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. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

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: 32 → 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 → 32 → 36 → 23 → 27 new funds/Q
New funds entering each quarter: 32 → 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 — 34% AUM from major funds

34% from top-100 AUM funds
33 of 125 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 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. 34% 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

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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.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: OPRX
2026 Q2 Stats Unlock in 2 days 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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Institutional Holders (2026 Q2)

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
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 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?

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 — 34% AUM from major funds: 33 of 125 holders rank in the top 100 by AUM, accounting for 34% 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.

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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