Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

OPTIMIZERX CORP COM NEW (OPRX)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
52%

Smart Money Signals — OPRX

Based on 124 hedge funds · latest filing: 2025 Q4 · 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
124 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 — +46% more funds vs a year ago

fund count last 6Q
+39 new funds entered over the past year (+46% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 52% buying

64 buying60 selling
Last quarter: 64 funds bought or added vs 60 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.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 19 → 31 → 35 → 21. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 23% medium 16% new
75 out of 124 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 -41%

Value
-40%
Shares
0%
Last quarter: funds added -1% more shares while total portfolio value only changed -41%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

19 → 19 → 31 → 35 → 21 new funds/Q
New funds entering each quarter: 19 → 31 → 35 → 21. A growing number of institutions are discovering OPRX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 74% of holders stayed 2+ years

74% veterans 5% 1-2yr 21% new
Of 127 current holders: 94 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
27 of 124 holders rank in the top 100 by AUM, accounting for 25% 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 0 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: OPRX
2026 Q1 Stats Unlock in 22 days 127 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 127 127 -
13F Shares 13M 14M -0.72%
Total Value $165M $277M -40.51%
New Positions 21 35 -14
Increased Positions 44 34 +10
Closed Positions 21 25 -4
Reduced Positions 45 44 +1
Total Calls 3 5 -40.0%
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 0.4 Bullish

Statistics: OPRX

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

127 + investors

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

Top 18 institutional holders of OPRX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 P.A.W. CAPITAL CORP 1.54% 90,000 $565K
2 PERKINS CAPITAL MANAGEMENT INC 0.09% 15,908 $100K
3 Aaron Wealth Advisors LLC 0.00% 10,588 $66K
4 Versant Capital Management, Inc 0.00% 2,041 $13K
5 State of Alaska, Department of Revenue 0.00% 10,067
6 STRS OHIO 0.00% 24,500 $154K
7 GAMMA Investing LLC 0.00% 1,023 $6K
8 AdvisorNet Financial, Inc 0.00% 600 $4K
9 True Wealth Design, LLC 0.00% 60
10 SBI Securities Co., Ltd. 0.00% 408 $3K
11 SJS Investment Consulting Inc. 0.00% 44
12 Leonteq Securities AG 0.00% 139
13 Compagnie Lombard Odier SCmA 0.00% 410 $3K
14 North Star Investment Management Corp. 0.00% 71
15 IFP Advisors, Inc 0.00% 139
16 Sterling Capital Management LLC 0.00% 103
17 Root Financial Partners, LLC 0.00% 28
18 Farther Finance Advisors, LLC 0.00% 120
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 COM NEW (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 — 52% buying: Last quarter: 64 funds bought or added vs 60 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 — 25% AUM from major funds: 27 of 124 holders rank in the top 100 by AUM, accounting for 25% 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?

60% of holders stayed for 2+ years: 75 out of 124 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.

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.