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

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.