OptimizeRx Corp - OPRX

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
PharVision Advisers, LLC History No change 12,904 73,811 1.39% 1.39% 1 0 0.0% Q2 2026 Aug 11, 2026
Whetstone Capital Advisors, LLC History No change 1,508,303 8,627 2.27% 2.27% 2 0 0.0% Q2 2026 Aug 14, 2026
ROYCE & ASSOCIATES LP History No change 1,089,398 6,231 0.05% 0.05% 3 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 699,604 4,001 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 644,150 3,684 0.07% 0.07% 5 0 0.0% Q2 2026 Aug 14, 2026
RICE HALL JAMES & ASSOCIATES, LLC History No change 633,842 3,625 0.18% 0.18% 6 0 0.0% Q2 2026 Aug 07, 2026
BLAIR WILLIAM & CO/IL History No change 607,925 3,477 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 583,956 3,340 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 477,687 2,731 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 11, 2026
BlackRock, Inc. History No change 445,382 2,547 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 07, 2026
Parkman Healthcare Partners LLC History No change 350,347 2,003 0.21% 0.21% 11 0 0.0% Q2 2026 Aug 14, 2026
Bullseye Asset Management LLC History No change 258,311 1,478 0.75% 0.75% 12 0 0.0% Q2 2026 Aug 12, 2026
AWM Investment Company, Inc. History No change 240,421 1,375 0.12% 0.12% 13 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 213,992 1,224 0.0% 0.0% 14 0 0.0% Q2 2026 Sep 02, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 207,345 1,186 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 169,538 969 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 167,700 959 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 162,186 927 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
P.A.W. CAPITAL CORP History No change 160,000 915 0.71% 0.71% 19 0 0.0% Q2 2026 Jul 28, 2026
JANE STREET GROUP, LLC History No change 159,986 915 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 156,314 894 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
Mink Brook Asset Management LLC History No change 141,235 807 0.36% 0.36% 22 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 138,084 789 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 135,969 778 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 05, 2026
GOLDMAN SACHS GROUP INC History No change 105,037 600 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 99,124 566 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 97,999 560 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
Trexquant Investment LP History No change 89,666 512 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 89,200 510 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 80,602 461 0.0% 0.0% 30 0 0.0% Q2 2026 Sep 22, 2026
MILLENNIUM MANAGEMENT LLC History No change 78,791 450 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 77,203 441 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
AVENIR CORP History No change 73,860 422 0.05% 0.05% 33 0 0.0% Q2 2026 Aug 13, 2026
Man Group plc History No change 72,347 413 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 68,139 389 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 04, 2026
Qube Research & Technologies Ltd History No change 67,268 384 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 64,707 370 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 06, 2026
HSBC HOLDINGS PLC History No change 58,949 326 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 55,619 318 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 55,524 317 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 13, 2026
Jain Global LLC History No change 51,682 295 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History No change 51,130 292 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 03, 2026
XTX Topco Ltd History No change 46,497 265 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 45,064 257 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 41,424 236 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 37,000 211 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 35,696 204 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
Samjo Management, LLC History No change 32,000 183 0.06% 0.06% 48 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History No change 30,300 173 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 06, 2026
BANK OF AMERICA CORP /DE/ History No change 26,550 151 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 25,643 146 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 06, 2026
FRANKLIN RESOURCES INC History No change 25,155 143 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 13, 2026
9823 Capital, L.P. History No change 24,591 140 0.09% 0.09% 53 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 23,379 133 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 22,300 127 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 13, 2026
Hillsdale Investment Management Inc. History No change 20,300 116 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 12, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 19,300 110 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 17,548 100 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
Centiva Capital, LP History No change 17,003 97 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 13, 2026
McAdam, LLC History No change 16,558 94 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 04, 2026
IEQ CAPITAL, LLC History No change 15,240 87 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 11, 2026
BARCLAYS PLC History No change 14,985 85 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
PERKINS CAPITAL MANAGEMENT INC History No change 14,808 84 0.06% 0.06% 63 0 0.0% Q2 2026 Jul 24, 2026
Schonfeld Strategic Advisors LLC History No change 14,227 81 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 13,893 79 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 19, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 12,303 78 0.0% 0.0% 66 0 0.0% Q2 2026 Jul 15, 2026
Corient Private Wealth LP History No change 13,386 76 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 27, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 12,853 73 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 11,661 66 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 11,394 65 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 10,239 58 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 13, 2026
State of Alaska, Department of Revenue History No change 10,067 57 0.0% 0.0% 72 0 0.0% Q2 2026 Jul 20, 2026
RHUMBLINE ADVISERS History No change 8,015 45 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History No change 7,841 44 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 03, 2026
Vanguard Global Advisers, LLC History No change 6,897 39 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 6,326 36 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 12, 2026
GK Wealth Management LLC History New 2,790 23 0.01% — 77 +2,790 New Q3 2026 Oct 09, 2026
Arax Advisory Partners History No change 2,236 12 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,031 11 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 07, 2026
Avalon Trust Co History No change 2,000 11 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 06, 2026
HUNTINGTON NATIONAL BANK History No change 1,778 10 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 13, 2026
BARD ASSOCIATES INC History No change 1,480 8 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 11, 2026
Versant Capital Management, Inc History No change 1,061 8 0.0% 0.0% 83 0 0.0% Q3 2026 Oct 01, 2026
OSAIC HOLDINGS, INC. History No change 1,163 6 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 940 5 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 885 5 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 06, 2026
Steward Partners Investment Advisory, LLC History No change 1,000 5 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History No change 600 3 0.0% 0.0% 88 0 0.0% Q2 2026 Jul 23, 2026
IFP Advisors, Inc History No change 557 3 0.0% 0.0% 89 0 0.0% Q2 2026 Jul 20, 2026
GAMMA Investing LLC History Reduced 352 2 0.0% 0.0% 95 -558 -61.32% Q3 2026 Oct 08, 2026
Allworth Financial LP History No change 389 2 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 11, 2026
Compagnie Lombard Odier SCmA History No change 410 2 0.0% 0.0% 91 0 0.0% Q2 2026 Jul 29, 2026
EverSource Wealth Advisors, LLC History No change 439 2 0.0% 0.0% 92 0 0.0% Q2 2026 Jul 24, 2026
Global Retirement Partners, LLC History No change 372 2 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 06, 2026
SBI Securities Co., Ltd. History No change 363 2 0.0% 0.0% 94 0 0.0% Q2 2026 Jul 22, 2026
JPMORGAN CHASE & CO History No change 211 1 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 255 1 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 06, 2026
NISA INVESTMENT ADVISORS, LLC History No change 303 1 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 10, 2026
ROYAL BANK OF CANADA History No change 273 1 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 200 1 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 285 1 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 24, 2026
Farther Finance Advisors, LLC History Reduced 56 0 — 0.0% — -147 -72.41% Q3 2026 Oct 08, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -59 -100.0% Q3 2026 Oct 07, 2026
Clearstead Advisors, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 50 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 126 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Leonteq Securities AG History No change 139 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
HighMark Wealth Management LLC History No change 100 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Optiver Holding B.V. History No change 4 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History No change 45 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
True Wealth Design, LLC History No change 39 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
JPL Wealth Management, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Basecamp Wealth Advisors LLC History No change 26 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 10, 2026