IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Optimizerx Corp (OPRX)

CUSIP: 68401U204 | NYSE | Healthcare · Health Information Services | Micro Cap | 440 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ARoyce & Associates LP1,315,0577.0%+225,659Sep 30, 202692d ahead of 13F (1,089,398 sh) · +225,659
13GKennedy Capital Management LLC1,248,8996.7%New 5%+ stakeJul 7, 20267d ahead of 13F (644,150 sh) · +604,749
13G/ARoyce & Associates LP1,315,057
7.0% of class · Sep 30, 2026+225,659
92d ahead of 13F (1,089,398 sh) · +225,659
13GKennedy Capital Management LLC1,248,899
6.7% of class · Jul 7, 2026New 5%+ stake
7d ahead of 13F (644,150 sh) · +604,749

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP443,016
0.0% of portfolio›$3.7M
Bank of New York Mellon Corp62,130
0.0% of portfolio›$518.8K
McAdam, LLC16,558
0.0% of portfolio›$138.3K
Perkins Capital Management Inc14,808
0.1% of portfolio›$123.6K
State of Alaska, Department of Revenue10,067
0.0% of portfolio›$84
Citigroup Inc8,564
0.0% of portfolio›$71.5K
Simplex Trading, LLC3,058
0.0% of portfolio›$25.5K
GK Wealth Management LLC2,790
0.0% of portfolio›$23.3K
UMB Private Wealth Management, LLC2,300
0.0% of portfolio›$19.2K
Spire Wealth Management1,648
0.0% of portfolio›$13.8K
Versant Capital Management, Inc1,061
0.0% of portfolio›$8.9K
Compagnie Lombard Odier SCmA410
0.0% of portfolio›$3.4K
Gamma Investing LLC352
0.0% of portfolio›$2.9K
SBI Securities Co., Ltd.313
0.0% of portfolio›$2.6K
Nisa Investment Advisors, LLC303
0.0% of portfolio›$2.5K
EverSource Wealth Advisors, LLC204
0.0% of portfolio›$1.7K
Leonteq Securities AG139
0.0% of portfolio›$1.2K
Farther Finance Advisors, LLC56
0.0% of portfolio›$468
IFP Advisors, Inc20
0.0% of portfolio›$167
Caitong International Asset Management Co., Ltd12
0.0% of portfolio›$100
SJS Investment Consulting Inc.6
0.0% of portfolio›$51
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
443,016$3.7M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
62,130$518.8K0.0%CoreLowNew York, NY2026-11-05
McAdam, LLC
16,558$138.3K0.0%ETFLowPhiladelphia, PA2026-10-21
Perkins Capital Management Inc
14,808$123.6K0.1%GrowthLowWayzata, MN2026-11-02
State of Alaska, Department of Revenue
10,067$840.0%CoreVery LowJuneau, AK2026-10-15
Citigroup Inc
8,564$71.5K0.0%CoreMediumNew York, NY2026-11-04
Simplex Trading, LLC
3,058$25.5K0.0%CoreVery HighChicago, IL2026-11-04
GK Wealth Management LLC
2,790$23.3K0.0%GARPVery HighReno, NV2026-10-09
UMB Private Wealth Management, LLC
2,300$19.2K0.0%GrowthN/AKansas City, MO2026-10-19
Spire Wealth Management
1,648$13.8K0.0%GrowthMediumMclean, VA2026-10-30
Versant Capital Management, Inc
1,061$8.9K0.0%GARPLowPhoenix, AZ2026-10-02
Compagnie Lombard Odier SCmA
410$3.4K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Gamma Investing LLC
352$2.9K0.0%IndexVery LowFoster City, CA2026-10-08
SBI Securities Co., Ltd.
313$2.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Nisa Investment Advisors, LLC
303$2.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
EverSource Wealth Advisors, LLC
204$1.7K0.0%CoreMediumBirmingham, AL2026-11-04
Leonteq Securities AG
139$1.2K0.0%CoreHighZurich, Switzerland2026-10-29
Farther Finance Advisors, LLC
56$4680.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
20$1670.0%GrowthLowTampa, FL2026-10-16
Caitong International Asset Management Co., Ltd
12$1000.0%GrowthVery HighHong Kong, South Korea2026-10-29
SJS Investment Consulting Inc.
6$510.0%ETFVery LowSylvania, OH2026-10-26