Who owns Optimizerx Ord?

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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 $8.6M 0% Jun 2026
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Royce & Associates 1.1M $6.2M 23% Jun 2026
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Vanguard Capital Management 700k $4.0M 2% Jun 2026
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Kennedy Capital Management 644k $3.7M -2% Jun 2026
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Rice Hall James & Associates 634k $3.6M 5% Jun 2026
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William Blair $ Company 608k $3.5M -1% Jun 2026
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AQR Capital Management 584k $3.3M 172% Jun 2026
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State Street Corporation 478k $3.0M 0% Mar 2026
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Dimensional Fund Advisors 478k $2.7M -15% Jun 2026
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BlackRock 445k $2.5M -62% Jun 2026
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Parkman Healthcare Partners 350k $2.0M -52% Jun 2026
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Bullseye Asset Management 258k $1.5M 14% Jun 2026
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AWM Investment Company 240k $1.4M 4% Jun 2026
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Citadel Advisors 214k $1.2M 358% Jun 2026
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Geode Capital Management 207k $1.2M -47% Jun 2026
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Vanguard Portfolio Management 170k $970k -49% Jun 2026
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Renaissance Technologies 168k $959k -23% Jun 2026
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Marshall Wace 162k $928k 418% Jun 2026
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P.a.w. Capital Partners 160k $915k 78% Jun 2026
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Jane Street 160k $915k 488% Jun 2026
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Mink Brook Asset Management 141k $808k 100% Jun 2026
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D. E. Shaw & Co 138k $790k -3% Jun 2026
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Janney Montgomery Scott 136k $778k 100% Jun 2026
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Goldman Sachs Group 105k $601k -71% Jun 2026
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Quantinno Capital Management 99k $567k 102% Jun 2026
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Vanguard Fiduciary Trust 98k $561k -12% Jun 2026
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Trexquant Investment 90k $513k -34% Jun 2026
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Credit Agricole 89k $510k 0% Jun 2026
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Millennium Management 79k $451k 211% Jun 2026
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Susquehanna International 77k $442k -15% Jun 2026
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Morgan Stanley 76k $479k -54% Mar 2026
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Avenir Corporation 74k $423k -4% Jun 2026
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Man Group 72k $414k 86% Jun 2026
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Principal Financial Group 68k $390k 7% Jun 2026
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Qube Research & Technologies 67k $385k -44% Jun 2026
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Bank of New York Mellon 65k $370k -37% Jun 2026
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Hsbc Holdings 59k $327k 344% Jun 2026
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Point72 Asset Management 56k $318k 100% Jun 2026
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UBS Group 56k $318k -30% Jun 2026
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Jain Global 52k $296k 100% Jun 2026
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Campbell & Co. Investment Adviser 51k $293k 56% Jun 2026
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XTX Topco 47k $266k 152% Jun 2026
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Squarepoint Ops 45k $258k -75% Jun 2026
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Sei Investments 41k $237k -58% Jun 2026
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Northern Trust 37k $212k -76% Jun 2026
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Hrt Financial 36k $204k 100% Jun 2026
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Samjo Management 32k $183k 100% Jun 2026
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Bank of America Corporation 27k $152k -39% Jun 2026
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Quadrature Capital 26k $147k 100% Jun 2026
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Franklin Resources 25k $144k 4% Jun 2026
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9823 Capital 25k $141k 100% Jun 2026
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FMR 23k $134k -66% Jun 2026
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Hillsdale Investment Management 20k $116k 0% Jun 2026
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Canada Pension Plan Investment Board 19k $110k 0% Jun 2026
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Engineers Gate Manager 18k $100k 7% Jun 2026
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Centiva Capital 17k $97k -36% Jun 2026
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McAdam 17k $95k 59% Jun 2026
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Ieq Capital 15k $87k 100% Jun 2026
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Barclays 15k $86k 226% Jun 2026
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Perkins Capital Management 15k $85k -7% Jun 2026
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Schonfeld Strategic Advisors 14k $81k -81% Jun 2026
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Mercer Global Advisors 14k $80k 11% Jun 2026
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CI Private Wealth 13k $77k 100% Jun 2026
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PharVision Advisers 13k $74k 100% Jun 2026
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Acadian Asset Management 13k $73k 52% Jun 2026
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Wealth Enhancement Advisory Services 12k $79k 100% Jun 2026
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Wells Fargo & Company 12k $67k -36% Jun 2026
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State of Wisconsin Investment Board 11k $65k -83% Jun 2026
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Mariner Wealth Advisors 10k $59k 100% Jun 2026
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Alaska Retirement Management Board 10k $57k 0% Jun 2026
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Rhumbline Advisers 8.0k $46k -60% Jun 2026
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Vanguard Global Advisers 6.9k $40k -92% Jun 2026
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CWM 6.6k $41k 861% Mar 2026
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SRS Capital Advisors 2.2k $13k 6888% Jun 2026
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Pnc Financial Services 2.0k $12k 1109% Jun 2026
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Integrated Wealth Concepts 2.0k $12k -86% Jun 2026
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Avalon Trust 2.0k $11k 0% Jun 2026
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Huntington National Bank 1.8k $10k 100% Jun 2026
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Bard Associates 1.5k $8.5k 0% Jun 2026
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Advisor Group Holdings 1.2k $6.7k -11% Jun 2026
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Versant Capital Management 1.1k $6.1k -48% Jun 2026
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Steward Partners Investment Advisory 1.0k $5.7k 0% Jun 2026
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Ubs Global Asset Management Americas 940.00 $5.4k 0% Jun 2026
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GAMMA Investing 910.00 $5.2k -11% Jun 2026
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Russell Investments 885.00 $5.1k -99% Jun 2026
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Citigroup 828.00 $5.2k 100% Mar 2026
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AdvisorNet Financial 600.00 $3.4k 0% Jun 2026
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IFP Advisors 557.00 $3.2k 301% Jun 2026
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EverSource Wealth Advisors 439.00 $2.5k 116% Jun 2026
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Compagnie Lombard, Odier SCA 410.00 $2.3k 0% Jun 2026
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Hanson McClain Advisors 389.00 $2.2k 71% Jun 2026
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Global Retirement Partners 372.00 $2.1k 100% Jun 2026
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SBI Securities 363.00 $2.1k -11% Jun 2026
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NISA Investment Advisors 303.00 $1.7k 0% Jun 2026
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Bogart Wealth 285.00 $1.6k 100% Jun 2026
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Royal Bank of Canada 273.00 $1.1k 4% Jun 2026
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Rothschild Investment 255.00 $1.5k 292% Jun 2026
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Jpmorgan Chase & Co 211.00 $1.1k 100% Jun 2026
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Farther Finance Advisors 203.00 $1.2k 69% Jun 2026
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Bnp Paribas Arbitrage, Snc 200.00 $1.1k -95% Jun 2026
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Leonteq Securities 139.00 $794.996600 0% Jun 2026
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Tower Research Capital 126.00 $720.997200 -93% Jun 2026
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Simplex Trading 126.00 $720.001800 100% Jun 2026
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HighMark Wealth Management 100.00 $572.000000 0% Jun 2026
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Wealth Enhancement Trust Services 59.00 $337.002100 100% Jun 2026
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Northwestern Mutual Wealth Management Company 50.00 $286.000000 100% Jun 2026
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SJS Investment Consulting 45.00 $257.998500 2% Jun 2026
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True Wealth Design 39.00 $224.000400 -35% Jun 2026
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Basecamp Wealth Advisors 26.00 $149.000800 -73% Jun 2026
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Essential Partners 10.00 $57.000000 -85% Jun 2026
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JPL Wealth Management 5.00 $29.000000 100% Jun 2026
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Hartland & Co 4.00 $23.000000 100% Jun 2026
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Optiver Holding B.V. 4.00 $23.000000 -97% Jun 2026
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Pinnacle Wealth Planning Services 1.00 $6.000000 0% Jun 2026
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Who sold out of Optimizerx Ord?

Fund or Company Name Date Sold Shares Held Valued At
Invenomic Capital Management Mar 2026 229k $1.4M
Segall Bryant & Hamill Mar 2026 189k $1.2M
LPL Financial Mar 2026 130k $814k
Raymond James Financial Mar 2026 83k $522k
Charles Schwab Investment Management Mar 2026 82k $515k
Ancora Advisors Mar 2026 56k $349k
Gwn Securities Mar 2026 55k $345k
Bridgeway Capital Management Mar 2026 54k $339k
Manatuck Hill Partners Mar 2026 50k $314k
Prudential Financial Mar 2026 43k $268k
Integrated Quantitative Investments Mar 2026 41k $256k
Alliancebernstein Mar 2026 40k $489k
Oxford Asset Management Mar 2026 39k $245k
Nuveen Mar 2026 39k $245k
State of Wyoming Mar 2026 35k $221k
Cetera Investment Advisers Mar 2026 28k $173k
OTR - Nominee Name for The State Teachers Retirement Board of Ohio Mar 2026 25k $154k
Thomas Stevens, CFA" Mar 2026 16k $100k
Deutsche Bank Aktiengesellschaft Mar 2026 12k $78k
Virtu Financial Mar 2026 12k $74k
Aaron Wealth Advisors Mar 2026 11k $67k
Mirae Asset Global Etfs Holdings Mar 2026 7.5k $47k
MAI Wealth Advisors Mar 2026 6.4k $40k
New York State Common Retirement Fund Mar 2026 5.0k $32k
Police & Firemen's Retirement System of New Jersey Mar 2026 4.6k $29k
Covestor Mar 2026 1.9k $12k
Legal & General Group Mar 2026 1.4k $8.5k
Group One Trading Mar 2026 1.3k $8.1k
Summit Investment Advisors Mar 2026 1.3k $7.9k
California State Teachers Retirement System Mar 2026 855.00 $5.4k
Jones Financial Companies, L.L Mar 2026 760.00 $5.0k
Advisory Services Network Mar 2026 326.00 $2.0k
Federated Investors Mar 2026 112.00 $703.001600
Sterling Capital Management Mar 2026 103.00 $647.004800
North Star Investment Management Mar 2026 71.00 $446.000700
Fifth Third Bancorp Mar 2026 39.00 $245.001900
Root Financial Partners Mar 2026 28.00 $175.999600
Sunbelt Securities Dec 2025 11.00 $134.999700