% | Add +26.6% | 142,923 | $898K |
| Trexquant Investment LP | 0.01% | New | 136,874 | $860K |
| LPL Financial LLC | 0.00% | Add +385.5% | 129,608 | $814K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -56.6% | 125,493 | $788K |
| Qube Research & Technologies Ltd | 0.00% | Add +104.4% | 120,943 | $760K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 111,129 | $698K |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.4% | 102,374 | $643K |
| Sei Investments Co. | 0.00% | Add +83.4% | 98,633 | $619K |
| P.A.W. Capital Corp. | 0.45% | Add +63.6% | 90,000 | $565K |
| Credit Agricole S A | 0.00% | No change | 89,200 | $560K |
| Vanguard Global Advisers, LLC | 0.00% | — | 85,400 | $536K |
| Raymond James Financial Inc. | 0.00% | Add +0.9% | 83,163 | $522K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.9% | 82,072 | $515K |
| UBS Group AG | 0.00% | Add +126.7% | 79,261 | $498K |
| Alliancebernstein L.P. | 0.00% | No change | 39,850 | $489K |
| Avenir Corp. | 0.06% | No change | 77,260 | $485K |
| Morgan Stanley | 0.00% | Reduce -53.6% | 76,368 | $480K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -23.9% | 74,761 | $469K |
| FMR LLC | 0.00% | Add +1142.1% | 69,448 | $436K |
| State of Wisconsin Investment Board | 0.00% | Add +29.0% | 68,494 | $430K |
| Principal Financial Group Inc. | 0.00% | Add +131.7% | 63,790 | $401K |
| Ancora Advisors LLC | 0.01% | New | 55,637 | $349K |
| GWN Securities Inc. | 0.07% | Add +145.3% | 54,850 | $344K |
| Bridgeway Capital Management, LLC | 0.01% | Reduce -21.7% | 54,029 | $339K |
| Manatuck Hill Partners, LLC | 0.10% | Reduce -88.2% | 50,000 | $314K |
| Quantinno Capital Management LP | 0.00% | Add +180.1% | 49,022 | $308K |
| Bank of America Corp. | 0.00% | Add +2.9% | 43,819 | $275K |
| Prudential Financial Inc. | 0.00% | Add +35.6% | 42,705 | $268K |
| Integrated Quantitative Investments LLC | 0.05% | New | 40,723 | $256K |
| Oxford Asset Management LLP | 0.10% | New | 39,024 | $245K |
| Nuveen, LLC | 0.00% | Add +0.6% | 38,998 | $245K |
| Man Group plc | 0.00% | New | 38,941 | $245K |
| State of Wyoming | 0.03% | Add +234.6% | 35,251 | $221K |
| Campbell & CO Investment Adviser LLC | 0.01% | Add +154.6% | 32,860 | $206K |
| Marshall Wace, LLP | 0.00% | Add +57.8% | 31,286 | $196K |
| Cetera Investment Advisers | 0.00% | New | 27,544 | $173K |
| Centiva Capital, LP | 0.01% | New | 26,573 | $167K |
| Millennium Management | 0.00% | Reduce -42.0% | 25,315 | $159K |
| STRS Ohio | 0.00% | No change | 24,500 | $154K |
| Franklin Resources Inc. | 0.00% | Add +48.4% | 24,166 | $152K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 20,300 | $127K |
| Rhumbline Advisers | 0.00% | Reduce -26.4% | 20,198 | $127K |
| Canada Pension Plan Investment Board | 0.00% | Add +38.9% | 19,300 | $121K |
| XTX Topco Ltd | 0.00% | New | 18,423 | $116K |
| Wells Fargo & Company | 0.00% | Reduce -36.8% | 18,276 | $115K |
| Engineers Gate Manager LP | 0.00% | Reduce -11.6% | 16,474 | $103K |
| Perkins Capital Management Inc. | 0.09% | Reduce -8.6% | 15,908 | $100K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -64.4% | 15,866 | $100K |
| Integrated Wealth Concepts LLC | 0.00% | New | 14,061 | $88K |
| HSBC Holdings PLC | 0.00% | New | 13,286 | $85K |
| Mercer Global Advisors Inc. | 0.00% | New | 12,551 | $79K |
| Deutsche Bank AG | 0.00% | No change | 12,397 | $78K |
| Virtu Financial LLC | 0.00% | New | 11,827 | $74K |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.8% | 11,373 | $71K |
| Aaron Wealth Advisors LLC | 0.00% | New | 10,588 | $66K |
| McAdam, LLC | 0.00% | New | 10,439 | $66K |
| State of Alaska, Department of Revenue | 0.00% | Add +98.7% | 10,067 | $63K |
| Acadian Asset Management LLC | 0.00% | New | 8,478 | $52K |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.9% | 7,365 | $48K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.3% | 7,526 | $47K |
| Cwm, LLC | 0.00% | Add +860.8% | 6,562 | $41K |
| MAI Capital Management | 0.00% | Add +12.0% | 6,386 | $40K |
| New York State Common Retirement Fund | 0.00% | No change | 5,034 | $32K |
| Barclays PLC | 0.00% | Reduce -83.3% | 4,590 | $29K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 4,583 | $29K |
| BNP Paribas Financial Markets | 0.00% | Reduce -0.3% | 4,243 | $27K |
| Versant Capital Management, Inc | 0.00% | Add +13.8% | 2,041 | $13K |
| Avalon Trust Co | 0.00% | No change | 2,000 | $13K |
| Covestor Ltd | 0.01% | No change | 1,914 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -14.8% | 1,829 | $11K |
| Bard Associates Inc. | 0.00% | No change | 1,480 | $9K |
| Legal & General Group Plc | 0.00% | Reduce -14.6% | 1,350 | $8K |
| Osaic Holdings, Inc. | 0.00% | Add +6.4% | 1,305 | $8K |
| Group One Trading LLC | 0.00% | Reduce -84.0% | 1,284 | $8K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,258 | $8K |
| GAMMA Investing LLC | 0.00% | Add +81.1% | 1,023 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,000 | $6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +47.1% | 940 | $6K |
| California State Teachers Retirement System | 0.00% | Reduce -12.0% | 855 | $5K |
| Citigroup Inc. | 0.00% | Add +131.3% | 828 | $5K |
| Jones Financial Companies LLLP | 0.00% | No change | 760 | $5K |
| AdvisorNet Financial, Inc | 0.00% | Add +500.0% | 600 | $4K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 410 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Add +61.3% | 408 | $3K |
| Advisory Services Network, LLC | 0.00% | New | 326 | $2K |
| Royal Bank of Canada | 0.00% | Reduce -85.8% | 262 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -85.7% | 303 | $2K |
| Allworth Financial LP | 0.00% | New | 227 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +600.0% | 203 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | Add +171.0% | 168 | $1K |
| Optiver Holding B.V. | 0.00% | Add +18.2% | 156 | $980 |
| Leonteq Securities AG | 0.00% | No change | 139 | $873 |
| IFP Advisors, Inc | 0.00% | Add +6850.0% | 139 | $873 |
| Farther Finance Advisors, LLC | 0.00% | Add +1100.0% | 120 | $787 |
| Federated Hermes, Inc. | 0.00% | No change | 112 | $703 |
| Sterling Capital Management LLC | 0.00% | No change | 103 | $647 |
| HighMark Wealth Management LLC | 0.00% | No change | 100 | $628 |
| Basecamp Wealth Advisors LLC | 0.00% | New | 98 | $615 |
| North Star Investment Management Corp. | 0.00% | New | 71 | $446 |
| Essential Partners LLC | 0.00% | New | 68 | $427 |
| Rothschild Investment LLC | 0.00% | Add +1200.0% | 65 | $408 |
| True Wealth Design, LLC | 0.00% | Add +328.6% | 60 | $377 |
| SJS Investment Consulting Inc. | 0.00% | New | 44 | $277 |
| Fifth Third Bancorp | 0.00% | New | 39 | $245 |
| Arax Advisory Partners | 0.00% | Reduce -64.4% | 32 | $201 |
| Root Financial Partners, LLC | 0.00% | New | 28 | $176 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 1 | $6 |
"% of holder's portfolio" is OPRX's weight in each manager's 13F, not the share of Optimizerx Corp. the manager owns.