OptimizerxOPRX
13F holders, Q2 2026 (June 30)112holders −16
22new positions
38sold out
6famous investors
$5.72avg. 13F price*
At the end of Q2 2026, 112 institutions reported holding Optimizerx Corp. (OPRX) in their 13F filings, down 16 from Q1 2026. 22 opened new positions and 38 sold out. The largest holders were Whetstone Capital Advisors, LLC ($8.6M), Royce & Associates LP ($6.2M) and Vanguard Capital Management LLC ($4.0M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $4.9M |
| Exits | 38 | $8.5M |
All 13F filers, Q1 2026 → Q2 2026: 2,085,413 shares bought and 4,480,412 shares sold, net −2,394,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| Whetstone Capital Advisors, LLC | 2.29% | No change | 1,508,303 | $8.6M |
| Royce & Associates LP | 0.05% | Add +22.7% | 1,089,398 | $6.2M |
| Vanguard Capital Management LLC | 0.00% | Add +2.1% | 699,604 | $4.0M |
| Kennedy Capital Management LLC | 0.07% | Reduce -1.9% | 644,150 | $3.7M |
| Rice Hall James & Associates, LLC | 0.18% | Add +5.3% | 633,842 | $3.6M |
| Blair William & Co. | 0.01% | Reduce -1.1% | 607,925 | $3.5M |
| AQR Capital Management | 0.00% | Add +171.7% | 583,956 | $3.3M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -15.2% | 477,687 | $2.7M |
| BlackRock, Inc. | 0.00% | Reduce -61.7% | 445,382 | $2.5M |
| Parkman Healthcare Partners LLC | 0.21% | Reduce -52.0% | 350,347 | $2.0M |
| Bullseye Asset Management LLC | 0.75% | Add +14.0% | 258,311 | $1.5M |
| AWM Investment Company, Inc. | 0.12% | Add +4.3% | 240,421 | $1.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -47.1% | 207,345 | $1.2M |
| Vanguard Portfolio Management LLC | 0.00% | Reduce -48.8% | 169,538 | $970K |
| Renaissance Technologies | 0.00% | Reduce -22.7% | 167,700 | $959K |
| Marshall Wace, LLP | 0.00% | Add +418.4% | 162,186 | $928K |
| P.A.W. Capital Corp. | 0.70% | Add +77.8% | 160,000 | $915K |
| Citadel Advisors | 0.00% | New | 157,992 | $904K |
| Morgan Stanley | 0.00% | Add +104.7% | 156,314 | $894K |
| Mink Brook Asset Management LLC | 0.36% | New | 141,235 | $808K |
| D. E. Shaw & Co. | 0.00% | Reduce -3.4% | 138,084 | $790K |
| Janney Montgomery Scott LLC | 0.00% | New | 135,969 | $778K |
| Jane Street Group, LLC | 0.00% | New | 122,086 | $698K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -70.7% | 105,037 | $601K |
| Quantinno Capital Management LP | 0.00% | Add +102.2% | 99,124 | $567K |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -11.8% | 97,999 | $561K |
| Trexquant Investment LP | 0.00% | Reduce -34.5% | 89,666 | $513K |
| Credit Agricole S A | 0.00% | No change | 89,200 | $510K |
| State Street Corp. | 0.00% | Reduce -83.1% | 80,602 | $461K |
| Millennium Management | 0.00% | Add +211.2% | 78,791 | $451K |
| Avenir Corp. | 0.05% | Reduce -4.4% | 73,860 | $422K |
| Man Group plc | 0.00% | Add +85.8% | 72,347 | $414K |
| Principal Financial Group Inc. | 0.00% | Add +6.8% | 68,139 | $390K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -44.4% | 67,268 | $385K |
| Bank of New York Mellon Corp | 0.00% | Reduce -36.8% | 64,707 | $370K |
| HSBC Holdings PLC | 0.00% | Add +343.7% | 58,949 | $327K |
| Point72 Asset Management | 0.00% | New | 55,619 | $318K |
| UBS Group AG | 0.00% | Reduce -29.9% | 55,524 | $318K |
| Jain Global LLC | 0.00% | New | 51,682 | $296K |
| Campbell & CO Investment Adviser LLC | 0.02% | Add +55.6% | 51,130 | $292K |
| XTX Topco Ltd | 0.00% | Add +152.4% | 46,497 | $266K |
| Squarepoint Ops LLC | 0.00% | Reduce -74.6% | 45,064 | $258K |
| Sei Investments Co. | 0.00% | Reduce -58.0% | 41,424 | $237K |
| Susquehanna International Group, LLP | 0.00% | Add +242.9% | 39,003 | $223K |
| Northern Trust Corp. | 0.00% | Reduce -76.2% | 37,000 | $212K |
| HRT Financial LP | 0.00% | New | 35,696 | $204K |
| Samjo Management, LLC | 0.06% | New | 32,000 | $183K |
| Bank of America Corp. | 0.00% | Reduce -39.4% | 26,550 | $152K |
| Quadrature Capital Ltd | 0.00% | New | 25,643 | $147K |
| Franklin Resources Inc. | 0.00% | Add +4.1% | 25,155 | $144K |
| 9823 Capital, L.P. | 0.10% | New | 24,591 | $141K |
| FMR LLC | 0.00% | Reduce -66.3% | 23,379 | $134K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 20,300 | $116K |
| Canada Pension Plan Investment Board | 0.00% | No change | 19,300 | $110K |
| Engineers Gate Manager LP | 0.00% | Add +6.5% | 17,548 | $100K |
| Centiva Capital, LP | 0.00% | Reduce -36.0% | 17,003 | $97K |
| McAdam, LLC | 0.00% | Add +58.6% | 16,558 | $95K |
| Ieq Capital, LLC | 0.00% | New | 15,240 | $87K |
| Barclays PLC | 0.00% | Add +226.5% | 14,985 | $86K |
| Perkins Capital Management Inc. | 0.06% | Reduce -6.9% | 14,808 | $85K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -81.0% | 14,227 | $81K |
| Mercer Global Advisors Inc. | 0.00% | Add +10.7% | 13,893 | $79K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 12,303 | $79K |
| Corient Private Wealth LP | 0.00% | New | 13,386 | $77K |
| PharVision Advisers, LLC | 1.39% | New | 12,904 | $74K |
| Acadian Asset Management LLC | 0.00% | Add +51.6% | 12,853 | $73K |
| Wells Fargo & Company | 0.00% | Reduce -36.2% | 11,661 | $67K |
| State of Wisconsin Investment Board | 0.00% | Reduce -83.4% | 11,394 | $65K |
| Mariner, LLC | 0.00% | New | 10,239 | $59K |
| State of Alaska, Department of Revenue | 0.00% | No change | 10,067 | $57K |
| Rhumbline Advisers | 0.00% | Reduce -60.3% | 8,015 | $46K |
| Citigroup Inc. | 0.00% | Add +847.0% | 7,841 | $45K |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -91.9% | 6,897 | $39K |
| Arax Advisory Partners | 0.00% | Add +6887.5% | 2,236 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1108.9% | 2,031 | $12K |
| Avalon Trust Co | 0.00% | No change | 2,000 | $11K |
| Huntington National Bank | 0.00% | New | 1,778 | $10K |
| Bard Associates Inc. | 0.00% | No change | 1,480 | $8K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.9% | 1,163 | $7K |
| Versant Capital Management, Inc | 0.00% | Reduce -48.0% | 1,061 | $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% | No change | 940 | $5K |
| GAMMA Investing LLC | 0.00% | Reduce -11.1% | 910 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -99.3% | 885 | $5K |
| AdvisorNet Financial, Inc | 0.00% | No change | 600 | $3K |
| IFP Advisors, Inc | 0.00% | Add +300.7% | 557 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +116.3% | 439 | $3K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 410 | $2K |
| Allworth Financial LP | 0.00% | Add +71.4% | 389 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 372 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -11.0% | 363 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 303 | $2K |
| Bogart Wealth, LLC | 0.00% | New | 285 | $2K |
| Rothschild Investment LLC | 0.00% | Add +292.3% | 255 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Add +69.2% | 203 | $1K |
| JPMorgan Chase & Co. | 0.00% | Reduce -97.1% | 211 | $1K |
| BNP Paribas Financial Markets | 0.00% | Reduce -95.3% | 200 | $1K |
| Royal Bank of Canada | 0.00% | Add +4.2% | 273 | $1K |
| Leonteq Securities AG | 0.00% | No change | 139 | $795 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -93.1% | 126 | $721 |
| Simplex Trading, LLC | 0.00% | New | 126 | $720 |
| HighMark Wealth Management LLC | 0.00% | No change | 100 | $572 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 59 | $337 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 50 | $286 |
| SJS Investment Consulting Inc. | 0.00% | Add +2.3% | 45 | $258 |
| True Wealth Design, LLC | 0.00% | Reduce -35.0% | 39 | $224 |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -73.5% | 26 | $149 |
| Essential Partners LLC | 0.00% | Reduce -85.3% | 10 | $57 |
| JPL Wealth Management, LLC | 0.00% | New | 5 | $29 |
| Clearstead Advisors, LLC | 0.00% | New | 4 | $23 |
| Optiver Holding B.V. | 0.00% | Reduce -97.4% | 4 | $23 |
| 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.