Institutional Ownership
Optimizerx Corp
CUSIP 68401U204COM NEWOPRXQ1 2026
Institutional Holders
123
13F filers
Shares Held
12.41M
Aggregate institutional
Institutional Value
$76.55M
Q1 2026
Net New Holders
-5
24 new · 29 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions24
Increased49
Decreased28
Sold out29
Institutional Holders
123 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Whetstone Capital Advisors, LLC | 1.51M | $9.47M | 0 | Held |
| 2 | Blackrock, Inc. | 1.16M | $7.31M | −31.2K | Reduced |
| 3 | Royce & Associates LP | 888.0K | $5.58M | +206.0K | Added |
| 4 | Parkman Healthcare Partners LLC | 729.4K | $4.58M | +190.7K | Added |
| 5 | Kennedy Capital Management LLC | 656.3K | $4.12M | −17.7K | Reduced |
| 6 | Blair William & Co/Il | 615.0K | $3.86M | +32.4K | Added |
| 7 | Rice Hall James & Associates, LLC | 601.9K | $3.78M | +11.2K | Added |
| 8 | Dimensional Fund Advisors LP | 563.6K | $3.54M | +102.7K | Added |
| 9 | State Street Corp | 477.8K | $3.00M | +249 | Added |
| 10 | Geode Capital Management, LLC | 392.1K | $2.46M | −4.3K | Reduced |
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