Who owns OptimizeRx Corporation (OPRX)
Which tracked institutional funds hold OPRX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OPRX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on OPRX is one-sided between 2025-Q4 and 2026-Q1: 12 added or opened and 38 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OPRX’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes OPRX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in OPRX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 127 tracked filers holding OPRX, 77 increased or opened the position and 58 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OPRX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- VANGUARD CAPITAL MANAGEMENT LLC$4M
- VANGUARD PORTFOLIO MANAGEMENT LLC$2M
- Invenomic Capital Management LP$1M
- SEGALL BRYANT & HAMILL, LLC$950K
- Trexquant Investment LP$860K
- VANGUARD FIDUCIARY TRUST CO$698K
Full exits 9
- VANGUARD GROUP INC$14M
- NEXT CENTURY GROWTH INVESTORS LLC$6M
- G2 Investment Partners Management LLC$4M
- Granahan Investment Management, LLC$1M
- Calamos Advisors LLC$1M
- Inspire Investing, LLC$1M
Largest adds
- AQR CAPITAL MANAGEMENT LLC$1M
- RENAISSANCE TECHNOLOGIES LLC$999K
- GOLDMAN SACHS GROUP INC$694K
- LPL Financial LLC$487K
- FMR LLC$368K
Largest trims
- Whetstone Capital Advisors, LLC$9M
- BlackRock, Inc.$7M
- Manatuck Hill Partners, LLC$5M
- KENNEDY CAPITAL MANAGEMENT LLC$4M
- RICE HALL JAMES & ASSOCIATES, LLC$3M
- BLAIR WILLIAM & CO/IL$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 1,508,303 | $9M | 7.0% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,163,501 | $7M | 5.4% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 888,030 | $6M | 4.1% | 2026-Q1 |
| Parkman Healthcare Partners LLC added | 729,369 | $5M | 3.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 685,449 | $4M | 3.2% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 656,258 | $4M | 3.0% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 614,992 | $4M | 2.8% | 2026-Q1 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 601,921 | $4M | 2.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 563,570 | $4M | 2.6% | 2026-Q1 |
| STATE STREET CORP added | 477,780 | $3M | 2.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 392,129 | $2M | 1.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 358,443 | $2M | 1.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 331,037 | $2M | 1.5% | 2026-Q1 |
| AWM Investment Company, Inc. | 230,421 | $1M | 1.1% | 2026-Q1 |
| Invenomic Capital Management LP new | 229,370 | $1M | 1.1% | 2026-Q1 |
| Bullseye Asset Management LLC added | 226,527 | $1M | 1.0% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 216,856 | $1M | 1.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 212,114 | $1M | 1.0% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 177,571 | $1M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 155,388 | $976K | 0.7% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC new | 142,457 | $950K | 0.7% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 142,923 | $898K | 0.7% | 2026-Q1 |
| Trexquant Investment LP added | 136,874 | $860K | 0.6% | 2026-Q1 |
| LPL Financial LLC added | 129,608 | $814K | 0.6% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 125,493 | $788K | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 120,943 | $760K | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 111,129 | $698K | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 102,374 | $643K | 0.5% | 2026-Q1 |
| SEI INVESTMENTS CO added | 98,633 | $619K | 0.5% | 2026-Q1 |
| P.A.W. CAPITAL CORP added | 90,000 | $565K | 0.4% | 2026-Q1 |
| CREDIT AGRICOLE S A | 89,200 | $560K | 0.4% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 85,400 | $536K | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 83,163 | $522K | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 82,072 | $515K | 0.4% | 2026-Q1 |
| UBS Group AG added | 79,261 | $498K | 0.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 39,850 | $489K | 0.4% | 2026-Q1 |
| AVENIR CORP | 77,260 | $485K | 0.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 76,368 | $480K | 0.4% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC trimmed | 74,761 | $469K | 0.3% | 2026-Q1 |
| FMR LLC added | 69,448 | $436K | 0.3% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 68,494 | $430K | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 63,790 | $401K | 0.3% | 2026-Q1 |
| Ancora Advisors LLC new | 55,637 | $349K | 0.3% | 2026-Q1 |
| GWN SECURITIES INC. added | 54,850 | $344K | 0.3% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 54,029 | $339K | 0.2% | 2026-Q1 |
| Manatuck Hill Partners, LLC trimmed | 50,000 | $314K | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 49,022 | $308K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 43,819 | $275K | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 42,705 | $268K | 0.2% | 2026-Q1 |
| Integrated Quantitative Investments LLC added | 40,723 | $256K | 0.2% | 2026-Q1 |
| OXFORD ASSET MANAGEMENT LLP new | 39,024 | $245K | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 38,998 | $245K | 0.2% | 2026-Q1 |
| Man Group plc added | 38,941 | $245K | 0.2% | 2026-Q1 |
| State of Wyoming added | 35,251 | $221K | 0.2% | 2026-Q1 |
| Campbell & CO Investment Adviser LLC added | 32,860 | $206K | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 31,286 | $196K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers new | 27,544 | $173K | 0.1% | 2026-Q1 |
| Centiva Capital, LP added | 26,573 | $167K | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 25,315 | $159K | 0.1% | 2026-Q1 |
| STRS OHIO | 24,500 | $154K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 24,166 | $152K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 1,136,933 | $14M | 10.2% | 2025-Q4 stale |
| NEXT CENTURY GROWTH INVESTORS LLC added | 505,407 | $6M | 4.6% | 2025-Q4 stale |
| Invesco Ltd. trimmed | 199,091 | $4M | 3.0% | 2025-Q3 stale |
| G2 Investment Partners Management LLC added | 310,000 | $4M | 2.8% | 2025-Q4 stale |
| Harvest Investment Services, LLC added | 167,837 | $3M | 2.5% | 2025-Q3 stale |
| BALYASNY ASSET MANAGEMENT L.P. added | 156,338 | $2M | 1.6% | 2025-Q2 stale |
| TANG CAPITAL MANAGEMENT LLC | 100,000 | $2M | 1.5% | 2025-Q3 stale |
| Informed Momentum Co LLC added | 77,087 | $2M | 1.2% | 2025-Q3 stale |
| Granahan Investment Management, LLC added | 117,122 | $1M | 1.1% | 2025-Q4 stale |
| JANUS HENDERSON GROUP PLC added | 65,619 | $1M | 1.0% | 2025-Q3 stale |
| Calamos Advisors LLC added | 97,118 | $1M | 0.9% | 2025-Q4 stale |
| Inspire Investing, LLC new | 95,880 | $1M | 0.9% | 2025-Q4 stale |
| Janney Montgomery Scott LLC added | 124,751 | $1M | 0.8% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 87,481 | $1M | 0.8% | 2025-Q4 stale |
| BOOTHBAY FUND MANAGEMENT, LLC added | 73,488 | $901K | 0.7% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 46,181 | $566K | 0.4% | 2025-Q4 stale |
| AMERICAN CENTURY COMPANIES INC added | 24,164 | $495K | 0.4% | 2025-Q3 stale |
| Sigma Planning Corp new | 22,298 | $457K | 0.3% | 2025-Q3 stale |
| Connor, Clark & Lunn Investment Management Ltd. new | 30,944 | $418K | 0.3% | 2025-Q2 stale |
| Diametric Capital, LP added | 33,263 | $408K | 0.3% | 2025-Q4 stale |
| Brendel Financial Advisors LLC new | 17,054 | $350K | 0.3% | 2025-Q3 stale |
| Walleye Capital LLC added | 25,108 | $339K | 0.2% | 2025-Q2 stale |
| Creative Planning new | 16,159 | $331K | 0.2% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 23,023 | $311K | 0.2% | 2025-Q2 stale |
| AMERIPRISE FINANCIAL INC trimmed | 25,351 | $311K | 0.2% | 2025-Q4 stale |
| CenterBook Partners LP trimmed | 25,224 | $309K | 0.2% | 2025-Q4 stale |
| HARBOR CAPITAL ADVISORS, INC. added | 24,876 | $305K | 0.2% | 2025-Q4 stale |
| Massar Capital Management, LP new | 22,000 | $297K | 0.2% | 2025-Q2 stale |
| Verition Fund Management LLC added | 21,792 | $294K | 0.2% | 2025-Q2 stale |
| WINTON GROUP Ltd added | 21,208 | $286K | 0.2% | 2025-Q2 stale |
| Cambridge Investment Research Advisors, Inc. new | 12,765 | $262K | 0.2% | 2025-Q3 stale |
| PANAGORA ASSET MANAGEMENT INC | 12,709 | $261K | 0.2% | 2025-Q3 stale |
| HRT FINANCIAL LP added | 17,295 | $212K | 0.2% | 2025-Q4 stale |
| WESBANCO BANK INC trimmed | 10,000 | $205K | 0.2% | 2025-Q3 stale |
| INDEPENDENT FINANCIAL GROUP, LLC new | 16,500 | $202K | 0.1% | 2025-Q4 stale |
| CONNORS INVESTOR SERVICES INC trimmed | 9,819 | $201K | 0.1% | 2025-Q3 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 12,604 | $155K | 0.1% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP added | 12,252 | $150K | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 11,976 | $147K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.