OPRX · Company research
OptimizeRx Corporation Common Stock (OPRX): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11661 | 66701 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39003 | 223097 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6400 | 36608 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 170201 | 974054 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PERKINS CAPITAL MANAGEMENT INC | 884300 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14808 | 84702 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 285511 | 1633123 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97999 | 560554 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 99124 | 566989 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8015 | 45845 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Campbell & CO Investment Adviser LLC | 1353570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51130 | 292464 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Bullseye Asset Management LLC | 1513779 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 258311 | 1478 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KENNEDY CAPITAL MANAGEMENT LLC | 884589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 644150 | 3684538 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13893 | 79468 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HighMark Wealth Management LLC | 1802451 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 572 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AdvisorNet Financial, Inc | 1409362 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 600 | 3432 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72347 | 413825 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 940 | 5377 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CREDIT AGRICOLE S A | 1191672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89200 | 510224 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 286 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26550 | 151866 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13386 | 76569 | — | — | — | Aug 27, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13830 | 79108 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 114 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| BLAIR WILLIAM & CO/IL | 902367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 607925 | 3477331 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Optiver Holding B.V. | 1859606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 23 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Mink Brook Asset Management LLC | 2052205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 141235 | 807864 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ROTHSCHILD INVESTMENT LLC | 85338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 255 | 1459 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Whetstone Capital Advisors, LLC | 1607278 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1508303 | 8627493 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 389 | 2226 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39 | 224 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Centiva Capital, LP | 1692507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17003 | 97257 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 23 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| PharVision Advisers, LLC | 1898824 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12904 | 73811 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Schonfeld Strategic Advisors LLC | 1665241 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14227 | 81377 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Planning Services, Inc. | 1726752 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 6 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 885 | 5062 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| HSBC HOLDINGS PLC | 873630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58949 | 326577 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1778 | 10170 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68139 | 389755 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| IMC-Chicago, LLC | 1452861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30300 | 173316 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45064 | 257766 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 303 | 1733 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50684 | 289912 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| D. E. Shaw & Co., Inc. | 1009207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 138084 | 789840 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Avalon Trust Co | 1798150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2000 | 11440 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17548 | 100375 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22300 | 127556 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Point72 Asset Management, L.P. | 1603466 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55619 | 318141 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| P.A.W. CAPITAL CORP | 949853 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 160000 | 915200 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 159441 | 912003 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Quadrature Capital Ltd | 1651424 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25643 | 146678 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46497 | 265963 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| 9823 Capital, L.P. | 1982920 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24591 | 140661 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23351 | 133568 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 699604 | 4001735 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135969 | 778 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2012 | 11511 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Parkman Healthcare Partners LLC | 1777015 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 350347 | 2003985 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bogart Wealth, LLC | 1715740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 285 | 1630 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| AVENIR CORP | 1033475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73860 | 422479 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 210 | 1140 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| McAdam, LLC | 1695490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16558 | 94712 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 1144 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1061 | 6069 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80602 | 461043 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ROYCE & ASSOCIATES LP | 906304 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1089398 | 6231357 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BARD ASSOCIATES INC | 1105907 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1480 | 8466 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15240 | 87173 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46943 | 268514 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 363 | 2076 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Samjo Management, LLC | 1986590 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32000 | 183040 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45 | 258 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Qube Research & Technologies Ltd | 1729829 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67268 | 384773 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89666 | 512890 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IFP Advisors, Inc | 1641866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 557 | 3186 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 203 | 1155 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Jain Global LLC | 2024579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51682 | 295621 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 126 | 721 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ACADIAN ASSET MANAGEMENT LLC | 916542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12853 | 73 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CANADA PENSION PLAN INVESTMENT BOARD | 1283718 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19300 | 110396 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.