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OptimizeRx

127 hedge funds and large institutions have $85.2M invested in OptimizeRx in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $340K

71% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 28

0.54% more ownership

Funds ownership: 71.59%72.13% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 129127 (-2)

48% less capital invested

Capital invested by funds: $164M → $85.2M (-$78.7M)

Holders
127
Holders Change
-2
Holders Change %
-1.55%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
48
Reduced
28
Closed
30
Calls
$1.32M
Puts
$340K
Net Calls
+$980K
Net Calls Change
-$477K
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
126
Root Financial Partners
California
$176 +$260 +28 New
PWPS
127
Pinnacle Wealth Planning Services
Ohio
$6
NCGI
128
Next Century Growth Investors
Minnesota
-$6.2M -505,407 Closed
GIPM
129
G2 Investment Partners Management
New York
-$3.8M -310,000 Closed
GIM
130
Granahan Investment Management
Massachusetts
-$1.44M -117,122 Closed
Calamos Advisors
131
Calamos Advisors
Illinois
-$1.19M -97,118 Closed
II
132
Inspire Investing
Idaho
-$1.18M -95,880 Closed
Jane Street
133
Jane Street
New York
-$812K -87,481 Closed
BFM
134
Boothbay Fund Management
New York
-$901K -73,488 Closed
PAWC
135
P.A.W. Capital
Connecticut
-$674K -55,000 Closed
Two Sigma Investments
136
Two Sigma Investments
New York
-$566K -46,181 Closed
DC
137
Diametric Capital
Massachusetts
-$408K -33,263 Closed
Ameriprise
138
Ameriprise
Minnesota
-$311K -25,351 Closed
CP
139
CenterBook Partners
Connecticut
-$309K -25,224 Closed
HCA
140
Harbor Capital Advisors
Illinois
-$305K -24,876 Closed
HF
141
HRT Financial
New York
-$212K -17,295 Closed
IFG
142
Independent Financial Group
California
-$202K -16,500 Closed
GCP
143
GSA Capital Partners
United Kingdom
-$155K -12,604 Closed
ECM
144
ExodusPoint Capital Management
New York
-$150K -12,252 Closed
Citadel Advisors
145
Citadel Advisors
Florida
-$111K -11,976 Closed
Point72 Asset Management
146
Point72 Asset Management
Connecticut
-$147K -11,965 Closed
PCM
147
Prelude Capital Management
New York
-$136K -11,063 Closed
WVP
148
Worth Venture Partners
New Jersey
-$132K -10,750 Closed
QT
149
Quantbot Technologies
New York
-$121K -9,847 Closed
MIM
150
MetLife Investment Management
New Jersey
-$121K -9,844 Closed

OPRX Hedge Fund Activity: Q1 2026 in Review

127 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q1 2026, worth a combined $85.2M — down 48% from $164M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of OPRX and 29 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 48 added.

The largest buyer was Goldman Sachs, adding an estimated $2.15M. The largest seller was Next Century Growth Investors, exiting entirely with an estimated $6.2M sold.

  • 127 institutional investors held OptimizeRx (OPRX) as of Q1 2026, down from 129 in Q4 2025.
  • Funds reported $85.2M of OptimizeRx stock for Q1 2026, down 48% quarter-over-quarter.
  • 29 funds opened new OptimizeRx positions in Q1 2026 and 30 closed out, a net change of -1 holder.
  • The largest OptimizeRx buyer in Q1 2026 was Goldman Sachs, an estimated $2.15M added.
  • The largest OptimizeRx seller in Q1 2026 was Next Century Growth Investors, an estimated $6.2M sold.

Based on aggregated 13F filings for Q1 2026.