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Of the 9 tracked institutions holding OPRX, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +6.9pt. It's a gauge of who owns the name, not just how many.
Among the 9 tracked institutional investors we monitor, OPRX (OPTIMIZERX CORP) is held with a combined value of $23.05M across 2,730,354 shares. The largest holder is VANGUARD GROUP INC with a position worth $13.94M. 2 funds opened new positions in the most recent quarter. 3 funds increased their holdings. 4 funds reduced their position.
Total Institutional Value
$23.05M
Total Shares Held
2,730,354
Institutional Holders
9
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $13.94M | 0.00% | +7.3% |
| 2 | AQR CAPITAL MANAGEMENT LLC | $3.34M | 0.00% | +171.7% |
| 3 | BlackRock, Inc. | $2.55M | 0.00% | -61.7% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | $959.24K | 0.00% | -22.7% |
| 5 | CITADEL ADVISORS LLC | $903.72K | 0.00% | New |
| 6 | STATE STREET CORP | $461.04K | 0.00% | -83.1% |
| 7 | MILLENNIUM MANAGEMENT LLC | $450.69K | 0.00% | +211.2% |
| 8 | Point72 Asset Management, L.P. | $318.14K | 0.00% | New |
| 9 | FMR LLC | $133.72K | 0.00% | -66.3% |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of OPRX with a position worth $13.94M, representing 0.00% of their portfolio. In total, 9 institutional investors hold OPRX with a combined value of $23.05M.
In the most recent quarter, 2 funds opened a new position in OPRX. Additionally, 3 increased their holdings and 4 reduced their positions.
Institutional investors hold $23.05M worth of OPRX stock across 9 positions. The largest institutional holder is VANGUARD GROUP INC with $13.94M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For OPRX, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their OPRX positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| 2026-07-29 |
SEC Schedule 13D (activist) and 13G (passive) filings for OPRX. Filed when an investor acquires 5%+ ownership.
Last Close
$9.37
2026-10-21
YTD
-24.6%
28% of 52-week range
