OptimizeRx Corp (OPRX) — Institutional Holders, Q2 2026
113 institutional investment managers reported a OPRX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $64.2M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
OPRX in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- AQR CAPITAL MANAGEMENTAdded · +369,002 sh+$2.1M
- ROYCE & ASSOCIATESAdded · +201,368 sh+$1.2M
- CITADEL ADVISORSNew · +157,992 sh+$903.7K
- Mink Brook Asset ManagementNew · +141,235 sh+$807.9K
- Janney Montgomery ScottNew · +135,969 sh+$777.7K
Biggest sellers
- BlackRockTrimmed · -718,119 sh-$4.1M
- STATE STREETTrimmed · -397,178 sh-$2.3M
- Parkman Healthcare PartnersTrimmed · -379,022 sh-$2.2M
- GOLDMAN SACHS GROUPTrimmed · -253,406 sh-$1.4M
- Invenomic Capital ManagementSold out · -229,370 sh-$1.3M
OPRX 13F holders ranked 1–100 of 113
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Whetstone Capital Advisors#1 · 1,508,303 sh | 1,508,303 | $8.6M | 2.27% | 0.0% |
| 2 | ROYCE & ASSOCIATES#2 · 1,089,398 sh | 1,089,398 | $6.2M | 0.05% | +22.7% |
| 3 | VANGUARD CAPITAL MANAGEMENT#3 · 699,604 sh | 699,604 | $4.0M | <0.01% | +2.1% |
| 4 | KENNEDY CAPITAL MANAGEMENT#4 · 644,150 sh | 644,150 | $3.7M | 0.07% | -1.8% |
| 5 | RICE HALL JAMES & ASSOCIATES#5 · 633,842 sh | 633,842 | $3.6M | 0.18% | +5.3% |
| 6 | BLAIR WILLIAM#6 · 607,925 sh | 607,925 | $3.5M | <0.01% | -1.1% |
| 7 | AQR CAPITAL MANAGEMENT#7 · 583,956 sh | 583,956 | $3.3M | <0.01% | +171.7% |
| 8 | DIMENSIONAL FUND ADVISORS#8 · 477,687 sh | 477,687 | $2.7M | <0.01% | -15.2% |
| 9 | BlackRock#9 · 445,382 sh | 445,382 | $2.5M | 0.00% | -61.7% |
| 10 | Parkman Healthcare Partners#10 · 350,347 sh | 350,347 | $2.0M | 0.21% | -52.0% |
| 11 | Bullseye Asset Management#11 · 258,311 sh | 258,311 | $1.5M | 0.75% | +14.0% |
| 12 | AWM Investment Company#12 · 240,421 sh | 240,421 | $1.4M | 0.12% | +4.3% |
| 13 | GEODE CAPITAL MANAGEMENT#13 · 207,345 sh | 207,345 | $1.2M | <0.01% | -47.1% |
| 14 | VANGUARD PORTFOLIO MANAGEMENT#14 · 169,538 sh | 169,538 | $969.8K | 0.00% | -48.8% |
| 15 | RENAISSANCE TECHNOLOGIES#15 · 167,700 sh | 167,700 | $959.2K | <0.01% | -22.7% |
| 16 | MARSHALL WACE, LLP#16 · 162,186 sh | 162,186 | $927.7K | <0.01% | +418.4% |
| 17 | P.A.W. CAPITAL#17 · 160,000 sh | 160,000 | $915.2K | 0.69% | +77.8% |
| 18 | CITADEL ADVISORS#18 · 157,992 sh | 157,992 | $903.7K | <0.01% | New |
| 19 | MORGAN STANLEY#19 · 156,314 sh | 156,314 | $894.1K | 0.00% | +104.7% |
| 20 | Mink Brook Asset Management#20 · 141,235 sh | 141,235 | $807.9K | 0.36% | New |
| 21 | D. E. Shaw#21 · 138,084 sh | 138,084 | $789.8K | <0.01% | -3.4% |
| 22 | Janney Montgomery Scott#22 · 135,969 sh | 135,969 | $778.0K | <0.01% | New |
| 23 | JANE STREET GROUP#23 · 122,086 sh | 122,086 | $698.3K | <0.01% | New |
| 24 | GOLDMAN SACHS GROUP#24 · 105,037 sh | 105,037 | $600.8K | <0.01% | -70.7% |
| 25 | Quantinno Capital Management#25 · 99,124 sh | 99,124 | $567.0K | <0.01% | +102.2% |
| 26 | VANGUARD FIDUCIARY#26 · 97,999 sh | 97,999 | $560.6K | <0.01% | -11.8% |
| 27 | Trexquant Investment#27 · 89,666 sh | 89,666 | $512.9K | <0.01% | -34.5% |
| 28 | CREDIT AGRICOLE S A#28 · 89,200 sh | 89,200 | $510.2K | <0.01% | 0.0% |
| 29 | STATE STREET#29 · 80,602 sh | 80,602 | $461.0K | 0.00% | -83.1% |
| 30 | MILLENNIUM MANAGEMENT#30 · 78,791 sh | 78,791 | $450.7K | <0.01% | +211.2% |
| 31 | AVENIR#31 · 73,860 sh | 73,860 | $422.5K | 0.05% | -4.4% |
| 32 | Man Group plc#32 · 72,347 sh | 72,347 | $413.8K | <0.01% | +85.8% |
| 33 | PRINCIPAL FINANCIAL GROUP#33 · 68,139 sh | 68,139 | $389.8K | <0.01% | +6.8% |
| 34 | Qube Research & Technologies Ltd#34 · 67,268 sh | 67,268 | $384.8K | <0.01% | -44.4% |
| 35 | Bank of New York Mellon#35 · 64,707 sh | 64,707 | $370.1K | <0.01% | -36.8% |
| 36 | HSBC PLC#36 · 58,949 sh | 58,949 | $326.6K | <0.01% | +343.7% |
| 37 | Point72 Asset Management, L.P.#37 · 55,619 sh | 55,619 | $318.1K | <0.01% | New |
| 38 | UBS Group AG#38 · 55,524 sh | 55,524 | $317.6K | 0.00% | -29.9% |
| 39 | Jain Global#39 · 51,682 sh | 51,682 | $295.6K | <0.01% | New |
| 40 | Campbell & Investment Adviser#40 · 51,130 sh | 51,130 | $292.5K | 0.02% | +55.6% |
| 41 | XTX Topco Ltd#41 · 46,497 sh | 46,497 | $266.0K | <0.01% | +152.4% |
| 42 | Squarepoint Ops#42 · 45,064 sh | 45,064 | $257.8K | <0.01% | -74.6% |
| 43 | SEI INVESTMENTS#43 · 41,424 sh | 41,424 | $236.9K | <0.01% | -58.0% |
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#44 · 39,003 sh | 39,003 | $223.1K | 0.00% | +242.9% |
| 45 | NORTHERN#45 · 37,000 sh | 37,000 | $211.6K | 0.00% | -76.2% |
| 46 | HRT FINANCIAL#46 · 35,696 sh | 35,696 | $204.0K | <0.01% | New |
| 47 | Samjo Management#47 · 32,000 sh | 32,000 | $183.0K | 0.06% | New |
| 48 | BANK OF AMERICA#48 · 26,550 sh | 26,550 | $151.9K | 0.00% | -39.4% |
| 49 | Quadrature Capital Ltd#49 · 25,643 sh | 25,643 | $146.7K | <0.01% | New |
| 50 | FRANKLIN RESOURCES#50 · 25,155 sh | 25,155 | $143.9K | 0.00% | +4.1% |
| 51 | 9823 Capital, L.P.#51 · 24,591 sh | 24,591 | $140.7K | 0.10% | New |
| 52 | FMR#52 · 23,379 sh | 23,379 | $133.7K | 0.00% | -66.3% |
| 53 | Hillsdale Investment Management#53 · 20,300 sh | 20,300 | $116.1K | <0.01% | 0.0% |
| 54 | CANADA PENSION PLAN INVESTMENT BOARD#54 · 19,300 sh | 19,300 | $110.4K | <0.01% | 0.0% |
| 55 | Engineers Gate Manager#55 · 17,548 sh | 17,548 | $100.4K | <0.01% | +6.5% |
| 56 | Centiva Capital#56 · 17,003 sh | 17,003 | $97.3K | <0.01% | -36.0% |
| 57 | McAdam#57 · 16,558 sh | 16,558 | $94.7K | — | +58.6% |
| 58 | IEQ CAPITAL#58 · 15,240 sh | 15,240 | $87.2K | <0.01% | New |
| 59 | BARCLAYS PLC#59 · 14,985 sh | 14,985 | $85.7K | 0.00% | +226.5% |
| 60 | PERKINS CAPITAL MANAGEMENT#60 · 14,808 sh | 14,808 | $84.7K | 0.06% | -6.9% |
| 61 | Schonfeld Strategic Advisors#61 · 14,227 sh | 14,227 | $81.4K | <0.01% | -81.0% |
| 62 | MERCER GLOBAL ADVISORS#62 · 13,893 sh | 13,893 | $79.5K | <0.01% | +10.7% |
| 63 | WEALTH ENHANCEMENT ADVISORY SERVICES#63 · 12,303 sh | 12,303 | $78.9K | — | New |
| 64 | Corient Private Wealth#64 · 13,386 sh | 13,386 | $76.6K | <0.01% | New |
| 65 | PharVision Advisers#65 · 12,904 sh | 12,904 | $73.8K | 1.39% | New |
| 66 | ACADIAN ASSET MANAGEMENT#66 · 12,853 sh | 12,853 | $73.0K | <0.01% | +51.6% |
| 67 | WELLS FARGO & COMPANY#67 · 11,661 sh | 11,661 | $66.7K | 0.00% | -36.2% |
| 68 | STATE OF WISCONSIN INVESTMENT BOARD#68 · 11,394 sh | 11,394 | $65.2K | <0.01% | -83.4% |
| 69 | Mariner#69 · 10,239 sh | 10,239 | $58.5K | <0.01% | New |
| 70 | State of Alaska, Department of Revenue#70 · 10,067 sh | 10,067 | $57.0K | — | 0.0% |
| 71 | RHUMBLINE ADVISERS#71 · 8,015 sh | 8,015 | $45.8K | 0.00% | -60.3% |
| 72 | CITIGROUP#72 · 7,841 sh | 7,841 | $44.9K | 0.00% | +847.0% |
| 73 | Vanguard Global Advisers#73 · 6,897 sh | 6,897 | $39.5K | 0.00% | -91.9% |
| 74 | SRS Capital Advisors#74 · 2,236 sh | 2,236 | $12.8K | <0.01% | +6887.5% |
| 75 | PNC FINANCIAL SERVICES GROUP#75 · 2,031 sh | 2,031 | $11.6K | 0.00% | +1108.9% |
| 76 | Integrated Wealth Concepts#76 · 2,012 sh | 2,012 | $11.5K | <0.01% | -85.7% |
| 77 | Avalon#77 · 2,000 sh | 2,000 | $11.4K | <0.01% | 0.0% |
| 78 | HUNTINGTON NATIONAL BANK#78 · 1,778 sh | 1,778 | $10.2K | 0.00% | New |
| 79 | BARD ASSOCIATES#79 · 1,480 sh | 1,480 | $8.5K | <0.01% | 0.0% |
| 80 | OSAIC#80 · 1,163 sh | 1,163 | $6.7K | 0.00% | -10.9% |
| 81 | Versant Capital Management#81 · 1,061 sh | 1,061 | $6.1K | — | -48.0% |
| 82 | Steward Partners Investment Advisory#82 · 1,000 sh | 1,000 | $5.7K | 0.00% | 0.0% |
| 83 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#83 · 940 sh | 940 | $5.4K | 0.00% | 0.0% |
| 84 | GAMMA Investing#84 · 910 sh | 910 | $5.2K | — | -11.0% |
| 85 | Russell Investments Group, Ltd.#85 · 885 sh | 885 | $5.1K | 0.00% | -99.3% |
| 86 | AdvisorNet Financial#86 · 600 sh | 600 | $3.4K | — | 0.0% |
| 87 | IFP Advisors#87 · 557 sh | 557 | $3.2K | — | +300.7% |
| 88 | EverSource Wealth Advisors#88 · 439 sh | 439 | $2.5K | <0.01% | -85.0% |
| 89 | Compagnie Lombard Odier SCmA#89 · 410 sh | 410 | $2.3K | 0.00% | 0.0% |
| 90 | Allworth Financial#90 · 389 sh | 389 | $2.2K | 0.00% | +71.4% |
| 91 | Global Retirement Partners#91 · 372 sh | 372 | $2.1K | 0.00% | — |
| 92 | SBI Securities , Ltd.#92 · 363 sh | 363 | $2.1K | — | -11.0% |
| 93 | NISA INVESTMENT ADVISORS#93 · 303 sh | 303 | $1.7K | — | 0.0% |
| 94 | Bogart Wealth#94 · 285 sh | 285 | $1.6K | <0.01% | New |
| 95 | ROTHSCHILD INVESTMENT#95 · 255 sh | 255 | $1.5K | <0.01% | +292.3% |
| 96 | Farther Finance Advisors#96 · 203 sh | 203 | $1.2K | — | +69.2% |
| 97 | JPMORGAN CHASE#97 · 211 sh | 211 | $1.1K | 0.00% | -97.1% |
| 98 | BNP PARIBAS FINANCIAL MARKETS#98 · 200 sh | 200 | $1.1K | 0.00% | -95.3% |
| 99 | ROYAL BANK OF CANADA#99 · 273 sh | 273 | $1.0K | 0.00% | +4.2% |
| 100 | Leonteq Securities AG#100 · 139 sh | 139 | $795.00 | 0.00% | 0.0% |
Funds that sold out of OPRX in Q2 2026 (37)
Held OPRX at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.