New Positions
24 managers initiated
Top five by reported value
- Inspire Investing, LLC$1.2M
- Credit Agricole S A$1.1M
- SEI INVESTMENTS CO$659.5K
- MILLENNIUM MANAGEMENT LLC$535.4K
- Diametric Capital, LP$407.8K
OptimizeRx Corp NASDAQ NMS - GLOBAL MARKET:OPRX
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
24 new41 added63 reduced24 exited
Total Institutional Holders
128
as of 2025-12-31
Top Holder
Whetstone Capital Advisors, LLC
$18.5M
Largest QoQ Increase
NEXT CENTURY GROWTH INVESTORS LLC
+294,688 sh
Largest QoQ Decrease
CenterBook Partners LP
-283,585 sh
New Positions(24)
Added To(41)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,194,711 | +6,870 | $14.6M | -$9.7M | 0.6% |
| VANGUARD GROUP INC | 1,136,933 | +77,824 | $13.9M | -$7.8M | 7.3% |
| ROYCE & ASSOCIATES LP | 682,030 | +4,700 | $8.4M | -$5.5M | 0.7% |
| RICE HALL JAMES & ASSOCIATES, LLC | 590,674 | +44,858 | $7.2M | -$3.9M | 8.2% |
| Parkman Healthcare Partners LLC | 538,649 | +29,038 | $6.6M | -$3.8M | 5.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 396,468 | +13,291 | $4.9M | -$3.0M | 3.5% |
| DIMENSIONAL FUND ADVISORS LP | 460,909 | +63,607 | $5.7M | -$2.5M | 16.0% |
| STATE STREET CORP | 477,531 | +84,808 | $5.9M | -$2.2M | 21.6% |
| NEXT CENTURY GROWTH INVESTORS LLC | 505,407 | +294,688 | $6.2M | +$1.9M | 139.8% |
| JANE STREET GROUP, LLC | 141,481 | +127,781 | $1.7M | +$1.5M | 932.7% |
| Russell Investments Group, Ltd. | 289,060 | +75,762 | $3.5M | -$828.7K | 35.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 81,318 | +6,191 | $997.0K | -$543.1K | 8.2% |
| Bank of New York Mellon Corp | 114,258 | +26,301 | $1.4M | -$402.3K | 29.9% |
| Calamos Advisors LLC | 97,118 | +20,116 | $1.2M | -$387.9K | 26.1% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 69,029 | +10,000 | $846.3K | -$363.8K | 16.9% |
| P.A.W. CAPITAL CORP | 55,000 | +5,000 | $674.3K | -$350.7K | 10.0% |
| Qube Research & Technologies Ltd | 59,161 | +40,578 | $725.3K | +$344.4K | 218.4% |
| Virtus ETF Advisers LLC | 50,374 | +25,187 | $844.3K | +$328.0K | 100.0% |
| Squarepoint Ops LLC | 206,961 | +67,884 | $2.5M | -$313.7K | 48.8% |
| UBS Group AG | 34,960 | +874 | $428.6K | -$270.2K | 2.6% |
| Hillsdale Investment Management Inc. | 20,300 | +2,000 | $248.9K | -$126.3K | 10.9% |
| G2 Investment Partners Management LLC | 310,000 | +130,264 | $3.8M | +$116.0K | 72.5% |
| DEUTSCHE BANK AG\ | 12,397 | +733 | $152.0K | -$87.1K | 6.3% |
| STATE OF WISCONSIN INVESTMENT BOARD | 53,094 | +25,533 | $650.9K | +$85.9K | 92.6% |
| WELLS FARGO & COMPANY/MN | 28,903 | +7,576 | $354.4K | -$82.9K | 35.5% |
| BOOTHBAY FUND MANAGEMENT, LLC | 73,488 | +25,502 | $901.0K | -$82.8K | 53.1% |
| Quantinno Capital Management LP | 17,504 | +3,157 | $214.6K | -$79.5K | 22.0% |
| AQR CAPITAL MANAGEMENT LLC | 14,514 | +2,256 | $177.9K | -$73.3K | 18.4% |
| BARCLAYS PLC | 30,617 | +7,493 | $413.3K | -$60.7K | 32.4% |
| Schonfeld Strategic Advisors LLC | 98,170 | +36,522 | $1.2M | -$60.2K | 59.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 7,356 | +126 | $90.2K | -$58.0K | 1.7% |
| SIMPLEX TRADING, LLC | 4,091 | +3,397 | $50.2K | +$50.1K | 489.5% |
| PRINCIPAL FINANCIAL GROUP INC | 27,531 | +8,705 | $337.5K | -$48.4K | 46.2% |
| JPMORGAN CHASE & CO | 8,173 | +1,609 | $100.2K | -$34.4K | 24.5% |
| BNP PARIBAS ARBITRAGE, SNC | 4,257 | +331 | $52.2K | -$28.3K | 8.4% |
| Granahan Investment Management, LLC | 117,122 | +46,076 | $1.4M | -$20.5K | 64.8% |
| Tower Research Capital LLC (TRC) | 2,147 | +1,156 | $26.3K | +$6.0K | 116.6% |
| GAMMA Investing LLC | 565 | +9 | $6.9K | -$4.5K | 1.6% |
| MCF Advisors LLC | 631 | +361 | $7.7K | +$2.2K | 133.7% |
| Sterling Capital Management LLC | 103 | +65 | $1.3K | +$484 | 171.1% |
| HARBOR CAPITAL ADVISORS, INC. | 24,876 | +2,708 | $305 | -$149 | 12.2% |
Reduced(63)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 1,508,303 | 0 | $18.5M | -$12.4M | 0.0% |
| CenterBook Partners LP | 25,224 | -283,585 | $309.2K | -$6.0M | -91.8% |
| KENNEDY CAPITAL MANAGEMENT LLC | 673,920 | -998 | $8.3M | -$5.6M | -0.1% |
| D. E. Shaw & Co., Inc. | 112,867 | -208,184 | $1.4M | -$5.2M | -64.8% |
| BLAIR WILLIAM & CO/IL | 582,585 | -8,554 | $7.1M | -$5.0M | -1.4% |
| Manatuck Hill Partners, LLC | 422,107 | -50,200 | $5.2M | -$4.5M | -10.6% |
| CITADEL ADVISORS LLC | 40,976 | -149,515 | $502.4K | -$3.4M | -78.5% |
| AWM Investment Company, Inc. | 230,421 | 0 | $2.8M | -$1.9M | 0.0% |
| RENAISSANCE TECHNOLOGIES LLC | 29,578 | -78,322 | $362.6K | -$1.8M | -72.6% |
| MORGAN STANLEY | 164,592 | -17,686 | $2.0M | -$1.7M | -9.7% |
| NORTHERN TRUST CORP | 156,927 | -5,236 | $1.9M | -$1.4M | -3.2% |
| PRUDENTIAL FINANCIAL INC | 31,495 | -54,990 | $386.1K | -$1.4M | -63.6% |
| GOLDMAN SACHS GROUP INC | 127,014 | -9,450 | $1.6M | -$1.2M | -6.9% |
| BANK OF AMERICA CORP /DE/ | 42,576 | -42,184 | $522.0K | -$1.2M | -49.8% |
| AMERIPRISE FINANCIAL INC | 25,351 | -44,055 | $310.8K | -$1.1M | -63.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 62,641 | -12,159 | $768.0K | -$765.4K | -16.3% |
| TWO SIGMA INVESTMENTS, LP | 46,181 | -17,523 | $566.2K | -$739.8K | -27.5% |
| RAYMOND JAMES FINANCIAL INC | 82,414 | -2,358 | $1.0M | -$727.4K | -2.8% |
| AVENIR CORP | 77,260 | 0 | $947.2K | -$636.6K | 0.0% |
| PERKINS CAPITAL MANAGEMENT INC | 17,408 | -20,188 | $213.4K | -$557.3K | -53.7% |
| MARSHALL WACE, LLP | 19,825 | -15,582 | $243.1K | -$482.8K | -44.0% |
| Nuveen, LLC | 38,786 | -5,337 | $475.5K | -$429.0K | -12.1% |
| FRANKLIN RESOURCES INC | 16,284 | -12,346 | $199.6K | -$387.3K | -43.1% |
| ALLIANCEBERNSTEIN L.P. | 39,850 | 0 | $488.6K | -$328.4K | 0.0% |
| RHUMBLINE ADVISERS | 27,451 | -4,963 | $336.5K | -$327.9K | -15.3% |
| State of Wyoming | 10,535 | -11,298 | $129.2K | -$318.4K | -51.7% |
| LPL Financial LLC | 26,698 | -1,677 | $327.3K | -$254.4K | -5.9% |
| STRS OHIO | 24,500 | 0 | $300.4K | -$201.9K | 0.0% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 44,577 | -3,913 | $874.2K | -$119.9K | -8.1% |
| MetLife Investment Management, LLC | 9,844 | -1,535 | $120.7K | -$112.6K | -13.5% |
| GROUP ONE TRADING, L.P. | 8,051 | -1,623 | $98.7K | -$99.6K | -16.8% |
| Worth Venture Partners, LLC | 10,750 | 0 | $131.8K | -$88.6K | 0.0% |
| FMR LLC | 5,591 | -277 | $68.5K | -$51.7K | -4.7% |
| MAI Capital Management | 5,700 | 0 | $69.9K | -$47.0K | 0.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 5,034 | 0 | $61.7K | -$41.5K | 0.0% |
| Police & Firemen's Retirement System of New Jersey | 4,583 | 0 | $56.2K | -$37.8K | 0.0% |
| ADVISOR GROUP HOLDINGS, INC. | 1,227 | -1,445 | $15.0K | -$37.5K | -54.1% |
| Royal Bank of Canada | 1,851 | -3,054 | $23.0K | -$25.0K | -62.3% |
| NISA INVESTMENT ADVISORS, LLC | 2,121 | 0 | $26.0K | -$17.5K | 0.0% |
| Avalon Trust Co | 2,000 | 0 | $24.5K | -$16.5K | 0.0% |
| CITIGROUP INC | 358 | -624 | $4.4K | -$15.7K | -63.5% |
| Versant Capital Management, Inc | 1,793 | 0 | $22.0K | -$14.8K | 0.0% |
| Legal & General Group Plc | 1,580 | -78 | $19.4K | -$14.6K | -4.7% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 972 | -302 | $11.9K | -$14.2K | -23.7% |
| Ameritas Investment Partners, Inc. | 1,258 | 0 | $15.4K | -$10.4K | 0.0% |
| Steward Partners Investment Advisory, LLC | 1,000 | 0 | $12.3K | -$8.2K | 0.0% |
| FEDERATED HERMES, INC. | 112 | -240 | $1.4K | -$5.8K | -68.2% |
| SRS Capital Advisors, Inc. | 90 | -235 | $1.1K | -$5.6K | -72.3% |
| JONES FINANCIAL COMPANIES LLLP | 760 | 0 | $9.3K | -$5.0K | 0.0% |
| PNC Financial Services Group, Inc. | 62 | -197 | $760 | -$4.5K | -76.1% |
| Compagnie Lombard Odier SCmA | 410 | 0 | $5.0K | -$3.4K | 0.0% |
| SBI Securities Co., Ltd. | 253 | -20 | $3.1K | -$2.5K | -7.3% |
| Bullseye Asset Management LLC | 206,527 | 0 | $2.5K | -$1.7K | 0.0% |
| Optiver Holding B.V. | 132 | 0 | $1.6K | -$1.1K | 0.0% |
| HighMark Wealth Management LLC | 100 | 0 | $1.2K | -$824 | 0.0% |
| AdvisorNet Financial, Inc | 100 | 0 | $1.2K | -$824 | 0.0% |
| EverSource Wealth Advisors, LLC | 29 | -2 | $355 | -$281 | -6.5% |
| True Wealth Design, LLC | 14 | 0 | $172 | -$115 | 0.0% |
| Sunbelt Securities, Inc. | 11 | 0 | $135 | -$91 | 0.0% |
| Farther Finance Advisors, LLC | 10 | 0 | $123 | -$82 | 0.0% |
| Covestor Ltd | 1,914 | 0 | $23 | -$16 | 0.0% |
| AMALGAMATED BANK | 496 | -96 | $6 | -$6 | -16.2% |
| CWM, LLC | 683 | -18 | $8 | -$6 | -2.6% |
Sold Out(24)
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
New & Closed Positions this quarter
Closed Positions
24 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for OPRX against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.