Optimizerx Corp: which funds bought and sold

Institutions that bought and sold Optimizerx shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 54 institutions that filed 13F reports for both quarters added to or opened positions in Optimizerx, and 77 cut or closed them. Together they sold a net 2.3M shares, −17.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 142K shares (+4.2%); index fund managers were net sellers of 1.7M shares (−48.9%). 22 opened a new position and 35 sold out entirely.

Bought, Q2 2026 54 institutions, 22 of them new holders Sold, Q2 2026 77 institutions, 35 of them sold out

Net change, all compared −2.3M shares (−17.0%)

Net change, active managers +142K shares (+4.2%), 12 bought, 15 sold

Buyers versus sellers

institutions compared, 147

54 bought 16 77 sold

Active managers and hedge funds 12 bought · 15 sold · +142K

Index fund managers 1 bought · 8 sold · −1.7M

Other institutions 41 bought · 54 sold · −767K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+369K +171.7%	584K	$3.3M
Royce & Associates LP Active manager	+201K +22.7%	1.1M	$6.2M
Citadel Advisors LLC Hedge fund	+158K New position	158K	$903,715
Mink Brook Asset Management LLC	+141K New position	141K	$807,864
Janney Montgomery Scott LLC	+136K New position	136K	$778,000
Marshall Wace, LLP Hedge fund	+131K +418.4%	162K	$927,704
Jane Street Group, LLC	+122K New position	122K	$698,332
Morgan Stanley	+80K +104.7%	156K	$894,116
P.A.W. Capital Corp	+70K +77.8%	160K	$915,200
Point72 Asset Management, L.P. Hedge fund	+56K New position	56K	$318,141
Millennium Management LLC Hedge fund	+53K +211.2%	79K	$450,685
Jain Global LLC Hedge fund	+52K New position	52K	$295,621
Quantinno Capital Management LP	+50K +102.2%	99K	$566,989
HSBC Holdings PLC	+46K +343.7%	59K	$326,577
HRT Financial LP	+36K New position	36K	$204,000
Man Group PLC Hedge fund	+33K +85.8%	72K	$413,825
Samjo Management, LLC	+32K New position	32K	$183,040
Rice Hall James & Associates, LLC	+32K +5.3%	634K	$3.6M
Bullseye Asset Management LLC	+32K +14.0%	258K	$1.5M
Xtx Topco Ltd	+28K +152.4%	46K	$265,963

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+369K +171.7%	584K	$3.3M
Royce & Associates LP Active manager	+201K +22.7%	1.1M	$6.2M
Citadel Advisors LLC Hedge fund	+158K New position	158K	$903,715
Marshall Wace, LLP Hedge fund	+131K +418.4%	162K	$927,704
Point72 Asset Management, L.P. Hedge fund	+56K New position	56K	$318,141
Millennium Management LLC Hedge fund	+53K +211.2%	79K	$450,685
Jain Global LLC Hedge fund	+52K New position	52K	$295,621
Man Group PLC Hedge fund	+33K +85.8%	72K	$413,825
Quadrature Capital Ltd Hedge fund	+26K New position	26K	$146,678
Acadian Asset Management LLC Active manager	+4,375 +51.6%	13K	$73,000

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	−718K −61.7%	445K	$2.5M
State Street Corp Index funds	−397K −83.1%	81K	$461,043
Parkman Healthcare Partners LLC	−379K −52.0%	350K	$2M
Goldman Sachs Group Inc	−253K −70.7%	105K	$600,812
Invenomic Capital Management LP Hedge fund	−229K Sold out	0	—
Segall Bryant & Hamill, LLC Active manager	−189K Sold out	0	—
Geode Capital Management, LLC Index funds	−185K −47.1%	207K	$1.2M
Vanguard Portfolio Management LLC Index funds	−161K −48.8%	170K	$969,757
Squarepoint Ops LLC Hedge fund	−133K −74.6%	45K	$257,766
LPL Financial LLC	−130K Sold out	0	—
Russell Investments Group, Ltd.	−125K −99.3%	885	$5,062
Northern Trust Corp Index funds	−118K −76.2%	37K	$211,640
Dimensional Fund Advisors LP	−86K −15.2%	478K	$2.7M
Raymond James Financial Inc	−83K Sold out	0	—
Charles Schwab Investment Management Inc Index funds	−82K Sold out	0	—
Vanguard Global Advisers, LLC	−79K −91.9%	6,897	$39,451
Schonfeld Strategic Advisors LLC Hedge fund	−61K −81.0%	14K	$81,377
Sei Investments Co	−57K −58.0%	41K	$236,945
State Of Wisconsin Investment Board	−57K −83.4%	11K	$65,174
Gwn Securities Inc.	−55K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Invenomic Capital Management LP Hedge fund	−229K Sold out	0	—
Segall Bryant & Hamill, LLC Active manager	−189K Sold out	0	—
Squarepoint Ops LLC Hedge fund	−133K −74.6%	45K	$257,766
Schonfeld Strategic Advisors LLC Hedge fund	−61K −81.0%	14K	$81,377
Bridgeway Capital Management, LLC Active manager	−54K Sold out	0	—
Qube Research & Technologies Ltd Hedge fund	−54K −44.4%	67K	$384,773
Renaissance Technologies LLC Hedge fund	−49K −22.7%	168K	$959,244
Trexquant Investment LP Hedge fund	−47K −34.5%	90K	$512,890
FMR LLC Active manager	−46K −66.3%	23K	$133,725
Alliancebernstein L.P. Active manager	−40K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Citadel Advisors LLCHedge fund	158K	$903,715
Mink Brook Asset Management LLC	141K	$807,864
Janney Montgomery Scott LLC	136K	$778,000
Jane Street Group, LLC	122K	$698,332
Point72 Asset Management, L.P.Hedge fund	56K	$318,141
Jain Global LLCHedge fund	52K	$295,621
HRT Financial LP	36K	$204,000
Samjo Management, LLC	32K	$183,040
Quadrature Capital LtdHedge fund	26K	$146,678
9823 Capital, L.P.	25K	$140,661

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Invenomic Capital Management LPHedge fund	229K	$1.4M
Segall Bryant & Hamill, LLCActive manager	189K	$1.2M
LPL Financial LLC	130K	$813,938
Raymond James Financial Inc	83K	$522,264
Charles Schwab Investment Management IncIndex funds	82K	$515,412
Alliancebernstein L.P.Active manager	40K	$488,561
Gwn Securities Inc.	55K	$344,458
Bridgeway Capital Management, LLCActive manager	54K	$339,302
Manatuck Hill Partners, LLC	50K	$314,000
Prudential Financial Inc	43K	$268,187

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 113
Ten largest holders: 62.7%
Index fund managers: 15.6%
Active managers and hedge funds: 31.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	12	15	4	6	+142K	+4.2%
Index fund managers	1	8	0	1	−1.7M	−48.9%
Other institutions	41	54	18	28	−767K	−11.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Optimizerx.

Only managers that filed a holdings report for both quarters are compared (147 here). 3 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

← Back to Optimizerx Corp · Insiders · Politicians