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Disclosery

OPRX OPTIMIZERX CORP

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COM NEW (common), issuer CIK 1448431

124 managers (128 13F filers) reported a position in OPRX shares at 2026-03-31, 13,623,110 shares in all. 25 filers opened a position and 29 filers sold out during the quarter.

Managers
124
13F filers
128
New
25
Added
49
Reduced
28
Sold out
29
Shares held by filers
13,623,110

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Whetstone Capital Advisors, LLC1,508,303$9.47M3.56%013F-HRTimeline
VANGUARD GROUP INCgroup of 4 filers holding1,213,015$7.62MnewTimeline
BlackRock, Inc.in group BlackRock, Inc.1,163,501$7.31M<0.01%-31,21013F-HRTimelineGroup
ROYCE & ASSOCIATES LP888,030$5.58M0.06%+206,00013F-HRTimeline
Parkman Healthcare Partners LLC729,369$4.58M0.47%+190,72013F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC656,258$4.12M0.09%-17,66213F-HRTimeline
BLAIR WILLIAM & CO/IL614,992$3.86M0.01%+32,40713F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC601,921$3.78M0.21%+11,24713F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP563,570$3.54M<0.01%+102,66113F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP477,780$3M<0.01%+24913F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC392,129$2.46M<0.01%-4,33913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC358,443$2.25M<0.01%+231,42913F-HRTimelineGroup
AWM Investment Company, Inc.230,421$1.45M0.16%013F-HRTimeline
Invenomic Capital Management LP229,370$1.44M0.07%new13F-HRTimeline
Bullseye Asset Management LLC226,527$1.42M0.82%+20,00013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC216,856$1.36M<0.01%+187,27813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC214,954$1.35M<0.01%+200,44013F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC188,704$1.19M0.02%new13F-HR/ATimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC177,571$1.12M<0.01%-29,39013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP155,388$976K<0.01%-1,53913F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.142,923$898K<0.01%+30,05613F-HRTimelineGroup
Trexquant Investment LP136,874$860K0.01%new13F-HRTimeline
LPL Financial LLC129,608$814K<0.01%+102,91013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…125,493$788K<0.01%-163,56713F-HRTimelineGroup
Qube Research & Technologies Ltd120,943$760K<0.01%+61,78213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp102,374$643K<0.01%-11,88413F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO98,633$619K<0.01%+44,84413F-HRTimelineGroup
P.A.W. CAPITAL CORP90,000$565K0.45%+35,00013F-HR/ATimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A89,200$560K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC83,163$522K<0.01%+74913F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co82,072$515K<0.01%+75413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding80,201$504K+44,602Timeline
ALLIANCEBERNSTEIN L.P.39,850$489K<0.01%013F-HRTimeline
AVENIR CORP77,260$485K0.06%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY76,368$480K<0.01%-88,22413F-HRTimelineGroup
Schonfeld Strategic Advisors LLC74,761$469K<0.01%-23,40913F-HRTimeline
FMR LLCin group FMR LLC69,448$436K<0.01%+63,85713F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD68,494$430K<0.01%+15,40013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC63,790$401K<0.01%+36,25913F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC55,637$349K0.01%new13F-HRTimelineGroup
GWN SECURITIES INC.54,850$344K0.07%+32,49213F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC54,029$339K0.01%-15,00013F-HRTimeline
Manatuck Hill Partners, LLC50,000$314K0.1%-372,10713F-HRTimeline
Quantinno Capital Management LP49,022$308K<0.01%+31,51813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,819$275K<0.01%+1,24313F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC42,705$268K<0.01%+11,21013F-HRTimelineGroup
Integrated Quantitative Investments LLC40,723$256K0.05%new13F-HRTimeline
OXFORD ASSET MANAGEMENT LLP39,024$245K0.1%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Nuveen, LLCin group TIAA38,998$245K<0.01%+21213F-HRTimelineGroup
Man Group plcin group Man Group plc38,941$245K<0.01%new13F-HRTimelineGroup
State of Wyoming35,251$221K0.03%+24,71613F-HRTimeline
Campbell & CO Investment Adviser LLC32,860$206K0.01%+19,95213F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP31,286$196K<0.01%+11,46113F-HRTimelineGroup
Cetera Investment Advisers27,544$173K<0.01%new13F-HRTimeline
Centiva Capital, LP26,573$167K0.01%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC25,315$159K<0.01%-18,35413F-HRTimelineGroup
STRS OHIO24,500$154K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources24,166$152K<0.01%+7,88213F-HRTimelineGroup
Hillsdale Investment Management Inc.20,300$127K<0.01%013F-HRTimeline
RHUMBLINE ADVISERS20,198$127K<0.01%-7,25313F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD19,300$121K<0.01%+5,40013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd18,423$116K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN18,276$115K<0.01%-10,62713F-HR/ATimelineGroup
Engineers Gate Manager LP16,474$103K<0.01%-2,16013F-HRTimeline
PERKINS CAPITAL MANAGEMENT INC15,908$99.9K0.09%-1,50013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC15,866$99.6K<0.01%-28,71113F-HRTimeline
Integrated Wealth Concepts LLC14,061$88.3K<0.01%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC13,286$84.8K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV12,551$78.8K<0.01%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\12,397$77.9K<0.01%013F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC11,827$74K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,373$71.4K<0.01%-18,36813F-HRTimelineGroup
Aaron Wealth Advisors LLC10,588$66.5K<0.01%new13F-HRTimeline
McAdam, LLC10,439$65.6K<0.01%new13F-HRTimeline
State of Alaska, Department of Revenue10,067$63K<0.01%+5,00013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC8,478$52K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,365$47.6K<0.01%-80813F-HR/ATimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…7,526$47.3K<0.01%+17013F-HRTimelineGroup
CWM, LLCin group CWM, LLC6,562$41.2K<0.01%+5,87913F-HRTimelineGroup
MAI Capital Management6,386$40.1K<0.01%+68613F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND5,034$31.6K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,590$28.8K<0.01%-22,85113F-HRTimelineGroup
Police & Firemen's Retirement System of…4,583$28.8K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,243$26.6K<0.01%-1413F-HRTimelineGroup
Versant Capital Management, Inc2,041$12.8K<0.01%+24813F-HRTimeline
Avalon Trust Co2,000$12.6K<0.01%013F-HRTimeline
Covestor Ltd1,914$12K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,829$11.5K<0.01%-31813F-HRTimelineGroup
BARD ASSOCIATES INC1,480$9.29K<0.01%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc1,350$8.48K<0.01%-23013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,305$8.19K<0.01%+7813F-HRTimelineGroup
GROUP ONE TRADING LLC1,284$8.06K<0.01%-6,76713F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,258$7.9K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC1,023$6.42K<0.01%+45813F-HRTimeline
Steward Partners Investment Advisory, L…1,000$6.28K<0.01%013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…855$5.37K<0.01%-11713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC828$5.2K<0.01%+47013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP760$5.02K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc600$3.77K<0.01%+50013F-HRTimeline
Compagnie Lombard Odier SCmA410$2.58K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.408$2.56K<0.01%+15513F-HRTimeline
Advisory Services Network, LLC326$2.05K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA262$2K<0.01%-1,58913F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC303$1.9K<0.01%-1,81813F-HRTimeline
Allworth Financial LP227$1.43K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…203$1.28K<0.01%+17413F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…168$1.05K<0.01%+10613F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.156$980<0.01%+2413F-HR/ATimelineGroup
Leonteq Securities AG139$873<0.01%013F-HRTimeline
IFP Advisors, Inc139$873<0.01%+13713F-HRTimeline
Farther Finance Advisors, LLC120$787<0.01%+11013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.112$703<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC103$647<0.01%013F-HRTimeline
HighMark Wealth Management LLC100$628<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC98$615<0.01%new13F-HRTimeline
North Star Investment Management Corp.71$446<0.01%new13F-HRTimeline
Essential Partners LLC68$427<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC65$408<0.01%+6013F-HRTimeline
True Wealth Design, LLC60$377<0.01%+4613F-HRTimeline
SJS Investment Consulting Inc.44$277<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…39$245<0.01%new13F-HRTimelineGroup
Arax Advisory Partners32$201<0.01%-5813F-HRTimeline
Root Financial Partners, LLC28$176<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1$6<0.01%013F-HRTimeline