Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Optimizerx Corp (OPRX)

110 + 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
↓ -17
Streak
1Q ▼
Buyers last Q
40%

Smart Money Signals — OPRX

Based on 110 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OPRX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
110 funds currently hold this stock — 87% of the 3.0-year high of 127 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding OPRX is almost the same as a year ago (-2 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 40% buying

54 buying80 selling
Last quarter: 80 funds reduced or exited vs 54 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 36 → 23 → 27 → 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.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 21% medium ■ 26% new
58 out of 110 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.
📊

Peak discovery — momentum slowing

32 → 36 → 23 → 27 → 21 new funds/Q
New funds entering each quarter: 36 → 23 → 27 → 21. 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 — 62% veterans vs 26% newcomers

■ 62% veterans ■ 11% 1-2yr ■ 26% new
Entry-cohort mix of 114 holders: 71 (62%) are 2+ year veterans, 13 entered 1–2 years ago, and 30 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
31 of 110 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q2, 54 hedge funds were net buyers of OPRX (21 opened a new position, 33 added to an existing one), while 80 reduced or exited (42 trimmed, 38 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. 26% of total institutional value in OPRX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -17 funds (more exits than new entries). Total institutional holders: 110.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: OPRX
110 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 110 127 -13.39%
13F Shares 11M 14M -16.89%
Total Value $62M $84M -25.98%
New Positions 21 27 -6
Increased Positions 32 51 -19
Closed Positions 38 27 +11
Reduced Positions 41 27 +14
Total Calls 2 3 -33.33%
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 0.33 Neutral

Statistics: OPRX

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Institutional Holders (2026 Q2)

110 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Whetstone Capital Advisors, LLC 2.27% 1,508,303 $8.6M
2 PharVision Advisers, LLC 1.39% 12,904 $74K
3 P.A.W. Capital Corp 0.70% 160,000 $915K
4 Mink Brook Asset Management LLC 0.36% 141,235 $808K
5 Parkman Healthcare Partners LLC 0.21% 350,347 $2.0M
6 Rice Hall James & Associates, LLC 0.18% 633,842 $3.6M
7 AWM Investment Company, Inc. 0.12% 240,421 $1.4M
8 9823 Capital, L.P. 0.09% 24,591 $141K
9 Kennedy Capital Management LLC 0.07% 644,150 $3.7M
10 Perkins Capital Management Inc 0.06% 14,808 $85K
11 Samjo Management, LLC 0.06% 32,000 $183K
12 Avenir Corp 0.05% 73,860 $422K
13 Royce & Associates LP 0.05% 1,089,398 $6.2M
14 Campbell & CO Investment Adviser LLC 0.02% 51,130 $292K
15 Blair William & Co/Il 0.01% 607,925 $3.5M
16 McAdam, LLC 0.00% 16,558 $95K
17 XTX Topco Ltd 0.00% 46,497 $266K
18 Trexquant Investment LP 0.00% 89,666 $513K
19 Hillsdale Investment Management Inc. 0.00% 20,300 $116K
20 Bard Associates Inc 0.00% 1,480 $8K
21 Renaissance Technologies LLC 0.00% 167,700 $959K
22 Engineers Gate Manager LP 0.00% 17,548 $100K
23 Quadrature Capital Ltd 0.00% 25,643 $147K
24 Aqr Capital Management LLC 0.00% 583,956 $3.3M
25 Jain Global LLC 0.00% 51,682 $296K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OPRX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OPRX?

More sellers than buyers — 40% buying: Last quarter: 80 funds reduced or exited vs 54 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for OPRX holders?

Strong quality — 26% AUM from major funds: 31 of 110 holders rank in the top 100 by AUM, accounting for 26% 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?

53% of holders stayed for 2+ years: 58 out of 110 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.

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