13F

Stock

Optimizerx Corp

OPRX · held by 127 managers

Reported value

$84.2M

Holders

127

+24 new · −29 exited

Holders’ est. mark

−$56.9M

Price effect on 99 books still in the name

Largest holder

$9.47M

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$9.47M−$9.02MCut−$9.02M
BlackRock, Inc.1.16M$7.31M−$6.96MCut−$7.34M
ROYCE & ASSOCIATES LP888K$5.58M−$4.08MCut−$2.78M
Parkman Healthcare Partners LLC729.4K$4.58M−$3.22MCut−$2.02M
VANGUARD CAPITAL MANAGEMENT LLC685.4K$4.3MHeld
KENNEDY CAPITAL MANAGEMENT LLC656.3K$4.12M−$3.92MCut−$4.14M
BLAIR WILLIAM & CO/IL615K$3.86M−$3.48MCut−$3.28M
RICE HALL JAMES & ASSOCIATES, LLC601.9K$3.78M−$3.53MCut−$3.46M
DIMENSIONAL FUND ADVISORS LP563.6K$3.54M−$2.76MCut−$2.11M
State Street477.8K$3M−$2.86MCut−$2.85M
GEODE CAPITAL MANAGEMENT, LLC392.1K$2.46M−$2.35MCut−$2.4M
GOLDMAN SACHS GROUP INC358.4K$2.25M−$759.5KAdded$693.8K
VANGUARD PORTFOLIO MANAGEMENT LLC331K$2.08MHeld
AWM Investment Company, Inc.230.4K$1.45M−$1.38MCut−$1.38M
Invenomic Capital Management LP229.4K$1.44MNew
Renaissance Technologies216.9K$1.36M−$176.9KAdded$999.2K
Icahn Capital215K$1.35M−$86.8KAdded$1.17M
SEGALL BRYANT & HAMILL, LLC188.7K$1.19MNew
Squarepoint Ops LLC177.6K$1.12M−$1.06MCut−$1.42M
NORTHERN TRUST CORP155.4K$975.8K−$929.2KCut−$948.1K
D. E. Shaw & Co., Inc.142.9K$897.6K−$674.9KCut−$486.2K
Trexquant Investment LP136.9K$859.6KNew
LPL Financial LLC129.6K$813.9K−$159.7KAdded$486.6K
Russell Investments Group, Ltd.125.5K$788.1K−$750.4KCut−$2.76M
Qube Research & Technologies Ltd120.9K$759.5K−$353.8KAdded$34.2K
VANGUARD FIDUCIARY TRUST CO111.1K$697.9KHeld
Bank of New York Mellon Corp102.4K$642.9K−$612.2KCut−$757.9K
SEI INVESTMENTS CO98.6K$619.4K−$321.7KCut−$40K
P.A.W. CAPITAL CORP90K$565.2K−$328.9KCut−$109.1K
CREDIT AGRICOLE S A89.2K$560.2K−$533.4KCut−$533.4K
Vanguard Global Advisers, LLC85.4K$536.3KHeld
RAYMOND JAMES FINANCIAL INC83.2K$522.3K−$492.8KCut−$488.1K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC82.1K$515.4K−$486.3KCut−$481.5K
UBS Group AG79.3K$497.8K−$209.1KAdded$69.2K
ALLIANCEBERNSTEIN L.P.39.9K$488.6K$0Held
AVENIR CORP77.3K$485.2K−$462KCut−$462K
MORGAN STANLEY76.4K$479.6K−$456.7KCut−$1.54M
Schonfeld Strategic Advisors LLC74.8K$469.5K−$447.1KCut−$734.1K
Fidelity69.4K$436.1K−$33.4KAdded$367.6K
STATE OF WISCONSIN INVESTMENT BOARD68.5K$430.1K−$317.5KCut−$220.8K
PRINCIPAL FINANCIAL GROUP INC63.8K$400.6K−$164.6KAdded$63.1K
Ancora Advisors LLC55.6K$349.4KNew
GWN SECURITIES INC.54.9K$344.5K−$133.7KAdded$70.3K
BRIDGEWAY CAPITAL MANAGEMENT, LLC54K$339.3K−$323.1KCut−$507K
Manatuck Hill Partners, LLC50K$314K−$299KCut−$4.86M
Quantinno Capital Management LP49K$307.9K−$104.7KAdded$93.3K
BANK OF AMERICA CORP /DE/43.8K$275.2K−$254.6KCut−$246.8K
PRUDENTIAL FINANCIAL INC42.7K$268.2K−$188.3KCut−$117.9K
Integrated Quantitative Investments LLC40.7K$255.7KNew
OXFORD ASSET MANAGEMENT LLP39K$245.1KNew
Nuveen, LLC39K$244.9K−$231.9KCut−$230.6K
Man Group plc38.9K$244.5KNew
State of Wyoming35.3K$221.4K−$63KAdded$92.2K
Campbell & CO Investment Adviser LLC32.9K$206.4K−$77.2KAdded$48.1K
MARSHALL WACE, LLP31.3K$196.5K−$118.6KCut−$46.6K
Cetera Investment Advisers27.5K$173KNew
Centiva Capital, LP26.6K$166.9KNew
MILLENNIUM MANAGEMENT LLC25.3K$159K−$151.4KCut−$376.4K
STRS OHIO24.5K$153.9K−$146.5KCut−$146.5K
FRANKLIN RESOURCES INC24.2K$151.8K−$97.4KCut−$47.9K
Hillsdale Investment Management Inc.20.3K$127.5K−$121.4KCut−$121.4K
RHUMBLINE ADVISERS20.2K$126.8K−$120.8KCut−$209.7K
CANADA PENSION PLAN INVESTMENT BOARD19.3K$121.2K−$83.1KCut−$49.2K
XTX Topco Ltd18.4K$115.7KNew
WELLS FARGO & COMPANY/MN18.3K$114.8K−$109.3KCut−$239.6K
Engineers Gate Manager LP16.5K$103.5K−$98.5KCut−$125K
PERKINS CAPITAL MANAGEMENT INC15.9K$99.9K−$95.1KCut−$113.5K
LOS ANGELES CAPITAL MANAGEMENT LLC15.9K$99.6K−$211.5KCut−$774.5K
Integrated Wealth Concepts LLC14.1K$88.3KNew
HSBC HOLDINGS PLC13.3K$84.8KNew
MERCER GLOBAL ADVISORS INC /ADV12.6K$78.8KNew
DEUTSCHE BANK AG\12.4K$77.9K−$74.1KCut−$74.1K
SUSQUEHANNA INTERNATIONAL GROUP, LLP11.4K$71.4K−$68KCut−$293.2K
Aaron Wealth Advisors LLC10.6K$66.5KNew
McAdam, LLC10.4K$65.6KNew
JPMORGAN CHASE & CO7.37K$47.6K−$42.7KCut−$52.6K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7.53K$47.3K−$44KCut−$42.9K
CWM, LLC6.56K$41.2K$4.28KAdded$41.2K
MAI Capital Management6.39K$40.1K−$34.1KCut−$29.8K
NEW YORK STATE COMMON RETIREMENT FUND5.03K$31.6K−$30.1KCut−$30.1K
BARCLAYS PLC4.59K$28.8K−$27.4KCut−$307.6K
Police & Firemen's Retirement System of New Jersey4.58K$28.8K−$27.4KCut−$27.4K
BNP PARIBAS FINANCIAL MARKETS4.24K$26.6K−$25.4KCut−$25.5K
Versant Capital Management, Inc2.04K$12.8K−$10.7KCut−$9.16K
Avalon Trust Co2K$12.6K−$12KCut−$12K
Tower Research Capital LLC (TRC)1.83K$11.5K−$10.9KCut−$14.8K
BARD ASSOCIATES INC1.48K$9.29K−$8.85KCut−$8.85K
Legal & General Group Plc1.35K$8.48K−$8.07KCut−$10.9K
OSAIC HOLDINGS, INC.1.3K$8.19K−$7.34KCut−$6.85K
GROUP ONE TRADING LLC1.28K$8.06K−$7.68KCut−$90.6K
Ameritas Investment Partners, Inc.1.26K$7.9K−$7.52KCut−$7.52K
GAMMA Investing LLC1.02K$6.42K−$3.38KCut−$503
Steward Partners Investment Advisory, LLC1K$6.28K−$5.98KCut−$5.98K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC940$5.9K−$3.82KCut−$1.93K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM855$5.37K−$5.11KCut−$6.55K
CITIGROUP INC828$5.2K−$2.14KAdded$811
JONES FINANCIAL COMPANIES LLLP760$5.02K−$4.3KCut−$4.3K
AdvisorNet Financial, Inc600$3.77K−$598Added$2.54K
Compagnie Lombard Odier SCmA410$2.58K−$2.45KCut−$2.45K
SBI Securities Co., Ltd.408$2.56K−$1.51KCut−$540
Advisory Services Network, LLC326$2.05KNew
ROYAL BANK OF CANADA262$2K−$1.26KCut−$21K
NISA INVESTMENT ADVISORS, LLC303$1.9K−$1.81KCut−$24.1K
Allworth Financial LP227$1.43KNew
Bullseye Asset Management LLC226.5K$1.42K−$1.23KCut−$1.11K
EverSource Wealth Advisors, LLC203$1.28K−$173Added$921
PNC Financial Services Group, Inc.168$1.05K−$371Added$295
Optiver Holding B.V.156$980−$789Cut−$638
IFP Advisors, Inc139$873−$12Added$848
Leonteq Securities AG139$873−$831Cut−$831
Farther Finance Advisors, LLC120$787−$57Added$664
FEDERATED HERMES, INC.112$703−$670Cut−$670
Sterling Capital Management LLC103$647−$616Cut−$616
HighMark Wealth Management LLC100$628−$598Cut−$598
North Star Investment Management Corp.71$446New
Essential Partners LLC68$427New
ROTHSCHILD INVESTMENT LLC65$408−$30Added$347
True Wealth Design, LLC60$377−$84Added$205
SJS Investment Consulting Inc.44$277New
FIFTH THIRD BANCORP39$245New
Arax Advisory Partners32$201−$192Cut−$903
Root Financial Partners, LLC28$176New
Virtu Financial LLC11.8K$74New
State of Alaska, Department of Revenue10.1K$63−$30Added$1
ACADIAN ASSET MANAGEMENT LLC8.48K$52New
Covestor Ltd1.91K$12−$11Cut−$11
Pinnacle Wealth Planning Services, Inc.1$6−$6Cut−$6

Who left

Positions as of Q1 2026. 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.