Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Optimizerx Corp (OPRX)

126 + Investors. Track Smart Money conviction in OPRX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
59%

Smart Money Signals — OPRX

Based on 127 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
127 hedge funds hold OPRX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +44% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+44% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

78 buying55 selling
Last quarter: 78 funds bought or added vs 55 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 31 → 36 → 23 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 21% medium ■ 24% new
69 out of 127 hedge funds have held OPRX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +1%, value -49%

Value
-48%
Shares
+1%
Last quarter: funds added +1% more shares while total portfolio value only changed -49%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

19 → 31 → 36 → 23 → 27 new funds/Q
New funds entering each quarter: 31 → 36 → 23 → 27. OPRX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 65% veterans vs 26% newcomers

■ 65% veterans ■ 9% 1-2yr ■ 26% new
Entry-cohort mix of 129 holders: 84 (65%) are 2+ year veterans, 11 entered 1–2 years ago, and 34 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
33 of 125 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OPRX

In 2026 Q1, 78 hedge funds were net buyers of OPRX (27 opened a new position, 51 added to an existing one), while 55 reduced or exited (28 trimmed, 27 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 24% of total institutional value in OPRX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 127.

Hedge Fund Ownership: OPRX

How many hedge funds hold OPRX — quarterly history vs. share price
Quarterly hedge fund ownership of OPRX vs. share price

Market Analysis: OPRX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OPRX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Optimizerx Corp (OPRX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OPRX has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
OPRX
-16.7%
XLV
+4.9%

OPRX outperformed XLV by -21.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
OPRX
+0.4%
XLV
+6.0%

Since the filing became public, OPRX outperformed XLV by -5.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: OPRX
126 + Investors

Track Smart Money conviction in OPRX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 126 127 -0.79%
13F Shares 14M 13M 1.46%
Total Value $84M $165M -48.9%
New Positions 26 23 +3
Increased Positions 51 41 +10
Closed Positions 27 22 +5
Reduced Positions 27 40 -13
Total Calls 3 3 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.33 0.0 Bullish

Statistics: OPRX

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

126 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OPRX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OPRX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Whetstone Capital Advisors, LLC 3.28% 1,508,303 $9.5M
2 P.A.W. Capital Corp 1.54% 90,000 $565K
3 Parkman Healthcare Partners LLC 0.47% 729,369 $4.6M
4 Rice Hall James & Associates, LLC 0.21% 601,921 $3.8M
5 AWM Investment Company, Inc. 0.16% 230,421 $1.4M
6 Oxford Asset Management LLP 0.11% 39,024 $245K
7 Perkins Capital Management Inc 0.09% 15,908 $100K
8 Kennedy Capital Management LLC 0.09% 656,258 $4.1M
9 Manatuck Hill Partners, LLC 0.08% 50,000 $314K
10 Invenomic Capital Management LP 0.07% 229,370 $1.4M
11 Gwn Securities INC. 0.07% 54,850 $344K
12 Avenir Corp 0.06% 77,260 $485K
13 Royce & Associates LP 0.06% 888,030 $5.6M
14 Integrated Quantitative Investments LLC 0.05% 40,723 $256K
15 State of Wyoming 0.03% 35,251 $221K
16 Segall Bryant & Hamill, LLC 0.02% 142,457 $950K
17 Campbell & CO Investment Adviser LLC 0.01% 32,860 $206K
18 Blair William & Co/Il 0.01% 614,992 $3.9M
19 Ancora Advisors LLC 0.01% 55,637 $349K
20 Bridgeway Capital Management, LLC 0.01% 54,029 $339K
21 Trexquant Investment LP 0.01% 136,874 $860K
22 Aaron Wealth Advisors LLC 0.00% 10,588 $66K
23 Hillsdale Investment Management Inc. 0.00% 20,300 $127K
24 Schonfeld Strategic Advisors LLC 0.00% 74,761 $469K
25 McAdam, LLC 0.00% 10,439 $66K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Optimizerx Corp (OPRX)

What does the Smart Money Trend signal show for OPRX?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for OPRX?

Slight buying edge — 59% buying: Last quarter: 78 funds bought or added vs 55 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OPRX holders?

Strong quality — 24% AUM from major funds: 33 of 125 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OPRX?

54% of holders stayed for 2+ years: 69 out of 127 hedge funds have held OPRX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Optimizerx Corp (OPRX) following the 2026 Q1 hedge fund 13F filings?

As of today, OPRX has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLV sector ETF — an outperformance of -5.6%. Since the quarter end (March 31, 2026), OPRX has gained -16.7% vs +4.9% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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