OPTIMIZERX CORP (OPRX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
109
Reporting holders
$63.7M
Reported value
58.0%
Of shares outstanding
1.8%
Held as options
-17
Holder change
Institutions report 10,931,544 shares against 18,835,951 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | $8.6M | 1,508,303 | 2.27% | 7q | HELD |
| ROYCE & ASSOCIATES LP | $6.2M | 1,089,398 | 0.05% | 7q | +22.7%+$1.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.0M | 699,604 | 0.00% | 2q | +2.1%+$81.0K |
| KENNEDY CAPITAL MANAGEMENT LLC | $3.7M | 644,150 | 0.07% | 12q | -1.8%-$69.3K |
| RICE HALL JAMES & ASSOCIATES, LLC | $3.6M | 633,842 | 0.18% | 21q | +5.3%+$182.6K |
| BLAIR WILLIAM & CO/IL | $3.5M | 607,925 | 0.01% | 30q | -1.1%-$40.4K |
| AQR CAPITAL MANAGEMENT LLC | $3.3M | 583,956 | 0.00% | 4q | +171.7%+$2.1M |
| DIMENSIONAL FUND ADVISORS LP | $2.7M | 477,687 | 0.00% | 23q | -15.2%-$491.1K |
| BlackRock, Inc. | $2.5M | 445,382 | 0.00% | 8q | -61.7%-$4.1M |
| Parkman Healthcare Partners LLC | $2.0M | 350,347 | 0.21% | 6q | -52.0%-$2.2M |
| P.A.W. CAPITAL CORP | $1.8M | 320,000 | 0.70% | 5q | +77.8%+$800.8K |
| AWM Investment Company, Inc. | $1.4M | 240,421 | 0.12% | 27q | +4.3%+$57.2K |
| CITADEL ADVISORS LLC | $1.2M | 157,992 | 0.00% | 23q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $1.2M | 207,345 | 0.00% | 31q | -47.1%-$1.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $969.8K | 169,538 | 0.00% | 2q | -48.8%-$923.8K |
| RENAISSANCE TECHNOLOGIES LLC | $959.2K | 167,700 | 0.00% | 5q | -22.7%-$281.2K |
| MARSHALL WACE, LLP | $927.7K | 162,186 | 0.00% | 7q | +418.4%+$748.7K |
| JANE STREET GROUP, LLC | $915.1K | 122,086 | 0.00% | 10q | HELD |
| MORGAN STANLEY | $894.1K | 156,314 | 0.00% | 32q | +104.7%+$457.3K |
| Mink Brook Asset Management LLC | $807.9K | 141,235 | 0.36% | new | NEW |
| D. E. Shaw & Co., Inc. | $789.8K | 138,084 | 0.00% | 16q | -3.4%-$27.7K |
| GOLDMAN SACHS GROUP INC | $600.8K | 105,037 | 0.00% | 24q | -70.7%-$1.4M |
| Quantinno Capital Management LP | $567.0K | 99,124 | 0.00% | 6q | +102.2%+$286.6K |
| VANGUARD FIDUCIARY TRUST CO | $560.6K | 97,999 | 0.00% | 2q | -11.8%-$75.1K |
| Trexquant Investment LP | $512.9K | 89,666 | 0.00% | 2q | -34.5%-$270.0K |
| CREDIT AGRICOLE S A | $510.2K | 89,200 | 0.00% | 3q | HELD |
| STATE STREET CORP | $461.0K | 80,602 | 0.00% | 29q | -83.1%-$2.3M |
| MILLENNIUM MANAGEMENT LLC | $450.7K | 78,791 | 0.00% | 3q | +211.2%+$305.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $441.6K | 39,003 | 0.00% | 7q | +242.9%+$312.8K |
| AVENIR CORP | $422.5K | 73,860 | 0.05% | 31q | -4.4%-$19.4K |
| Man Group plc | $413.8K | 72,347 | 0.00% | 2q | +85.8%+$191.1K |
| PRINCIPAL FINANCIAL GROUP INC | $389.8K | 68,139 | 0.00% | 4q | +6.8%+$24.9K |
| Qube Research & Technologies Ltd | $384.8K | 67,268 | 0.00% | 4q | -44.4%-$307.0K |
| Bank of New York Mellon Corp | $370.1K | 64,707 | 0.00% | 29q | -36.8%-$215.5K |
| HSBC HOLDINGS PLC | $326.6K | 58,949 | 0.00% | 2q | +343.7%+$253.0K |
| Point72 Asset Management, L.P. | $318.1K | 55,619 | 0.00% | new | NEW |
| UBS Group AG | $317.6K | 55,524 | 0.00% | 29q | -29.9%-$135.8K |
| Jain Global LLC | $295.6K | 51,682 | 0.00% | new | NEW |
| Campbell & CO Investment Adviser LLC | $292.5K | 51,130 | 0.02% | 3q | +55.6%+$104.5K |
| XTX Topco Ltd | $266.0K | 46,497 | 0.00% | 2q | +152.4%+$160.6K |
| Squarepoint Ops LLC | $257.8K | 45,064 | 0.00% | 4q | -74.6%-$757.9K |
| SEI INVESTMENTS CO | $236.9K | 41,424 | 0.00% | 3q | -58.0%-$327.2K |
| NORTHERN TRUST CORP | $211.6K | 37,000 | 0.00% | 31q | -76.2%-$677.2K |
| Samjo Management, LLC | $183.0K | 32,000 | 0.06% | new | NEW |
| IMC-Chicago, LLC | $173.3K | options only | 0.00% | 2q | OPTIONS |
| MERCER GLOBAL ADVISORS INC /ADV | $158.9K | 27,786 | 0.00% | 2q | +121.4%+$87.1K |
| BANK OF AMERICA CORP /DE/ | $151.9K | 26,550 | 0.00% | 31q | -39.4%-$98.8K |
| Quadrature Capital Ltd | $146.7K | 25,643 | 0.00% | new | NEW |
| FRANKLIN RESOURCES INC | $143.9K | 25,155 | 0.00% | 4q | +4.1%+$5.7K |
| 9823 Capital, L.P. | $140.7K | 24,591 | 0.09% | new | NEW |
| GROUP ONE TRADING LLC | $135.6K | options only | 0.00% | 25q | OPTIONS |
| FMR LLC | $133.7K | 23,379 | 0.00% | 19q | -66.3%-$263.5K |
| Hillsdale Investment Management Inc. | $116.1K | 20,300 | 0.00% | 4q | HELD |
| CANADA PENSION PLAN INVESTMENT BOARD | $110.4K | 19,300 | 0.00% | 3q | HELD |
| Engineers Gate Manager LP | $100.4K | 17,548 | 0.00% | 3q | +6.5%+$6.1K |
| Centiva Capital, LP | $97.3K | 17,003 | 0.00% | 2q | -36.0%-$54.7K |
| McAdam, LLC | $94.7K | 16,558 | 0.00% | 2q | +58.6%+$35.0K |
| IEQ CAPITAL, LLC | $87.2K | 15,240 | 0.00% | new | NEW |
| BARCLAYS PLC | $85.7K | 14,985 | 0.00% | 30q | +226.5%+$59.5K |
| PERKINS CAPITAL MANAGEMENT INC | $84.7K | 14,808 | 0.06% | 30q | -6.9%-$6.3K |
| Schonfeld Strategic Advisors LLC | $81.4K | 14,227 | 0.00% | 6q | -81.0%-$346.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $78.9K | 12,303 | 0.00% | new | NEW |
| PharVision Advisers, LLC | $73.8K | 12,904 | 1.39% | new | NEW |
| SIMPLEX TRADING, LLC | $72.8K | 126 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $66.7K | 11,661 | 0.00% | 31q | -68.1%-$142.4K |
| STATE OF WISCONSIN INVESTMENT BOARD | $65.2K | 11,394 | 0.00% | 4q | -83.4%-$326.6K |
| Mariner, LLC | $58.5K | 10,239 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $45.8K | 8,015 | 0.00% | 27q | -60.3%-$69.7K |
| CITIGROUP INC | $44.9K | 7,841 | 0.00% | 30q | +847.0%+$40.1K |
| Vanguard Global Advisers, LLC | $39.5K | 6,897 | 0.00% | 2q | -91.9%-$449.0K |
| Arax Advisory Partners | $12.8K | 2,236 | 0.00% | 4q | +6887.5%+$12.6K |
| PNC Financial Services Group, Inc. | $11.6K | 2,031 | 0.00% | 6q | +1108.9%+$10.7K |
| Integrated Wealth Concepts LLC | $11.5K | 2,012 | 0.00% | 2q | -85.7%-$68.9K |
| Avalon Trust Co | $11.4K | 2,000 | 0.00% | 14q | HELD |
| HUNTINGTON NATIONAL BANK | $10.2K | 1,778 | 0.00% | new | NEW |
| BARD ASSOCIATES INC | $8.5K | 1,480 | 0.00% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $6.7K | 1,163 | 0.00% | 26q | -10.9% |
| Versant Capital Management, Inc | $6.1K | 1,061 | 0.00% | 7q | -48.0%-$5.6K |
| Steward Partners Investment Advisory, LLC | $5.7K | 1,000 | 0.00% | 6q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.4K | 940 | 0.00% | 3q | HELD |
| GAMMA Investing LLC | $5.2K | 910 | 0.00% | 6q | -11.0% |
| Russell Investments Group, Ltd. | $5.1K | 885 | 0.00% | 11q | -99.3%-$712.7K |
| AdvisorNet Financial, Inc | $3.4K | 600 | 0.00% | 17q | HELD |
| IFP Advisors, Inc | $3.2K | 557 | 0.00% | 3q | +300.7%+$2.4K |
| EverSource Wealth Advisors, LLC | $2.5K | 439 | 0.00% | 6q | +116.3%+$1.3K |
| Compagnie Lombard Odier SCmA | $2.3K | 410 | 0.00% | 18q | HELD |
| Allworth Financial LP | $2.2K | 389 | 0.00% | 2q | +71.4% |
| Global Retirement Partners, LLC | $2.1K | 372 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $2.1K | 363 | 0.00% | 7q | -11.0% |
| NISA INVESTMENT ADVISORS, LLC | $1.7K | 303 | 0.00% | 13q | HELD |
| Bogart Wealth, LLC | $1.6K | 285 | 0.00% | new | NEW |
| Bullseye Asset Management LLC | $1.5K | 258,311 | 0.75% | 27q | +14.0% |
| ROTHSCHILD INVESTMENT LLC | $1.5K | 255 | 0.00% | 3q | +292.3%+$1.1K |
| Farther Finance Advisors, LLC | $1.2K | 203 | 0.00% | 4q | +69.2% |
| JPMORGAN CHASE & CO | $1.1K | 211 | 0.00% | 31q | -97.1%-$38.8K |
| BNP PARIBAS FINANCIAL MARKETS | $1.1K | 200 | 0.00% | 29q | -95.3%-$23.1K |
| ROYAL BANK OF CANADA | $1.0K | 273 | 0.00% | 31q | +9.2% |
| Leonteq Securities AG | $795 | 139 | 0.00% | 4q | HELD |
| Janney Montgomery Scott LLC | $778 | 135,969 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $721 | 126 | 0.00% | 31q | -93.1%-$9.7K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G | KENNEDY CAPITAL MANAGEMENT LLC | 6.7% |
| 2026-07-29 | 13G/A | BlackRock, Inc. | 1.8% |
| 2026-07-22 | 13G | ROYCE & ASSOCIATES LP | 5.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 109 | $63.7M | 10,931,544 | 18 | 31 | 41 | 1.8% |
| Q1 2026 | 126 | $86.5M | 13,472,463 | 25 | 47 | 28 | 1.9% |
| Q4 2025 | 121 | $162.1M | 13,075,065 | 20 | 37 | 37 | 0.9% |
| Q3 2025 | 123 | $273.4M | 13,112,153 | 37 | 25 | 35 | 1.7% |
| Q2 2025 | 109 | $169.6M | 12,228,158 | 32 | 30 | 22 | 2.7% |
| Q1 2025 | 83 | $88.1M | 9,874,864 | 17 | 20 | 25 | 2.9% |
| Q4 2024 | 79 | $47.3M | 9,682,238 | 17 | 29 | 17 | 0.6% |
| Q3 2024 | 78 | $93.2M | 12,053,095 | 7 | 29 | 25 | 0.2% |
| Q2 2024 | 87 | $131.2M | 12,923,172 | 17 | 35 | 23 | 1.5% |
| Q1 2024 | 89 | $154.5M | 12,692,482 | 12 | 24 | 31 | 0.2% |
| Q4 2023 | 89 | $178.5M | 12,198,440 | 12 | 29 | 30 | 2.3% |
| Q3 2023 | 85 | $100.5M | 12,641,386 | 14 | 21 | 29 | 2.2% |
| Q2 2023 | 89 | $186.1M | 12,372,477 | 9 | 25 | 33 | 5.1% |
| Q1 2023 | 92 | $191.5M | 12,273,522 | 15 | 28 | 30 | 6.2% |
| Q4 2022 | 98 | $219.0M | 12,163,763 | 16 | 25 | 39 | 6.7% |
| Q3 2022 | 129 | $220.8M | 13,785,019 | 22 | 36 | 41 | 7.4% |
| Q2 2022 | 147 | $458.5M | 15,622,839 | 20 | 61 | 36 | 6.6% |
| Q1 2022 | 150 | $627.8M | 15,568,441 | 16 | 62 | 44 | 6.5% |
| Q4 2021 | 183 | $1.1B | 15,018,993 | 51 | 59 | 49 | 11.3% |
| Q3 2021 | 167 | $1.4B | 13,876,167 | 42 | 49 | 53 | 13.0% |
| Q2 2021 | 145 | $841.9M | 12,293,492 | 37 | 43 | 39 | 9.6% |
| Q1 2021 | 123 | $622.3M | 11,592,624 | 41 | 33 | 35 | 8.7% |
| Q4 2020 | 87 | $326.1M | 10,020,710 | 22 | 32 | 24 | 4.3% |
| Q3 2020 | 70 | $198.7M | 9,425,158 | 21 | 14 | 24 | 1.1% |
| Q2 2020 | 53 | $111.4M | 8,462,455 | 12 | 22 | 10 | 1.1% |
| Q1 2020 | 51 | $73.9M | 7,996,060 | 8 | 17 | 18 | 2.0% |
| Q4 2019 | 54 | $87.6M | 8,522,751 | 6 | 21 | 18 | 0.1% |
| Q3 2019 | 64 | $111.9M | 7,556,708 | 14 | 26 | 13 | 2.2% |
| Q2 2019 | 56 | $107.5M | 6,576,025 | 23 | 18 | 13 | 1.8% |
| Q1 2019 | 40 | $58.1M | 4,571,833 | 9 | 14 | 12 | 0.0% |
| Q4 2018 | 38 | $46.6M | 4,247,351 | 1 | 0 | 2 | 0.0% |