13F

Stock

Optimizerx Corp

OPRX · held by 6 managers

Reported value

$6.47M

Holders

6

+2 new · −0 exited

Holders’ est. mark

$270.4K

Price effect on 2 books still in the name

Largest holder

$3.74M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY182.3K$3.74MHeld
BANK OF AMERICA CORP /DE/84.8K$1.74MHeld
VIRTUS ADVISERS, LLC25.2K$516.3K$108.5KAdded$307.1K
BARCLAYS PLC23.1K$474K$161.9KAdded$60.7K
Leonteq Securities AG139$2.85KNew
Essential Partners LLC2$41New

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.