Who owns OptimizeRx (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-Q2 13F filings (latest filed 2026-09-22). 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
10 tracked funds added or opened OPRX while 29 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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, Whetstone Capital Advisors, LLC, sizes it at 2.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 108 tracked filers holding OPRX, 52 increased or opened the position and 83 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 2026-Q1 and 2026-Q2 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 3
- CITADEL ADVISORS LLC$904K
- Mink Brook Asset Management LLC$808K
- JANE STREET GROUP, LLC$698K
Full exits 6
- Invenomic Capital Management LP$1M
- Bullseye Asset Management LLC$1M
- SEGALL BRYANT & HAMILL, LLC$950K
- LPL Financial LLC$814K
- RAYMOND JAMES FINANCIAL INC$522K
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$515K
Largest adds
- AQR CAPITAL MANAGEMENT LLC$2M
- MARSHALL WACE, LLP$731K
- ROYCE & ASSOCIATES LP$655K
- MORGAN STANLEY$415K
- P.A.W. CAPITAL CORP$350K
- MILLENNIUM MANAGEMENT LLC$292K
Largest trims
- BlackRock, Inc.$5M
- Parkman Healthcare Partners LLC$3M
- STATE STREET CORP$3M
- GOLDMAN SACHS GROUP INC$2M
- GEODE CAPITAL MANAGEMENT, LLC$1M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 1,508,303 | $9M | 14.0% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 1,089,398 | $6M | 10.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 699,604 | $4M | 6.5% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 644,150 | $4M | 6.0% | 2026-Q2 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 633,842 | $4M | 5.9% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 607,925 | $3M | 5.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 583,956 | $3M | 5.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 477,687 | $3M | 4.4% | 2026-Q2 |
| BlackRock, Inc. trimmed | 445,382 | $3M | 4.1% | 2026-Q2 |
| Parkman Healthcare Partners LLC trimmed | 350,347 | $2M | 3.3% | 2026-Q2 |
| AWM Investment Company, Inc. added | 240,421 | $1M | 2.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 207,345 | $1M | 1.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 169,538 | $970K | 1.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 167,700 | $959K | 1.6% | 2026-Q2 |
| MARSHALL WACE, LLP added | 162,186 | $928K | 1.5% | 2026-Q2 |
| P.A.W. CAPITAL CORP added | 160,000 | $915K | 1.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 157,992 | $904K | 1.5% | 2026-Q2 |
| MORGAN STANLEY added | 156,314 | $894K | 1.5% | 2026-Q2 |
| Mink Brook Asset Management LLC new | 141,235 | $808K | 1.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 138,084 | $790K | 1.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 122,086 | $698K | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 105,037 | $601K | 1.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 99,124 | $567K | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 97,999 | $561K | 0.9% | 2026-Q2 |
| Trexquant Investment LP trimmed | 89,666 | $513K | 0.8% | 2026-Q2 |
| CREDIT AGRICOLE S A | 89,200 | $510K | 0.8% | 2026-Q2 |
| STATE STREET CORP trimmed | 80,602 | $461K | 0.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 78,791 | $451K | 0.7% | 2026-Q2 |
| AVENIR CORP trimmed | 73,860 | $422K | 0.7% | 2026-Q2 |
| Man Group plc added | 72,347 | $414K | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 68,139 | $390K | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 67,268 | $385K | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 64,707 | $370K | 0.6% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 58,949 | $327K | 0.5% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 55,619 | $318K | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 55,524 | $318K | 0.5% | 2026-Q2 |
| Jain Global LLC new | 51,682 | $296K | 0.5% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC added | 51,130 | $292K | 0.5% | 2026-Q2 |
| XTX Topco Ltd added | 46,497 | $266K | 0.4% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 45,064 | $258K | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 41,424 | $237K | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 39,003 | $223K | 0.4% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 37,000 | $212K | 0.3% | 2026-Q2 |
| Samjo Management, LLC trimmed | 32,000 | $183K | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 26,550 | $152K | 0.2% | 2026-Q2 |
| Quadrature Capital Ltd new | 25,643 | $147K | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 25,155 | $144K | 0.2% | 2026-Q2 |
| 9823 Capital, L.P. new | 24,591 | $141K | 0.2% | 2026-Q2 |
| FMR LLC trimmed | 23,379 | $134K | 0.2% | 2026-Q2 |
| Hillsdale Investment Management Inc. | 20,300 | $116K | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 19,300 | $110K | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP added | 17,548 | $100K | 0.2% | 2026-Q2 |
| Centiva Capital, LP trimmed | 17,003 | $97K | 0.2% | 2026-Q2 |
| McAdam, LLC added | 16,558 | $95K | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC new | 15,240 | $87K | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 14,985 | $86K | 0.1% | 2026-Q2 |
| PERKINS CAPITAL MANAGEMENT INC trimmed | 14,808 | $85K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 14,227 | $81K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 13,893 | $79K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP new | 13,386 | $77K | 0.1% | 2026-Q2 |
| PharVision Advisers, LLC new | 12,904 | $74K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 12,303 | $79K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 11,661 | $67K | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 11,394 | $65K | 0.1% | 2026-Q2 |
| Mariner, LLC new | 10,239 | $59K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 8,015 | $46K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 7,841 | $45K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 6,897 | $39K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 2,236 | $13K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 2,031 | $12K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 2,012 | $12K | 0.0% | 2026-Q2 |
| Avalon Trust Co | 2,000 | $11K | 0.0% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK new | 1,778 | $10K | 0.0% | 2026-Q2 |
| BARD ASSOCIATES INC | 1,480 | $8K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 1,163 | $7K | 0.0% | 2026-Q2 |
| Versant Capital Management, Inc trimmed | 1,061 | $6K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 1,000 | $6K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 940 | $5K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC trimmed | 910 | $5K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 885 | $5K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 600 | $3K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 557 | $3K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 439 | $3K | 0.0% | 2026-Q2 |
| Compagnie Lombard Odier SCmA | 410 | $2K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 389 | $2K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 372 | $2K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 363 | $2K | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC | 303 | $2K | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC new | 285 | $2K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 273 | $1K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 255 | $1K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 211 | $1K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 203 | $1K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 200 | $1K | 0.0% | 2026-Q2 |
| Leonteq Securities AG | 139 | $795 | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 126 | $721 | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 126 | $720 | 0.0% | 2026-Q2 |
| HighMark Wealth Management LLC | 100 | $572 | 0.0% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. new | 59 | $337 | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 50 | $286 | 0.0% | 2026-Q2 |
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.