# OPTIMIZERX CORP COM NEW

OPTIMIZERX CORP COM NEW is a security (CUSIP 68401U204) tracked across SEC portfolio filings. 123 institutional managers reported $89.2M on Form 13F as of 2026-06-30; 12 registered fund positions totaling $4.1M via N-PORT as of 2026-05-31.

## Summary

- Issuer: OPTIMIZERX CORP
- Class: COM NEW
- CUSIP: 68401U204
- Asset category: EC
- 13F holders: 123
- 13F value: $89.2M
- 13F period: 2026-06-30
- N-PORT fund positions: 12
- N-PORT value: $4.1M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 123 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $13.9M | 1,136,933 |
| [Whetstone Capital Advisors, LLC](https://search.stillhousedata.com/firm/155414) | SHAWNEE MISSION, KS | $9.5M | 1,508,303 |
| BlackRock, Inc. | New York, NY | $7.3M | 1,163,501 |
| [ROYCE & ASSOCIATES LP](https://search.stillhousedata.com/firm/107689) | New York, NY | $5.6M | 888,030 |
| [Parkman Healthcare Partners LLC](https://search.stillhousedata.com/firm/300701) | STAMFORD, CT | $4.6M | 729,369 |
| [KENNEDY CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/105834) | ST LOUIS, MO | $4.1M | 656,258 |
| [BLAIR WILLIAM & CO/IL](https://search.stillhousedata.com/firm/1252) | Chicago, IL | $3.9M | 614,992 |
| [RICE HALL JAMES & ASSOCIATES, LLC](https://search.stillhousedata.com/firm/125410) | San Diego, CA | $3.8M | 601,921 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $3.5M | 563,570 |
| STATE STREET CORP | BOSTON, MA | $3.0M | 477,780 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $2.5M | 392,129 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $2.3M | 358,443 |
| AWM Investment Company, Inc. | NEW YORK, NY | $1.4M | 230,421 |
| [Invenomic Capital Management LP](https://search.stillhousedata.com/firm/287617) | BOSTON, MA | $1.4M | 229,370 |
| [RENAISSANCE TECHNOLOGIES LLC](https://search.stillhousedata.com/firm/106661) | NEW YORK, NY | $1.4M | 216,856 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Jacob Internet Fund](https://search.stillhousedata.com/fund/S000005257) | Jacob Funds Inc. | $1.6M | 361.00% |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $1.1M | 0.14% |
| [VANGUARD EXPLORER FUND](https://search.stillhousedata.com/fund/S000002578) | VANGUARD EXPLORER FUND | $492K | 0.23% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $418K | 0.24% |
| [Master Small Cap Index Series](https://search.stillhousedata.com/fund/S000002716) | Quantitative Master Series LLC | $177K | 0.37% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $152K | 0.20% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $49K | 0.01% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $39K | 0.01% |
| [DWS Small Cap Index VIP](https://search.stillhousedata.com/fund/S000006223) | DEUTSCHE DWS INVESTMENTS VIT FUNDS | $15K | 0.36% |
| [TIAA Separate Account VA-1 - Stock Index Account](https://search.stillhousedata.com/fund/S000005098) | TIAA Separate Account VA-1 | $4K | 0.03% |
| Guggenheim Active Allocation Fund | Guggenheim Active Allocation Fund | $1K | 0.02% |
| [Blackstone Alternative Multi-Strategy Fund](https://search.stillhousedata.com/fund/S000045538) | Blackstone Alternative Investment Funds | $-2K | -0.01% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/68401U204.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.