Who owns Optimizerx Ord?
- Ticker: OPRX
- CUSIP Number: 68401u204
Tip: Access positions for across all investors
Analyze quarterly positions in Optimizerx Ord with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Optimizerx Ord stock
Who bought or sold Optimizerx Ord this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Whetstone Capital Advisors | 1.5M | $9.5M | 0% | Mar 2026 |
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| BlackRock | 1.2M | $7.3M | -3% | Mar 2026 |
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| Vanguard Group | 1.1M | $14M | 7% | Dec 2025 |
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| Royce & Associates | 888k | $5.6M | 30% | Mar 2026 |
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| Vanguard Capital Management | 685k | $4.3M | 100% | Mar 2026 |
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| Kennedy Capital Management | 656k | $4.1M | -3% | Mar 2026 |
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| William Blair $ Company | 615k | $3.9M | 6% | Mar 2026 |
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| Rice Hall James & Associates | 602k | $3.8M | 2% | Mar 2026 |
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| Dimensional Fund Advisors | 564k | $3.5M | 22% | Mar 2026 |
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| Parkman Healthcare Partners | 539k | $6.6M | 6% | Dec 2025 |
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| State Street Corporation | 478k | $5.9M | 22% | Dec 2025 |
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| Manatuck Hill Partners | 422k | $5.2M | -11% | Dec 2025 |
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| Geode Capital Management | 392k | $2.5M | -1% | Mar 2026 |
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| Goldman Sachs Group | 358k | $2.3M | 182% | Mar 2026 |
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| Vanguard Portfolio Management | 331k | $2.1M | 100% | Mar 2026 |
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| AWM Investment Company | 230k | $1.4M | 0% | Mar 2026 |
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| Invenomic Capital Management | 229k | $1.4M | 100% | Mar 2026 |
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| AQR Capital Management | 215k | $1.3M | 1381% | Mar 2026 |
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| Bullseye Asset Management | 207k | $2.5M | 0% | Dec 2025 |
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| Segall Bryant & Hamill | 189k | $1.2M | 100% | Mar 2026 |
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| Squarepoint Ops | 178k | $1.1M | -14% | Mar 2026 |
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| Northern Trust | 157k | $1.9M | -3% | Dec 2025 |
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| D. E. Shaw & Co | 143k | $898k | 27% | Mar 2026 |
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| Trexquant Investment | 137k | $860k | 100% | Mar 2026 |
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| LPL Financial | 130k | $814k | 385% | Mar 2026 |
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| Russell Investments | 126k | $788k | -57% | Mar 2026 |
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| Granahan Investment Management | 117k | $1.4M | 65% | Dec 2025 |
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| Vanguard Fiduciary Trust | 111k | $698k | 100% | Mar 2026 |
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| Bank of New York Mellon | 102k | $643k | -10% | Mar 2026 |
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| Sei Investments | 99k | $619k | 83% | Mar 2026 |
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| P.a.w. Capital Partners | 90k | $565k | 64% | Mar 2026 |
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| Credit Agricole | 89k | $560k | 0% | Mar 2026 |
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| Vanguard Global Advisers | 85k | $536k | 100% | Mar 2026 |
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| Raymond James Financial | 82k | $1.0M | -3% | Dec 2025 |
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| Charles Schwab Investment Management | 81k | $997k | 8% | Dec 2025 |
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| UBS Group | 79k | $498k | 127% | Mar 2026 |
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| Avenir Corporation | 77k | $485k | 0% | Mar 2026 |
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| Morgan Stanley | 76k | $479k | -54% | Mar 2026 |
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| Schonfeld Strategic Advisors | 75k | $470k | -24% | Mar 2026 |
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| Bridgeway Capital Management | 69k | $846k | 17% | Dec 2025 |
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| Principal Financial Group | 64k | $401k | 132% | Mar 2026 |
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| Susquehanna International | 63k | $768k | -16% | Dec 2025 |
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| Qube Research & Technologies | 59k | $725k | 218% | Dec 2025 |
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| Ancora Advisors | 56k | $349k | 100% | Mar 2026 |
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| State of Wisconsin Investment Board | 53k | $651k | 93% | Dec 2025 |
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| Quantinno Capital Management | 49k | $308k | 180% | Mar 2026 |
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| Citadel Advisors | 47k | $293k | 14% | Mar 2026 |
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| Bank of America Corporation | 44k | $275k | 100% | Mar 2026 |
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| Prudential Financial | 43k | $268k | 36% | Mar 2026 |
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| Integrated Quantitative Investments | 41k | $256k | 100% | Mar 2026 |
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| Alliancebernstein | 40k | $489k | 0% | Mar 2026 |
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| Nuveen | 39k | $245k | 1% | Mar 2026 |
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| Man Group | 39k | $245k | 100% | Mar 2026 |
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| State of Wyoming | 35k | $221k | 235% | Mar 2026 |
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| Campbell & Co. Investment Adviser | 33k | $206k | 155% | Mar 2026 |
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| Renaissance Technologies | 30k | $363k | -73% | Dec 2025 |
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| Cetera Investment Advisers | 28k | $173k | 100% | Mar 2026 |
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| Barclays | 27k | $336k | 19% | Dec 2025 |
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| Jane Street | 27k | $171k | -81% | Mar 2026 |
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| Centiva Capital | 27k | $167k | 100% | Mar 2026 |
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| Millennium Management | 25k | $159k | -42% | Mar 2026 |
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| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 25k | $154k | 0% | Mar 2026 |
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| Franklin Resources | 24k | $152k | 48% | Mar 2026 |
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| Gwn Securities | 22k | $274k | 100% | Dec 2025 |
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| Hillsdale Investment Management | 20k | $128k | 0% | Mar 2026 |
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| Rhumbline Advisers | 20k | $127k | -26% | Mar 2026 |
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| Marshall Wace | 20k | $243k | -44% | Dec 2025 |
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| Canada Pension Plan Investment Board | 19k | $121k | 39% | Mar 2026 |
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| Engineers Gate Manager | 19k | $229k | 100% | Dec 2025 |
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| Wells Fargo & Company | 18k | $115k | -37% | Mar 2026 |
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| Perkins Capital Management | 16k | $100k | -9% | Mar 2026 |
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| Thomas Stevens, CFA" | 16k | $100k | -64% | Mar 2026 |
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| Integrated Wealth Concepts | 14k | $88k | 100% | Mar 2026 |
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| Hsbc Holdings | 13k | $85k | 100% | Mar 2026 |
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| Mercer Global Advisors | 13k | $79k | 100% | Mar 2026 |
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| Deutsche Bank Aktiengesellschaft | 12k | $78k | 0% | Mar 2026 |
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| Springbok Capital Management | 11k | $136k | 100% | Dec 2025 |
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| Aaron Wealth Advisors | 11k | $67k | 100% | Mar 2026 |
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| McAdam | 10k | $66k | 100% | Mar 2026 |
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| Alaska Retirement Management Board | 10k | $63k | 99% | Mar 2026 |
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| MetLife Investment Advisors | 9.8k | $121k | -13% | Dec 2025 |
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| Acadian Asset Management | 8.5k | $52k | 100% | Mar 2026 |
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| Mirae Asset Global Etfs Holdings | 7.5k | $47k | 2% | Mar 2026 |
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| MAI Wealth Advisors | 6.4k | $40k | 12% | Mar 2026 |
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| FMR | 5.6k | $69k | -5% | Dec 2025 |
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| New York State Common Retirement Fund | 5.0k | $32k | 0% | Mar 2026 |
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| Police & Firemen's Retirement System of New Jersey | 4.6k | $29k | 0% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 4.2k | $27k | 0% | Mar 2026 |
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| Simplex Trading | 4.1k | $50k | 489% | Dec 2025 |
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| Tower Research Capital | 2.1k | $26k | 117% | Dec 2025 |
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| Versant Capital Management | 2.0k | $13k | 14% | Mar 2026 |
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| Avalon Trust | 2.0k | $13k | 0% | Mar 2026 |
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| Covestor | 1.9k | $12k | 0% | Mar 2026 |
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| Bard Associates | 1.5k | $9.3k | 0% | Mar 2026 |
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| Legal & General Group | 1.4k | $8.5k | -15% | Mar 2026 |
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| Group One Trading | 1.3k | $8.1k | -84% | Mar 2026 |
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| Summit Investment Advisors | 1.3k | $7.9k | 0% | Mar 2026 |
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| Advisor Group Holdings | 1.2k | $15k | -54% | Dec 2025 |
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| GAMMA Investing | 1.0k | $6.4k | 81% | Mar 2026 |
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| Steward Partners Investment Advisory | 1.0k | $6.3k | 0% | Mar 2026 |
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| Ubs Global Asset Management Americas | 940.00 | $5.9k | 47% | Mar 2026 |
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| California State Teachers Retirement System | 855.00 | $5.4k | -12% | Mar 2026 |
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| Citigroup | 828.00 | $5.2k | 100% | Mar 2026 |
|
| Jones Financial Companies, L.L | 760.00 | $9.3k | 0% | Dec 2025 |
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| CWM | 683.00 | $8.0k | -3% | Dec 2025 |
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| AdvisorNet Financial | 600.00 | $3.8k | 500% | Mar 2026 |
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| Compagnie Lombard, Odier SCA | 410.00 | $2.6k | 0% | Mar 2026 |
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| SBI Securities | 408.00 | $2.6k | 61% | Mar 2026 |
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| NISA Investment Advisors | 303.00 | $1.9k | -86% | Mar 2026 |
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| Royal Bank of Canada | 262.00 | $2.1k | -91% | Mar 2026 |
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| EverSource Wealth Advisors | 203.00 | $1.3k | 600% | Mar 2026 |
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| Pnc Financial Services | 168.00 | $1.1k | 171% | Mar 2026 |
|
| Optiver Holding B.V. | 156.00 | $980.007600 | 18% | Mar 2026 |
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| IFP Advisors | 139.00 | $873.003400 | 6850% | Mar 2026 |
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| Leonteq Securities | 139.00 | $873.003400 | 0% | Mar 2026 |
|
| Farther Finance Advisors | 120.00 | $786.996000 | 1100% | Mar 2026 |
|
| Federated Investors | 112.00 | $703.001600 | 0% | Mar 2026 |
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| Sterling Capital Management | 103.00 | $647.004800 | 0% | Mar 2026 |
|
| HighMark Wealth Management | 100.00 | $628.000000 | 0% | Mar 2026 |
|
| North Star Investment Management | 71.00 | $446.000700 | 100% | Mar 2026 |
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| Essential Partners | 68.00 | $426.999200 | 100% | Mar 2026 |
|
| Rothschild Investment | 65.00 | $407.998500 | 1200% | Mar 2026 |
|
| True Wealth Design | 60.00 | $376.998000 | 329% | Mar 2026 |
|
| SJS Investment Consulting | 44.00 | $277.002000 | 100% | Mar 2026 |
|
| Fifth Third Bancorp | 39.00 | $245.001900 | 100% | Mar 2026 |
|
| SRS Capital Advisors | 32.00 | $200.998400 | -64% | Mar 2026 |
|
| Root Financial Partners | 28.00 | $175.999600 | 100% | Mar 2026 |
|
| Pinnacle Wealth Planning Services | 1.00 | $6.000000 | 0% | Mar 2026 |
|
Who sold out of Optimizerx Ord?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Next Century Growth Investors | Dec 2025 | 505k | $6.2M |
| G2 Investment Partners Management | Dec 2025 | 310k | $3.8M |
| Harvest Investment Services | Sep 2025 | 168k | $3.4M |
| Calamos Advisors | Dec 2025 | 97k | $1.2M |
| CWM Advisors | Dec 2025 | 96k | $1.2M |
| Boothbay Fund Management | Dec 2025 | 74k | $901k |
| Henderson Group | Sep 2025 | 66k | $1.3M |
| Two Sigma Investments | Dec 2025 | 46k | $566k |
| Diametric Capital | Dec 2025 | 33k | $408k |
| Ameriprise Financial | Dec 2025 | 25k | $311k |
| CenterBook Partners | Dec 2025 | 25k | $309k |
| Harbor Capital Advisors | Dec 2025 | 25k | $305k |
| American Century Companies | Sep 2025 | 24k | $495k |
| Hrt Financial | Dec 2025 | 17k | $212k |
| GSA Capital Partners | Dec 2025 | 13k | $155k |
| ExodusPoint Capital Management | Dec 2025 | 12k | $150k |
| Point72 Asset Management | Dec 2025 | 12k | $147k |
| Worth Venture Partners | Dec 2025 | 11k | $132k |
| Quantbot Technologies | Dec 2025 | 9.8k | $121k |
| Virtus ETF Advisers | Dec 2025 | 9.7k | $119k |
| Jpmorgan Chase & Co | Sep 2025 | 6.6k | $135k |
| Global Retirement Partners | Sep 2025 | 2.2k | $45k |
| MCF Advisors | Dec 2025 | 631.00 | $7.7k |
| Amalgamated Bank | Dec 2025 | 496.00 | $6.0k |
| Northwestern Mutual Wealth Management Company | Dec 2025 | 100.00 | $1.2k |
| Us Bancorp | Sep 2025 | 21.00 | $430.999800 |
| Sunbelt Securities | Dec 2025 | 11.00 | $134.999700 |
| Advisory Services Network | Sep 2025 | 2.00 | $41.000000 |