13F

Stock

Optimizerx Corp

OPRX · held by 129 managers

Reported value

$160.6M

Holders

129

+2 new · −1 exited

Holders’ est. mark

−$1.98M

Price effect on 5 books still in the name

Largest holder

$18.5M

Whetstone Capital Advisors, LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Whetstone Capital Advisors, LLC1.51M$18.5M—Held
BlackRock, Inc.1.19M$14.6M—Held
Vanguard1.14M$13.9M—Held
ROYCE & ASSOCIATES LP682K$8.36M—Held
KENNEDY CAPITAL MANAGEMENT LLC673.9K$8.26M—Held
RICE HALL JAMES & ASSOCIATES, LLC590.7K$7.24M—Held
BLAIR WILLIAM & CO/IL582.6K$7.14M—Held
Parkman Healthcare Partners LLC538.6K$6.6M—Held
NEXT CENTURY GROWTH INVESTORS LLC505.4K$6.2M—Held
State Street477.5K$5.85M—Held
DIMENSIONAL FUND ADVISORS LP460.9K$5.65M—Held
Manatuck Hill Partners, LLC422.1K$5.18M—Held
GEODE CAPITAL MANAGEMENT, LLC396.5K$4.86M—Held
G2 Investment Partners Management LLC310K$3.8M—Held
Russell Investments Group, Ltd.289.1K$3.54M—Held
AWM Investment Company, Inc.230.4K$2.82M—Held
Squarepoint Ops LLC207K$2.54M—Held
MORGAN STANLEY164.6K$2.02M−$1.36MCut−$1.72M
NORTHERN TRUST CORP156.9K$1.92M—Held
GOLDMAN SACHS GROUP INC127K$1.56M—Held
Granahan Investment Management, LLC117.1K$1.44M—Held
Bank of New York Mellon Corp114.3K$1.4M—Held
D. E. Shaw & Co., Inc.112.9K$1.38M—Held
Schonfeld Strategic Advisors LLC98.2K$1.2M—Held
Calamos Advisors LLC97.1K$1.19M—Held
Inspire Investing, LLC95.9K$1.18M—Held
CREDIT AGRICOLE S A89.2K$1.09M—Held
JANE STREET GROUP, LLC87.5K$1.07M—Held
RAYMOND JAMES FINANCIAL INC82.4K$1.01M—Held
CHARLES SCHWAB INVESTMENT MANAGEMENT INC81.3K$997K—Held
AVENIR CORP77.3K$947.2K—Held
BOOTHBAY FUND MANAGEMENT, LLC73.5K$901K—Held
LOS ANGELES CAPITAL MANAGEMENT LLC44.6K$874.2K—Held
BRIDGEWAY CAPITAL MANAGEMENT, LLC69K$846.3K—Held
Qube Research & Technologies Ltd59.2K$725.3K—Held
P.A.W. CAPITAL CORP55K$674.3K—Held
SEI INVESTMENTS CO53.8K$659.5K—Held
STATE OF WISCONSIN INVESTMENT BOARD53.1K$650.9K—Held
TWO SIGMA INVESTMENTS, LP46.2K$566.2K—Held
MILLENNIUM MANAGEMENT LLC43.7K$535.4K—Held
BANK OF AMERICA CORP /DE/42.6K$522K−$350.8KCut−$1.22M
ALLIANCEBERNSTEIN L.P.39.9K$488.6K—Held
Nuveen, LLC38.8K$475.5K—Held
UBS Group AG35K$428.6K—Held
Diametric Capital, LP33.3K$407.8K—Held
PRUDENTIAL FINANCIAL INC31.5K$386.1K—Held
SUSQUEHANNA INTERNATIONAL GROUP, LLP29.7K$364.6K—Held
Renaissance Technologies29.6K$362.6K—Held
WELLS FARGO & COMPANY/MN28.9K$354.4K—Held
PRINCIPAL FINANCIAL GROUP INC27.5K$337.5K—Held
RHUMBLINE ADVISERS27.5K$336.5K—Held
BARCLAYS PLC27.4K$336.4K−$190.5KCut−$137.6K
LPL Financial LLC26.7K$327.3K—Held
AMERIPRISE FINANCIAL INC25.4K$310.8K—Held
CenterBook Partners LP25.2K$309.2K—Held
STRS OHIO24.5K$300.4K—Held
GWN SECURITIES INC.22.4K$274.1K—Held
Hillsdale Investment Management Inc.20.3K$248.9K—Held
MARSHALL WACE, LLP19.8K$243.1K—Held
Engineers Gate Manager LP18.6K$228.5K—Held
Quantinno Capital Management LP17.5K$214.6K—Held
PERKINS CAPITAL MANAGEMENT INC17.4K$213.4K—Held
INDEPENDENT FINANCIAL GROUP, LLC16.5K$202.3K—New
FRANKLIN RESOURCES INC16.3K$199.6K—Held
Icahn Capital14.5K$177.9K—Held
CANADA PENSION PLAN INVESTMENT BOARD13.9K$170.4K—Held
Campbell & CO Investment Adviser LLC12.9K$158.3K—Held
DEUTSCHE BANK AG\12.4K$152K—Held
ExodusPoint Capital Management, LP12.3K$150.2K—Held
Citadel12K$146.8K—Held
Point72 Asset Management, L.P.12K$146.7K—Held
PRELUDE CAPITAL MANAGEMENT, LLC11.1K$135.6K—Held
Worth Venture Partners, LLC10.8K$131.8K—Held
State of Wyoming10.5K$129.2K—Held
Quantbot Technologies LP9.85K$120.7K—Held
MetLife Investment Management, LLC9.84K$120.7K—Held
VIRTUS ADVISERS, LLC9.69K$118.8K−$79.8KCut−$397.6K
JPMORGAN CHASE & CO8.17K$100.2K—Held
GROUP ONE TRADING LLC8.05K$98.7K—Held
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7.36K$90.2K—Held
MAI Capital Management5.7K$69.9K—Held
Fidelity5.59K$68.5K—Held
NEW YORK STATE COMMON RETIREMENT FUND5.03K$61.7K—Held
Police & Firemen's Retirement System of New Jersey4.58K$56.2K—Held
BNP PARIBAS FINANCIAL MARKETS4.26K$52.2K—Held
SIMPLEX TRADING, LLC4.09K$50.2K—Held
Tower Research Capital LLC (TRC)2.15K$26.3K—Held
NISA INVESTMENT ADVISORS, LLC2.12K$26K—Held
Avalon Trust Co2K$24.5K—Held
ROYAL BANK OF CANADA1.85K$23K—Held
Versant Capital Management, Inc1.79K$22K—Held
Legal & General Group Plc1.58K$19.4K—Held
BARD ASSOCIATES INC1.48K$18.1K—Held
Ameritas Investment Partners, Inc.1.26K$15.4K—Held
OSAIC HOLDINGS, INC.1.23K$15K—Held
Steward Partners Investment Advisory, LLC1K$12.3K—Held
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM972$11.9K—Held
JONES FINANCIAL COMPANIES LLLP760$9.32K—Held
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC639$7.83K—Held
MCF Advisors LLC631$7.74K—Held
GAMMA Investing LLC565$6.93K—Held
Compagnie Lombard Odier SCmA410$5.03K—Held
CITIGROUP INC358$4.39K—Held
SBI Securities Co., Ltd.253$3.1K—Held
Bullseye Asset Management LLC206.5K$2.53K—Held
Leonteq Securities AG139$1.7K−$1.15KCut−$1.15K
Optiver Holding B.V.132$1.62K—Held
FEDERATED HERMES, INC.112$1.37K—Held
Sterling Capital Management LLC103$1.26K—Held
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO100$1.23K—Held
AdvisorNet Financial, Inc100$1.23K—Held
HighMark Wealth Management LLC100$1.23K—Held
Torren Management, LLC97$1.19K—Held
Arax Advisory Partners90$1.1K—Held
PNC Financial Services Group, Inc.62$760—Held
EverSource Wealth Advisors, LLC29$355—Held
HARBOR CAPITAL ADVISORS, INC.24.9K$305—Held
HRT FINANCIAL LP17.3K$212—Held
True Wealth Design, LLC14$172—Held
GSA CAPITAL PARTNERS LLP12.6K$155—Held
Sunbelt Securities, Inc.11$135—Held
Farther Finance Advisors, LLC10$123—Held
State of Alaska, Department of Revenue5.07K$62—Held
ROTHSCHILD INVESTMENT LLC5$61—Held
IFP Advisors, Inc2$25—New
Covestor Ltd1.91K$23—Held
Pinnacle Wealth Planning Services, Inc.1$12—Held
CWM, LLC683$8—Held
AMALGAMATED BANK496$6—Held

Who left

Positions as of Q4 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.